A legacy for generations

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Ryan Long and Bradford Bernstein have been recognized as industry leaders

Barron’s 2021 Top 1,200 Advisors

LongBernstein Wealth Management is pleased to announce that Barron's has named Ryan Long and Bradford Bernstein a Top 1,200 Financial Advisor for 2021.

This honor recognizes a strong dedication to helping clients pursue what matters most as well as a commitment to taking a difference in the broader community.

Meet LongBernstein Wealth Management

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Ryan Long

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
RankCredential
- AL
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KS
- KY
- LA
- MD
- ME
- MI
- MO
- MS
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- MA
- AR
- CT
- ID
- MN
- MT
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Experience to guide you forward

With over 18 years of experience in wealth management, Ryan joined UBS in 2002 following graduation from the University of Texas at Austin with a degree in Economics. He is a Private Wealth Advisor at UBS, a program focused on specific planning and advisory needs of ultra high net worth clients and their families. Additionally, Ryan has successfully completed UBS training in the Portfolio Management Program earning the Senior Portfolio Manager designation.

Recognized for an accomplished career and commitment to service, Ryan was named to the influential UBS Financial Advisor Advisory Council (FAAC) in 2016 and chosen as Co-Chair of the Council in the Fall of 2017 until his term expired in January of 2020. The FAAC is a select group of 15 Advisors who represent all UBS Advisors, addresses critical issues and concerns that ultimately help Advisors better serve their clients. Ryan is also a distinguished member of the UBS Pinnacle Council and has been named as a UBS recognition council member since 2004.

Professional achievements and education
- Barron's Top 1200 Advisors, 2019-2021
- On Wall Street's Top 40 Advisors Under 40, 2019 & 2020
- Forbes Best-In-State Wealth Advisor, 2018 - 2021
- Forbes / Shook America's Top Next Generation Wealth Advisors, 2017, 2018 & 2019 (#1 in Texas)
- UBS Top 35 under 35 2013, 2014 & 2015
Series 7, 63 and 65 securities licenses and the general lines insurance license

B.S., Economics, University of Texas at Austin

Outside of UBS

Ryan is a member of Northwood Country Club in Dallas and a member of Austin Golf Club and Spanish Oaks Golf Club in Austin. In addition, he serves on the Capital Campaign Committee at Trinity Christian Academy. Ryan is an avid sports fan, and coaches several of his children's sports teams. He resides in Dallas with his wife Danielle and their three children, Bentley, Farrah, Channing and their two golden retrievers Tucker & Bailey.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021
- Forbes/SHOOK Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021
- Forbes/SHOOK Top 250 Next-Generation Wealth Advisors, 2017, 2019
- Forbes/SHOOK Best-In-State Next-Generation Wealth Advisors, 2018, 2019
- On Wall Street – Top 40 Advisors Under 40, 2018, 2019, 2020
- UBS Top 35 Under 35, 2013, 2014, 2015
- B.S., Economics, University of Texas at Austin
- Private Wealth Advisor
100 Crescent Court
Dallas, TX 75201
Bradford Bernstein, CFP®, CPWA®, CIMA®

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MD
- ME
- MA
- HI
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Experience to guide you forward

For over two decades, Brad has provided comprehensive wealth management advice to clients ranging from the emerging affluent to the ultra-high net worth. He is a passionate problem solver, and provides critical insight and solutions for his clients’ complex wealth management needs.

Brad has held a number of leadership roles within UBS. From 2014 to 2015, he was a member of the UBS FA Advisory Council, a select group of 14 advisors chosen to represent all UBS advisors firm wide. The council focuses on shaping the firm's wealth management strategies. Brad has also been recognized within UBS as a lecturer on practice management and financial advisor development. Brad is a distinguished member of the UBS Pinnacle Council, which represents an exclusive group of the firm's top advisors.

Brad is a frequent commentator on wealth management issues for the media, and has been a guest on Yahoo! Finance's "The Final Round" and SiriusXM Satellite Radio's "Behind the Markets". He has also been featured in The Wall Street Journal, Barron’s, Bloomberg BusinessWeek, USATODAY, Investor's Business Daily, Fox Business News, The Philadelphia Inquirer, amongst other publications.

Professional Achievements and Education
- Barron's Top 1,200 Financial Advisors, 2019 - 2021
- Forbes/SHOOK Best-in-State Wealth Advisors, 2018 -2021
- Investment News Top 40 Under 40, 2016
CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor® Certified Investment Management Analyst®

B.A., Boston University

Outside of UBS

He lives in Penn Valley with his wife Ariann, and children Alexa and Trevor. Brad is actively involved in his local community. He serves on The Corporate Council of The Children's Hospital of Philadelphia composed of top executives from the region.
- Forbes/SHOOK Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst
- Private Wealth Advisor
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103
Louise Gunderson

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
RankCredential
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IL
- IN
- LA
- MD
- MA
- AL
- GA
- MI
- MN
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- VA
- WA
- WY
- HI
- IA
- ID
- KS
- KY
- ME
- MO
- MS
- MT
- NE
- NH
- NM
- OK
- TN
- UT
- VT
- WI
- WV
Because of her genuine interest in people, it’s no surprise that Louise Gunderson has distinguished herself as one of UBS’s most successful Financial Advisors. She brings over 40 years of experience helping sophisticated clients meet their most meaningful—and often complex—wealth goals. Louise focuses on providing advice and solutions to address all areas of her clients’ lives—from investment management and asset allocation to longevity and multigenerational estate planning, banking and real estate financing.

A wealth manager with extensive banking and investment experience
Prior to joining UBS, Louise spent six years with Merrill Lynch Global Wealth Management as a managing director of investments. Her experience also includes 10 years with Bernstein Investment Research and Management, serving as a senior financial advisor and principal, managing over $1 billion of client assets. She previously spent 18 years at Chemical Bank in its credit, private banking and retail divisions, as well as five years as head of private banking at Republic National Bank and Banca della Svizzera Italiana (BSI).

A nationally recognized industry leader
- Featured in The Wall Street Journal, The New York Times, Bloomberg News, Forbes, Barron's and The Financial Times
- Featured guest speaker on Fox News and CNBC’s Squawk on the Street
- Recipient of the UBS Pinnacle Club’s 2016 Aspire Award
Living her passion for giving back
- Auxiliary Board of Lenox Hill Hospital, board member
- Member of C200, a community of the most successful women in business driven to advance current and future women entrepreneurs and corporate leaders
- Duke Cancer Institute, member of the Board of Overseers
- Wake Forest University Parents’ Council
- PENCIL’s Principal for a Day program with New York City public schools
- UBS women’s network mentor
- Girls Inc., recipient of the prestigious “She Knows Where She’s Going” award, recognized as a role model for tomorrow’s female executives
- Barron's Hall of Fame, 2019
- Financial Times Top 400 Financial Advisers, 2020
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021
- Barron's Top 100 Women Advisors, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020
- Forbes/SHOOK Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021
- Forbes/SHOOK Top 100 Wealth Advisors, 2016
- Forbes/SHOOK Top 250 Wealth Advisors, 2017, 2018, 2019, 2020
- Forbes/SHOOK Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021
- REP. magazine and WealthManagement.com "Top 50 Wirehouse Women", 2014
- Trinity Washington University, Bachelor’s Degree, Political Science
- Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019
Barry Kemball-Cook

Managing Director–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KS
- KY
- LA
- MD
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- MA
- ID
- UT
- VA
- WA
- WI
- WY
Experience to guide you forward

Barry has devoted his 28 years in the financial services industry to UBS and its predecessor firms, earning particular experience in the area of portfolio management. He successfully completed UBS training in the Portfolio Management Program to earn the Senior Portfolio Manager designation.

Professional achievements and education
- B.B.A., Finance
- M.B.A., Financial Planning, University of Dallas
Outside of UBS

In his free time, Barry enjoys Baylor football, golfing and spending time at his ranch with his family. He also serves annually as a Gallery Guard at the Masters Golf Tournament. Barry lives in Plano with his wife, Kimberly, and their two sons, Cross and Reece.
100 Crescent Court
Dallas, TX 75201
Neil Newman

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CO
- FL
- IL
- MI
- NC
- NJ
- NY
- PA
- TN
Experience to guide you forward

Neil began my career in one of the equity market's most tumultuous months on record – and over the past 40 years he has helped clients manage their wealth throughout good times and bad. Neil joined UBS in 2009 after 21 years at Smith Barney.

With his clients, Neil emphasizes asset allocation and total portfolio management with a focus on retirement income planning; he also help them with education funding, structures for charitable giving, and estate planning.

Professional Achievements and Education
- Series 7 and 63 securities licenses
- Licenses for life, accident and health insurance, and variable annuities
- B.S., Finance from Thomas Jefferson University.
Outside of UBS

Neil and his wife live in Fort Washington. They have just welcomed our first grandchild Skylar.
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103
Richard Schutt

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- MD
- MA
- MI
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- AR
- UT
- WA
Experience to guide you forward

Over the last four decades, Richard has helped his clients navigate the ever-changing financial markets with his sound investment advice and guidance. His systemic approach to investing ensures his clients' portfolios are aligned with their investment goals and risk tolerance.

Richard began his career at Merrill Lynch, where he worked for 10 years prior to joining UBS in 1986. He specializes in the fixed income markets with a focus on municipal bonds.

Professional Achievements and Education
- B.S., Accounting, from Kent State University.
Outside of UBS

He lives in Lake Worth, Florida with his wife, Tracy. They have a daughter Blair, who is a manager, Sales & Catering at Gurney's Resorts in Montauk, New York.
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103

Ryan Long

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
Bradford Bernstein, CFP®, CPWA®, CIMA®

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
Louise Gunderson

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
Barry Kemball-Cook

Managing Director–Wealth Management

Financial Advisor
View bio
Neil Newman

Senior Vice President–Wealth Management

Financial Advisor
View bio
Richard Schutt

Senior Vice President–Wealth Management

Financial Advisor
View bio

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Multigenerational planning

Investment management

Money management that puts your best interests first

Our disciplined planning process drives a highly personalized investment strategy. Serving as your discretionary portfolio manager or working with select third-party investment managers, we offer timely perspectives, customized portfolios and a fully integrated suite of financial solutions.

A focus on asset allocation and risk management. By listening and aligning with your objectives, we can craft an asset allocation based on your family’s goals, growth and income needs. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

Your personalized portfolio. Many clients prefer to delegate the day-to-day management of their assets. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks. When we take on discretionary management of your portfolio, we are transparent about our fiduciary responsibility.

Open access and analysis. Through our open platform, we can offer premium financial solutions both within and outside of UBS. This access, along with a disciplined process, ensures we develop customized strategies based on highly-focused analysis.

Insights for each generation. We offer timely perspectives that drive a fully integrated suite of financial solutions. We help prepare each family member to collectively manage, sustain and grow their wealth across multiple generations and we will work with your tax and legal advisors to develop tax-advantaged solutions.

Tailored lending and cash management

Backed by the strength of UBS

A global leader in wealth management

^$3.6 trillion

In invested assets globally UBS financial reporting year-end results 2019

51 countries

Our global footprint

Largest

UBS is the world's largest wealth manager¹
_{¹Scorpio Partnership’s “Global Private Banking Benchmark 2018” rank of global wealth managers by assets under management.}

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A legacy for generations

Ryan Long and Bradford Bernstein have been recognized as industry leaders

Pursuing your goals together

Ryan Long

Bradford Bernstein, CFP®, CPWA®, CIMA®

Louise Gunderson

Barry Kemball-Cook

Neil Newman

Richard Schutt