Grounded in tradition. Focused on today.

Private Wealth Management 

Wickham Cash Lake Image

Experience.  Family. Tradition. These are not just words to Wickham Cash Partners; these are the values that have defined us for six decades. They are also the values that matter most to the generations of ultra high net worth families we continue to serve. With over 200 years of collective experience and drawing on the powerful global resources of UBS Private Wealth Management, we have the capabilities to address and execute on each of your most important priorities and concerns. Whether it’s to source new capital, establish a wealth transfer plan, exit your lifelong business or create a philanthropic legacy, more than 18 professionals bring a diversity of backgrounds and skill to your financial world, delivered with commitment and care.

Our team’s founder was a pioneer in understanding the power of advice—beyond the investment portfolio. Today, as we help our clients grow and sustain their wealth for their families, their businesses and the future, we’ve found his wisdom to be more relevant than ever. We are grateful.

  • Mitchell Wickham

    Mitchell Wickham

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    UBS Private Wealth Advisor and cofounder of Wickham Cash Partners Mitchell Wickham strives to bring both structure and simplicity to his affluent clients’ complex financial lives. He leads a diverse team of 18 professionals whose complementary skills and talents deliver comprehensive private wealth management to successful multigenerational families, corporate executives and entrepreneurs.

    Accessing the extensive resources of UBS Private Wealth Management and working closely with clients’ trust and estate attorneys and CPAs, Mitchell and his team focus on developing investment, income replacement, philanthropic and wealth transfer strategies that address each client’s unique needs and circumstances. Mitchell and his team have significant experience advising successful business owners to help them navigate issues they face when planning for and ultimately selling their business.

    “Our team shares a number of core values, but all roads lead to this: our clients’ needs should always take priority.” – Mitchell Wickham

    Past professional experience

    - Managing director and private wealth advisor, Merrill Lynch

    - Senior vice president, industrial real estate consulting and brokerage, Binswanger Corporation

    Life

    - Mitchell lives in Charlotte, NC, with his wife and three daughters. They are a high-energy family of downhill skiers, whitewater kayakers, runners and wing shooters.

    - Mitchell serves on the board of directors of the NC Outward Bound School, where he is a former board chair, and Charlotte Latin School. He is a past board member and past president of Association for Corporate Growth and Anuvia Prevention and Recovery Center. He is also active in his church and other local charities.

    • Barron’s Top 100 Private Wealth Advisory Teams, 2021, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
    • Barron's Top 1,200 Financial Advisors, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Financial Advisors, 2022The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
    • Forbes America's Top Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • University of Georgia, B.A.
    • Series 7, 31 and 66 securities licenses (registered in all 50 states)
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Analyst®
    6100 Fairview Road
    Suite 900
    Charlotte, NC 28210
  • Greg Cash

    Gregory Cash

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    To Private Wealth Advisor Greg Cash, wealth management is complex and challenging, but it’s how you listen to clients that makes all the difference in people’s lives. He believes all good advice stems from finding out what matters most to each client. Greg became interested in financial services while studying micro- and macroeconomics, as well as behavioral finance, while at UVA. He found it to be an industry where you could add value to people’s lives in tangible ways. Today, as cofounder of UBS Private Wealth team Wickham Cash Partners, Greg can do just that.

    He helps guide the team’s wealth management practice, where he is actively involved in customizing client portfolios to align with each client’s unique goals, tax and estate plan, and family circumstances. Greg has also received advanced training from the Money, Meaning and Choices Institute in facilitating multigenerational family meetings, values retreats and solving complex multigenerational financial issues that often occur within larger, ultra high net worth families.

    “ We strive to be the primary advisor that UHNW families and companies rely on to help them reach their financial goals and navigate the obstacles that regularly get in the way. That takes a combination of empathetic listening, problem-solving skills and the years of experience that our team brings to the table.”  – Gregory Cash

    Life

    - Outside of work, Greg enjoys spending time with his wife, their children and their extended families.

    - He is very active in his church and in helping entrepreneurs make an impact on their customers, employees and community.

    - Greg enjoys a competitive game of tennis and a long day at the beach with his kids.

    • Barron’s Top 100 Private Wealth Advisory Teams, 2021, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
    • Barron's Top 1,200 Financial Advisors, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Financial Advisors, 2022The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
    • Forbes America's Top Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • University of Virginia, B.A., economics
    • Series 7, 31 and 66 securities licenses (registered in all 50 states)
    • CERTIFIED FINANCIAL PLANNER™
    6100 Fairview Road
    Suite 900
    Charlotte, NC 28210
  • Ronald Bryson

    Ronald Bryson

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    With more than 35 years in wealth management advisory services, and an earlier career in retail, corporate and institutional banking, UBS Private Wealth Advisor, Ron Bryson has the experience, knowledge and passion to help affluent clients pursue their most important goals. Since 2017, he has shared his deep and diverse insights with Wickham Cash Partners’ clients. Today, Ron focuses on total portfolio development from asset allocation and investment selection to concentrated stock and stock option issues, alternative solutions, trust services and other tactical investment vehicles.

    Guided by his “clients first” commitment and the core principles of integrity, dependability and hard work, Ron accesses the extensive global resources and thought leadership of UBS Private Wealth Management to deliver the advice and solutions sophisticated investors need today to help grow, sustain and transition their wealth over time, from generation to generation.

    “ In a world of round-the-clock financial information, I believe our time-tested process and our dedicated team can provide the strategic thinking and navigation our clients need to effectively manage their wealth.” – Ronald Bryson

    Life

    - Ron and his wife, Susan, live in Charlotte.

    - Ron supports many charitable endeavors, including those that provide care for the homeless, underprivileged children and animals.

    - He enjoys golf, snow skiing and the performing arts.

    • Barron’s Top 100 Private Wealth Advisory Teams, 2021, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 

    • Series 3, 7, 65 and 66 securities licenses (registered in all 50 states)
    • University of South Carolina , M.B.A.
    • University of South Carolina, B.S., finance: 1974
    • CERTIFIED FINANCIAL PLANNER™
    6100 Fairview Road
    Suite 900
    Charlotte, NC 28210
  • North Moore

    J. North Moore III

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    North Moore is a Private Wealth Advisor and Portfolio Manager for the UBS Private Wealth team Wickham Cash Partners. He has more than 15 years of experience advising high net worth families on the unique complexities of multigenerational wealth. 

    After an early career managing stock option plans for Fortune 500 companies and advising C-suite executives on long-term wealth accumulation strategies, North joined the Wickham Cash Partners team in 2011. He focuses primarily on advising entrepreneurs, corporate executives and their families. North has broad experience helping clients navigate the disposition or acquisition of private businesses, private equity sponsored buyouts for high-level management, de-risking concentrated positions in publicly traded company stock and multigenerational wealth transfer for highly successful families.

    North received his undergraduate degree from Davidson College and later earned the Chartered Financial Analyst® (CFA®) designation. He is a member of the Wickham Cash Partners investment committee and is actively involved in developing the team’s investment outlook and strategy.

    “ We have had the privilege to work with some of the most successful entrepreneurs and executives in the country. The common thread among all of them is that they inherently know they’ve been successful but seek advice in how to crystallize the purpose for their wealth. That’s my favorite part of the job—advancing the vision of what is possible and charting the course for long-term success.”
    – J. North Moore III

    Life

    - North and his wife, Nikki, have three daughters and live in Charlotte.

    - They actively support the Charlotte Mecklenburg Library system, where Nikki is involved in the campaign to build the new main library.

    - North is an avid fly fisherman, hunter and conservationist. When not in the office, he can be found outdoors with his wife and daughters, searching for a good place to wet a line.

      • Series 7, 31 and 66 securities licenses (registered in all 50 states)
      • Davidson College, B.A.
      • Chartered Financial Analyst®
      6100 Fairview Road
      Suite 900
      Charlotte, NC 28210
    • Trevor Hoke

      Trevor Hoke

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • ND
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • PR
      • RI
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VI
      • VT
      • WA
      • WI
      • WV
      • WY

      Trevor Hoke has worked in wealth management for over 16 years, primarily advising ultra high net worth clients. Over the years, he has helped families successfully navigate difficult markets, multigenerational family dynamics and legacy family business transactions. Today, he leads the team’s efforts in portfolio research and analysis, cash flow modeling and comprehensive wealth planning. He helps clients understand their financial situation and the important variables that will allow them to make better decisions and drive long-term success.

      “ Our clients count on us for our knowledge and resources. But even more important, they count on us for our core values—dependability, responsibility and accountability. That’s how we earn their confidence.”
      – Trevor Hoke

      Life

      - Trevor, his wife, Christine, and their two children live in Charlotte.

      - He and his family are very active in their church, Myers Park Presbyterian Church.

      - Trevor has held past positions with the Mint Museum, United Way of Central Carolinas and Urban Ministry.

        • Series 7 and 66 securities licenses (registered in all 50 states)
        • Queens University of Charlotte, M.B.A., finance
        • North Carolina State University, B.S.
        • Certified Investment Management Analyst®
        6100 Fairview Road
        Suite 900
        Charlotte, NC 28210
      • Ray Evans

        Ray Evans

        Vice President–Wealth Management

        Financial Advisor

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        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • IN
        • KS
        • ME
        • NC
        • NJ
        • NM
        • NY
        • SC
        • TN
        • VA
        • VT
        • WA
        • WV
        • WY

        Ray’s fascination with the financial markets began early in life when he won his eighth-grade stock-picking contest. His big win led to lifelong inspiration that continues to this day and grows stronger all the time. Before joining the financial industry 19 years ago, he owned a men’s lifestyle clothing line in which he designed, manufactured, sold and distributed his products. His attention to detail and natural inquisitiveness that fueled his success in that field, serve him well today in his private wealth management career and as a valued Financial Advisor for his team, Wickham Cash Partners.

        Relationship management, client education, communication and care are Ray’s priorities on the team. Because he’s found that financial discussions are often fraught with emotional triggers, he strives to support clients with more balanced, well-informed insights, creating space for grounded decisions based on sound principles.

        “ The foundation of any relationship is confidence. I earn and maintain the confidence of my clients when they consistently see that my words and actions align. Transparency, honesty and integrity are my guiding principles in business and in life.”
        – Ray Marshall Evans III

        Life

        - Ray is an avid golfer and skier, and he loves spending time on all kinds of boats.

        - His passion for the last 20 years has been spending time with family and raising his children to be compassionate, inclusive and productive individuals.

        - With the family now grown, Ray is now pursuing volunteer ventures in the mental health field, an underserved and underfunded area of his community.

          • Georgia State University, B.S., business
          • Deerfield Academy
          • Series 7, 31, 63 and 65 securities licenses (registered in all 50 states)
            6100 Fairview Road
            Suite 900
            Charlotte, NC 28210
          Plan early. Exit strategically.

          Plan early. Exit strategically.

          Business transition and succession planning

          Business transition and succession planning

          Who we work with

          Who we work with

          Shaped by independence. Designed for complexity.

          Our process
          While our recommendations are often aligned with firmwide research, we are, by nature, independent thinkers who deliver advice based on our collective knowledge of the markets and actual experience helping clients navigate their complex wealth through many different market cycles. Depending on where you are in your life, our planning conversations may focus on liquidity management, estate planning strategies, tax and legal structures such as trusts and philanthropic vehicles, your cash flow needs or asset replacement solutions such as insurance.

          Liquidity. Longevity. Legacy.  
          Our process begins with questions and discussions that help us focus on what’s important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

          200

          Collective years of experience

          $15+ billion

          Assets under management

          18

          Investment professionals on the team


          Insights