Grounded in tradition. Focused on today.

Private Wealth Management

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.

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Mitchell Wickham

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
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- CA
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- DC
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- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
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- MO
- MS
- MT
- NC
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- NE
- NH
- NJ
- NM
- NV
- NY
- OH
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- OR
- PA
- PR
- RI
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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 21 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.

California Insurance License # 0D86507
- Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2022, 2023, 2024
  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, 2022, 2023, 2024The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes America's Top Wealth Advisors, 2022, 2023, 2024The 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, 2022, 2023, 2024The 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 Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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

mitchell.wickham@ubs.com

Mitchell Wickham

6100 Fairview Road,Charlotte,NC,28210
Gregory Cash

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
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- 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
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- UT
- VA
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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.

California Insurance License #0E96302
- Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2022, 2023, 2024
  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, 2022, 2023, 2024The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes America's Top Wealth Advisors, 2022, 2023, 2024The 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, 2022, 2023, 2024The 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 Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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

greg.cash@ubs.com

Gregory Cash

6100 Fairview Road,Charlotte,NC,28210
Ronald Bryson

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MO
- MS
- MT
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
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- UT
- VA
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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 Management Teams, 2021, 2022The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- 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

ron.bryson@ubs.com

Ronald Bryson

6100 Fairview Road,Charlotte,NC,28210
J. North Moore III

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
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- DC
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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.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- 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

north.moore@ubs.com

J. North Moore III

6100 Fairview Road,Charlotte,NC,28210
Trevor Hoke

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
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- OR
- PA
- PR
- RI
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- UT
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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.
- Barron’s Top 100 Private Wealth Management Teams, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- 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

trevor.hoke@ubs.com

Trevor Hoke

6100 Fairview Road,Charlotte,NC,28210
Cameron Elliott

Authorized Officer

Senior Wealth Strategy Associate
View bio
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Cameron began his career in the financial services industry in 2009 and joined Wickham Cash Partners in 2017. Along with Trevor and Emily, Cameron focuses on the team's wealth management practice, where he is actively involved in developing each client's customized strategic portfolio allocation. Cameron is responsible for performing initial and ongoing investment manager selection and asset allocation modeling; providing customized reporting; and disseminating proprietary and third-party economic and security-specific research to clients.

Cameron received his Bachelor's degree and Master's degree from Campbell University and he has earned the Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP™) designations. He maintains the Series 7 and 66 FINRA registrations and is registered in all 50 states.

Cameron lives in Charlotte with his wife, Samantha and their son, Levi.
- Campbell University, M.B.A. Finance
- Campbell University, B.B.A., Wealth & Investment Mgmt (minor Financial Planning)
- Series 7 and 66 securities licenses (registered in all 50 states)
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Analyst®
6100 Fairview Road
Suite 900
Charlotte, NC 28210

cameron.elliott@ubs.com

Cameron Elliott

6100 Fairview Road,Charlotte,NC,28210

Emily Dannenhoffer

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AK
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Emily began her career in the financial services industry in 2011 and joined Wickham Cash Partners in 2018. Along with Trevor and Cameron, she focuses on the team's wealth management practice, where she is actively involved in developing each client's customized strategic portfolio allocation. Emily is responsible for performing initial and ongoing investment manager selection and asset allocation modeling; providing customized reporting; and disseminating proprietary and third-party economic and security-specific research to clients.

Emily received her Bachelor's degree in Economics and Business Administration from the College of Charleston. She holds the Chartered Financial Analyst (CFA) designation and maintains her series 7 and 66 FINRA registrations. She is registered in all 50 states.

Emily lives in Charlotte with her husband Brian.
- College of Charleston, B.S. Business Administration and Economics
- Series 7 and 66 securities licenses (registered in all 50 states)
- Chartered Financial Analyst®
6100 Fairview Road
Suite 900
Charlotte, NC 28210

emily.dannenhoffer@ubs.com

Emily Dannenhoffer

6100 Fairview Road,Charlotte,NC,28210
Matthew McLaughlin

Authorized Officer

Team Administrator
View bio
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- KS
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- LA
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- MD
- ME
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- MT
- NC
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- NJ
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- NY
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Matt has been in the financial services industry since 1996. After spending the first part of his career in leadership, Matt joined Wickham Cash Partners in 2013. Matt is responsible for the day-to-day business operations of the team. His background in the industry includes experiences with compliance, operations and business management. Matt holds the Accredited Wealth Management Advisor® designation and maintains his Series 6, 7, 9, 10, 63 and 66 FINRA designations. He is registered in all 50 states.

Matt is a resident of Indian Land, SC. He enjoys all things outdoors, but especially Saturdays in the fall at South Carolina football games.
- University of North Carolina at Wilmington, B.S. Finance
- Series 6, 7, 9, 10, 63 & 66 securities licenses (registered in all 50 states)
6100 Fairview Road
Suite 900
Charlotte, NC 28210

matthew.g.mclaughlin@ubs.com

Matthew McLaughlin

6100 Fairview Road,Charlotte,NC,28210
Holly Giacobone

Client Associate
View bio
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- LA
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- ME
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Holly is a Private Wealth Sr. Client Service Associate who began her career in the financial services industry in 1991 and joined Wickham Cash Partners in 2000. Holly helps lead the team's service group in providing a first-class client experience. Holly maintains her Series 7, 31, 63 and 65 FINRA registrations and is registered in all 50 states.

Holly resides in Charlotte with her husband, Pete and 2 children.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

holly.giacobone@ubs.com

Holly Giacobone

6100 Fairview Road,Charlotte,NC,28210
Laura Killette

Client Associate
View bio
- AK
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- AZ
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- CT
- DC
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- FL
- GA
- HI
- IA
- ID
- IL
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- KS
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- LA
- MA
- MD
- ME
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- MT
- NC
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Laura began her career in the financial services industry in 1998 and joined Wickham Cash Partners in 2002. As a Private Wealth Sr. Client Service Associate, Laura manages the daily services aspects for our clients. Laura maintains her Series 7 and 66 FINRA registrations and is registered in all 50 states.

Laura lives in Mint Hill, NC with her husband, Scott and their 3 children.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

laura.killette@ubs.com

Laura Killette

6100 Fairview Road,Charlotte,NC,28210
Allison Courtney Marsh

Client Associate
View bio
- AK
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- AZ
- CA
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- HI
- IA
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- IL
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- KS
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- ME
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- NY
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Allison began her career with UBS in 2015 as a Client Service Associate, serving high net worth clients for a team based in Rochester, NY. She joined Wickham Cash Partners in June of 2020 and has relocated to Charlotte, NC. Allison is a proud graduate of the University of Dayton, where she earned her degree in Marketing and International Business. Allison enjoys being outdoors, exercising, playing golf and spending time with her family and friends.

Allison maintains her FINRA series 7 and 66 registrations and is registered in all 50 states.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

allison.marsh@ubs.com

Allison Courtney Marsh

6100 Fairview Road,Charlotte,NC,28210
Taylor Penzer

Client Associate
View bio
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Taylor began her career with UBS in 2016 as a Client Service Associate, based in the Charlotte, NC branch office. She joined Wickham Cash Partners in May of 2021 as a Private Wealth Senior Client Service Associate. Her focus on building long-term relationships with the clients and their families begins with providing exceptional service for all aspects of their financial needs.

Taylor is a proud graduate of the Queens University of Charlotte, earning her degree in Business. While at Queens, Taylor was a two-time conference champion for the Women’s Golf Team.

Taylor enjoys being outdoors, going to the beach, playing golf, and spending time with family and friends. Taylor is active in a local church, where she spends time volunteering in the kids’ ministry.

She maintains here FINRA series 7 and 66 registrations and is registered in all 50 states.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

taylor.penzer@ubs.com

Taylor Penzer

6100 Fairview Road,Charlotte,NC,28210

Lincoln Steelman

Team Administrator
View bio
- AK
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- ID
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- LA
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Lincoln started in the financial services industry in 2004 and joined Wickham Cash Partners in 2010 as a Sr. Private Wealth Client Service Associate. Lincoln is responsible for overseeing the day-to-day operations for our custody relationships. Lincoln maintains his Series 7 and 66 FINRA registrations and is registered in all 50 states.

Lincoln lives in Concord with his wife, Janel and their 4 children.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

lincoln.steelman@ubs.com

Lincoln Steelman

6100 Fairview Road,Charlotte,NC,28210
Brianna Gaskins

Client Associate
View bio
Brianna began in the financial services industry in 2013 and later joined Wickham Cash Partners in 2016. Brianna is responsible for day-to-day service and operations.

Brianna resides in Charlotte.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

brianna.stanley@ubs.com

Brianna Gaskins

6100 Fairview Road,Charlotte,NC,28210
Colin Noone

Client Associate
View bio
- AK
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- AZ
- CA
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- DC
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- GA
- HI
- IA
- ID
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- LA
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Colin started his career in March of 2021 by joining Wickham Cash Partners as a Registered Client Service Associate. Colin prides himself on providing excellent service to our clients on a daily basis and takes tremendous pride in building trust in his relationships.

Colin resides in Charlotte and enjoys spending time playing soccer and exploring the city.
- Series 7 and 66 securities licenses (registered in all 50 states)
6100 Fairview Road
Suite 900
Charlotte, NC 28210

colin.noone@ubs.com

Colin Noone

6100 Fairview Road,Charlotte,NC,28210
Susan Filburn

Client Associate
View bio
Susie began her career in the financial services industry in 2019 and joined Wickham Cash Partners as a Registered Private Wealth Client Service Associate in 2023. Susie enjoys the day to day interactions with clients and strives to provide them with excellent service. Susie maintains her Series 7 and 66 FINRA registrations and is registered in all 50 states.

Susie lives in Tega Cay, SC with her husband, John and 2 children.
- Series 7 and 66 securities licenses (registered in all 50 states)
6100 Fairview Road
Suite 900
Charlotte, NC 28210

susan.filburn@ubs.com

Susan Filburn

6100 Fairview Road,Charlotte,NC,28210
Aaron Inkrote

Client Associate
View bio
- 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
6100 Fairview Road
Suite 900
Charlotte, NC 28210

aaron.inkrote@ubs.com

Aaron Inkrote

6100 Fairview Road,Charlotte,NC,28210
Christopher Kale

Client Associate
View bio
- AK
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- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
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- NE
- NH
- NJ
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- NY
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- OR
- PA
- PR
- RI
- SC
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- TX
- UT
- VA
- VI
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- WA
- WI
- WV
- WY
Chris joined Wickham Cash Partners in April of 2022 as a client service associate. Chris prides himself on providing excellent service to our clients on daily basis and takes tremendous ownership in building trust in the relationships he develops. Chris maintains his Series 7 and 66 FINRA registrations and is registered in all 50 states.

Chris is a Charlotte native and enjoys spending time with friends and family on the lake, mountain biking and camping.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

christopher.kale@ubs.com

Christopher Kale

6100 Fairview Road,Charlotte,NC,28210

Kelley Moore

Client Associate
View bio
- CA
- NC
6100 Fairview Road
Suite 900
Charlotte, NC 28210

kelley.moore@ubs.com

Kelley Moore

6100 Fairview Road,Charlotte,NC,28210
Carter Cousins

Client Associate
View bio
6100 Fairview Road
Suite 900
Charlotte, NC 28210

carter.cousins@ubs.com

Carter Cousins

6100 Fairview Road,Charlotte,NC,28210

Mitchell Wickham

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
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- DC
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- FL
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- HI
- IA
- ID
- IL
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- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
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- NJ
- NM
- NV
- NY
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- OK
- OR
- PA
- PR
- RI
- SC
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- UT
- VA
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- WA
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- 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 21 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.

California Insurance License # 0D86507
- Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2022, 2023, 2024
  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, 2022, 2023, 2024The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes America's Top Wealth Advisors, 2022, 2023, 2024The 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, 2022, 2023, 2024The 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 Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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

mitchell.wickham@ubs.com

Mitchell Wickham

6100 Fairview Road,Charlotte,NC,28210
Gregory Cash

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- 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.

California Insurance License #0E96302
- Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2022, 2023, 2024
  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, 2022, 2023, 2024The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes America's Top Wealth Advisors, 2022, 2023, 2024The 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, 2022, 2023, 2024The 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 Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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

greg.cash@ubs.com

Gregory Cash

6100 Fairview Road,Charlotte,NC,28210
Ronald Bryson

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MO
- MS
- MT
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
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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 Management Teams, 2021, 2022The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- 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

ron.bryson@ubs.com

Ronald Bryson

6100 Fairview Road,Charlotte,NC,28210
J. North Moore III

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
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- PR
- RI
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- UT
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- 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.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- 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

north.moore@ubs.com

J. North Moore III

6100 Fairview Road,Charlotte,NC,28210
Trevor Hoke

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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.
- Barron’s Top 100 Private Wealth Management Teams, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- 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

trevor.hoke@ubs.com

Trevor Hoke

6100 Fairview Road,Charlotte,NC,28210
Cameron Elliott

Authorized Officer

Senior Wealth Strategy Associate
View bio
- 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
Cameron began his career in the financial services industry in 2009 and joined Wickham Cash Partners in 2017. Along with Trevor and Emily, Cameron focuses on the team's wealth management practice, where he is actively involved in developing each client's customized strategic portfolio allocation. Cameron is responsible for performing initial and ongoing investment manager selection and asset allocation modeling; providing customized reporting; and disseminating proprietary and third-party economic and security-specific research to clients.

Cameron received his Bachelor's degree and Master's degree from Campbell University and he has earned the Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP™) designations. He maintains the Series 7 and 66 FINRA registrations and is registered in all 50 states.

Cameron lives in Charlotte with his wife, Samantha and their son, Levi.
- Campbell University, M.B.A. Finance
- Campbell University, B.B.A., Wealth & Investment Mgmt (minor Financial Planning)
- Series 7 and 66 securities licenses (registered in all 50 states)
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Analyst®
6100 Fairview Road
Suite 900
Charlotte, NC 28210

cameron.elliott@ubs.com

Cameron Elliott

6100 Fairview Road,Charlotte,NC,28210
Emily Dannenhoffer

Authorized Officer

Senior Wealth Strategy Associate
View bio
- 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
Emily began her career in the financial services industry in 2011 and joined Wickham Cash Partners in 2018. Along with Trevor and Cameron, she focuses on the team's wealth management practice, where she is actively involved in developing each client's customized strategic portfolio allocation. Emily is responsible for performing initial and ongoing investment manager selection and asset allocation modeling; providing customized reporting; and disseminating proprietary and third-party economic and security-specific research to clients.

Emily received her Bachelor's degree in Economics and Business Administration from the College of Charleston. She holds the Chartered Financial Analyst (CFA) designation and maintains her series 7 and 66 FINRA registrations. She is registered in all 50 states.

Emily lives in Charlotte with her husband Brian.
- College of Charleston, B.S. Business Administration and Economics
- Series 7 and 66 securities licenses (registered in all 50 states)
- Chartered Financial Analyst®
6100 Fairview Road
Suite 900
Charlotte, NC 28210

emily.dannenhoffer@ubs.com

Emily Dannenhoffer

6100 Fairview Road,Charlotte,NC,28210
Matthew McLaughlin

Authorized Officer

Team Administrator
View bio
- 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
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- WA
- WI
- WV
- WY
Matt has been in the financial services industry since 1996. After spending the first part of his career in leadership, Matt joined Wickham Cash Partners in 2013. Matt is responsible for the day-to-day business operations of the team. His background in the industry includes experiences with compliance, operations and business management. Matt holds the Accredited Wealth Management Advisor® designation and maintains his Series 6, 7, 9, 10, 63 and 66 FINRA designations. He is registered in all 50 states.

Matt is a resident of Indian Land, SC. He enjoys all things outdoors, but especially Saturdays in the fall at South Carolina football games.
- University of North Carolina at Wilmington, B.S. Finance
- Series 6, 7, 9, 10, 63 & 66 securities licenses (registered in all 50 states)
6100 Fairview Road
Suite 900
Charlotte, NC 28210

matthew.g.mclaughlin@ubs.com

Matthew McLaughlin

6100 Fairview Road,Charlotte,NC,28210
Holly Giacobone

Client Associate
View bio
- 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
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- PR
- RI
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- UT
- VA
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- WA
- WI
- WV
- WY
Holly is a Private Wealth Sr. Client Service Associate who began her career in the financial services industry in 1991 and joined Wickham Cash Partners in 2000. Holly helps lead the team's service group in providing a first-class client experience. Holly maintains her Series 7, 31, 63 and 65 FINRA registrations and is registered in all 50 states.

Holly resides in Charlotte with her husband, Pete and 2 children.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

holly.giacobone@ubs.com

Holly Giacobone

6100 Fairview Road,Charlotte,NC,28210
Laura Killette

Client Associate
View bio
- 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
Laura began her career in the financial services industry in 1998 and joined Wickham Cash Partners in 2002. As a Private Wealth Sr. Client Service Associate, Laura manages the daily services aspects for our clients. Laura maintains her Series 7 and 66 FINRA registrations and is registered in all 50 states.

Laura lives in Mint Hill, NC with her husband, Scott and their 3 children.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

laura.killette@ubs.com

Laura Killette

6100 Fairview Road,Charlotte,NC,28210
Allison Courtney Marsh

Client Associate
View bio
- 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
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- WY
Allison began her career with UBS in 2015 as a Client Service Associate, serving high net worth clients for a team based in Rochester, NY. She joined Wickham Cash Partners in June of 2020 and has relocated to Charlotte, NC. Allison is a proud graduate of the University of Dayton, where she earned her degree in Marketing and International Business. Allison enjoys being outdoors, exercising, playing golf and spending time with her family and friends.

Allison maintains her FINRA series 7 and 66 registrations and is registered in all 50 states.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

allison.marsh@ubs.com

Allison Courtney Marsh

6100 Fairview Road,Charlotte,NC,28210
Taylor Penzer

Client Associate
View bio
- 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
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- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
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- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Taylor began her career with UBS in 2016 as a Client Service Associate, based in the Charlotte, NC branch office. She joined Wickham Cash Partners in May of 2021 as a Private Wealth Senior Client Service Associate. Her focus on building long-term relationships with the clients and their families begins with providing exceptional service for all aspects of their financial needs.

Taylor is a proud graduate of the Queens University of Charlotte, earning her degree in Business. While at Queens, Taylor was a two-time conference champion for the Women’s Golf Team.

Taylor enjoys being outdoors, going to the beach, playing golf, and spending time with family and friends. Taylor is active in a local church, where she spends time volunteering in the kids’ ministry.

She maintains here FINRA series 7 and 66 registrations and is registered in all 50 states.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

taylor.penzer@ubs.com

Taylor Penzer

6100 Fairview Road,Charlotte,NC,28210
Lincoln Steelman

Team Administrator
View bio
- 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
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- PA
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- VI
- VT
- WA
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- WV
- WY
Lincoln started in the financial services industry in 2004 and joined Wickham Cash Partners in 2010 as a Sr. Private Wealth Client Service Associate. Lincoln is responsible for overseeing the day-to-day operations for our custody relationships. Lincoln maintains his Series 7 and 66 FINRA registrations and is registered in all 50 states.

Lincoln lives in Concord with his wife, Janel and their 4 children.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

lincoln.steelman@ubs.com

Lincoln Steelman

6100 Fairview Road,Charlotte,NC,28210
Brianna Gaskins

Client Associate
View bio
Brianna began in the financial services industry in 2013 and later joined Wickham Cash Partners in 2016. Brianna is responsible for day-to-day service and operations.

Brianna resides in Charlotte.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

brianna.stanley@ubs.com

Brianna Gaskins

6100 Fairview Road,Charlotte,NC,28210
Colin Noone

Client Associate
View bio
- 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
Colin started his career in March of 2021 by joining Wickham Cash Partners as a Registered Client Service Associate. Colin prides himself on providing excellent service to our clients on a daily basis and takes tremendous pride in building trust in his relationships.

Colin resides in Charlotte and enjoys spending time playing soccer and exploring the city.
- Series 7 and 66 securities licenses (registered in all 50 states)
6100 Fairview Road
Suite 900
Charlotte, NC 28210

colin.noone@ubs.com

Colin Noone

6100 Fairview Road,Charlotte,NC,28210
Susan Filburn

Client Associate
View bio
Susie began her career in the financial services industry in 2019 and joined Wickham Cash Partners as a Registered Private Wealth Client Service Associate in 2023. Susie enjoys the day to day interactions with clients and strives to provide them with excellent service. Susie maintains her Series 7 and 66 FINRA registrations and is registered in all 50 states.

Susie lives in Tega Cay, SC with her husband, John and 2 children.
- Series 7 and 66 securities licenses (registered in all 50 states)
6100 Fairview Road
Suite 900
Charlotte, NC 28210

susan.filburn@ubs.com

Susan Filburn

6100 Fairview Road,Charlotte,NC,28210
Aaron Inkrote

Client Associate
View bio
- 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
6100 Fairview Road
Suite 900
Charlotte, NC 28210

aaron.inkrote@ubs.com

Aaron Inkrote

6100 Fairview Road,Charlotte,NC,28210
Christopher Kale

Client Associate
View bio
- 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
- 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
Chris joined Wickham Cash Partners in April of 2022 as a client service associate. Chris prides himself on providing excellent service to our clients on daily basis and takes tremendous ownership in building trust in the relationships he develops. Chris maintains his Series 7 and 66 FINRA registrations and is registered in all 50 states.

Chris is a Charlotte native and enjoys spending time with friends and family on the lake, mountain biking and camping.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

christopher.kale@ubs.com

Christopher Kale

6100 Fairview Road,Charlotte,NC,28210
Kelley Moore

Client Associate
View bio
- CA
- NC
6100 Fairview Road
Suite 900
Charlotte, NC 28210

kelley.moore@ubs.com

Kelley Moore

6100 Fairview Road,Charlotte,NC,28210
Carter Cousins

Client Associate
View bio
6100 Fairview Road
Suite 900
Charlotte, NC 28210

carter.cousins@ubs.com

Carter Cousins

6100 Fairview Road,Charlotte,NC,28210

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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$20+ billion

Assets under management

Investment professionals on the team

Years in business as a team

Grounded in tradition. Focused on today.

Mitchell Wickham

Gregory Cash

Ronald Bryson

J. North Moore III

Trevor Hoke

Cameron Elliott

Emily Dannenhoffer

Matthew McLaughlin

Holly Giacobone

Laura Killette

Allison Courtney Marsh

Taylor Penzer

Lincoln Steelman

Brianna Gaskins

Colin Noone

Susan Filburn

Aaron Inkrote

Christopher Kale

Kelley Moore

Carter Cousins