ONE HAND TO SHAKE

An integrated team of professionals working for you.

Union Bridge Capital reimagines complex wealth management for individuals, families, and closely held businesses. We grew into prominence by working around one central idea – disrupt the current structure of financial services delivery by implementing the Total Wealth Equation into each client’s comprehensive financial plan.

Our integrated approach to complex wealth management eliminates the need to maintain a stack of business cards to reach your financial team. Our process creates greater time efficiency and cost savings in coordinating all our financial professionals. We are your one-stop shop and personal CFO for all aspects of managing your financial future.

Executive Team

Ashley Ahouse

Ashley E. Ahouse

Marketing Coordinator

Matt Book

Matthew J. Book

Director of Client Services

Christopher Diodato

Christopher Diodato

CFA/Portfolio Manager

Bill Generett

William Generett

Business Advisory Board Member

Brian K. Parker

Brian K. Parker

Business Advisory Board Director

Daniel J. Thompson

Daniel J. Thompson

Principal

Josh Yoskosky

Joshua R. Yoskosky

Business Operations Manager