Managing Director–Wealth Management
Financial Advisor
As a founding partner of The Cleveland Wealth Management Team, Bill has nearly 35 years of experience delivering investment guidance and financial education to exceptional multigenerational families, successful entrepreneurs, C-suite executives and select organizations. With direct access to the resources and strategic solutions of UBS Private Wealth Management, Bill leads a team of highly accomplished professionals whose knowledge, integrity and accountability are focused on providing an elite client experience.
Bill offers a specific focus on the complex wealth management needs of families that have passed wealth across generations. Building close relationships with each generation within a family, he and his team offer comprehensive solutions that look beyond immediate needs to offer holistic strategies including cash flow, tax mitigation, asset preservation, liability management, estate planning and philanthropy.
Experience
Accomplishments
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Managing Director–Wealth Management
Financial Advisor
As a founding partner of The Cleveland Wealth Management Team, Bill has nearly 35 years of experience delivering investment guidance and financial education to exceptional multigenerational families, successful entrepreneurs, C-suite executives and select organizations. With direct access to the resources and strategic solutions of UBS Private Wealth Management, Bill leads a team of highly accomplished professionals whose knowledge, integrity and accountability are focused on providing an elite client experience.
Bill offers a specific focus on the complex wealth management needs of families that have passed wealth across generations. Building close relationships with each generation within a family, he and his team offer comprehensive solutions that look beyond immediate needs to offer holistic strategies including cash flow, tax mitigation, asset preservation, liability management, estate planning and philanthropy.
Experience
Accomplishments
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Managing Director–Wealth Management
Financial Advisor
For more than 35 years, Owen has been helping affluent clients solve complex financial challenges by anticipating their needs and always putting their best interests first. As a co-founder of The Cleveland Wealth Management Team, Owen’s reliability, knowledge and effective attention to detail has resulted in a highly personalized client experience and long-lasting relationships. He prides himself, and the entire team, on the ability to integrate all aspects of their clients’ lives into a comprehensive financial plan.
An advisor and mentor, Owen’s guidance helps his clients confidently face their decision-making process. He focuses on financial and retirement planning, integrating investment and liquidity management with cash flow, estate planning, multigenerational wealth transfer, employee benefits, tax mitigation, and estate, philanthropy and other special considerations to deliver a complete solution.
Experience
Recognitions
Education and Credentials
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Managing Director–Wealth Management
Financial Advisor
For more than 35 years, Owen has been helping affluent clients solve complex financial challenges by anticipating their needs and always putting their best interests first. As a co-founder of The Cleveland Wealth Management Team, Owen’s reliability, knowledge and effective attention to detail has resulted in a highly personalized client experience and long-lasting relationships. He prides himself, and the entire team, on the ability to integrate all aspects of their clients’ lives into a comprehensive financial plan.
An advisor and mentor, Owen’s guidance helps his clients confidently face their decision-making process. He focuses on financial and retirement planning, integrating investment and liquidity management with cash flow, estate planning, multigenerational wealth transfer, employee benefits, tax mitigation, and estate, philanthropy and other special considerations to deliver a complete solution.
Experience
Recognitions
Education and Credentials
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Senior Vice President–Wealth Management
Financial Advisor
For more than 32 years, Dan has been a Financial Advisor to families at each stage of life, from watching children grow, to college planning, to pursuing the interest for retirement and beyond. Dan handles all aspects of financial planning, investment strategy and implementation, portfolio reviews, business planning and proactive outreach.
From an early age, growing up in New Jersey, Dan was exposed to the financial services industry. He recognizes the importance of hard work, especially when it comes to helping provide a secure future for one’s family. The result of this dedication is a long history with a close group of clients, many of whom now call Dan a friend. And today, Dan has achieved President’s Club status, which ranks him among the top Advisors in the firm.
Experience
Education
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Senior Vice President–Wealth Management
Financial Advisor
For more than 32 years, Dan has been a Financial Advisor to families at each stage of life, from watching children grow, to college planning, to pursuing the interest for retirement and beyond. Dan handles all aspects of financial planning, investment strategy and implementation, portfolio reviews, business planning and proactive outreach.
From an early age, growing up in New Jersey, Dan was exposed to the financial services industry. He recognizes the importance of hard work, especially when it comes to helping provide a secure future for one’s family. The result of this dedication is a long history with a close group of clients, many of whom now call Dan a friend. And today, Dan has achieved President’s Club status, which ranks him among the top Advisors in the firm.
Experience
Education
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Senior Wealth Strategy Associate
Because of Chad’s personalized approach to financial planning, developed over 20 years of experience and through extensive training, he leads The Cleveland Wealth Management Team’s planning practice. Chad works closely with clients to help meet their complex wealth management needs through comprehensive risk assessment and by modelling scenarios that address their most important opportunities and challenges.
Handling the day-to-day operations for the team, Chad is focused on a range of crucial client-facing responsibilities. These include client outreach, discovery, review meetings and ongoing service. He works closely with each member of the team to develop and implement financial plans, coordinate investment strategies and monitor client portfolios. Throughout, Chad is dedicated to helping clients feel prepared and on track to meeting their goals.
Experience
Education and credentials
Life
Senior Wealth Strategy Associate
Because of Chad’s personalized approach to financial planning, developed over 20 years of experience and through extensive training, he leads The Cleveland Wealth Management Team’s planning practice. Chad works closely with clients to help meet their complex wealth management needs through comprehensive risk assessment and by modelling scenarios that address their most important opportunities and challenges.
Handling the day-to-day operations for the team, Chad is focused on a range of crucial client-facing responsibilities. These include client outreach, discovery, review meetings and ongoing service. He works closely with each member of the team to develop and implement financial plans, coordinate investment strategies and monitor client portfolios. Throughout, Chad is dedicated to helping clients feel prepared and on track to meeting their goals.
Experience
Education and credentials
Life
Senior Wealth Strategy Associate
As The Cleveland Wealth Management Team’s chief investment strategist, Jeff is committed to delivering world-class service and helping the team’s clients pursue their financial goals.
Jeff handles all aspects of managed products due diligence, including mutual funds, exchange traded funds, separately managed accounts and alternative investments. He helps make sure that clients’ portfolios maintain consistency with their risk profile and time horizon.
Experience
Education and credentials
Life
Senior Wealth Strategy Associate
As The Cleveland Wealth Management Team’s chief investment strategist, Jeff is committed to delivering world-class service and helping the team’s clients pursue their financial goals.
Jeff handles all aspects of managed products due diligence, including mutual funds, exchange traded funds, separately managed accounts and alternative investments. He helps make sure that clients’ portfolios maintain consistency with their risk profile and time horizon.
Experience
Education and credentials
Life
Senior Wealth Strategy Associate
As one of The Cleveland Wealth Management Team’s financial planners, Kevin is dedicated to developing the kind of trust that leads to building comprehensive plans for the team’s clients and their families. Specifically, he helps set strategies that can control expenditures, establishes retirement goals, targets educational savings, plans for wealth accumulation and determines clients’ estate planning objectives.
In addition, Kevin is the team’s banking specialist. In this capacity, he helps clients fully access the benefits of UBS’s banking resources. He also helps clients with their day-to-day banking activities and needs.
Experience
Education and credentials
Life
Senior Wealth Strategy Associate
As one of The Cleveland Wealth Management Team’s financial planners, Kevin is dedicated to developing the kind of trust that leads to building comprehensive plans for the team’s clients and their families. Specifically, he helps set strategies that can control expenditures, establishes retirement goals, targets educational savings, plans for wealth accumulation and determines clients’ estate planning objectives.
In addition, Kevin is the team’s banking specialist. In this capacity, he helps clients fully access the benefits of UBS’s banking resources. He also helps clients with their day-to-day banking activities and needs.
Experience
Education and credentials
Life
Senior Wealth Strategy Associate
Experience:
Education and credentials:
Life:
Senior Wealth Strategy Associate
Experience:
Education and credentials:
Life:
Senior Client Associate
Dot is responsible for working directly with the team’s high net worth clients by providing excellent client service, being proactive with clients’ needs and earning the trust of clients by providing integrity and excellence to create a memorable client experience.
Experience
Accomplishments
Senior Client Associate
Dot is responsible for working directly with the team’s high net worth clients by providing excellent client service, being proactive with clients’ needs and earning the trust of clients by providing integrity and excellence to create a memorable client experience.
Experience
Accomplishments
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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