Knowledge

I began my career in one of the equity market's most tumultuos months on record, October 1987. Over the past 37 years, I have helped clients manage their wealth through good times and bad. I joined UBS in 2008 after 21 years at Morgan Stanley.

I manage assets discretionarily for my clients and for other Advisors' clients. I am FINRA - registered and hold Series 7 and 63 securities licenses.

My bachelor of arts degree is from Northwestern University. I completed the Investment Consultant program at the Wharton School at the University of Pennsylvania. I was awarded the Certified Portfolio Manager designation by the Academy of Certified Portfolio Managers program at the Fu Foundation School of Engineering and Applied Science at Columbia University and was the Valedictorian of the 2012 class. I am currently a board member of the Academy of Certified Portfolio Managers.

My wife, Susan, and I live with our three children, Maddy, Henry and Winston in Chesterland, Ohio and Steuben, Maine.

Michelle loves financial planning. At a young age, she excelled in math, and in college, she discovered that her best work came from collaborating with other people. One of her first jobs was at a retail bank where she interacted with clients throughout the day. Helping clients with investment solutions and financial planning became her passion.

Michelle helps manage client relationships and investments at 42° North Advisors, Michelle offers her clients a wide range of investment solutions. Before choosing any of these investment solutions, Michelle begins by listening and putting in place a customized financial plan that meets her clients’ goals, both short term and long term.

Spending time with clients—and going above and beyond to deliver exceptional service—is central to Michelle’s approach. She loves taking a situation that looks extremely complicated and offering clarity and simplicity.

Michelle and her husband, Michael, live in Aurora with their three children, Joey, Molly and Jenna. In 2020, the Hermans welcomed their four-legged friend, Jax. The family is very busy with various sports activities for the kids—basketball, softball, baseball, soccer, swimming and biking. They love exploring and hiking in the area’s national parks, and spending time with family and friends is a favorite activity for all.

John has enjoyed a long career in the financial industry spending many years in branch office management roles. He joined UBS in 2008 and has managed UBS branch offices in downtown Cleveland, Pepper Pike, and Akron.  Before UBS during his 26 years with Morgan Stanley and its predecessor firm Dean Witter, John served in branch management roles in Ohio and Michigan. John also held positions in product and services marketing management at Morgan Stanley’s corporate office in New York City.

John’s long tenure in branch management allowed him to oversee and observe great wealth management practices by experienced financial advisors and teams. He believes our Team of quality professionals offers our clients an extensive breadth of knowledge of UBS Investment Solutions and Services along with a focus on great client service.  John holds the Portfolio Manager designation.

John is a graduate of Miami University of Ohio with a B.S. in Business degree. As a resident of Shaker Heights John values spending time and traveling with his wife Traci and their two adult daughters. Outside of work John enjoys golf, running, hiking, movies and is a devoted fan of Cleveland area professional sports teams.

In her role as the team’s Senior Client Service Associate, Lyndsey brings over 18 years industry experience as well as a high level of energy, professionalism and dedication to working with the team and its clients. With her wide range of knowledge regarding financial services, she communicates regularly with people to answer questions and address any issue they may have. She enjoy building strong relationships with clients and their families and helping them meet important financial goals.

She began her career in 2005 as an Investment Associate with McDonald Investments Inc., which became UBS Financial Services in 2007. She currently holds FINRA Series 7 license and is an integral part of developing customized client strategies, with a focus on the discovery process in regard to financial planning.

Lyndsey and her husband, Phil, reside in Mentor, OH with their three children. Outside of the office, she enjoys travel, sports and outdoor activities with family and friends.