Let's move forward. Together.

• AR
• AZ
• CA
• CO
• DC
• FL
• GA
• IA
• IL
• IN
• MI
• MN
• MO
• MT
• NC
• ND
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• WA
• WI
• WV

Alon has over two decades in experience with helping clients manage their wealth through emphasis on asset allocation, portfolio risk management, and retirement planning. He completed the Wealth Advisor program at UBS and is among a select group of financial advisors entrusted to manage client assets with discretion using the Portfolio Management Program. Alon graduated from Northwestern University in 1992 with a bachelor's degree in economics and philosophy, and is also Series 7, 66, and insurance licensed. He finds pleasure in golfing with his wife Robin and river rafting. 

CA Insurance license #0D85637

• Northwestern University, B.A. Economics & Philosophy

• Senior Portfolio Manager
• Wealth Advisor

• AR
• AZ
• CA
• CO
• DC
• FL
• GA
• IA
• IL
• IN
• MI
• MN
• MO
• MT
• NC
• ND
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• WA
• WI
• WV

Natalie has been proud to serve her clients wealth management needs for nearly two decades. After graduating from University of Illinois at Chicago in 2005 she joined the industry as a Wealth Management Associate. In this role she learned a strong basis for asset management and financial planning which allows her to effectively serve our client base.

Today as a partner and Financial Advisor, Natalie is committed to helping clients manage and build their wealth while keeping their long term goals and risk appetite in mind. In addition to helping clients make smart decisions with their money she focuses on relationship building, wealth transition, financial planning and team management. Your goals, priorities and values will help us frame and build your custom tailored investment strategy.

Natalie is equally dedicated to her family. She and her husband raise their two daughters in the Western suburbs. When not cheering on the sidelines for her little softball players, Natalie enjoys vegetable gardening and playing golf.

CA Insurance license #4288313

• University of Illinois at Chicago , BS, Marketing

• AR
• AZ
• CA
• CO
• FL
• GA
• IL
• IN
• MI
• MT
• NJ
• NM
• NY
• OH
• OR
• SC
• TX
• UT
• WA
• WI

Shoaib has been with UBS since 2012 and graduated from Benedictine University with a double-major in Accounting and Finance. New to the team, he is fully licensed and will take part in portfolio research, executing client trades, and perform portfolio rebalances. He and his wife Iffy have just welcomed their first son in 2021. They live in the southwest suburbs and Shoaib enjoys cars, guitars, and coffee.

• Benedictine University, BBA, Accounting
• Benedictine University, BBA, Finance

• CA
• FL
• IL
• IN

Isabel started with UBS as an intern and joined the team in 2016 after graduating with a degree in Finance from the University of Illinois at Chicago. She is fully licensed and can assist clients with all of their service needs. Isabel was recently married in 2021. She and her husband, Chris, currently live in Chicago with their dog and spend their time exploring new restaurants and travelling.

• University of Illinois at Chicago , BS, Finance

• IL

Ryan graduated from Northern Illinois University with a bachelor's degree in Economics. He started his financial career in 2007 taking a role as a personal banker. He later began his role with UBS in 2015. Ryan is fully licensed in securities and insurance. He is working to help our clients with all of their service needs. Ryan lives with his wife Beth, and their son and daughter in the western suburbs. He enjoys spending time with family, athletics, food and music.

• Northern Illinois University, BA, Economics

Melissa is the newest member to our team and joined in 2021. She has spent her career working in a client service capacity at various financial firms. Melissa will continue her focus in serving our clients with their operational needs. Melissa and her husband are now empty nesters living in the western suburbs, always looking for chances to visit their two sons on the East Coast.

• Arizona State University, BS, General Business