$2.8 trillion
In invested assets globally
As of 06/30/2022
Professional guidance that helps inspire confidence
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
Discover what's important now given the current market environment.
In an updated report by UBS Chief Investment Office, our goal is to help you lay the foundation for protecting yourself against market downturns by attempting to answer three questions:
1) What are the characteristics of a bear market?
2) How can we prepare our portfolios and financial plans for a downturn?
3) What steps should we take in the middle of a bear market?
Equity markets remain volatile amid concerns over slowing growth and the ongoing war in Ukraine, with investor sentiment shifting quickly on fresh information. But we think the current environment offers an opportunity to assess whether portfolios are well-designed and fully diversified.
Hear from Andy Burish, Managing Director of our strategic partner, The Burish Group, on his views on deglobalization and its effects on inflation.
We think it has become increasingly important for investors to consider exposure to private markets. In our view, private markets offer a combination of high potential returns, a long-term focus, and access to innovative and fast-growing businesses.
Understanding your values and what you want to accomplish in life is essential to how we work together at UBS. Investing is a deeply personal undertaking, which is why we always start with a discussion about what’s really important to you. This helps us shape your wealth strategy around three key dimensions of your financial life: Liquidity, Longevity, and Legacy.
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Are you ready for a retirement that could span 30 years or more? What’s the right plan to help make sure your retirement funds last? The longer you spend in retirement, the greater the impact these decisions can have. Our team will work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk and time horizon.
Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.
When it comes to comprehensive wealth management, you need to look at both sides of your balance sheet. Working closely with UBS lending specialists and credit research analysts, we can help you determine the right liquidity strategy for your needs, goals and circumstances.
Our solutions can be as unique as the families and business owners we work with. You articulate your goals and we’ll help you figure out the steps for achieving them.
UBS Wealth Management is solely dedicated to serving the complex needs of highly successful individuals and families. This access, combined with our years of experience, puts us in the position to help you seize opportunities and meet the financial challenges you may face.
We provide access to the stability, institutional knowledge and expertise of UBS, one of the largest wealth managers in the world:
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Chris began his career at UBS in 1998 after spending many years in the futures "pits" at the Chicago Mercantile Exchange. He welcomes the opportunity to be a trusted advisor in his clients' lives. At age 40, Chris went back to college to become a CFP® Practitioner after he realized that the process of constructing a financial plan is critical for his clients' success in life.
Chris views his work at UBS as a combination of dedication, service and helping clients work toward their goals with a disciplined, strategic approach. He enjoys educating clients, explaining why they own specific investments and how they fit in the overall plan. Chris is FINRA Series 3, 7, 63, and 65 as well as Life and Health Insurance licensed.
Chris is a graduate of the University of Wisconsin in Madison. He is an Alumni Member as well as a Life Member of the Memorial Union. Chris likes visiting Madison to watch football games where he has been a season ticket holder since 1978.
Chris is very active in his Church and in the Greek community where he serves in various capacities including:
Chris and his wife Tina have been married since 1987 and have two girls, Crystal and Paula. They currently reside in Glenview, IL.
Frank Oddo began his career in the Financial Services Industry in 1979 at the Chicago Board of Trade and has been a part of the Atsaves Oddo Financial Group at UBS since 2000. As a former interest rate arbitrage trader, Frank is experienced in handling fixed income products and managing the various aspects of his clients' portfolios. Frank believes that most investors take excessive risk to achieve their goals and enjoys educating clients about Alternative Investment strategies. The focus is not only on growing financial assets, but also protecting assets and assuring legacies.
Frank earned a Master's Degree in Economics from the University of Illinois and a Bachelor of Arts Degree in Economics from DePaul University in Chicago. Additionally, Frank was an Assistant Teaching Professor at the University of Illinois in Economics and Statistics. Frank has earned his FINRA Series 3, 7, 63, 65 licenses and Life & Health Insurance license. Frank completed the CIMA designation at the University of California-Berkeley in 2004 to provide clients with a higher level of investment analysis. As a result, he understands how to look beyond performance figures to determine whether a manager is truly adding value to a client’s investment program and will help meet the client's financial goals.
Frank has volunteered since 1993 at COSI (Sponsoring and spending time on Geneva Lake with children who have cancer) and Erie Neighborhood House supporting St. Joseph Day (providing meals and activities to immigrant families). In addition Frank is a member and sponsor of Max McGraw Wildlife Foundation, which promotes outdoorsman mentoring and protection of lands for future generations. He and his wife are Guarantor Donors of Ravinia Music Festival, a place to relax and spend time with clients.
Frank earned a Master's Degree in Economics from the University of Illinois and a Bachelor of Arts Degree in Economics from DePaul University in Chicago.
Peter graduated from the University of Missouri in 2017 and began working at UBS in 2019. He has earned his FINRA Series 3, 7, 66 licenses and Life & Health Insurance License. He enjoys cheering for Chicago sports and spending time with his family.
Mario provides client relationship building and business development for the Atsaves Oddo Wealth Management Group. His focus is on establishing trust with clients while demonstrating his industry experience in facilitating their needs. Solidifying client relationships and giving them peace of mind, is his ultimate goal. Mario began his career in the securities industry in 1987 with Oppenheimer & Company.
Mario is an amateur writer, enjoys biking and old movies.
Chris began his career at UBS in 1998 after spending many years in the futures "pits" at the Chicago Mercantile Exchange. He welcomes the opportunity to be a trusted advisor in his clients' lives. At age 40, Chris went back to college to become a CFP® Practitioner after he realized that the process of constructing a financial plan is critical for his clients' success in life.
Chris views his work at UBS as a combination of dedication, service and helping clients work toward their goals with a disciplined, strategic approach. He enjoys educating clients, explaining why they own specific investments and how they fit in the overall plan. Chris is FINRA Series 3, 7, 63, and 65 as well as Life and Health Insurance licensed.
Chris is a graduate of the University of Wisconsin in Madison. He is an Alumni Member as well as a Life Member of the Memorial Union. Chris likes visiting Madison to watch football games where he has been a season ticket holder since 1978.
Chris is very active in his Church and in the Greek community where he serves in various capacities including:
Chris and his wife Tina have been married since 1987 and have two girls, Crystal and Paula. They currently reside in Glenview, IL.
Frank Oddo began his career in the Financial Services Industry in 1979 at the Chicago Board of Trade and has been a part of the Atsaves Oddo Financial Group at UBS since 2000. As a former interest rate arbitrage trader, Frank is experienced in handling fixed income products and managing the various aspects of his clients' portfolios. Frank believes that most investors take excessive risk to achieve their goals and enjoys educating clients about Alternative Investment strategies. The focus is not only on growing financial assets, but also protecting assets and assuring legacies.
Frank earned a Master's Degree in Economics from the University of Illinois and a Bachelor of Arts Degree in Economics from DePaul University in Chicago. Additionally, Frank was an Assistant Teaching Professor at the University of Illinois in Economics and Statistics. Frank has earned his FINRA Series 3, 7, 63, 65 licenses and Life & Health Insurance license. Frank completed the CIMA designation at the University of California-Berkeley in 2004 to provide clients with a higher level of investment analysis. As a result, he understands how to look beyond performance figures to determine whether a manager is truly adding value to a client’s investment program and will help meet the client's financial goals.
Frank has volunteered since 1993 at COSI (Sponsoring and spending time on Geneva Lake with children who have cancer) and Erie Neighborhood House supporting St. Joseph Day (providing meals and activities to immigrant families). In addition Frank is a member and sponsor of Max McGraw Wildlife Foundation, which promotes outdoorsman mentoring and protection of lands for future generations. He and his wife are Guarantor Donors of Ravinia Music Festival, a place to relax and spend time with clients.
Frank earned a Master's Degree in Economics from the University of Illinois and a Bachelor of Arts Degree in Economics from DePaul University in Chicago.
Peter graduated from the University of Missouri in 2017 and began working at UBS in 2019. He has earned his FINRA Series 3, 7, 66 licenses and Life & Health Insurance License. He enjoys cheering for Chicago sports and spending time with his family.
Mario provides client relationship building and business development for the Atsaves Oddo Wealth Management Group. His focus is on establishing trust with clients while demonstrating his industry experience in facilitating their needs. Solidifying client relationships and giving them peace of mind, is his ultimate goal. Mario began his career in the securities industry in 1987 with Oppenheimer & Company.
Mario is an amateur writer, enjoys biking and old movies.
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
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
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