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Three generations in the front yard

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.

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Legacy—Wealth for others

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.

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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 Atsaves Profile Photo

    Chris Atsaves

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
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    • CO
    • CT
    • DC
    • FL
    • GA
    • IA
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NY
    • OH
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    • RI
    • SC
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    • WI

    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:

    • Parish Council Member
    • Athletic Director and Youth Advisor
    • Parish Chanter and Choir singer
    • Tonsured as a Reader in the Church by Bishop Demetrios
    • Hellenic Philanthropic Educational Association (A.H.E.P.A ) member (local and national)
    • Founding member of the Hippocratic Cancer Research Foundation
    • Volunteer at the Greek American Rehabilitation and Care Center

     

    Chris and his wife Tina have been married since 1987 and have two girls, Crystal and Paula. They currently reside in Glenview, IL.

      • University of Wisconsin in Madison
        One North Wacker Drive
        Chicago, IL 60606
      • Frank Oddo Profile Photo

        Frank Oddo, CIMA

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
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        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • IA
        • IL
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        • MD
        • MI
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        • NJ
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        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.

        • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

        • University of Illinois, Master's Degree in Economics
        • DePaul University in Chicago, Bachelor of Arts Degree in Economics
          One North Wacker Drive
          Chicago, IL 60606
        • Peter Loukis Profile Photo

          Peter Loukis

          Wealth Strategy Associate

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          • AK
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          • UT
          • VA
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          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.

            • University of Missouri
              One North Wacker Drive
              Chicago, IL 60606
            • mario headshot

              Mario Pantaleo

              Senior Wealth Strategy Associate

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              • AK
              • AL
              • AR
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              • CA
              • CO
              • CT
              • DC
              • FL
              • GA
              • IA
              • ID
              • IL
              • IN
              • KY
              • LA
              • MA
              • MD
              • ME
              • MI
              • MN
              • MO
              • MT
              • NC
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              • NV
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              • UT
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              • WV

              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.

                • Elmhurst College
                  One North Wacker Drive
                  Chicago, IL 60606

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