Tailored wealth advice

Professional guidance that helps inspire confidence

The proof is in our numbers

32+

Years in business as a team

50 person

seasoned team

Meet Chris Atsaves

In 1998, he joined UBS after spending many years at the Chicago Mercantile Exchange. His goal was to get involved with the client and the face-to-face relationship. Chris understands the importance of listening to each clients individual needs and wants. His goal is to make sure every client is happy.

Meet Frank Oddo

In 1998, he started his career in the Financial Services Industry at the Chicago Board of Trade. He worked as a interest rate arbitrage trader, handling fixed income products and managing the various aspects of his clients' portfolios. In 2000, Frank joined UBS to reach investors on a different level and help them reach their goals

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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Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

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Pursuing your goals together

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

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- LA
- MA
- MD
- MI
- MN
- NC
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WY
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.
- Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
- University of Wisconsin in Madison
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

chris.atsaves@ubs.com

Chris Atsaves

One Northbrook Place,Northbrook,IL,60062
Frank Oddo, CIMA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- LA
- MA
- MD
- MI
- MN
- NC
- NY
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WY
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.
- Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior 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

frank.oddo@ubs.com

Frank Oddo, CIMA

One North Wacker Drive,Chicago,IL,60606
Peter Loukis, CFP

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
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

peter.loukis@ubs.com

Peter Loukis, CFP

One North Wacker Drive,Chicago,IL,60606
Mario Pantaleo

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
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

mario.n.pantaleo@ubs.com

Mario Pantaleo

One North Wacker Drive,Chicago,IL,60606

Chris Atsaves

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- LA
- MA
- MD
- MI
- MN
- NC
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WY
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.
- Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
- University of Wisconsin in Madison
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

chris.atsaves@ubs.com

Chris Atsaves

One Northbrook Place,Northbrook,IL,60062
Frank Oddo, CIMA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- LA
- MA
- MD
- MI
- MN
- NC
- NY
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WY
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.
- Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior 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

frank.oddo@ubs.com

Frank Oddo, CIMA

One North Wacker Drive,Chicago,IL,60606
Peter Loukis, CFP

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
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

peter.loukis@ubs.com

Peter Loukis, CFP

One North Wacker Drive,Chicago,IL,60606
Mario Pantaleo

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
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

mario.n.pantaleo@ubs.com

Mario Pantaleo

One North Wacker Drive,Chicago,IL,60606

A leading global wealth manager

A plan to simplify your financial life

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Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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Meet Chris Atsaves

Meet Frank Oddo

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Texas flood relief

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The CEO Macro Briefing Book

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Pursuing your goals together

Chris Atsaves

Frank Oddo, CIMA

Peter Loukis, CFP

Mario Pantaleo

Chris Atsaves

Frank Oddo, CIMA

Peter Loukis, CFP

Mario Pantaleo

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A leading global wealth manager

A plan to simplify your financial life

Empower your investments

House View Monthly

Turn possibilities into a plan

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

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