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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Benjamin D. Brown, CPWA

Senior Vice President–Wealth Management

Portfolio Manager
View bio Industry recognition
- CA
- CO
- DC
- FL
- IL
- IN
- MA
- MI
- NC
- NE
- OH
- TN
- TX
- WI
Ben realizes his clients trust him with a position of influence with their families and his client service should reflect the respect that trust deserves. He broadened his wealth planning focus through the Certified Private Wealth Advisor® (CPWA®) to enhance his service by identifying and analyzing the challenges high net worth individuals face, understanding how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth and transfer wealth according to their clients’ goals and objectives. Ben serves as the head of his team and leads all business development, investment consulting, advanced planning and relationship management efforts. He believes his clients value his professionalism, resourcefulness in delivering a virtual family office experience for all generations of a family, lifelong passion and insights of the markets, and his access to the resources of the world’s largest wealth management firm.

Whether through multi-generational business or corporate executive retirement, Ben’s select clients have created substantial wealth and hope to preserve it for the next generations. As a Certified Private Wealth Advisor® (CPWA®), he understands this experience and the values that shape it—process, discipline, hard work, and perseverance. These are the qualities he brings to relationships with his clients who hope to evolve their hard-earned success into leading lives of significance where they can have a profound impact on their families and the world at large.

Ben holds a B.S. in business administration from the Leeds School of Business at the University of Colorado. He lives in Barrington, IL with his family. He is deeply involved various civic and charitable organizations through his local and national clients, most notably as a director for the Western Golf Association | Evans Scholars Foundation.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Leeds School of Business, University of Colorado, Bachelor of Science in Business Administration
- University of Chicago Booth School of Business, Certified Private Wealth Advisor®
- Series 7, Series 66
- Portfolio Manager
- Certified Private Wealth Advisor
Corporate executives

Exit planning

Executive compensation

Financial planning

Business succession

Investing

Custom portfolios

Family Offices

303 East Main Street
Barrington, IL 60010
Valerie Erfort

Wealth Management Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Valerie has been with UBS Financial Services, Inc. for over 21 years. In that time, her main goal has been to build strong, lasting relationships with clients. During the last 9 years, she has been working with the Barrington Institutional Consulting Group. Valerie is dedicated to providing our clients with the very best of what they need.

Valerie has over 21 years of experience in financial services and holds her Series 7, 63 and 65 licenses.
303 East Main Street
Barrington, IL 60010

Matthew Morris, CFA

Director

Senior Portfolio Strategist, UHNW

View bio

Matthew Morris is the Midwest Division Head of the Portfolio Advisory Group (PAG), leading a regional team of experienced investment professionals dedicated to providing asset allocation, portfolio construction, and investment management guidance and education to UBS' Ultra High Net Worth clients. Matthew and his team specialize in developing multi-asset, customized investment strategies and portfolios for sophisticated individuals, families, and institutions.
Ann Bjerke

Executive Director

Head of Advanced Planning

View bio

Ann focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. Prior to joining UBS in 2008, Ann practiced law with the law firm of Levin, Schreder & Carey, focusing on estate tax and income tax planning for ultra high net worth individuals, families and business owners.
Titus Song

Executive Director

Alternative Investments Consultant

View bio

Titus Song is an Executive Director of Alternative Investments covering various markets in
the Central and West Divisions for UBS Financial Services. His role is to oversee
distribution of alternative investments (hedge funds, private equity and private real
estate) by helping financial advisors and clients understand how these offerings
function and their effect on investment portfolios.

Professional History
Titus joined UBS in 2007 working with the Structured Solutions group. In late
2008, Titus moved to the Alternative Investments group where he has covered a
wide swath of the country helping clients and financial advisors understand
alternative investments and how they can enhance portfolio efficiency and help
clients reach their financial goals.

In his 32-year career in financial services, Titus has worked at various large financial
services firms and banks where he held roles in small and large cap equity trading,
as well as in product management. Titus also served as the head of investments
and product management at a large regional registered investment advisor prior to
joining UBS.

Education
Titus earned a B.A. in Political Science with a concentration in Political Economy at
Carleton College in Northfield MN. He also received an M.B.A. from the Carlson
School of Business at the University of Minnesota.

Licenses and Certifications
Titus holds Series 7, 31 and 66 licenses.
David Mietty

Executive Director

Senior Wealth Planning Strategist

View bio
Sarah J. Salomon , CAP®

Executive Director

Head – Family Advisory and Philanthropy

View bio

Sarah leads a team of Senior Strategists who work with families on understanding money, values and philanthropic intent. Family Advisory and Philanthropy Services serves as thought partners to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.
Chris Albanese

Associate Director

Banking Solutions Consultant

View bio

Benjamin D. Brown, CPWA

Senior Vice President–Wealth Management

Portfolio Manager
View bio Industry recognition
- CA
- CO
- DC
- FL
- IL
- IN
- MA
- MI
- NC
- NE
- OH
- TN
- TX
- WI
Ben realizes his clients trust him with a position of influence with their families and his client service should reflect the respect that trust deserves. He broadened his wealth planning focus through the Certified Private Wealth Advisor® (CPWA®) to enhance his service by identifying and analyzing the challenges high net worth individuals face, understanding how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth and transfer wealth according to their clients’ goals and objectives. Ben serves as the head of his team and leads all business development, investment consulting, advanced planning and relationship management efforts. He believes his clients value his professionalism, resourcefulness in delivering a virtual family office experience for all generations of a family, lifelong passion and insights of the markets, and his access to the resources of the world’s largest wealth management firm.

Whether through multi-generational business or corporate executive retirement, Ben’s select clients have created substantial wealth and hope to preserve it for the next generations. As a Certified Private Wealth Advisor® (CPWA®), he understands this experience and the values that shape it—process, discipline, hard work, and perseverance. These are the qualities he brings to relationships with his clients who hope to evolve their hard-earned success into leading lives of significance where they can have a profound impact on their families and the world at large.

Ben holds a B.S. in business administration from the Leeds School of Business at the University of Colorado. He lives in Barrington, IL with his family. He is deeply involved various civic and charitable organizations through his local and national clients, most notably as a director for the Western Golf Association | Evans Scholars Foundation.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Leeds School of Business, University of Colorado, Bachelor of Science in Business Administration
- University of Chicago Booth School of Business, Certified Private Wealth Advisor®
- Series 7, Series 66
- Portfolio Manager
- Certified Private Wealth Advisor
Corporate executives

Exit planning

Executive compensation

Financial planning

Business succession

Investing

Custom portfolios

Family Offices

303 East Main Street
Barrington, IL 60010
Valerie Erfort

Wealth Management Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Valerie has been with UBS Financial Services, Inc. for over 21 years. In that time, her main goal has been to build strong, lasting relationships with clients. During the last 9 years, she has been working with the Barrington Institutional Consulting Group. Valerie is dedicated to providing our clients with the very best of what they need.

Valerie has over 21 years of experience in financial services and holds her Series 7, 63 and 65 licenses.
303 East Main Street
Barrington, IL 60010

Matthew Morris, CFA

Director

Senior Portfolio Strategist, UHNW

View bio

Matthew Morris is the Midwest Division Head of the Portfolio Advisory Group (PAG), leading a regional team of experienced investment professionals dedicated to providing asset allocation, portfolio construction, and investment management guidance and education to UBS' Ultra High Net Worth clients. Matthew and his team specialize in developing multi-asset, customized investment strategies and portfolios for sophisticated individuals, families, and institutions.
Ann Bjerke

Executive Director

Head of Advanced Planning

View bio

Ann focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. Prior to joining UBS in 2008, Ann practiced law with the law firm of Levin, Schreder & Carey, focusing on estate tax and income tax planning for ultra high net worth individuals, families and business owners.
Titus Song

Executive Director

Alternative Investments Consultant

View bio

Titus Song is an Executive Director of Alternative Investments covering various markets in
the Central and West Divisions for UBS Financial Services. His role is to oversee
distribution of alternative investments (hedge funds, private equity and private real
estate) by helping financial advisors and clients understand how these offerings
function and their effect on investment portfolios.

Professional History
Titus joined UBS in 2007 working with the Structured Solutions group. In late
2008, Titus moved to the Alternative Investments group where he has covered a
wide swath of the country helping clients and financial advisors understand
alternative investments and how they can enhance portfolio efficiency and help
clients reach their financial goals.

In his 32-year career in financial services, Titus has worked at various large financial
services firms and banks where he held roles in small and large cap equity trading,
as well as in product management. Titus also served as the head of investments
and product management at a large regional registered investment advisor prior to
joining UBS.

Education
Titus earned a B.A. in Political Science with a concentration in Political Economy at
Carleton College in Northfield MN. He also received an M.B.A. from the Carlson
School of Business at the University of Minnesota.

Licenses and Certifications
Titus holds Series 7, 31 and 66 licenses.
David Mietty

Executive Director

Senior Wealth Planning Strategist

View bio
Sarah J. Salomon , CAP®

Executive Director

Head – Family Advisory and Philanthropy

View bio

Sarah leads a team of Senior Strategists who work with families on understanding money, values and philanthropic intent. Family Advisory and Philanthropy Services serves as thought partners to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.
Chris Albanese

Associate Director

Banking Solutions Consultant

View bio

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Lasting relationships. For all that matters

Your primary source for financial advice

Benjamin D. Brown, CPWA

Valerie Erfort

Matthew Morris, CFA

Ann Bjerke

Titus Song

David Mietty

Sarah J. Salomon , CAP®

Chris Albanese