Lasting relationships. For all that matters

Three generations in the front yard

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.

  • Ben Brown

    Benjamin D. Brown, CPWA

    Senior Vice President–Wealth Management

    Portfolio Manager

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    • AL
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • IL
    • IN
    • KS
    • MA
    • MI
    • MS
    • NC
    • NE
    • NV
    • OH
    • SD
    • TN
    • TX
    • VA
    • 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
  • Val

    Valerie Erfort

    Wealth Management Associate

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    • 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

          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

          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

          Titus is an Executive Director of Alternative Investments. His role is to consult on the use of hedge funds, private equity, private credit, and private real estate investments within client investment portfolios. Before joining the alternative investment group in 2008, Titus was a member of UBS’ structured solutions team. He has a 33 year history in financial services.
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          David Mietty

          Executive Director

          Senior Wealth Planning Strategist

        • Sarah J. Salomon , CAP®

          Executive Director

          Head – Family Advisory and Philanthropy

          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.
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          Chris Albanese

          Associate Director

          Banking Solutions Consultant

        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.

        Young family at the beach

        Connecting you to the deep resources of UBS

        By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

        Multigenerational planning

        Multigenerational planning

        Advice for business owners and entrepreneurs

        Advice for business owners and entrepreneurs

        Family offices

        Family offices

        What's your vision?

        We can help you bring your vision to life.

        Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

        Backed by the strength of UBS

        A global leader in wealth management

        Global leader

        UBS is a world-leading wealth manager

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        #1

        Global Equity Research 

        Institutional Investor, 2021 Global Rankings