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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.

  • Ben Brown

    Benjamin D. Brown, CPWA

    Senior Vice President–Wealth Management

    Portfolio Manager

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    • CA
    • CO
    • DC
    • FL
    • IL
    • IN
    • MA
    • MI
    • NC
    • NE
    • OH
    • TN
    • 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 CPWA® designation 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 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.

    California Insurance License #16694425

     

    • 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
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          Pamela Matijevic

          Authorized Officer

          Senior Client Associate

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          • FL
          • IL
          • NY

                303 East Main Street
                Barrington, IL 60010
              • Matthew Morris, CFA

                Executive Director

                Head, Portfolio Advisory Group Midwest, New York and Northeast Division

                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 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.
              • 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.
              • Chris Albanese

                Associate Director

                Wealth Management Banker

                Current role and areas of expertise

                Chris Albanese joined UBS Bank USA in 2019 and he is currently a Wealth Management Banker covering the Chicago and Midwest Private Wealth Markets.

                Chris has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of banking solutions that may complement their overall wealth management objectives. 

                Professional history

                Chris began his career in financial services in 2011 at JP Morgan Chase. Most recently was a licensed financial center manager at Fifth Third Bank. 

                Education and personal information

                In Chris’ role as a Wealth Management Banker his NMLS # is 443441. He holds his Series 7 and 66 securities licenses. He also holds a Business degree from Monmouth College.

                Outside of the office, Chris enjoys spending time with his wife, kids and dogs. Chris enjoys traveling, and the pain of watching his Chicago sports teams.

                Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

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                David Mietty

                Executive Director

                Senior Wealth Planning Strategist

              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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              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.

              Advice for business owners

              Advice for business owners

              Family offices

              Family offices

              Multi-generational families

              Multi-generational families

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              Making sense of significant wealth

              We can help you plan for it.

              When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

              We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

              Backed by the strength of UBS

              A global leader in wealth management

              Global leader

              UBS is a world-leading wealth manager

              $5+ trillion

              In invested assets globally 
              As of 11/07/2023

              #1

              Global Equity Research 

              Institutional Investor, 2021 Global Rankings

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