Senior Vice President–Wealth Management
Portfolio Manager
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
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Portfolio Manager
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
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Wealth Management Associate
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.
Wealth Management Associate
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.
Authorized Officer
Senior Client Associate
Authorized Officer
Senior Client Associate
Executive Director
Head, Portfolio Advisory Group Midwest, New York and Northeast Division
Executive Director
Head of Advanced Planning
Executive Director
Alternative Investments Consultant
Executive Director
Head – Family Advisory and Philanthropy
NMLS #947868
Wealth Management Banker, UBS Bank USA
Executive Director
Senior Wealth Planning Strategist
Executive Director
Head, Portfolio Advisory Group Midwest, New York and Northeast Division
Executive Director
Head of Advanced Planning
Executive Director
Alternative Investments Consultant
Executive Director
Head – Family Advisory and Philanthropy
NMLS #947868
Wealth Management Banker, UBS Bank USA
Executive Director
Senior Wealth Planning Strategist
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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