$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
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.
Bob began his career as a financial advisor in 1978 with Oppenheimer & Co. in Chicago, prior to which he worked in public accounting at Touche Ross & Co. In 1984, he joined the Northbrook office of Drexel Burnham which was subsequently acquired by PaineWebber and then UBS. As a Senior Vice President and Portfolio Manager Bob believes in disciplined long-term investing. This approach to wealth management helps clients focus on achieving their financial goals in both favorable and challenging markets.
Bob has a Bachelor of Science in Accounting from the University of Kansas and a CPA certificate from the University of Illinois. He and his wife are longtime residents of Libertyville and have four adult children and two grandchildren. Away from the office, Bob enjoys golf, running, philanthropy and spending time with his family.
Suzanne began advising clients at Merrill Lynch in 1983 and joined the UBS's Northbrook office in 2002. As a Senior Vice President and Certified Financial Planner (CFP®) Suzanne focuses on developing strong, multi-generational financial planning relationships, leveraging all the resources available at UBS. In her practice she helps clients identify and implement solutions for all types of planning and investment goals.
Suzanne has a Bachelor of Science in Business Administration with honors from Millikin University. She and her husband are longtime residents of Chicago's North Shore and have four adult children. Away from the office, Suzanne enjoys biking, traveling and spending time with her large extended family.
California insurance license number: 0I85121
With over 25 years' experience in both Wealth Management and Investment Banking, Rob strategically guides his clients toward their financial goals. He began his career as an Investment Banker spending six years at both William Blair & Company and EVEREN Securities (now part of Wells Fargo), advising his clients through several public financings, IPOs, and merger & acquisition transactions totaling over $2.5 billion. After leaving EVEREN, he served as Vice President & Senior Portfolio Manager in Wealth Management at Morgan Stanley. Rob finally joined UBS in 2009 in a similar capacity, where he's been a member of the Financial Advisor Advisory Council for the last seven years, and was recently awarded the Endowment & Foundation Consultant designation.
Rob is an alumnus of the University of Michigan, majoring in Political Science with minors in Business Administration and International Security Affairs. He has received the Certified Investment Management Analyst (CIMA) credential from the Wharton School of Business, and has passed level II of the Chartered Financial Analyst (CFA) program.
Rob currently serves as Vice Chairman of the Advisory Board for the Chicago Police Memorial Foundation. He's also a graduate and former team leader of the National Outdoor Leadership School (NOLS), and is an avid traveler and a triathlete. Rob is involved in alumni relations volunteer work for the University of Michigan, and also has done volunteer work with the Mott's Children's Hospital in Ann Arbor, Special Olympics, Chicago Cares, and ACP Veteran Mentoring. Rob and his wife Becky have two daughters and a son, and live in the north suburbs of Chicago.
California insurance license number: 0I10970
Rachel has over 12 years of experience in the financial services industry and has enjoyed building strong relationships with clients over the years. She is passionate about the trust she has cultivated with each client and recognizes that it is the foundation to delivering a holistic wealth management solution. She often says, "I’m devoted to the principles of stewardship in order to help our clients realize their financial freedom.” In March of 2012, Rachel distinguished herself with the CERTIFIED FINANCIAL PLANNER™ certification. Her focus on Financial Planning and attention to detail helps position her to execute on strategic financial planning solutions for clients. Rachel graduated from Northern Illinois University with a Bachelor’s degree in Finance. In addition to her undergraduate degree, she has several registrations and securities licenses, including the Series 7, Series 66, Series 31 and is a Rule 144 Restricted Stock Specialist. Rachel also holds licenses for life, accident and health along with variable annuities.
Rachel is an active member of the Professional Women's Club of Chicago and the Barrington Junior Women’s Club, where she devotes most of her time to various philanthropic activities such as the Barrington Giving Day, Meals on Wheels, local scholarship programs, and the Sunny Hill Elementary School Reading Volunteer program. She has also been a proud volunteer with the Special Olympics for the past several years and is a longtime member of the Schaumburg Church of Christ. At the church, Rachel sits on the financial board and is responsible for issuing the monthly financial statements and annual budget to its members. Rachel and her husband Dan reside in Barrington, IL with their children Emily, Alexa, Jax. In her free time, Rachel maintains that spending time with her family and loved ones is top priority.
California insurance license number: 0M17857
Patrick joined UBS in 2016. Since joining he obtained the Series 7 and 66 licenses and as of September 2019 is a CFA charterholder. Prior to UBS Patrick worked as an analyst for a private equity firm. He is from River Forest and attended Fenwick High School before going to the University of Illinois Champaign-Urbana where he received a degree in Economics with a minor in Business. He currently lives with his wife, Kelly, in Chicago and enjoys running and staying active.
California insurance license number: 4052739
Marco joined UBS in January 2020 as a Registered Client Service Associate and brings experience from his previously held roles at both Merrill Lynch and JPMorgan. He attended Illinois State University and earned a Bachelor's degree in Finance with a minor in Financial Planning. He currently holds both Series 7 and 66 licenses. In August of 2022, Marco distinguished himself with the CERTIFIED FINANCIAL PLANNER™ certification. In his free time, Marco enjoys staying active and being around loved ones.
Amy joined UBS as a Client Service Associate in May of 2018. She comes from 10 years' experience as a Paralegal for a law firm in Chicago. After taking time to raise her 2 daughters, she began working as an office manager for an Elementary school in Elmhurst; overseeing daily operations and administrative needs. In her free time, Amy enjoys running, fitness and spending time at the lake with her friends and family.
Kevin joined UBS as a Client Service Associate in June of 2022. He brings previous experience from UMB Fund Services, where he worked on their Alternative Investment Funds Operations team. He attended Indiana University where he received a Bachelor's degree in Public Financial Management and a minor in Financial Literacy. In his free time, Kevin loves spending time with his family on Lake Michigan, exploring Chicago with his friends, and staying active through recreational sports leagues.
Bob began his career as a financial advisor in 1978 with Oppenheimer & Co. in Chicago, prior to which he worked in public accounting at Touche Ross & Co. In 1984, he joined the Northbrook office of Drexel Burnham which was subsequently acquired by PaineWebber and then UBS. As a Senior Vice President and Portfolio Manager Bob believes in disciplined long-term investing. This approach to wealth management helps clients focus on achieving their financial goals in both favorable and challenging markets.
Bob has a Bachelor of Science in Accounting from the University of Kansas and a CPA certificate from the University of Illinois. He and his wife are longtime residents of Libertyville and have four adult children and two grandchildren. Away from the office, Bob enjoys golf, running, philanthropy and spending time with his family.
Suzanne began advising clients at Merrill Lynch in 1983 and joined the UBS's Northbrook office in 2002. As a Senior Vice President and Certified Financial Planner (CFP®) Suzanne focuses on developing strong, multi-generational financial planning relationships, leveraging all the resources available at UBS. In her practice she helps clients identify and implement solutions for all types of planning and investment goals.
Suzanne has a Bachelor of Science in Business Administration with honors from Millikin University. She and her husband are longtime residents of Chicago's North Shore and have four adult children. Away from the office, Suzanne enjoys biking, traveling and spending time with her large extended family.
California insurance license number: 0I85121
With over 25 years' experience in both Wealth Management and Investment Banking, Rob strategically guides his clients toward their financial goals. He began his career as an Investment Banker spending six years at both William Blair & Company and EVEREN Securities (now part of Wells Fargo), advising his clients through several public financings, IPOs, and merger & acquisition transactions totaling over $2.5 billion. After leaving EVEREN, he served as Vice President & Senior Portfolio Manager in Wealth Management at Morgan Stanley. Rob finally joined UBS in 2009 in a similar capacity, where he's been a member of the Financial Advisor Advisory Council for the last seven years, and was recently awarded the Endowment & Foundation Consultant designation.
Rob is an alumnus of the University of Michigan, majoring in Political Science with minors in Business Administration and International Security Affairs. He has received the Certified Investment Management Analyst (CIMA) credential from the Wharton School of Business, and has passed level II of the Chartered Financial Analyst (CFA) program.
Rob currently serves as Vice Chairman of the Advisory Board for the Chicago Police Memorial Foundation. He's also a graduate and former team leader of the National Outdoor Leadership School (NOLS), and is an avid traveler and a triathlete. Rob is involved in alumni relations volunteer work for the University of Michigan, and also has done volunteer work with the Mott's Children's Hospital in Ann Arbor, Special Olympics, Chicago Cares, and ACP Veteran Mentoring. Rob and his wife Becky have two daughters and a son, and live in the north suburbs of Chicago.
California insurance license number: 0I10970
Rachel has over 12 years of experience in the financial services industry and has enjoyed building strong relationships with clients over the years. She is passionate about the trust she has cultivated with each client and recognizes that it is the foundation to delivering a holistic wealth management solution. She often says, "I’m devoted to the principles of stewardship in order to help our clients realize their financial freedom.” In March of 2012, Rachel distinguished herself with the CERTIFIED FINANCIAL PLANNER™ certification. Her focus on Financial Planning and attention to detail helps position her to execute on strategic financial planning solutions for clients. Rachel graduated from Northern Illinois University with a Bachelor’s degree in Finance. In addition to her undergraduate degree, she has several registrations and securities licenses, including the Series 7, Series 66, Series 31 and is a Rule 144 Restricted Stock Specialist. Rachel also holds licenses for life, accident and health along with variable annuities.
Rachel is an active member of the Professional Women's Club of Chicago and the Barrington Junior Women’s Club, where she devotes most of her time to various philanthropic activities such as the Barrington Giving Day, Meals on Wheels, local scholarship programs, and the Sunny Hill Elementary School Reading Volunteer program. She has also been a proud volunteer with the Special Olympics for the past several years and is a longtime member of the Schaumburg Church of Christ. At the church, Rachel sits on the financial board and is responsible for issuing the monthly financial statements and annual budget to its members. Rachel and her husband Dan reside in Barrington, IL with their children Emily, Alexa, Jax. In her free time, Rachel maintains that spending time with her family and loved ones is top priority.
California insurance license number: 0M17857
Patrick joined UBS in 2016. Since joining he obtained the Series 7 and 66 licenses and as of September 2019 is a CFA charterholder. Prior to UBS Patrick worked as an analyst for a private equity firm. He is from River Forest and attended Fenwick High School before going to the University of Illinois Champaign-Urbana where he received a degree in Economics with a minor in Business. He currently lives with his wife, Kelly, in Chicago and enjoys running and staying active.
California insurance license number: 4052739
Marco joined UBS in January 2020 as a Registered Client Service Associate and brings experience from his previously held roles at both Merrill Lynch and JPMorgan. He attended Illinois State University and earned a Bachelor's degree in Finance with a minor in Financial Planning. He currently holds both Series 7 and 66 licenses. In August of 2022, Marco distinguished himself with the CERTIFIED FINANCIAL PLANNER™ certification. In his free time, Marco enjoys staying active and being around loved ones.
Amy joined UBS as a Client Service Associate in May of 2018. She comes from 10 years' experience as a Paralegal for a law firm in Chicago. After taking time to raise her 2 daughters, she began working as an office manager for an Elementary school in Elmhurst; overseeing daily operations and administrative needs. In her free time, Amy enjoys running, fitness and spending time at the lake with her friends and family.
Kevin joined UBS as a Client Service Associate in June of 2022. He brings previous experience from UMB Fund Services, where he worked on their Alternative Investment Funds Operations team. He attended Indiana University where he received a Bachelor's degree in Public Financial Management and a minor in Financial Literacy. In his free time, Kevin loves spending time with his family on Lake Michigan, exploring Chicago with his friends, and staying active through recreational sports leagues.
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.
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.
Watch the replay of our November House View live conversation, featuring insights from Kurt Reiman, Head of Fixed Income and ElectionWatch Co-lead; Jay Dobson, Energy and Utilities Strategist, Kevin Dennean, Technology and Telecom Strategist, and Brad Ball, Financials Strategist.
07 November 2024
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager