Global perspective

Private Wealth Management

Person on top of a mountain

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Family on back porch

Wealth transfer across generations

Talking about future financial responsibility can be an emotional and challenging topic for families. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.

Business Owner in entryway

Advice for business owners & entrepreneurs

UBS Keys side of building

Workplace Wealth Solutions

Mountain climbers on peak at sunrise

A leading global wealth manager

Man looking in VR headset

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.

Family Advisory & Philanthropy Services

Family Advisory & Philanthropy Services

Advanced planning

Advanced planning

Advanced planning

Access to Investment banking

Access to Investment banking

Advice and solutions to help families flourish for generations, including intentional communication and decision-making, intergenerational wealth transitions, family governance, philanthropic legacies and more. The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.

Learn more

Advanced planning

We understand that planning is an integral part of a well thought out financial roadmap. We can help guide you through the process, working with you to craft a plan that aligns with your priorities and challenges, while allowing to you to take advantage of unexpected opportunities and life changes.

As part of the planning process, we can also draw on network of professionals, as well as the highly specialized resources of UBS’s Advanced Planning Group.

UBS’s dedicated investment banking professionals can help with a range of corporate, institutional and wealth management needs. We can facilitate access to their global capital markets and connect you to their expert advice, well-crafted execution strategies and innovative solutions.


Institutional investment banking services are provided by UBS Securities LLC, a subsidiary of UBS Group AG. Member FINRA/SIPC.

Insights and perspectives

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.

  • Pat Coyle

    Patrick J Coyle, CDFA

    Managing Director–Wealth Management

    Private Wealth Advisor

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    Pat is a co-founder and leader of the Coyle, Schmitt & Beaudoin Wealth Management Group within UBS Private Wealth Management. Over three decades, Pat has built a team that emphasizes intellectual rigor, in-depth customization, and committed service. He and his team work closely with ultra-affluent individuals and families, helping them streamline the complexities and capitalize on the opportunities of substantial wealth. He has significant experience advising senior executives, company founders, entrepreneurs, and multigenerational families. Pat has lectured to colleagues throughout the country regarding best practices in the area of professional investment management. Additionally, Pat serves as a UBS representative to local and national media outlets.

    Pat earned his bachelor’s degree in Economics and Management from Albion College. He holds the Certified Divorce Financial Analyst® designation (CDFA®). Pat resides in Chicago with his wife Cynthia and three sons.

        • Private Wealth Advisor
        1 North Wacker Drive
        Suite 3300
        Chicago, IL 60606
        p.coyle@ubs.com
        Patrick J Coyle, CDFA
        1 North Wacker Drive,Chicago,IL,60606
      • John Schmitt

        John W Schmitt, CFA, CIMA

        Managing Director–Wealth Management

        Private Wealth Advisor

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        John is a co-founder and leader of the Coyle, Schmitt & Beaudoin Wealth Management Group within UBS Private Wealth Management. He joined UBS in 2022 and brings over 18 years of investment and analytical experience to the team. As a Chartered Financial Analyst® (CFA®) designee and Certified Investment Management Analyst® (CIMA®) professional, he focuses on supporting our clients with wealth structuring techniques, investment manager analysis and asset allocation insight. John and his team believe in outcomes. At the core of his work is a desire to make the lives of clients easier.

        Prior to joining Merrill in 2003, John worked in the Private Wealth Management Group at Morgan Stanley. He received his BA in Finance from the University of Illinois and an MBA from the Kellogg Graduate School of Management at Northwestern University. John is an active member of the CFA® Society of Chicago and the CFA® Institute. He lives in La Grange, IL with his wife Cheri and their three children.

            • Private Wealth Advisor
            1 North Wacker Drive
            Suite 3300
            Chicago, IL 60606
            j.schmitt@ubs.com
            John W Schmitt, CFA, CIMA
            1 North Wacker Drive,Chicago,IL,60606
          • Jean Beaudoin

            Jean Beaudoin, CRPC

            Senior Vice President–Wealth Management

            Financial Advisor

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            • AK
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            • MA
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            • NC
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            • OR
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            • VA
            • WI

            Jean is a co-founder and leader of the Coyle, Schmitt & Beaudoin Wealth Management Group. Jean began his career in wealth management with Merrill Lynch in 1987 prior to joining UBS in 2022. As an advocate for his clients, he is dedicated to providing a tailored and disciplined process that reflects each client's unique circumstances. His process includes ongoing personalized financial guidance for both the asset and liability side of one's balance sheet. Ongoing performance tracking and reporting help ensure clients progress towards reaching their individual and family's goals.

            Jean recognizes the importance of capital preservation to affluent clients, sensitive to the sacrifices they have made in attaining their wealth. He looks to bring the expansive abilities of the Firm to clients in a warm and personalized manner. Jean values the client relationships that he has sustained over many years and is privileged to serve a very dynamic and accomplished client base.

            Jean is a graduate of Denison University and holds the Chartered Retirement Planning CounselorSM (CRPC®) designation. He lives in Deerfield, Illinois with his wife Ann.

                  1 North Wacker Drive
                  Suite 3300
                  Chicago, IL 60606
                  j.beaudoin@ubs.com
                  Jean Beaudoin, CRPC
                  1 North Wacker Drive,Chicago,IL,60606
                • Jill Godoy

                  Jillian L Godoy, CRPC

                  Authorized Officer

                  Senior Wealth Strategy Associate

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                  • MI
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                  • MO
                  • NC
                  • NJ
                  • NY
                  • OH
                  • OR
                  • PA
                  • SC
                  • TN
                  • TX
                  • UT
                  • VA
                  • WI

                  With more than fifteen years of industry experience, Jill is dedicated to providing our clients with red carpet service. When called upon by our clients, Jill acts as their "private liaison" and responds to their requests in a timely and professional manner. She assists our clients in operational matters and customer service, and plays an important role in the administration of our practice. She resides in St. John, Indiana with her husband and their 2 daughters.

                        1 North Wacker Drive
                        Suite 3300
                        Chicago, IL 60606
                        j.godoy@ubs.com
                        Jillian L Godoy, CRPC
                        1 North Wacker Drive,Chicago,IL,60606
                      • Ivy Leggaro

                        Ivy R Leggero

                        Authorized Officer

                        Senior Wealth Strategy Associate

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                        • AR
                        • AZ
                        • CA
                        • CO
                        • CT
                        • DC
                        • DE
                        • FL
                        • GA
                        • IA
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                        • WI

                        As one of the team’s Senior Private Wealth Client Associates, Ivy handles all administrative and day-to-day operations with personal care and individualized attention. Often the first point of contact, she assists clients with a wide breadth of daily needs, ranging from account titling and opening, to assistance with banking, credit and lending services. Ivy joined UBS in 2022 and holds a BA in psychology with a minor in marketing from DePaul University. She currently resides in Lisle, IL with her husband, John, and their two daughters, Lucy and Lena.

                              1 North Wacker Drive
                              Suite 3300
                              Chicago, IL 60606
                              ivy.leggero@ubs.com
                              Ivy R Leggero
                              1 North Wacker Drive,Chicago,IL,60606
                            • Anthony DuBose

                              Anthony DuBose, CFP, RICP

                              Authorized Officer

                              Senior Client Associate

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                              • AK
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                              • MA
                              • MD
                              • ME
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                              • MN
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                              • NJ
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                              • OR
                              • PA
                              • SC
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                              • VA
                              • WI

                              Anthony has worked in wealth management for over 14 years. He understands the importance of listening to clients, comprehending clients’ needs, and committing to the highest level of customer service. As a CERTIFIED FINANCIAL PLANNER™ certificant, he values the elements of the wealth management process as well as the standard of excellence associated with the CFP® certification. Anthony completed his B.A. at the University of Rhode Island and obtained an M.B.A. from Amberton University.

                              A native of Massachusetts, Anthony resides in the Lakeview area of Chicago. He greatly enjoys spending time with his wife and two young boys. Anthony is a runner and pursues various endurance events. He found a passion in mentorship, as a long-term mentor, he has worked with children and young adults by way of different nonprofit organizations.

                                    1 North Wacker Drive
                                    Suite 3300
                                    Chicago, IL 60606
                                    anthony.dubose@ubs.com
                                    Anthony DuBose, CFP, RICP
                                    1 North Wacker Drive,Chicago,IL,60606

                                  A leader in wealth management

                                  Backed by the strength of our parent company, UBS AG

                                  $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

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