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.

Who we work with

With the attention of a boutique family office and access to resources across the firm, we offer select clients comprehensive services that look well beyond their investment needs.

  • Entrepreneurs. We will introduce you to an extensive network of professionals and the right investment relationships to provide innovative yet pragmatic solutions.
  • Corporate executives. Our team brings discipline and strategic planning during your wealth-building years as well as when the time comes to transition out of corporate life.
  • Multigenerational families. Managing wealth spanning many generations requires a careful approach. As your Private Wealth Advisors, we have the experience and strategies to help address these challenges.

Guiding founders and business owners

Senior executives

Multigenerational wealth planning

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
      • 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
          • Jean Beaudoin

            Jean Beaudoin, CRPC

            Senior Vice President–Wealth Management

            Financial Advisor

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            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
                • Mike Schodroff

                  Michael Schodrof, CFA

                  Financial Advisor

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                  Michael is the newest partner to join the Coyle, Schmitt & Beaudoin Group, within the UBS Private Wealth Management Group and brings with him both Private Client and Institutional experience. Prior to joining UBS, Michael was an Executive Director in the JP Morgan Private Bank, addressing the complexities and needs of ultra-affluent individuals and families. Before his time as an advisor to private clients, Michael spent two decades in Institutional Equity sales advising professional money managers, insurance companies, hedge funds and alike.

                  This unique background gives Michael an amalgam of skills that allows him to bring the highly technical knowledge of the institutional investor to the highly personal needs of individuals and families.

                  Michael received his BA from DePaul University and an MBA with concentrations in Finance and International Business, from Northwestern University’s Kellogg School of Management. Michael holds the Chartered Financial Analyst® (CFA®) designation and is an active member of the CFA® Society of Chicago and the CFA® Institute. Michael lives in LaGrange with his wife Stefanie and their three children.

                        1 North Wacker Drive
                        Suite 3300
                        Chicago, IL 60606
                      • Jill Godoy

                        Jillian L Godoy, CRPC

                        Authorized Officer

                        Senior Wealth Strategy Associate

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                        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
                            • Ivy Leggaro

                              Ivy R Leggero

                              Authorized Officer

                              Senior Wealth Strategy Associate

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                              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
                                  • Anthony DuBose

                                    Anthony DuBose, CFP, RICP

                                    Authorized Officer

                                    Senior Client Associate

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                                    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

                                        Backed by the strength of UBS

                                        A global leader in wealth management

                                        $5+ trillion

                                        In invested assets globally 
                                        As of 11/07/2023

                                        51 countries

                                        Our global footprint

                                        Global leader

                                        UBS is a world-leading wealth manager

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