Global perspective

Private Wealth Management

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What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.

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.

  • 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.
  • 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.
  • Entrepreneurs. We will introduce you to an extensive network of professionals and the right investment relationships to provide innovative yet pragmatic solutions.

Accessing resources. Delivering solutions.

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Launch. Evolve. Exit your business.

Multigenerational wealth planning

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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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    • AK
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    • CA
    • CO
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    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
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    • NC
    • ND
    • NE
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    • NJ
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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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            • NC
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            • NE
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            • NJ
            • NM
            • NV
            • NY
            • OH
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            • OR
            • PA
            • PR
            • RI
            • SC
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            • TN
            • TX
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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
                • Jill Godoy

                  Jillian L Godoy, CRPC

                  Authorized Officer

                  Senior Wealth Strategy Associate

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                  • IA
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                  • IL
                  • IN
                  • KS
                  • KY
                  • LA
                  • MA
                  • MD
                  • ME
                  • MI
                  • MN
                  • MO
                  • MS
                  • MT
                  • NC
                  • ND
                  • NH
                  • NJ
                  • NM
                  • NV
                  • NY
                  • OH
                  • OK
                  • OR
                  • PA
                  • PR
                  • RI
                  • SC
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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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                        • AK
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                        • CA
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                        • CT
                        • DC
                        • DE
                        • FL
                        • GA
                        • HI
                        • IA
                        • ID
                        • IL
                        • IN
                        • KS
                        • KY
                        • LA
                        • MA
                        • MD
                        • ME
                        • MI
                        • MN
                        • MO
                        • MS
                        • MT
                        • NC
                        • ND
                        • NE
                        • NH
                        • NJ
                        • NM
                        • NV
                        • NY
                        • OH
                        • OK
                        • OR
                        • PA
                        • PR
                        • RI
                        • SC
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                        • TN
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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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                              • LA
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                              • MD
                              • ME
                              • MI
                              • MN
                              • MO
                              • MS
                              • MT
                              • NC
                              • ND
                              • NE
                              • NH
                              • NJ
                              • NM
                              • NV
                              • NY
                              • OH
                              • OK
                              • OR
                              • PA
                              • PR
                              • RI
                              • SC
                              • SD
                              • TN
                              • TX
                              • UT
                              • VA
                              • VI
                              • VT
                              • WA
                              • WI
                              • WV
                              • WY

                              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

                                  What's your vision?

                                  We can help you bring your vision to life.

                                  Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.