Experience

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.

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.

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 Counselor^SM (CRPC®) designation. He lives in Deerfield, Illinois with his wife Ann.

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.

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.

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.