Email Me
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Doug has been helping people reach their financial goals for over 27 years, and has extensive experience in portfolio management with emphasis in equity evaluation. His primary goal has always been to learn the financial needs of each client and provide the best suitable investment solutions. Asset allocation and overall portfolio construction are very important components to the team solutions.
Doug received a B.S. in Chemistry/Biochemistry from the University of Illinois Urbana-Champaign in 1979 and joined Baxter Travenol as a chemist in 1980. He transitioned to pharmaceutical sales with G.D. Searle & Co. in late 1982. After earning an MBA at Loyola University of Chicago, Doug decided to pursue his passion for finance and investments by joining Paine Webber, Inc. in 1986, and remained with the firm when Paine Webber was purchased by UBS in 2000.
Doug and his wife Jill reside in Chicago where they both enjoy running, family, travel, fine dining, entertaining and reading.
Doug holds the FINRA Series 3, 7, 63 and 65 licenses, as well as insurance licenses.
CA License #4271205
Education
Senior Vice President–Wealth Management
Doug has been helping people reach their financial goals for over 27 years, and has extensive experience in portfolio management with emphasis in equity evaluation. His primary goal has always been to learn the financial needs of each client and provide the best suitable investment solutions. Asset allocation and overall portfolio construction are very important components to the team solutions.
Doug received a B.S. in Chemistry/Biochemistry from the University of Illinois Urbana-Champaign in 1979 and joined Baxter Travenol as a chemist in 1980. He transitioned to pharmaceutical sales with G.D. Searle & Co. in late 1982. After earning an MBA at Loyola University of Chicago, Doug decided to pursue his passion for finance and investments by joining Paine Webber, Inc. in 1986, and remained with the firm when Paine Webber was purchased by UBS in 2000.
Doug and his wife Jill reside in Chicago where they both enjoy running, family, travel, fine dining, entertaining and reading.
Doug holds the FINRA Series 3, 7, 63 and 65 licenses, as well as insurance licenses.
CA License #4271205
Education
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$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
