Making a positive impact

• CA
• CO
• CT
• FL
• IL
• KS
• MI
• MN
• NC
• NJ
• NV
• NY
• OR
• PA
• SC
• TN
• TX
• WA
• WI

“ My work focuses on treating others the way I want to be treated. I help our clients as much as I can because I have been helped by so many others.” – Joseph Esposito

Joseph Esposito is on a personal mission. It began when he received two shares of IBM stock from his grandmother. He was only eight years old. Every day, he followed the stock. He followed the company. And it was that spark of his grandmother’s generosity that led him to the markets and serving the most important needs of his clients.

Today, as the leader of his UBS Private Wealth team, The Esposito Financial Group, Joe pays it forward. He and his team are close advisors to families and institutions, helping them make an impact where it matters and pursue their goals—from intergenerational wealth transfer to business growth and transition.

Past experience

• American National. Commercial banker supporting middle market businesses
• J.P. Morgan. Investment banker advising corporations on M&A and accessing the capital markets (JPMorgan)
• J.P. Morgan Private Bank. Investment advisor to business owners and nonprofits in the Midwest

Life 

• Joe enjoys spending time with family, traveling and a good game of golf.
• Joe is learning to play the piano.
• Strategic service is important to him, and he sits on the board of Hektoen Institute of Medicine.
• He has held several board positions at Fenwick High School, including:
  • Former vice chair of the board
  • Former chair of the finance committee
  • Former investment committee chair

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Marquette University, B.A., Economics

• Institutional Consultant, UBS Institutional Consulting Program
• Certified Investment Management Analyst®
• Series 7, 63 and 66 securities licenses

• CA
• CO
• CT
• FL
• IL
• KS
• MI
• MN
• NC
• NJ
• NV
• NY
• OR
• PA
• SC
• TN
• TX
• WI

“We understand the intricacies of the operating business, which is typically the largest and most valuable asset our clients own.” – Blake Morris

Blake understands the business life cycle. He learned many lessons from his parents, first-generation business owners who were underprepared when the financial crisis upended so many small businesses.

Today, as a member of UBS Private Wealth team The Esposito Financial Group, Blake is compelled to help create value for business owner families by providing straightforward, holistic advice at every stage of that cycle—from growth and development to sale or succession. He’s committed to helping them better manage their wealth. Blake has been doing so since the start of his Private Wealth career in 2007, and since 2010, he has been working exclusively with business owners, entrepreneurs, corporate executives and family offices across the Midwest. Together Blake and his team have over 55 years of wealth management, commercial banking and investment banking experience.

Life 

• Blake enjoys spending time with his family in Door County, WI.
• He’s passionate about the outdoors and serves on a local committee for a wildlife and habitat conservation foundation.
• Blake and his wife and two sons son live in the western suburbs of Chicago.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Indiana University, Kelley School of Business, B.S., finance
• Indiana University, Minor in religious studies

• Certified Private Wealth Advisor®
• Certified Exit Planning Advisor
• Series 7, 63 and 66 securities licenses

• CT
• FL
• IL
• KS
• MI
• MN
• NJ
• NY
• PA

“Relationship management is my passion. Not only do I enjoy getting to know clients, but I believe understanding people is essential to providing great financial advice.”  – Kevin Mulkern

Kevin’s entire 14-year career has been spent in the wealth management industry, honing his skills to provide the best financial advice to clients. Today, as a member of The Esposito Financial Group within UBS Private Wealth Management, he understands more than ever that wealth is emotional and every dollar has a purpose. It’s his mission to uncover the emotion so he can help clients maximize both their wealth and its purpose.

While he is a skilled wealth manager, Kevin is also a relationship builder and essentially finds the right balance between the “EQ” and “IQ” when working with people. Financial planning is the foundation of his advice and an insightful tool for helping his team develop strategies and solutions for individual clients’ many goals.

Life 

• Kevin loves all things sports and food—also known as being an
  athletic culinarian.
• He’s created a whole food candy called “UnCandy”, a fun, healthy, allergen-free, energy snack for sports and fitness activity.
• Kevin lives in Chicago’s Fulton Market with his wife Antonine, his daughter Ivy and his English bulldog Maddie.

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Northwestern University, Kellogg School of Management, M.B.A.
• Carnegie Mellon University, B.S., finance

• Series 7, 63 and 66 securities licenses

• CA
• CO
• CT
• FL
• IL
• KS
• MD
• MI
• MN
• NJ
• NV
• NY
• OR
• PA
• SC
• SD
• TN
• TX
• WA
• WI
• WV
• WY