Making a positive impact

Private Wealth Management 

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Whether you are looking to grow or sell a business, build or manage a multigenerational legacy or lead a nonprofit institution with the help of an independent perspective, the Esposito Financial Group can help you meet every opportunity or challenge. 

Are we the right fit? Consider the following:

  • Why we do what we do. We believe treating others the way we want to be treated makes a positive impact. And acting this way inspires others to do the same. 
  • How we do it. The way we make a positive impact is by listening intently, thinking deeply and acting judiciously.
  • What we do. We provide dedicated, professional services to help you pursue your desired outcomes.

We focus on making a positive impact for you, so you can continue to make a positive impact for others.

- Joe Esposito

Institutional consulting services

Institutions count on us to be independent thinkers

We go beyond investment guidance to work with leadership and boards as problem solvers and to support each organization’s mission.

45

Client relationships

As of 04/05/2021

5 person

seasoned team

55

Collective years of experience


  • Joseph Esposito

    Joseph Esposito

    Senior Vice President–Wealth Management

    Institutional Consultant, UBS Institutional Consulting Program

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    • CA
    • CO
    • CT
    • FL
    • IL
    • KS
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NV
    • NY
    • OR
    • PA
    • SC
    • SD
    • 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

      • Marquette University, B.A., Economics
      • Institutional Consultant, UBS Institutional Consulting Program
      • Certified Investment Management Analyst®
      • Series 7, 63 and 66 securities licenses
      Estate planning strategies
      Philanthropy
      Custom portfolios
      Institutional consulting
      Sustainable investing
      Impact investing
      Multi-generational families
      Business owners
      One North Wacker Drive
      Chicago, IL 60606
    • Blake Morris

      Blake Morris

      Vice President–Wealth Management

      Financial Advisor

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

        • 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
        Exit planning
        Business owners
        Entrepreneurs
        Family Offices
        One North Wacker Drive
        Chicago, IL 60606
      • Kevin Mulkern

        Kevin Mulkern

        Vice President–Wealth Management

        Financial Advisor

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        • CO
        • CT
        • FL
        • IL
        • KS
        • NJ
        • NY

        “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.

          • Northwestern University, Kellogg School of Management, M.B.A.
          • Carnegie Mellon University, B.S., finance
          • Series 7, 63 and 66 securities licenses
          Multi-generational families
          Business owners
          Entrepreneurs
          Financial Services professionals
          One North Wacker Drive
          Suite 3700
          Chicago, IL 60606
        • Alejandro Luna

          Alejandro Luna

          Senior Wealth Strategy Associate

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

                Financial planning
                Custom portfolios
                Banking
                One North Wacker Drive
                Chicago, IL 60606
              • Ann Bjerke

                Executive Director

                Head of Advanced Planning

                Ann focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. Prior to joining UBS in 2008, Ann practiced law with the law firm of Levin, Schreder & Carey, focusing on estate tax and income tax planning for ultra high net worth individuals, families and business owners.
              • Sarah J. Salomon , CAP®

                Executive Director

                Head – Family Advisory and Philanthropy

                Sarah leads a team of Senior Strategists who work with families on understanding money, values and philanthropic intent. Family Advisory and Philanthropy Services serves as thought partners to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.
              • Matthew Morris, CFA

                Director

                Senior Portfolio Strategist, UHNW

                Matthew Morris is the Midwest Division Head of the Portfolio Advisory Group (PAG), leading a regional team of experienced investment professionals dedicated to providing asset allocation, portfolio construction, and investment management guidance and education to UBS' Ultra High Net Worth clients. Matthew and his team specialize in developing multi-asset, customized investment strategies and portfolios for sophisticated individuals, families, and institutions.
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                Alyssa Vu

                Associate Director

                Wealth Management Banker

              Backed by the strength of UBS

              A global leader in wealth management

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

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              Euromoney Private Banking and Wealth Management Survey, 2022