Experience

Makes all the difference

Ethan Hafner

Senior Vice President–Wealth Management

Private Wealth Advisor

Ethan has more than 25 years of financial services experience and has been providing investment guidance to clients since 1997. He works with clients to develop customized wealth management plans, with a focus on portfolio and risk management and lending solutions. He works closely with UBS Private Wealth Management consultants to deliver the firm's full capabilities in estate and trust planning, philanthropic planning, and banking services.

Prior to joining UBS, Ethan worked with clients at both Merrill Lynch and Smith Barney. He has a B.A. from the University of Illinois at Urbana-Champaign.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IL
  • IN
  • KY
  • MA
  • MI
  • MN
  • MO
  • MT
  • NC
  • NM
  • NV
  • NY
  • OR
  • TN
  • TX
  • VI
  • WA
  • WI

Recognized as an industry leader:

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

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • University of Illinois at Urbana-Champaign College of Business, Finance: 1993 - 1997

Credentials

  • Private Wealth Advisor
  • Certified Exit Planning Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Investing
Multi-generational families
Business owners
Lending services
Alternative investments
Estate planning strategies
Philanthropy
One North Wacker Drive
Chicago, IL 60606

Email Me

ethan.hafner@ubs.com
Ethan Hafner
One North Wacker Drive,Chicago,IL,60606

Anna Ceraso

Associate Director

Investment Associate

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VI
  • WA
  • WI
  • WY
One North Wacker Drive
Chicago, IL 60606

Email Me

anna.ceraso@ubs.com
Anna Ceraso
One North Wacker Drive,Chicago,IL,60606