Your lasting legacy

Foersterling/Irons & Brown/Schultz Wealth Management

What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.

Start the conversation

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Robert Foersterling

Managing Director–Wealth Management

Senior Portfolio Manager
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
With over 30 years' experience in both Wealth Management and Investment Banking, Rob strategically guides his clients toward their financial goals. He began his career as an Investment Banker spending six years at both William Blair & Company and EVEREN Securities (now part of Wells Fargo), advising his clients through several public financings, IPOs, and merger & acquisition transactions totaling over $2.5 billion. After leaving EVEREN, he served as Vice President & Senior Portfolio Manager in Wealth Management at Morgan Stanley. Rob finally joined UBS in 2009 in a similar capacity, where he's been a member of the Financial Advisor Advisory Council for the last seven years, and was recently awarded the Endowment & Foundation Consultant designation.

Rob is an alumnus of the University of Michigan, majoring in Political Science with minors in Business Administration and International Security Affairs. He has received the Certified Investment Management Analyst (CIMA) credential from the Wharton School of Business, and has passed level II of the Chartered Financial Analyst (CFA) program.

Rob is proud to serve on the Executive Board for the Chicago Police Memorial Foundation, which provides support to the families of Chicago police officers who are killed or catastrophically injured in the line of duty. Rob served as co-chair of the Advisory Board for CPMF for 5 years before being nominated to the Executive Board. He's also a graduate and former team leader of the National Outdoor Leadership School (NOLS), and is an avid traveler and a triathlete. In the past, Rob has volunteered with the Alumni Association of the University of Michigan, Mott’s Children’s Hospital in Ann Arbor, Special Olympics, Chicago Cares, Greater Chicago Food Depository, Juvenile Diabetes Foundation, and ACP Veteran Mentoring. Rob and his wife Becky have two daughters, a son, and two dogs, and live in the north suburbs of Chicago.

California insurance license # 0I10970
- University of Michigan, Major in Political Science with Minors in Business Administration and International Security Affairs
- Senior Portfolio Manager
- Endowment & Foundation Consultant
One North Wacker Drive
Chicago, IL 60606

rob.foersterling@ubs.com

Robert Foersterling

One North Wacker Drive,Chicago,IL,60606
Rachel D. Irons, CFP®, ChFC®

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Rachel has over 20 years of experience in the financial services industry and has enjoyed building strong relationships with clients over the years. She is passionate about the trust she has cultivated with each client and recognizes that it is the foundation to delivering a holistic wealth management solution. She often says, "I’m devoted to the principles of stewardship in order to help our clients realize their financial freedom.” In March of 2013, Rachel distinguished herself with the CERTIFIED FINANCIAL PLANNER™ certification less than a month before giving birth to her first child. Her focus on Financial Planning and attention to detail helps position her to execute on strategic financial planning solutions for clients. Rachel graduated from Northern Illinois University with a Bachelor’s degree in Finance. In addition to her undergraduate degree, she has several registrations and securities licenses, including the Series 7, Series 66, Series 31 and is a Rule 144 Restricted Stock Specialist. Rachel also holds licenses for life, accident and health along with variable annuities.

Rachel is an active member of the Professional Women's Club of Chicago and the Barrington Junior Women’s Club, where she devotes most of her time to various philanthropic activities such as the Barrington Giving Day, Meals on Wheels, local scholarship programs, and the Sunny Hill Elementary School Reading Volunteer program. She has also been a proud volunteer with the Special Olympics for the past several years. Rachel and her husband Dan reside in Barrington, IL with their children Emily, Jax, and Alexa. In her free time, Rachel maintains that spending time with her family and loved ones is top priority.

California insurance license # 0M17857
- Northern Illinois University, Bachelor’s Degree in Finance
- CERTIFIED FINANCIAL PLANNER
One North Wacker Drive
Chicago, IL 60606

rachel.irons@ubs.com

Rachel D. Irons, CFP®, ChFC®

One North Wacker Drive,Chicago,IL,60606
Patrick Erfort, CFA

First Vice President–Wealth Management

Chartered Financial Analyst
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Patrick joined UBS in 2016. Since joining he obtained the Series 7 and 66 licenses and as of September 2019 is a CFA charterholder. Prior to UBS Patrick worked as an analyst for a private equity firm. He is from River Forest and attended Fenwick High School before going to the University of Illinois Champaign-Urbana where he received a degree in Economics with a minor in Business. He currently lives in Hinsdale with his wife, Kelly, sons, PJ and Jack, and their dog Beau and enjoys running and staying active.

California insurance license # 4052739
- University of Illinois Champaign-Urbana , degree in Economics with a minor in Business
- Chartered Financial Analyst
One North Wacker Drive
Chicago, IL 60606

patrick.erfort@ubs.com

Patrick Erfort, CFA

One North Wacker Drive,Chicago,IL,60606
Patrick Millian

First Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- CA
- CO
- FL
- GA
- ID
- IL
- IN
- KY
- MI
- MN
- NJ
- NV
- NY
- OK
- PA
- TN
- TX
- VA
- WI
- WV
Patrick brings more than 16 years of experience in the financial services industry. Over the years, he has dedicated himself to assisting clients in growing and protecting their wealth through tailored financial planning and investment management services. Central to his approach is building strong relationships based on trust, a value that Patrick holds in high regard. The aspect Patrick enjoys most in his role as a Financial Advisor is the close personal relationships he maintains with his clients.
One North Wacker Drive
Chicago, IL 60606

patrick.millian@ubs.com

Patrick Millian

One North Wacker Drive,Chicago,IL,60606
Amy Ryan

Wealth Strategy Associate

Chartered Financial Consultant
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Amy joined UBS as a Client Service Associate in May of 2018. She comes from 10 years' experience as a Paralegal for a law firm in Chicago. After taking time to raise her 2 daughters, she began working as an office manager for an Elementary school in Elmhurst; overseeing daily operations and administrative needs. In her free time, Amy enjoys running, fitness and spending time at the lake with her friends and family.
- Chartered Financial Consultant
- Chartered Life Underwriter
One North Wacker Drive
Chicago, IL 60606

amy.ryan@ubs.com

Amy Ryan

One North Wacker Drive,Chicago,IL,60606
Marco Beltrano, CFP

Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Marco joined UBS in January 2020 as a Registered Client Service Associate and brings experience from his previously held roles at both Merrill Lynch and JPMorgan. He attended Illinois State University and earned a Bachelor's degree in Finance with a minor in Financial Planning. He currently holds both Series 7 and 66 licenses. In August of 2022, Marco distinguished himself with the CERTIFIED FINANCIAL PLANNER™ certification. In his free time, Marco enjoys staying active and being around loved ones.
- Illinois State University, Bachelor's degree in Finance with a minor in Financial Planning
One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211

marco.beltrano@ubs.com

Marco Beltrano, CFP

One Hallbrook Place, Suite 300,Leawood,KS,66211

Kevin Robson

Registered Client Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Kevin joined UBS as a Client Service Associate in June of 2022. He brings previous experience from UMB Fund Services, where he worked on their Alternative Investment Funds Operations team. He attended Indiana University where he received a Bachelor's degree in Public Financial Management and a minor in Financial Literacy. In his free time, Kevin loves spending time with his family on Lake Michigan, exploring Chicago with his friends, and staying active through recreational sports leagues.
One North Wacker Drive
Chicago, IL 60606

kevin.robson@ubs.com

Kevin Robson

One North Wacker Drive,Chicago,IL,60606
Matthew McNerney

Client Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Matthew joined the team as a Client Service Associate in October of 2023. He brings experience from working with UBS in Madison, WI as an intern, where he worked primarily with the analyst team. He grew up in the Milwaukee area before attending school at The University of Wisconsin-Madison. He received a degree in Finance, Investment, and Banking and was actively involved with the Wealth Management Group on campus. Currently, he has completed the Series 7 and 66 exams to become a fully registered associate. In his free time, Matthew enjoys spending time outside with family and friends, being committed to fitness, and watching Wisconsin sports.
One North Wacker Drive
Chicago, IL 60606

matthew.mcnerney@ubs.com

Matthew McNerney

One North Wacker Drive,Chicago,IL,60606

Sean Meier

Associate Director

Private Mortgage Banker

View bio
David Mietty

Executive Director

Senior Wealth Planning Strategist

View bio
Ann Bjerke

Managing Director

Head of Advanced Planning

View bio
Sarah J. Salomon , CAP®

Managing Director

Head – Family Advisory and Philanthropy

View bio
Titus Song

Executive Director

Alternative Investments Consultant

View bio
Matthew Morris, CFA

Managing Director

Head, Portfolio Advisory Group East Division

View bio

Robert Foersterling

Managing Director–Wealth Management

Senior Portfolio Manager
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
With over 30 years' experience in both Wealth Management and Investment Banking, Rob strategically guides his clients toward their financial goals. He began his career as an Investment Banker spending six years at both William Blair & Company and EVEREN Securities (now part of Wells Fargo), advising his clients through several public financings, IPOs, and merger & acquisition transactions totaling over $2.5 billion. After leaving EVEREN, he served as Vice President & Senior Portfolio Manager in Wealth Management at Morgan Stanley. Rob finally joined UBS in 2009 in a similar capacity, where he's been a member of the Financial Advisor Advisory Council for the last seven years, and was recently awarded the Endowment & Foundation Consultant designation.

Rob is an alumnus of the University of Michigan, majoring in Political Science with minors in Business Administration and International Security Affairs. He has received the Certified Investment Management Analyst (CIMA) credential from the Wharton School of Business, and has passed level II of the Chartered Financial Analyst (CFA) program.

Rob is proud to serve on the Executive Board for the Chicago Police Memorial Foundation, which provides support to the families of Chicago police officers who are killed or catastrophically injured in the line of duty. Rob served as co-chair of the Advisory Board for CPMF for 5 years before being nominated to the Executive Board. He's also a graduate and former team leader of the National Outdoor Leadership School (NOLS), and is an avid traveler and a triathlete. In the past, Rob has volunteered with the Alumni Association of the University of Michigan, Mott’s Children’s Hospital in Ann Arbor, Special Olympics, Chicago Cares, Greater Chicago Food Depository, Juvenile Diabetes Foundation, and ACP Veteran Mentoring. Rob and his wife Becky have two daughters, a son, and two dogs, and live in the north suburbs of Chicago.

California insurance license # 0I10970
- University of Michigan, Major in Political Science with Minors in Business Administration and International Security Affairs
- Senior Portfolio Manager
- Endowment & Foundation Consultant
One North Wacker Drive
Chicago, IL 60606

rob.foersterling@ubs.com

Robert Foersterling

One North Wacker Drive,Chicago,IL,60606
Rachel D. Irons, CFP®, ChFC®

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Rachel has over 20 years of experience in the financial services industry and has enjoyed building strong relationships with clients over the years. She is passionate about the trust she has cultivated with each client and recognizes that it is the foundation to delivering a holistic wealth management solution. She often says, "I’m devoted to the principles of stewardship in order to help our clients realize their financial freedom.” In March of 2013, Rachel distinguished herself with the CERTIFIED FINANCIAL PLANNER™ certification less than a month before giving birth to her first child. Her focus on Financial Planning and attention to detail helps position her to execute on strategic financial planning solutions for clients. Rachel graduated from Northern Illinois University with a Bachelor’s degree in Finance. In addition to her undergraduate degree, she has several registrations and securities licenses, including the Series 7, Series 66, Series 31 and is a Rule 144 Restricted Stock Specialist. Rachel also holds licenses for life, accident and health along with variable annuities.

Rachel is an active member of the Professional Women's Club of Chicago and the Barrington Junior Women’s Club, where she devotes most of her time to various philanthropic activities such as the Barrington Giving Day, Meals on Wheels, local scholarship programs, and the Sunny Hill Elementary School Reading Volunteer program. She has also been a proud volunteer with the Special Olympics for the past several years. Rachel and her husband Dan reside in Barrington, IL with their children Emily, Jax, and Alexa. In her free time, Rachel maintains that spending time with her family and loved ones is top priority.

California insurance license # 0M17857
- Northern Illinois University, Bachelor’s Degree in Finance
- CERTIFIED FINANCIAL PLANNER
One North Wacker Drive
Chicago, IL 60606

rachel.irons@ubs.com

Rachel D. Irons, CFP®, ChFC®

One North Wacker Drive,Chicago,IL,60606
Patrick Erfort, CFA

First Vice President–Wealth Management

Chartered Financial Analyst
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Patrick joined UBS in 2016. Since joining he obtained the Series 7 and 66 licenses and as of September 2019 is a CFA charterholder. Prior to UBS Patrick worked as an analyst for a private equity firm. He is from River Forest and attended Fenwick High School before going to the University of Illinois Champaign-Urbana where he received a degree in Economics with a minor in Business. He currently lives in Hinsdale with his wife, Kelly, sons, PJ and Jack, and their dog Beau and enjoys running and staying active.

California insurance license # 4052739
- University of Illinois Champaign-Urbana , degree in Economics with a minor in Business
- Chartered Financial Analyst
One North Wacker Drive
Chicago, IL 60606

patrick.erfort@ubs.com

Patrick Erfort, CFA

One North Wacker Drive,Chicago,IL,60606
Patrick Millian

First Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- CA
- CO
- FL
- GA
- ID
- IL
- IN
- KY
- MI
- MN
- NJ
- NV
- NY
- OK
- PA
- TN
- TX
- VA
- WI
- WV
Patrick brings more than 16 years of experience in the financial services industry. Over the years, he has dedicated himself to assisting clients in growing and protecting their wealth through tailored financial planning and investment management services. Central to his approach is building strong relationships based on trust, a value that Patrick holds in high regard. The aspect Patrick enjoys most in his role as a Financial Advisor is the close personal relationships he maintains with his clients.
One North Wacker Drive
Chicago, IL 60606

patrick.millian@ubs.com

Patrick Millian

One North Wacker Drive,Chicago,IL,60606
Amy Ryan

Wealth Strategy Associate

Chartered Financial Consultant
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Amy joined UBS as a Client Service Associate in May of 2018. She comes from 10 years' experience as a Paralegal for a law firm in Chicago. After taking time to raise her 2 daughters, she began working as an office manager for an Elementary school in Elmhurst; overseeing daily operations and administrative needs. In her free time, Amy enjoys running, fitness and spending time at the lake with her friends and family.
- Chartered Financial Consultant
- Chartered Life Underwriter
One North Wacker Drive
Chicago, IL 60606

amy.ryan@ubs.com

Amy Ryan

One North Wacker Drive,Chicago,IL,60606
Marco Beltrano, CFP

Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Marco joined UBS in January 2020 as a Registered Client Service Associate and brings experience from his previously held roles at both Merrill Lynch and JPMorgan. He attended Illinois State University and earned a Bachelor's degree in Finance with a minor in Financial Planning. He currently holds both Series 7 and 66 licenses. In August of 2022, Marco distinguished himself with the CERTIFIED FINANCIAL PLANNER™ certification. In his free time, Marco enjoys staying active and being around loved ones.
- Illinois State University, Bachelor's degree in Finance with a minor in Financial Planning
One Hallbrook Place, Suite 300
11150 Overbrook Road
Leawood, KS 66211

marco.beltrano@ubs.com

Marco Beltrano, CFP

One Hallbrook Place, Suite 300,Leawood,KS,66211
Kevin Robson

Registered Client Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Kevin joined UBS as a Client Service Associate in June of 2022. He brings previous experience from UMB Fund Services, where he worked on their Alternative Investment Funds Operations team. He attended Indiana University where he received a Bachelor's degree in Public Financial Management and a minor in Financial Literacy. In his free time, Kevin loves spending time with his family on Lake Michigan, exploring Chicago with his friends, and staying active through recreational sports leagues.
One North Wacker Drive
Chicago, IL 60606

kevin.robson@ubs.com

Kevin Robson

One North Wacker Drive,Chicago,IL,60606
Matthew McNerney

Client Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Matthew joined the team as a Client Service Associate in October of 2023. He brings experience from working with UBS in Madison, WI as an intern, where he worked primarily with the analyst team. He grew up in the Milwaukee area before attending school at The University of Wisconsin-Madison. He received a degree in Finance, Investment, and Banking and was actively involved with the Wealth Management Group on campus. Currently, he has completed the Series 7 and 66 exams to become a fully registered associate. In his free time, Matthew enjoys spending time outside with family and friends, being committed to fitness, and watching Wisconsin sports.
One North Wacker Drive
Chicago, IL 60606

matthew.mcnerney@ubs.com

Matthew McNerney

One North Wacker Drive,Chicago,IL,60606

Sean Meier

Associate Director

Private Mortgage Banker

View bio
David Mietty

Executive Director

Senior Wealth Planning Strategist

View bio
Ann Bjerke

Managing Director

Head of Advanced Planning

View bio
Sarah J. Salomon , CAP®

Managing Director

Head – Family Advisory and Philanthropy

View bio
Titus Song

Executive Director

Alternative Investments Consultant

View bio
Matthew Morris, CFA

Managing Director

Head, Portfolio Advisory Group East Division

View bio

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

A new era of wealth is underway

And this is your time to define success on your terms.

Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Your lasting legacy

Pursuing your goals together

Robert Foersterling

Rachel D. Irons, CFP®, ChFC®

Patrick Erfort, CFA

Patrick Millian

Amy Ryan

Marco Beltrano, CFP

Kevin Robson

Matthew McNerney

Sean Meier

David Mietty

Ann Bjerke

Sarah J. Salomon , CAP®

Titus Song

Matthew Morris, CFA