Integrated wealth management. Solutions for each generation.

With our expanded set of skills, experience and knowledge, we can offer even more innovative solutions for helping you sustain and grow your wealth and preserve your legacy. We are a team of multigenerational professionals who focus intently on your specific needs through every stage of life. Because of our disciplined process and a commitment to each generation, we are trusted by families of significant wealth to deal with their most sensitive financial challenges.

A select group of entrepreneurs, executives and their families count on us because:

We are dedicated to helping you achieve your lifestyle goals, maximize value to heirs and charitable causes, and minimize the impact of taxes.
Our refined goals-based investment approach is centered on customized portfolio management and diversified asset allocation strategies.
Estate planning and wealth transfer strategies are an essential part of our comprehensive financial planning.

Michael Greene

Managing Director–Wealth Management

Senior Portfolio Manager
View bio
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WA
- WI
Throughout his 30 years at UBS, Mike has embraced his clients and their goals as his most important priorities. Since the 1980s, he has been helping senior executives of public companies navigate benefit plan administration, as well as the equally complex decisions around executive compensation programs. Today, executives and small- and mid-sized business owners benefit from Mike’s significant experience and his ability to ask the critical questions, uncover the issues and identify solutions for their wealth management challenges.

Mike is a long-standing member of the Union League of Chicago. He regularly supports several important organizations, including the Hearing Loss Association of America, the Arthritis Foundation and the PKD Foundation. Mike resides in Roselle, IL with Susan, his wife of more than 40 years.

Education and certification
- Senior Portfolio Manager
- Corporate Stock Benefits Consultant
- Perennial Member of the UBS President’s Council
- B.S. degree in business administration, Drake University
- Series 7, 63 and 65 securities licenses and is licensed to offer commodities and insurance
- Drake University, B.S. Business Administration
- Senior Portfolio Manager
- Corporate Stock Benefit Consultant
One North Wacker Drive
Suite 3700
Chicago, IL 60606

michael.greene@ubs.com

Michael Greene

One North Wacker Drive,Chicago,IL,60606
Michael Ellington, CFP, CPWA

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER®
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- SC
- TN
- TX
- VA
- VT
- WA
- WI
As a Financial Advisor, Mike’s strongest assets are the relationships he has established with his clients. Drawing on 25 years of experience and knowledge, he offers customized holistic wealth management advice and designs plans that help his clients accumulate, preserve and transfer their wealth. After gaining a thorough understanding of his clients’ objectives, he helps them develop an investment strategy tailored to their needs and sets realistic expectations by clearly explaining the risks and rewards of the investments in their portfolios. Through regular contact with his clients, Mike keeps up to date on their ever-changing needs.

Mike is a member of the Board of Advisors for the Catholic Charities of the Archdiocese of Chicago and sponsors many local charities. He resides in LaGrange, IL with Suzanne, his wife of 25 years. They have two children, Grant and Zach. In his spare time, Mike enjoys traveling, golfing, playing baseball in addition to going to Chicago Cubs’, Hawks’ and Bears’ games.

Education and certification
- Certified Financial PlannerTM (CFP®)
- Chartered Financial ConsultantTM (ChFC®)
- Certified Investment Management AnalystTM (CIMA®)
- Certified Private Wealth AdvisorTM (CPWA®)
- Perennial Member of the UBS Director’s Council.
- B.S. degree, Purdue University
- Series 3, 7, 63 and 65 securities licenses
- Licensed to offer insurance
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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.
- UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Purdue University, B.S.
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
- Chartered Financial Consultant
1 North Wacker Drive
32nd and 33rd Floors
Chicago, IL 60606

michael.ellington@ubs.com

Michael Ellington, CFP, CPWA

1 North Wacker Drive,Chicago,IL,60606
Stephen Kula

First Vice President–Wealth Management
View bio
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WA
- WI
Steve brings a critical eye to identifying the right opportunities for his discerning clients. He also maintains a network of strategic connections to provide clients continued access to the firm’s vast resources so they can confidently address the areas that matter most to them. Steve has extensive experience—over 20 years, all with UBS—in offering a variety of wealth management and planning-based services. He embraces the philosophy of “Advice. Beyond investing.”

In the community, Steve is a long-standing member of the Union League Club of Chicago, Children’s Memorial Hospital and the Streeterville Organization of Active Residents. He resides in Chicago and enjoys participating in triathlons, swimming, traveling and spending time with family.

Education and certification
- M.B.A., University of Chicago Booth School of Business
- B.B.A. in finance, Loyola University
- Corporate Stock Benefits Consultant
- Series 7, 63 and 65 securities licenses
- Licensed to offer insurance
- University of Chicago Booth School of Business, M.B.A.
- Loyola University, B.B.A. Finance
One North Wacker Drive
Chicago, IL 60606

steve.kula@ubs.com

Stephen Kula

One North Wacker Drive,Chicago,IL,60606
Christopher Michael Greene

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NY
- OH
- OR
- SC
- TN
- TX
- VA
- WA
- WI
Chris provides his clients with a deep understanding of stock benefit strategies, insurance and lending solutions. He joined UBS in 2012, providing an analytic edge to the team that includes a background in accounting and analytics from BP Americas. Taking the time to fully understand each client’s unique situation, Chris firmly believes that personalized, comprehensive planning is the foundation for holistic wealth management.

Chris is a member of the Union League of Chicago. Chris resides in the City of Chicago and enjoys spending time with his family and friends.

Education and certification
- Corporate Stock Option Consultant
- B.S. degree in accounting, Indiana University–Kelley School of Business
- Member, IU Alumni Association
- Series 7 and 66 securities licenses
- Indiana University–Kelley School of Business, B.S. Accounting
One North Wacker Drive
Chicago, IL 60606

christopher.greene@ubs.com

Christopher Michael Greene

One North Wacker Drive,Chicago,IL,60606
Grant Ellington, CRPC

Financial Advisor

Chartered Retirement Planning Counselor
View bio
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Grant provides the genuine trust and comfort needed for his clients to talk about their real-life situations and the available opportunities he has for them as a Financial Advisor. Before joining UBS in 2017, Grant had a background in accounting at Deloitte where he audited top financial services companies in Chicago. Analyzing financial statements in-depth has allowed him to provide financial advice and plans in a comprehensive view.

While attending Purdue University, Grant worked at Morgan Stanley for two years in wealth management and was a member of the Division I football team while triple majoring in Accounting, Finance, and Management. Grant is a member of the Union League of Chicago and also volunteers for the organization's Boys and Girls Club. Grant resides in the West Loop of Chicago where he likes to spend time with his family and friends.

Education and certification
- B.S. degrees in Accounting, Finance, and Management, Purdue University
- Member, Purdue Alumni Association and Purdue Club of Chicago
- Series 7 and 66 securities licenses
- Licensed to offer insurance
- Purdue University, B.S. Accounting, Finance, and Management
- Chartered Retirement Planning Counselor
One North Wacker Drive
Chicago, IL 60606

grant.ellington@ubs.com

Grant Ellington, CRPC

One North Wacker Drive,Chicago,IL,60606
Karen Gordon

Senior Registered Client Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- NC
- NY
- OH
- PA
- SC
- TN
- VA
- WA
- WI
Coming from higher education, Karen previously worked in admissions for the Kellogg Graduate School of Management at Northwestern University. She joined UBS PaineWebber in November 2001 as a Client Service Associate. In July 2002, she joined the team. Karen’s goal is to provide excellent service to clients with any transactional, operational and administrative support they need.

Karen lives in Chicago with her husband, Donzell and their daughters Alyssa and Alexandra. She enjoys traveling and is a lifelong learner.

Education and certification
- B.A. degree in political science, Augustana College
- Series 7 and 66 securities licenses.
- Augustana College, B.A. Political Science
One North Wacker Drive
Suite 3700
Chicago, IL 60606

karen.gordon@ubs.com

Karen Gordon

One North Wacker Drive,Chicago,IL,60606

Tarah O'Neill

Client Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NE
- NY
- OH
- OR
- SC
- TN
- TX
- VA
- VT
- WA
- WI
With more than 10 years of financial services industry experience, Tarah prides herself on building strong connections with clients so they feel secure and organized about their daily financial needs. Having joined Greene, Ellington, Fernholz, Kula & Greene Wealth Advisors at UBS in 2017, Tarah focuses on daily operations and maintenance such as, account processing, trading transactions and administrative matters.

Prior to joining UBS, Tarah worked as a Client Service Associate at Stifel and as an ACATS Specialist at Mesirow Financial in Chicago. Tarah currently resides on the northwest side of Chicago and enjoys spending time with her family, traveling and going to concerts.

Certifications
- Series 7 and 63 securities licenses
One North Wacker Drive
Chicago, IL 60606

tarah.oneill@ubs.com

Tarah O'Neill

One North Wacker Drive,Chicago,IL,60606

Michael Greene

Managing Director–Wealth Management

Senior Portfolio Manager
View bio
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WA
- WI
Throughout his 30 years at UBS, Mike has embraced his clients and their goals as his most important priorities. Since the 1980s, he has been helping senior executives of public companies navigate benefit plan administration, as well as the equally complex decisions around executive compensation programs. Today, executives and small- and mid-sized business owners benefit from Mike’s significant experience and his ability to ask the critical questions, uncover the issues and identify solutions for their wealth management challenges.

Mike is a long-standing member of the Union League of Chicago. He regularly supports several important organizations, including the Hearing Loss Association of America, the Arthritis Foundation and the PKD Foundation. Mike resides in Roselle, IL with Susan, his wife of more than 40 years.

Education and certification
- Senior Portfolio Manager
- Corporate Stock Benefits Consultant
- Perennial Member of the UBS President’s Council
- B.S. degree in business administration, Drake University
- Series 7, 63 and 65 securities licenses and is licensed to offer commodities and insurance
- Drake University, B.S. Business Administration
- Senior Portfolio Manager
- Corporate Stock Benefit Consultant
One North Wacker Drive
Suite 3700
Chicago, IL 60606

michael.greene@ubs.com

Michael Greene

One North Wacker Drive,Chicago,IL,60606
Michael Ellington, CFP, CPWA

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER®
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- SC
- TN
- TX
- VA
- VT
- WA
- WI
As a Financial Advisor, Mike’s strongest assets are the relationships he has established with his clients. Drawing on 25 years of experience and knowledge, he offers customized holistic wealth management advice and designs plans that help his clients accumulate, preserve and transfer their wealth. After gaining a thorough understanding of his clients’ objectives, he helps them develop an investment strategy tailored to their needs and sets realistic expectations by clearly explaining the risks and rewards of the investments in their portfolios. Through regular contact with his clients, Mike keeps up to date on their ever-changing needs.

Mike is a member of the Board of Advisors for the Catholic Charities of the Archdiocese of Chicago and sponsors many local charities. He resides in LaGrange, IL with Suzanne, his wife of 25 years. They have two children, Grant and Zach. In his spare time, Mike enjoys traveling, golfing, playing baseball in addition to going to Chicago Cubs’, Hawks’ and Bears’ games.

Education and certification
- Certified Financial PlannerTM (CFP®)
- Chartered Financial ConsultantTM (ChFC®)
- Certified Investment Management AnalystTM (CIMA®)
- Certified Private Wealth AdvisorTM (CPWA®)
- Perennial Member of the UBS Director’s Council.
- B.S. degree, Purdue University
- Series 3, 7, 63 and 65 securities licenses
- Licensed to offer insurance
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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.
- UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Purdue University, B.S.
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
- Chartered Financial Consultant
1 North Wacker Drive
32nd and 33rd Floors
Chicago, IL 60606

michael.ellington@ubs.com

Michael Ellington, CFP, CPWA

1 North Wacker Drive,Chicago,IL,60606
Stephen Kula

First Vice President–Wealth Management
View bio
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WA
- WI
Steve brings a critical eye to identifying the right opportunities for his discerning clients. He also maintains a network of strategic connections to provide clients continued access to the firm’s vast resources so they can confidently address the areas that matter most to them. Steve has extensive experience—over 20 years, all with UBS—in offering a variety of wealth management and planning-based services. He embraces the philosophy of “Advice. Beyond investing.”

In the community, Steve is a long-standing member of the Union League Club of Chicago, Children’s Memorial Hospital and the Streeterville Organization of Active Residents. He resides in Chicago and enjoys participating in triathlons, swimming, traveling and spending time with family.

Education and certification
- M.B.A., University of Chicago Booth School of Business
- B.B.A. in finance, Loyola University
- Corporate Stock Benefits Consultant
- Series 7, 63 and 65 securities licenses
- Licensed to offer insurance
- University of Chicago Booth School of Business, M.B.A.
- Loyola University, B.B.A. Finance
One North Wacker Drive
Chicago, IL 60606

steve.kula@ubs.com

Stephen Kula

One North Wacker Drive,Chicago,IL,60606
Christopher Michael Greene

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NY
- OH
- OR
- SC
- TN
- TX
- VA
- WA
- WI
Chris provides his clients with a deep understanding of stock benefit strategies, insurance and lending solutions. He joined UBS in 2012, providing an analytic edge to the team that includes a background in accounting and analytics from BP Americas. Taking the time to fully understand each client’s unique situation, Chris firmly believes that personalized, comprehensive planning is the foundation for holistic wealth management.

Chris is a member of the Union League of Chicago. Chris resides in the City of Chicago and enjoys spending time with his family and friends.

Education and certification
- Corporate Stock Option Consultant
- B.S. degree in accounting, Indiana University–Kelley School of Business
- Member, IU Alumni Association
- Series 7 and 66 securities licenses
- Indiana University–Kelley School of Business, B.S. Accounting
One North Wacker Drive
Chicago, IL 60606

christopher.greene@ubs.com

Christopher Michael Greene

One North Wacker Drive,Chicago,IL,60606
Grant Ellington, CRPC

Financial Advisor

Chartered Retirement Planning Counselor
View bio
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Grant provides the genuine trust and comfort needed for his clients to talk about their real-life situations and the available opportunities he has for them as a Financial Advisor. Before joining UBS in 2017, Grant had a background in accounting at Deloitte where he audited top financial services companies in Chicago. Analyzing financial statements in-depth has allowed him to provide financial advice and plans in a comprehensive view.

While attending Purdue University, Grant worked at Morgan Stanley for two years in wealth management and was a member of the Division I football team while triple majoring in Accounting, Finance, and Management. Grant is a member of the Union League of Chicago and also volunteers for the organization's Boys and Girls Club. Grant resides in the West Loop of Chicago where he likes to spend time with his family and friends.

Education and certification
- B.S. degrees in Accounting, Finance, and Management, Purdue University
- Member, Purdue Alumni Association and Purdue Club of Chicago
- Series 7 and 66 securities licenses
- Licensed to offer insurance
- Purdue University, B.S. Accounting, Finance, and Management
- Chartered Retirement Planning Counselor
One North Wacker Drive
Chicago, IL 60606

grant.ellington@ubs.com

Grant Ellington, CRPC

One North Wacker Drive,Chicago,IL,60606
Karen Gordon

Senior Registered Client Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- NC
- NY
- OH
- PA
- SC
- TN
- VA
- WA
- WI
Coming from higher education, Karen previously worked in admissions for the Kellogg Graduate School of Management at Northwestern University. She joined UBS PaineWebber in November 2001 as a Client Service Associate. In July 2002, she joined the team. Karen’s goal is to provide excellent service to clients with any transactional, operational and administrative support they need.

Karen lives in Chicago with her husband, Donzell and their daughters Alyssa and Alexandra. She enjoys traveling and is a lifelong learner.

Education and certification
- B.A. degree in political science, Augustana College
- Series 7 and 66 securities licenses.
- Augustana College, B.A. Political Science
One North Wacker Drive
Suite 3700
Chicago, IL 60606

karen.gordon@ubs.com

Karen Gordon

One North Wacker Drive,Chicago,IL,60606
Tarah O'Neill

Client Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NE
- NY
- OH
- OR
- SC
- TN
- TX
- VA
- VT
- WA
- WI
With more than 10 years of financial services industry experience, Tarah prides herself on building strong connections with clients so they feel secure and organized about their daily financial needs. Having joined Greene, Ellington, Fernholz, Kula & Greene Wealth Advisors at UBS in 2017, Tarah focuses on daily operations and maintenance such as, account processing, trading transactions and administrative matters.

Prior to joining UBS, Tarah worked as a Client Service Associate at Stifel and as an ACATS Specialist at Mesirow Financial in Chicago. Tarah currently resides on the northwest side of Chicago and enjoys spending time with her family, traveling and going to concerts.

Certifications
- Series 7 and 63 securities licenses
One North Wacker Drive
Chicago, IL 60606

tarah.oneill@ubs.com

Tarah O'Neill

One North Wacker Drive,Chicago,IL,60606

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

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

Get involved

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Integrated wealth management. Solutions for each generation.

Michael Greene

Michael Ellington, CFP, CPWA

Stephen Kula

Christopher Michael Greene

Grant Ellington, CRPC

Karen Gordon

Tarah O'Neill