Integrated wealth management. Solutions for each generation.

Greene, Ellington, Fernholz, Kula Team Photo

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
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- 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 Ellington, CFP, CPWA

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- SC
- TN
- TX
- UT
- VA
- 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, 2022The 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.
- 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
Martin Fernholz

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Clients appreciate how Martin takes the time to educate them about the markets and their investments. He creates comprehensive financial plans centered on helping clients establish their goals, identify opportunities and remain on track to reaching those goals. Martin began his financial service career in 1978 and has been with UBS and its predecessor firms ever since. He specializes in asset allocation, specifically helping clients avoid overexposure in both up and down markets.

Martin volunteers regularly at The Shirley Ryan Ability Lab formerly The Rehabilitation Institute of Chicago: is an active member of the St. Vincent de Paul Conference and a supporter of Crohn’s and Colitis Foundation. He resides in Wilmette, IL with his wife, Stephanie of more than 33 years. They have three children and two grandchildren.

Education and certification
- Certified Investment Management Analyst™ (CIMA®)
- M.B.A. in finance, St. John’s University
- B.S. degree in marketing, University of Dayton
- Series 3, 5, 7, 63 and 65 securities licenses
- St. John’s University, M.B.A. Finance
- University of Dayton, B.S. Marketing
- Certified Investment Management Analyst®
One North Wacker Drive
Chicago, IL 60606
Steve Kula Wealth Management

First Vice President–Wealth Management
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- 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
Christopher Michael Greene

Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- SC
- TN
- TX
- UT
- 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
Grant Ellington, CRPC

Financial Advisor

Chartered Retirement Planning Counselor℠
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- SC
- TN
- TX
- UT
- VA
- 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

Michael Greene

Managing Director–Wealth Management

Senior Portfolio Manager
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- 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 Ellington, CFP, CPWA

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- SC
- TN
- TX
- UT
- VA
- 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, 2022The 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.
- 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
Martin Fernholz

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Clients appreciate how Martin takes the time to educate them about the markets and their investments. He creates comprehensive financial plans centered on helping clients establish their goals, identify opportunities and remain on track to reaching those goals. Martin began his financial service career in 1978 and has been with UBS and its predecessor firms ever since. He specializes in asset allocation, specifically helping clients avoid overexposure in both up and down markets.

Martin volunteers regularly at The Shirley Ryan Ability Lab formerly The Rehabilitation Institute of Chicago: is an active member of the St. Vincent de Paul Conference and a supporter of Crohn’s and Colitis Foundation. He resides in Wilmette, IL with his wife, Stephanie of more than 33 years. They have three children and two grandchildren.

Education and certification
- Certified Investment Management Analyst™ (CIMA®)
- M.B.A. in finance, St. John’s University
- B.S. degree in marketing, University of Dayton
- Series 3, 5, 7, 63 and 65 securities licenses
- St. John’s University, M.B.A. Finance
- University of Dayton, B.S. Marketing
- Certified Investment Management Analyst®
One North Wacker Drive
Chicago, IL 60606
Steve Kula Wealth Management

First Vice President–Wealth Management
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- 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
Christopher Michael Greene

Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- SC
- TN
- TX
- UT
- 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
Grant Ellington, CRPC

Financial Advisor

Chartered Retirement Planning Counselor℠
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- SC
- TN
- TX
- UT
- VA
- 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

The circular economy: What is it?

Retirement planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

^$2.8 trillion

In invested assets globally
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Integrated wealth management. Solutions for each generation.

Michael Greene

Michael Ellington, CFP, CPWA

Martin Fernholz

Steve Kula Wealth Management

Christopher Michael Greene

Grant Ellington, CRPC