Experience

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.

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 resides in the suburb of Elmhurst and enjoys spending time with his family and friends.

Doug has been helping people reach their financial goals for over 27 years, and has extensive experience in portfolio management with emphasis in equity evaluation. His primary goal has always been to learn the financial needs of each client and provide the best suitable investment solutions.  Asset allocation and overall portfolio construction are very important components to the team solutions. 

Doug received a B.S. in Chemistry/Biochemistry from the University of Illinois Urbana-Champaign in 1979 and joined Baxter Travenol as a chemist in 1980.  He transitioned to pharmaceutical sales with G.D. Searle & Co. in late 1982. After earning an MBA at Loyola University of Chicago, Doug decided to pursue his passion for finance and investments by joining Paine Webber, Inc. in 1986, and remained with the firm when Paine Webber was purchased by UBS in 2000.

Doug and his wife Jill reside in Chicago where they both enjoy running, family, travel, fine dining, entertaining and reading.

David has worked in Wealth Management at UBS for over 12 years. His career has spanned one of the most turbulent periods in the history of financial markets. Through this time, David has kept his focus on his clients' long-term goals, through careful asset allocation and a planning-based advisory practice.

After graduation from Le Moyne College in Syracuse, New York, David began with UBS in a Client Service role, supporting several financial advisors. During this period he devoted his time to studying Financial Planning and asset allocation strategy.

In 2004, David attained a CERTIFIED FINANCIAL PLANNER® designation and joined on as a partner with Kevin Fitch. In the years following, David continued his education, culminating in an MBA with concentrations in Finance and Strategy, Execution and Valuation from DePaul University's Kellstadt School of Business in 2010.

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.

Tina has more than thirty years of experience and a dedication to client care. Tina has been with UBS since 1995 and has held a variety of roles, including Operations Associate and Assistant Operations Manager, giving her deep operational knowledge and a thoughtful, solutions focused approach. She holds both the Series 7 and Series 66 securities licenses and has worked closely with David Fitch and Doug Eaton for the past 16 years, helping to create a seamless and positive experience for every client. Tina earned her Bachelor of Arts degree from DePaul University and lives in the western suburbs of Chicago with her husband and their two daughters. Outside of work, she enjoys biking, cooking, and spending time walking their two dogs.