Managing Director–Wealth Management
It's about leadership.
Kellie leads the Generations Private Wealth Management Team. Over the past 33 years, she has served client families through multiple market cycles, while partnering with them to navigate business transitions, liquidity events, and retirement in order to help them build and preserve a legacy that is consistent with their values. Kellie's experience, along with her knowledge of her clients' goals and values means she is often the first phone call when they need advice on issues that are impactful to their lives.
Kellie is one of a small number of advisors who has earned the designation as a Private Wealth Advisor.
“My team and I have intentionally limited the number of families we work with in order to ensure we provide the expertise, resources, and service necessary to work toward our goal of constantly exceeding our clients' expectations."
Experience
Credentials
Life
Recognized as an industry leader:
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.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Managing Director–Wealth Management
It's about leadership.
Kellie leads the Generations Private Wealth Management Team. Over the past 33 years, she has served client families through multiple market cycles, while partnering with them to navigate business transitions, liquidity events, and retirement in order to help them build and preserve a legacy that is consistent with their values. Kellie's experience, along with her knowledge of her clients' goals and values means she is often the first phone call when they need advice on issues that are impactful to their lives.
Kellie is one of a small number of advisors who has earned the designation as a Private Wealth Advisor.
“My team and I have intentionally limited the number of families we work with in order to ensure we provide the expertise, resources, and service necessary to work toward our goal of constantly exceeding our clients' expectations."
Experience
Credentials
Life
Recognized as an industry leader:
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.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
It's about trust.
John serves as the team's Account Vice President. After graduating magna cum laude in three years from Notre Dame, John earned a scholarship to attend medical school at the University of Louisville. Despite finishing the first year curriculum ranked in the top third of his class, he stepped away from the medical field to pursue the opportunity to help people with a different kind of health: their financial health. John is passionate about investing and loves the challenge of identifying ways to serve goal-oriented investors. He enacts a highly customized approach in designing and implementing client portfolios, taking into consideration long-term needs and planning for the unexpected. John partners with clients to transform a goal into a legacy.
"As someone who made his first investment on Wall Street while still in grade school, I am passionate about investing and love the challenge of identifying ways to serve goal-oriented investors."
Experience:
Credentials:
Life:
Recognized as an industry leader:
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.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
It's about trust.
John serves as the team's Account Vice President. After graduating magna cum laude in three years from Notre Dame, John earned a scholarship to attend medical school at the University of Louisville. Despite finishing the first year curriculum ranked in the top third of his class, he stepped away from the medical field to pursue the opportunity to help people with a different kind of health: their financial health. John is passionate about investing and loves the challenge of identifying ways to serve goal-oriented investors. He enacts a highly customized approach in designing and implementing client portfolios, taking into consideration long-term needs and planning for the unexpected. John partners with clients to transform a goal into a legacy.
"As someone who made his first investment on Wall Street while still in grade school, I am passionate about investing and love the challenge of identifying ways to serve goal-oriented investors."
Experience:
Credentials:
Life:
Recognized as an industry leader:
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.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Vice President–Wealth Management
Financial Advisor
It's about purpose.
Connor is committed to helping clients simplify the complexity in their financial lives and focus on what's most important. He provides insight on comprehensive wealth advisory, including retirement & estate planning, cash flow analysis, asset allocation, as well as multigenerational wealth education & transfer.
Prior to joining the team, Connor served as an analyst in New York and in Chicago, during which he gained strong skillsets in investment management, comprehensive wealth planning, and business development.
"I am passionate about collaborating with our clients and their other trusted advisors to design and implement strategies that align with their values."
Experience:
Credentials:
Personal:
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Vice President–Wealth Management
Financial Advisor
It's about purpose.
Connor is committed to helping clients simplify the complexity in their financial lives and focus on what's most important. He provides insight on comprehensive wealth advisory, including retirement & estate planning, cash flow analysis, asset allocation, as well as multigenerational wealth education & transfer.
Prior to joining the team, Connor served as an analyst in New York and in Chicago, during which he gained strong skillsets in investment management, comprehensive wealth planning, and business development.
"I am passionate about collaborating with our clients and their other trusted advisors to design and implement strategies that align with their values."
Experience:
Credentials:
Personal:
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Authorized Officer
Senior Wealth Strategy Associate
It's about focus.
Tina serves as the Authorized Officer and Senior Wealth Strategy Associate for the team. With a longstanding career in the financial industry, she has worked in areas ranging from trust and estate administration to financial planning. In her current position, she has grown to focus on supporting the team's advisors by providing behind the scenes logistics, such as: coordinating team processes, providing investment analytics and portfolio reviews, and serving as the team's annuity specialist. This allows her to support the team and provide the highest quality service to clients.
“I am passionate about getting the research and analysis right so we are providing the best investment advice possible for our clients.”
Experience
Credentials
Life
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Authorized Officer
Senior Wealth Strategy Associate
It's about focus.
Tina serves as the Authorized Officer and Senior Wealth Strategy Associate for the team. With a longstanding career in the financial industry, she has worked in areas ranging from trust and estate administration to financial planning. In her current position, she has grown to focus on supporting the team's advisors by providing behind the scenes logistics, such as: coordinating team processes, providing investment analytics and portfolio reviews, and serving as the team's annuity specialist. This allows her to support the team and provide the highest quality service to clients.
“I am passionate about getting the research and analysis right so we are providing the best investment advice possible for our clients.”
Experience
Credentials
Life
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Wealth Strategy Associate
It's about support.
As a Client Service Associate, Katie is able to work with clients and her team to guarantee each receives best customer service possible. With a collaborative attitude and a helping hand, she ensures that things do not fall through the cracks. Katie works to keep the systems up-to-date, to work with clients on account services, and plan marketing events to celebrate clients and their families. She works to safeguard what clients have worked so hard to protect: their financial future.
“I am empowered by helping those around me and challenging myself to think of better ways to care for our clients.”
Experience
Credentials
Life
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Wealth Strategy Associate
It's about support.
As a Client Service Associate, Katie is able to work with clients and her team to guarantee each receives best customer service possible. With a collaborative attitude and a helping hand, she ensures that things do not fall through the cracks. Katie works to keep the systems up-to-date, to work with clients on account services, and plan marketing events to celebrate clients and their families. She works to safeguard what clients have worked so hard to protect: their financial future.
“I am empowered by helping those around me and challenging myself to think of better ways to care for our clients.”
Experience
Credentials
Life
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Client Associate
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Client Associate
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
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.
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.
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.
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