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Private Wealth Management

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Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Foundation

Guiding endowments and foundations toward their goals

Meeting in office

Tailoring our advice and services

Family on beach

Personal wealth management

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

Global leader

UBS is a world-leading wealth manager

#1

Global Equity Research 

Institutional Investor, 2021 Global Rankings

UBS Institutional Consulting Group

UBS Institutional Consulting Group

The experience you need to guide your organization’s investment decisions

The world of investing is continually changing. And whether you’re charged with successfully managing
a corporate pension fund, 401(k), endowment or foundation, the challenges you face are particular to
your organization.

The UBS Institutional Consulting Group offers hands-on guidance from an experienced, dedicated
consulting team that leverages the resources and thought leadership of UBS. We provide an
advisory service offering that is tailored to your needs, including investment manager searches and
technological support—all delivered by someone who knows you and understands the issues you face.

Through our discretionary and non-discretionary consulting offerings, we provide a full range of services
designed around your investment management needs. As your fiduciary partner, we have the experience
and bring a structured approach to helping you find the best path to pursue your objectives.

  • Matthew Green photo

    Matthew Green

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NY
    • OH
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • WV

    Matt is a Senior Vice President and Senior Portfolio Manager with the Green/McCullough Wealth Management Group. In his role, he provides financial advisory services and solutions to a highly dynamic and accomplished group of individuals, families and institutions. Having met the criteria necessary to qualify for the Senior Portfolio Manager designation, Matt designs and executes customized investment strategies within a set of defined investment parameters. Prior to joining UBS, Matt spent the majority of his investment career within the asset management divisions of J.P. Morgan’s Private Bank and Goldman Sachs & Co. A native of Indiana, Matt holds a Bachelor of Science from Indiana University. In addition, he is active with the Indiana University Simon Cancer Center and previously worked on the boards of Easter Seals Crossroads and Miles for Myeloma. Matt and his family reside in the Fishers area.

    • Barron's Top 1,200 Financial Advisors, 2018
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • 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.

        Institutional consulting
        Financial planning
        Investing
        Custom portfolios
        Asset allocation
        8801 River Crossing Blvd
        4th Floor
        Indianapolis, IN 46240
      • Chad McCullough photo

        Chad McCullough, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • IL
        • IN
        • KS
        • KY
        • MA
        • MD
        • MI
        • MN
        • MO
        • NC
        • NY
        • OH
        • OR
        • PA
        • SC
        • SD
        • TN
        • TX
        • VA
        • WV

        Chad is a Vice President with the Green/McCullough Wealth Management Group. He brings an objective and analytical approach to addressing both the challenges and opportunities that come with substantial wealth. As a Certified Financial Planner™ and CPA (inactive certificate holder), Chad focuses on using tax-advantaged strategies and advanced asset allocation principles in helping clients develop and implement written financial blueprints. Chad joined UBS from PNC Wealth Management and he previously served as an Executive Director with J.P. Morgan’s Private Bank and as a Manager of Deloitte’s Private Client practice. Chad holds Bachelor of Arts degrees in business/finance and accounting from Franklin College. He is active with the Franklin College Alumni Council and the Memorial Day Mile and he previously served on the board of the Johnson County Community Foundation. Chad and his wife, Emily, live in Franklin with their three children Wyatt, Adrie and Chloe.

              Investing
              Asset allocation
              Institutional consulting
              8801 River Crossing Blvd
              4th Floor
              Indianapolis, IN 46240
            • Brandt Wagley photo

              Brandt Wagley

              Authorized Officer

              Senior Wealth Strategy Associate

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              • AZ
              • CA
              • FL
              • GA
              • IL
              • IN
              • MD
              • MI
              • NC
              • TX
              • VA

              Brandt joined UBS in June 2013. Prior to joining UBS, he spent five years at the Charles Schwab Corporation. Brandt began his career in 2008 and quickly learned what it meant to be an active presence during financially turbulent circumstances. In his previous role with Schwab, he specialized in servicing high net worth clients and leveraging his talents to assist them in achieving their investment objectives. Brandt holds the Series 7 and 63 securities licenses. In addition, he has the Accredited Asset Management SpecialistSM (AAMS®) designation from the College for Financial Planning®. Brandt graduated from Butler University with a double major in finance and accounting. In his spare time, he enjoys music, reading, biking, being active in his church and investing in the lives of people. Brandt and his wife, Alicia, reside in Carmel.

                    Investing
                    Asset allocation
                    8801 River Crossing Blvd
                    4th Floor
                    Indianapolis, IN 46240
                  • Stephanie Doane photo

                    Stephanie Doane

                    Authorized Officer

                    Team Administrator

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                    • CA
                    • FL
                    • GA
                    • IL
                    • IN
                    • MD
                    • MI
                    • OH
                    • TX

                    Stephanie joined UBS in 2014. She prides herself on thorough communication, resourcefulness and problem-solving skills. With more than 15 years of investment industry experience, she has extensive knowledge of the planning and servicing needs of individuals and families as well as foundations and the needs of donors, board members, staff and regulators. Prior to joining UBS, she gained experience in foundation, endowment and non-profit client service at JPMorgan Chase. Prior to JPMorgan Chase, Stephanie worked at Fifth Third Bank Investment Advisors and specialized in personal and institutional trust management and administration. Stephanie holds the Series 7, 63 and 66 securities licenses. She is registered with the Indiana Department of Insurance and holds the life, accident and health, variable life and annuity producer license. Stephanie is a graduate of Butler University with Bachelor of Science in marketing. Stephanie and her husband, Colin, reside in Westfield with their twins, Carson and Lauren.

                          Estate planning strategies
                          Philanthropy
                          Legacy planning
                          8801 River Crossing Blvd
                          4th Floor
                          Indianapolis, IN 46240
                        • Matthew Morris, CFA

                          Director

                          Senior Portfolio Strategist, UHNW

                          Matthew Morris is the Midwest Division Head of the Portfolio Advisory Group (PAG), leading a regional team of experienced investment professionals dedicated to providing asset allocation, portfolio construction, and investment management guidance and education to UBS' Ultra High Net Worth clients. Matthew and his team specialize in developing multi-asset, customized investment strategies and portfolios for sophisticated individuals, families, and institutions.
                        • Ann Bjerke

                          Executive Director

                          Head of Advanced Planning

                          Ann focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. Prior to joining UBS in 2008, Ann practiced law with the law firm of Levin, Schreder & Carey, focusing on estate tax and income tax planning for ultra high net worth individuals, families and business owners.
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                          Daniel DeMichael

                          Director

                          Senior Wealth Management Banker