Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Jack, as the lead partner of Hammond, Fay, Bush & Associates, heads up a practice that provides all-encompassing and goals-based solutions to highly successful individuals, families and business owners. He lends his decades of experience to helping you make informed, thoughtful decisions about all aspects of your financial life. Whether you are looking to restructure your portfolio or seeking to articulate a legacy and vision for your multigenerational family, Jack and his team are ready to draw on their insight, expertise and connections to help you find the right solutions and strategies.
A highly disciplined, multi-step process and a comprehensive approach are hallmarks of how Jack and his team work with you. He is adept at using his business and investment acumen to help simplify complex financial situations and help build a holistic wealth plan that is tailored to your unique circumstances, goals and aspirations. Jack prides himself on forging a personal relationship with you, so that he can better guide and advise you, helping you navigate the challenges—and take advantage of the opportunities—created by your wealth.
Beyond his financial advice, Jack realizes that the single most important element of his job is to honor the trust you place in him. He never loses sight of that trust—and the responsibility that it carries—and keeps his focus squarely rooted on doing what’s right for you. He is committed to building relationships that will stand the test of time and span generations.
Previous Experience
Outside of UBS
CA Insurance License - 0E51877
Brian, as a principal of the Hammond, Fay, Bush & Associates team, takes a comprehensive view of his clients’ wealth, assisting individuals, multigenerational families and business owners in developing a tailored set of strategies that are aligned with their unique needs, circumstances and aspirations. In taking a holistic view of your finances, he stands ready to advise you on a wide range of issues ranging from personalized investment strategies to estate planning needs.
Central to Brian’s approach is a highly structured and disciplined process, one that incorporates careful planning, execution of a personalized roadmap and regular reviews that test progress and recalibrate when necessary. This process also reflects how he works with clients every day—by being straightforward, honest and candid. His goal is to help you grow your net worth while also preserving your existing wealth, with a tailored, all-encompassing plan that allows you to move forward with clarity and confidence.
Brian forges strong, personal connections with his clients, building relationships that are defined by honesty and authenticity. In his view, he acts not only as your financial advisor, but as your confidant, someone who can connect you to ideas and relevant contacts, and, at times, your coach. Knowing that he can add value by helping you, your family or your business plan for what’s next and realize your financial dreams is what inspires him every day.
Previous Experience
Education and Credentials
Outside of UBS
Susan has decades of experience helping successful individuals, multigenerational families, business owners, entrepreneurs, and philanthropic organizations realize a holistic plan for their wealth. In doing so, she and the entire team of Hammond, Fay, Bush & Associates adhere to a disciplined, well-honed process that helps you set goals, define what success means to you and then carefully track your progress towards your unique set of objectives.
Whether you are a multi-generational family seeking to define and then plan for your legacy or an entrepreneur looking to sell a business, Susan has the resources and experience to guide you every step of the way. And if you are passionate about giving back to causes you care about, she can use her specialized expertise to help you maximize your impact.
Beyond her expert advice and guidance, Susan is adamant that clients’ needs come first. She takes great pride in helping you move towards your goals, making informed decisions along the way. As someone who knows first-hand how important it is to be financially secure and empowered, Susan brings her best thinking to every client situation and stands ready to help you navigate life’s important transitions and realize your goals, both financial but also personal.
Previous Experience
Education and Credentials
Outside of UBS
Jonelle began her financial services career in 2000. She has been working directly with clients offering friendly, personalized solutions and support to the clients she serves. Often the first point of contact for clients, she acts quickly to address their questions or concerns. Jonelle's responsibilities include administrative matters, opening accounts and setting up managed accounts.
In addition to helping clients, Jonelle also provides key organizational support to the team on a daily basis. A dual major, she holds bachelor's degrees in English and Journalism from the University of Illinois at Urbana–Champaign. She and her husband, David, live in Buffalo Grove, Illinois, with their children, Alexander, Isabella and Julianna.
Chris began his financial services career in 2004. He brings a sense of enthusiasm and dedication to his role with Hammond, Fay, Bush & Associates. He takes pride in knowing he has helped answer a client's question or guided them through a service issue. Chris also provides daily operational support to the team. He opens accounts, facilitates cash transfers and trades, and analyzes funds and fund managers. Chris earned a bachelor's degree in business administration from Illinois State University in Normal, and currently lives in Schaumburg, Illinois.
Kristina has over 15 years of experience in financial services. She joined the Hammond, Fay, Bush & Associates in 2014. Kristina is responsible for managing the essential aspects of client service and support. This includes preparing for client meetings, providing new clients with a welcoming experience, establishing new accounts and offering day-to-day support to help meet their needs. She enjoys helping clients with their inquiries and offering them prompt, reliable and friendly service.
Kristina earned her bachelor’s degree in Marketing and International Business from the University of Illinois at Chicago. She and her husband, Mike, live in Antioch with their daughter, Olive and their dog, Zeke. She is an avid snowboarder in the winter and enjoys riding her bike during summers.
Donna began her financial services career in 2000. She assists clients with their everyday requests from processing transfers, wires, account opening, trading and inquiries. She holds the Chartered Retirement Planning Counselor designation.
Donna earned her bachelor’s degree in education with a minor in English from the University of Illinois at Chicago. She and her husband, Danny, live in Glenview, with their son, Milo.
Maria started working with the Hammond, Fay, Bush & Associates in 2018. Maria holds a major in Management and a major in Tourism. She is also fluent in English and Spanish. She has lived all her life in Puerto Rico moving to Chicago during the summer of 2012. She and her husband Hector live in Vernon Hills with their daughter Sofia.
NMLS #947868
Wealth Management Banker, UBS Bank USA
Current role and areas of expertise
Chris Albanese joined UBS Bank USA in 2019 and he is currently a Wealth Management Banker covering the Chicago, Midwest Private Wealth, and San Francisco Markets.
Chris has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of banking solutions that may complement their overall wealth management objectives.
Professional history
Chris began his career in financial services in 2011 at JP Morgan Chase. Most recently was a licensed financial center manager at Fifth Third Bank.
Education and personal information
In Chris’ role as a Wealth Management Banker his NMLS # is 443441. He holds his Series 7 and 66 securities licenses. He also holds a Business degree from Monmouth College.
Outside of the office, Chris enjoys spending time with his wife, kids and dogs. Chris enjoys traveling, and the pain of watching his Chicago sports teams.
Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
Jack, as the lead partner of Hammond, Fay, Bush & Associates, heads up a practice that provides all-encompassing and goals-based solutions to highly successful individuals, families and business owners. He lends his decades of experience to helping you make informed, thoughtful decisions about all aspects of your financial life. Whether you are looking to restructure your portfolio or seeking to articulate a legacy and vision for your multigenerational family, Jack and his team are ready to draw on their insight, expertise and connections to help you find the right solutions and strategies.
A highly disciplined, multi-step process and a comprehensive approach are hallmarks of how Jack and his team work with you. He is adept at using his business and investment acumen to help simplify complex financial situations and help build a holistic wealth plan that is tailored to your unique circumstances, goals and aspirations. Jack prides himself on forging a personal relationship with you, so that he can better guide and advise you, helping you navigate the challenges—and take advantage of the opportunities—created by your wealth.
Beyond his financial advice, Jack realizes that the single most important element of his job is to honor the trust you place in him. He never loses sight of that trust—and the responsibility that it carries—and keeps his focus squarely rooted on doing what’s right for you. He is committed to building relationships that will stand the test of time and span generations.
Previous Experience
Outside of UBS
CA Insurance License - 0E51877
Brian, as a principal of the Hammond, Fay, Bush & Associates team, takes a comprehensive view of his clients’ wealth, assisting individuals, multigenerational families and business owners in developing a tailored set of strategies that are aligned with their unique needs, circumstances and aspirations. In taking a holistic view of your finances, he stands ready to advise you on a wide range of issues ranging from personalized investment strategies to estate planning needs.
Central to Brian’s approach is a highly structured and disciplined process, one that incorporates careful planning, execution of a personalized roadmap and regular reviews that test progress and recalibrate when necessary. This process also reflects how he works with clients every day—by being straightforward, honest and candid. His goal is to help you grow your net worth while also preserving your existing wealth, with a tailored, all-encompassing plan that allows you to move forward with clarity and confidence.
Brian forges strong, personal connections with his clients, building relationships that are defined by honesty and authenticity. In his view, he acts not only as your financial advisor, but as your confidant, someone who can connect you to ideas and relevant contacts, and, at times, your coach. Knowing that he can add value by helping you, your family or your business plan for what’s next and realize your financial dreams is what inspires him every day.
Previous Experience
Education and Credentials
Outside of UBS
Susan has decades of experience helping successful individuals, multigenerational families, business owners, entrepreneurs, and philanthropic organizations realize a holistic plan for their wealth. In doing so, she and the entire team of Hammond, Fay, Bush & Associates adhere to a disciplined, well-honed process that helps you set goals, define what success means to you and then carefully track your progress towards your unique set of objectives.
Whether you are a multi-generational family seeking to define and then plan for your legacy or an entrepreneur looking to sell a business, Susan has the resources and experience to guide you every step of the way. And if you are passionate about giving back to causes you care about, she can use her specialized expertise to help you maximize your impact.
Beyond her expert advice and guidance, Susan is adamant that clients’ needs come first. She takes great pride in helping you move towards your goals, making informed decisions along the way. As someone who knows first-hand how important it is to be financially secure and empowered, Susan brings her best thinking to every client situation and stands ready to help you navigate life’s important transitions and realize your goals, both financial but also personal.
Previous Experience
Education and Credentials
Outside of UBS
Jonelle began her financial services career in 2000. She has been working directly with clients offering friendly, personalized solutions and support to the clients she serves. Often the first point of contact for clients, she acts quickly to address their questions or concerns. Jonelle's responsibilities include administrative matters, opening accounts and setting up managed accounts.
In addition to helping clients, Jonelle also provides key organizational support to the team on a daily basis. A dual major, she holds bachelor's degrees in English and Journalism from the University of Illinois at Urbana–Champaign. She and her husband, David, live in Buffalo Grove, Illinois, with their children, Alexander, Isabella and Julianna.
Chris began his financial services career in 2004. He brings a sense of enthusiasm and dedication to his role with Hammond, Fay, Bush & Associates. He takes pride in knowing he has helped answer a client's question or guided them through a service issue. Chris also provides daily operational support to the team. He opens accounts, facilitates cash transfers and trades, and analyzes funds and fund managers. Chris earned a bachelor's degree in business administration from Illinois State University in Normal, and currently lives in Schaumburg, Illinois.
Kristina has over 15 years of experience in financial services. She joined the Hammond, Fay, Bush & Associates in 2014. Kristina is responsible for managing the essential aspects of client service and support. This includes preparing for client meetings, providing new clients with a welcoming experience, establishing new accounts and offering day-to-day support to help meet their needs. She enjoys helping clients with their inquiries and offering them prompt, reliable and friendly service.
Kristina earned her bachelor’s degree in Marketing and International Business from the University of Illinois at Chicago. She and her husband, Mike, live in Antioch with their daughter, Olive and their dog, Zeke. She is an avid snowboarder in the winter and enjoys riding her bike during summers.
Donna began her financial services career in 2000. She assists clients with their everyday requests from processing transfers, wires, account opening, trading and inquiries. She holds the Chartered Retirement Planning Counselor designation.
Donna earned her bachelor’s degree in education with a minor in English from the University of Illinois at Chicago. She and her husband, Danny, live in Glenview, with their son, Milo.
Maria started working with the Hammond, Fay, Bush & Associates in 2018. Maria holds a major in Management and a major in Tourism. She is also fluent in English and Spanish. She has lived all her life in Puerto Rico moving to Chicago during the summer of 2012. She and her husband Hector live in Vernon Hills with their daughter Sofia.
NMLS #947868
Wealth Management Banker, UBS Bank USA
Current role and areas of expertise
Chris Albanese joined UBS Bank USA in 2019 and he is currently a Wealth Management Banker covering the Chicago, Midwest Private Wealth, and San Francisco Markets.
Chris has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of banking solutions that may complement their overall wealth management objectives.
Professional history
Chris began his career in financial services in 2011 at JP Morgan Chase. Most recently was a licensed financial center manager at Fifth Third Bank.
Education and personal information
In Chris’ role as a Wealth Management Banker his NMLS # is 443441. He holds his Series 7 and 66 securities licenses. He also holds a Business degree from Monmouth College.
Outside of the office, Chris enjoys spending time with his wife, kids and dogs. Chris enjoys traveling, and the pain of watching his Chicago sports teams.
Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
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.
We can help you build a comprehensive financial plan by bringing together all the resources you need under one roof. We make it easy and efficient to do business, access solutions and get clear answers to make informed decisions.
Wealth is more than your investments. It’s the sum of your aspirations for your life, family and future. With our account services, you, as our client, can pursue goals with more confidence because you can see how all your financial activities work together. It’s your wealth, your way.
Talking about future financial responsibility can be an emotional and challenging topic for families. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.
But the financial stakes of your decisions are getting higher. Today, your financial situation is more complex and you’re looking at how to grow and safeguard your assets. No matter what's happening in the markets, at home or throughout the world, we're with you and your family.
As we enter 2024, the questions on the top of investors’ minds center around whether history will repeat itself: Will the former president be the next president? Will the Fed cause another recession? Will we face a new deficit crisis? Will AI be as transformative as the internet? Can China break through the middle income trap? Will the new normal for interest rates be like the old normal?
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