Let's move forward. Together.

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.

Start the conversation

John L. (Jack) Hammond III, CAIA, CIMA, CFP

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
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
- Managing Director, Wealth Management Advisor, Merrill Lynch, 2002-2024
Outside of UBS
- Jack and his wife Maggie have three children, Charlotte, Jack and George.
- He enjoys coaching his children’s hockey teams, golfing, cooking and vintage cars.
- Jack serves on several boards, including the Chicago Blackhawk Foundation and Fairfield University’s Athletic Department, as well as being actively involved with the Shedd Aquarium.
- Barron's Top 1,200 Financial Advisors, 2014, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
  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, 2022, 2023The 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.
- Fairfield University, B.A.
- Certified Investment Management Analyst®
- CERTIFIED FINANCIAL PLANNER™
- Chartered Alternative Investment Analyst®
- Series 7 and 66 securities licenses
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Brian Fay, CPWA

Senior Vice President–Wealth Management

Financial Advisor
View bio
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
- First Vice President, Financial Advisor, Merrill Lynch, 2015-2024
Education and Credentials
- B.A., University of Arizona
- Series 7,9, 10 and 66 securities licenses
Outside of UBS
- Brian and his wife Jessica are the proud parents of Juliette and Gabriel.
- He enjoys gym workouts as well as coaching his children’s sports teams.
- Brian volunteers with the charity Feed My Starving Children, a nonprofit that distributes food to developing countries worldwide.
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Susan A.H. Bush

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
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
- Senior Vice President, Senior Financial Advisor, Merrill Lynch, 1982-2024
Education and Credentials
- B.A., Michigan State University
- University of Copenhagen Accredited Certificate Program
- Series 7, 63, 65 securities licenses
- Life, annuity and long-term care insurance licenses
Outside of UBS
- Susan and her husband Rich Jackim have two 20-something children.
- She collects mid-century art and furniture and enjoys sampling interesting food and wine.
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Jonelle M. Do

Associate Director

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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.
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Chris Stevens

Associate Director

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Chris began his financial services career in 2004. He brings a sense of enthusiasm and dedication to his role with the 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.
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Kristina Y. Jucaban, CRPC

Associate Director

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
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.
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

Donna Mijatovic, CRPC

Associate Director

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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.
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Maria I. Cintron

Senior Client Associate
View bio
- IL
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.
One Northbrook Place
5 Revere Drive
Northbrook , IL 60062

Chris Albanese

NMLS #947868

Wealth Management Banker, UBS Bank USA

View bio

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 and Midwest Private Wealth 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.
Luis Lepervanche

Wealth Planning Associate

View bio
Robby Metcalf III

Wealth Planning Associate

View bio

John L. (Jack) Hammond III, CAIA, CIMA, CFP

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
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
- Managing Director, Wealth Management Advisor, Merrill Lynch, 2002-2024
Outside of UBS
- Jack and his wife Maggie have three children, Charlotte, Jack and George.
- He enjoys coaching his children’s hockey teams, golfing, cooking and vintage cars.
- Jack serves on several boards, including the Chicago Blackhawk Foundation and Fairfield University’s Athletic Department, as well as being actively involved with the Shedd Aquarium.
- Barron's Top 1,200 Financial Advisors, 2014, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
  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, 2022, 2023The 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.
- Fairfield University, B.A.
- Certified Investment Management Analyst®
- CERTIFIED FINANCIAL PLANNER™
- Chartered Alternative Investment Analyst®
- Series 7 and 66 securities licenses
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Brian Fay, CPWA

Senior Vice President–Wealth Management

Financial Advisor
View bio
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
- First Vice President, Financial Advisor, Merrill Lynch, 2015-2024
Education and Credentials
- B.A., University of Arizona
- Series 7,9, 10 and 66 securities licenses
Outside of UBS
- Brian and his wife Jessica are the proud parents of Juliette and Gabriel.
- He enjoys gym workouts as well as coaching his children’s sports teams.
- Brian volunteers with the charity Feed My Starving Children, a nonprofit that distributes food to developing countries worldwide.
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Susan A.H. Bush

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
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
- Senior Vice President, Senior Financial Advisor, Merrill Lynch, 1982-2024
Education and Credentials
- B.A., Michigan State University
- University of Copenhagen Accredited Certificate Program
- Series 7, 63, 65 securities licenses
- Life, annuity and long-term care insurance licenses
Outside of UBS
- Susan and her husband Rich Jackim have two 20-something children.
- She collects mid-century art and furniture and enjoys sampling interesting food and wine.
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Jonelle M. Do

Associate Director

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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.
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Chris Stevens

Associate Director

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Chris began his financial services career in 2004. He brings a sense of enthusiasm and dedication to his role with the 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.
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Kristina Y. Jucaban, CRPC

Associate Director

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
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.
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Donna Mijatovic, CRPC

Associate Director

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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.
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Maria I. Cintron

Senior Client Associate
View bio
- IL
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.
One Northbrook Place
5 Revere Drive
Northbrook , IL 60062

Chris Albanese

NMLS #947868

Wealth Management Banker, UBS Bank USA

View bio

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 and Midwest Private Wealth 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.
Luis Lepervanche

Wealth Planning Associate

View bio
Robby Metcalf III

Wealth Planning Associate

View bio

Why work with us?

Goals-based planning

Investment Management

Prepared for opportunity, protected in times of volatility

Our direct access to global resources offers timely perspectives, customized investment planning and a fully integrated suite of financial solutions.

Our distinction stems from our ability to transcend the capabilities of the traditional financial advisor and bring institutional analysis and investment management directly to you.

Customized portfolio management
Risk management and asset allocation
Open access
Research and analysis
UBS, a global leader

Shaping multigenerational family wealth

Our clients are deeply concerned about the role that wealth will play in their families. They are looking to the next generation for responsible financial stewardship. We can facilitate conversations with your loved ones and help you develop a unified vision for all that you want to accomplish now and for the long-term.

Together with our partners from Family and Philanthropy Advisory Services and Family Office Solutions, dedicated specialists, holistic wealth planners and philanthropy experts, we help you design a strategic and sustainable plan that focuses specifically on wealth transition, family meeting engagement, governance and wealth education.

Estate planning strategies

Year Ahead 2024 - A new world

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?

Download the report

Let's move forward. Together.

John L. (Jack) Hammond III, CAIA, CIMA, CFP

Brian Fay, CPWA

Susan A.H. Bush

Jonelle M. Do

Chris Stevens

Kristina Y. Jucaban, CRPC

Donna Mijatovic, CRPC

Maria I. Cintron

Chris Albanese

Luis Lepervanche

Robby Metcalf III