Senior Vice President–Wealth Management
Certified Exit Planning Advisor
Henry provides comprehensive financial planning and investment management for corporate executives and owners of privately held companies.
As a Certified Exit Planning Advisor (CEPA®) he helps business owners and their families maximize the value of their business, take their personal financial plans to the next level, and be prepared for what adventure comes next after transitioning their current company.
Prior to joining PaineWebber in 1996, Henry worked with FedEx Corporation for 11 years in national sales, real estate expansion and regional operations planning. He previously worked with Drexel Burnham Lambert, where he specialized in stock options trading on the floor of the Chicago Board Options Exchange.
Henry served as President of the Alumni Association of Saint Mary's University of Minnesota and is currently on it's endowment investment committee. He is a past board member of the Juvenile Diabetes Research Foundation. Henry lives in Downers Grove, IL with his wife, Noreen. He enjoys cycling, traveling and reading.
Education
Credentials
Senior Vice President–Wealth Management
Certified Exit Planning Advisor
Henry provides comprehensive financial planning and investment management for corporate executives and owners of privately held companies.
As a Certified Exit Planning Advisor (CEPA®) he helps business owners and their families maximize the value of their business, take their personal financial plans to the next level, and be prepared for what adventure comes next after transitioning their current company.
Prior to joining PaineWebber in 1996, Henry worked with FedEx Corporation for 11 years in national sales, real estate expansion and regional operations planning. He previously worked with Drexel Burnham Lambert, where he specialized in stock options trading on the floor of the Chicago Board Options Exchange.
Henry served as President of the Alumni Association of Saint Mary's University of Minnesota and is currently on it's endowment investment committee. He is a past board member of the Juvenile Diabetes Research Foundation. Henry lives in Downers Grove, IL with his wife, Noreen. He enjoys cycling, traveling and reading.
Education
Credentials
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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