$6 trn
UBS Group invested assets
As of 12/31/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
David has been a wealth advisor for more than 35 years and moved his team to UBS in March 2016. He began his professional career in 1982, obtaining his CPA and working as an auditor and tax accountant with Price Waterhouse in Chicago. From 1985 to 2008, David was a financial advisor with Smith Barney, Inc., where he held various titles including: Senior Vice President, Senior Investment Management Consultant, and was a member of the firm’s Chairman’s Council from 1990 until his departure in 2008. In 2008, David joined Credit Suisse Private Bank as a Director and principal of the Hirsch-Kelly Group.
David earned his MBA from Northwestern University’s J.L. Kellogg Graduate School of Management and a Bachelors of Science degree in Accountancy from the University of Illinois. He is also a graduate of the IMCA Certified Investment Management Analyst Program at the University of Pennsylvania’s Wharton School of Business and the Charter Private Wealth Advisor Program at University of Chicago. From 1993 to 1996 David was a Kellogg National Fellow with the W.K. Kellogg Foundation. He was one of 50 selected from a pool of more than 800 applicants to go through this three year interdisciplinary leadership program. He dedicated three months a year for three years and used his $36k grant to study “what motivates people to be philanthropic.”
In 1994, David was recognized by Crain’s Chicago Business as one of the “40 under 40” and by Registered Representative Magazine in 1995 as one of the country’s “Outstanding Brokers.” In 2000, he received the John Stanford Education Heroes Award from the U.S. Department of Education. The Illinois CPA Society recognized David with its Distinguished Public Service Award in 2005. In 2009, he finished the Wisconsin Ironman Triathlon and received the Man of Distinction Award from Theta Xi National Fraternity, the second person in the fraternity’s 145 year history. He was also a 2012 recipient of the Ellis Island Medal of Honor.
David is the founder of Illinois Fatherhood Initiative, the country’s first state wide non-profit fatherhood organization, whose mission is connecting children and fathers by actively engaging fathers in the education of children. In 2007, IFI recognized him as one of three Fathers of the Year. He is also founder of the 21st Century Dads Foundation, which produced the Dads Honor Ride 2015 a 2,300+ mile bicycle ride from Santa Monica to Chicago and DHR16 a 1,400 mile bicycle ride from Boston to Chicago. In addition to completing both rides from start to finish, he also authored the book 21st Century Dads: A Fathers Journey To Break The Cycle Of Father Absence.
David is currently a director of the Barrington Area Community Foundation; a member the University of Illinois Foundation President’s Council, Union League Club of Chicago, Illinois CPA Society, AICPA, Theta Xi National Fraternity, the Ancient Accepted Scottish Rite Valley of Chicago, Investment Management Consultants Association (IMCA) and PADI. He was formerly a member of Habitat for Humanity’s International Board of Advisors, the Chicago Police memorial Foundation advisory board and a charter member of The Chicago Community Trust Young Leaders Group and Fund.
David and his wife Peggy, have one grandchild, five adult children and live in Barrington Hills, IL. His interests include reading,
underwater photography, fishing, and endurance sports.
James has been a wealth advisor for 19 years. He began his career in the financial services industry at Smith Barney and has been a principal of the Hirsch-Kelly Group from the beginning. In 2008, the Hirsch-Kelly Group moved to Credit Suisse Private Bank and then again in 2016 to UBS Financial Services. He earned his undergraduate degree in Economics from the University of Wisconsin–Madison.
James and his wife Chrissy have four children ages nine and under: daughter Whitney, and sons Max, Anders, and Myles. He enjoys spending time with family, skiing and music.
Clare joined UBS Financial Services, Inc. in 2017. She specializes in anticipating client needs, providing solutions, and delivering proactive concierge-level services tailored to our clients' individual wealth management situations. Clare graduated from the University of Illinois Urbana-Champaign with a BS in Agriculture and Consumer Economics, with a concentration In Financial Planning. She holds the FINRA Series 7 and 66 securities licenses. When not in the office, she enjoys running, dance, and spending time with family.
David has been a wealth advisor for more than 35 years and moved his team to UBS in March 2016. He began his professional career in 1982, obtaining his CPA and working as an auditor and tax accountant with Price Waterhouse in Chicago. From 1985 to 2008, David was a financial advisor with Smith Barney, Inc., where he held various titles including: Senior Vice President, Senior Investment Management Consultant, and was a member of the firm’s Chairman’s Council from 1990 until his departure in 2008. In 2008, David joined Credit Suisse Private Bank as a Director and principal of the Hirsch-Kelly Group.
David earned his MBA from Northwestern University’s J.L. Kellogg Graduate School of Management and a Bachelors of Science degree in Accountancy from the University of Illinois. He is also a graduate of the IMCA Certified Investment Management Analyst Program at the University of Pennsylvania’s Wharton School of Business and the Charter Private Wealth Advisor Program at University of Chicago. From 1993 to 1996 David was a Kellogg National Fellow with the W.K. Kellogg Foundation. He was one of 50 selected from a pool of more than 800 applicants to go through this three year interdisciplinary leadership program. He dedicated three months a year for three years and used his $36k grant to study “what motivates people to be philanthropic.”
In 1994, David was recognized by Crain’s Chicago Business as one of the “40 under 40” and by Registered Representative Magazine in 1995 as one of the country’s “Outstanding Brokers.” In 2000, he received the John Stanford Education Heroes Award from the U.S. Department of Education. The Illinois CPA Society recognized David with its Distinguished Public Service Award in 2005. In 2009, he finished the Wisconsin Ironman Triathlon and received the Man of Distinction Award from Theta Xi National Fraternity, the second person in the fraternity’s 145 year history. He was also a 2012 recipient of the Ellis Island Medal of Honor.
David is the founder of Illinois Fatherhood Initiative, the country’s first state wide non-profit fatherhood organization, whose mission is connecting children and fathers by actively engaging fathers in the education of children. In 2007, IFI recognized him as one of three Fathers of the Year. He is also founder of the 21st Century Dads Foundation, which produced the Dads Honor Ride 2015 a 2,300+ mile bicycle ride from Santa Monica to Chicago and DHR16 a 1,400 mile bicycle ride from Boston to Chicago. In addition to completing both rides from start to finish, he also authored the book 21st Century Dads: A Fathers Journey To Break The Cycle Of Father Absence.
David is currently a director of the Barrington Area Community Foundation; a member the University of Illinois Foundation President’s Council, Union League Club of Chicago, Illinois CPA Society, AICPA, Theta Xi National Fraternity, the Ancient Accepted Scottish Rite Valley of Chicago, Investment Management Consultants Association (IMCA) and PADI. He was formerly a member of Habitat for Humanity’s International Board of Advisors, the Chicago Police memorial Foundation advisory board and a charter member of The Chicago Community Trust Young Leaders Group and Fund.
David and his wife Peggy, have one grandchild, five adult children and live in Barrington Hills, IL. His interests include reading,
underwater photography, fishing, and endurance sports.
James has been a wealth advisor for 19 years. He began his career in the financial services industry at Smith Barney and has been a principal of the Hirsch-Kelly Group from the beginning. In 2008, the Hirsch-Kelly Group moved to Credit Suisse Private Bank and then again in 2016 to UBS Financial Services. He earned his undergraduate degree in Economics from the University of Wisconsin–Madison.
James and his wife Chrissy have four children ages nine and under: daughter Whitney, and sons Max, Anders, and Myles. He enjoys spending time with family, skiing and music.
Clare joined UBS Financial Services, Inc. in 2017. She specializes in anticipating client needs, providing solutions, and delivering proactive concierge-level services tailored to our clients' individual wealth management situations. Clare graduated from the University of Illinois Urbana-Champaign with a BS in Agriculture and Consumer Economics, with a concentration In Financial Planning. She holds the FINRA Series 7 and 66 securities licenses. When not in the office, she enjoys running, dance, and spending time with family.
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.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
A lot has changed since President Trump took office. His administration has initiated policy changes and markets have reacted. The Chief Investment Office (CIO) anticipates further volatility amid tariff concerns but continues to expect gains for the S&P 500 by year-end. A solid US economy and healthy corporate earnings growth should support the rally.
06 March 2025
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$6 trn
UBS Group invested assets
As of 12/31/2024
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