Advice and guidance for the long term

Private Wealth Management

Mark Hutchinson knows what it means to start at the bottom and his career trajectory is a testament to hard work, resilience and financial savvy. He started his career making $5 an hour at Lehman Brothers, working his way up through stints at Morgan Stanley, Smith Barney and Credit Suisse, to become a Managing Director of Wealth Management at UBS. He uses his four decades of hard-won expertise and wisdom to help clients build their wealth over the long haul.

Mark’s philosophy is simple: short-term greed leads to foolish decisions, but smart investments help create lasting wealth. By combining keen market insights and an obsession with keeping his finger on the pulse of the industry, Mark helps families with liquid assets between $10 and $100 million achieve short-term goals while fostering long-term growth.

  • Mark Hutchinson

    Mark Hutchinson

    Managing Director–Wealth Management

    Financial Advisor

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    Mark began his career over 30 years ago at Lehman Brothers, and spent a decade at what became Morgan Stanley Smith Barney as a Managing Director. Formerly a relationship manager at Credit Suisse the team joined UBS in 2015.

    Mark is a CFA® Charterholder and a CMT® Charterholder. He earned his undergraduate degree from DePaul University and an MBA from the University of Notre Dame. He is a past president of the CFA Society of Chicago, has served as a voting member of DePaul University's endowment fund and is a Life Friend of the Barrington Library. He is a member of the CFA Society of Chicago and the CFA Society of Dallas Fort Worth.

     

          100 Crescent Court
          Suite 600
          Dallas, TX 75201
          mark.hutchinson@ubs.com
          Mark Hutchinson
          100 Crescent Court,Dallas,TX,75201
        • 2024 Jessica Dunda Headshot

          Jessica Dunda

          Senior Wealth Strategy Associate

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          Jessica began her career in the financial services industry over 12 years ago as a member of the Institutional Equity Sales team at Citigroup. She joined UBS in the fall of 2021 and is a CFP® Professional.

          Jessica attended the University of Illinois Urbana-Champaign and earned a Bachelor and Master’s degree from the school of Architecture while working as a Graduate teaching assistant. Prior to entering the finance world, she worked as a structural engineer in Chicago. She now lives in La Grange with her husband and two children and enjoys going to concerts, traveling, biking and swimming.

              • CERTIFIED FINANCIAL PLANNER®
              One North Wacker Drive
              Suite 3700
              Chicago, IL 60606
              jessica.dunda@ubs.com
              Jessica Dunda
              One North Wacker Drive,Chicago,IL,60606

            Private Wealth Management

            As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

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            Legacy planning

            You. Connected.

            At UBS Private Wealth Management, we believe it’s all about connection. For more than 160 years, we have connected our clients to thought leaders within our firm and throughout the world, and to like-minded peers who share their experiences. This network of experienced professionals and clients informs your thinking, fuels your ambitions and helps you invest for a better world.

            Retirement planning

            Do more for your plan

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            Retirement plan services

            Planning your exit

            Exit with confidence

            Planning your exit

            You’re considering an exit in 5 years

            You’re considering an exit in 5 years

            You’re 3 years away from exiting

            You’re 3 years away from exiting

            You’re selling within the year

            You’re selling within the year

            • Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
            • Fine-tune your business model to be most appealing to a buyer
            • Make sure business documentation and financial statements are in order
            • Put together a team to prepare the business and optimize value
            • Strengthen your management team
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            • Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
            • Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
            • Build the right pre-sale advisory team, including an investment banker, attorney and CPA
            • Explore gift and estate strategies to help maximize net proceeds from a sale

            Learn more

            • Finalize your trust and estate strategies 
            • Work with us to interview and select the investment banker that works best for you
            • Finalize your exit plan and focus on getting the best deal for the sale
            • Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
            • As needed, prepare employees and managers for the transition
            • Think about what’s next for you and your future, after the sale
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            Defining your priorities. Pursuing what matters.

            Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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            Maximize your potential wealth

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $5.9+ trn

            UBS Group invested assets
            As of 06/30/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

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