Managing Director–Wealth Management
Financial Advisor
Mark began his career over 30 years ago at Lehman Brothers, and spent a decade with Morgan Stanley Smith Barney. Formerly a relationship manager at Credit Suisse, Mark and his team joined UBS in November 2015.
Mark is a CFA® charterholder and 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.
Managing Director–Wealth Management
Financial Advisor
Mark began his career over 30 years ago at Lehman Brothers, and spent a decade with Morgan Stanley Smith Barney. Formerly a relationship manager at Credit Suisse, Mark and his team joined UBS in November 2015.
Mark is a CFA® charterholder and 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.
Senior Wealth Strategy Associate
Jessica began her career in the financial services industry 10 years ago as a member of the Institutional Equity Sales team at Citigroup. She joined UBS in the fall of 2021.
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.
Senior Wealth Strategy Associate
Jessica began her career in the financial services industry 10 years ago as a member of the Institutional Equity Sales team at Citigroup. She joined UBS in the fall of 2021.
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.
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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