Managing Director–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
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.
Managing Director–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
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.
Senior Wealth Strategy Associate
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.
Credentials
Senior Wealth Strategy Associate
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.
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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