Managing Director–Wealth Management
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.