Access to a world of resources

Private Wealth Management

PWM Sailboat

We believe a well-integrated plan can help provide the direction, focus and confidence you need to navigate any market and address your most complex financial ambitions and aspirations.

As Private Wealth Advisors, we marshal resources from around the globe to give you every opportunity to pursue a life of fulfillment. And we work closely with your other advisors to make sure that our advice is consistent across all areas of your financial life. Talk to us about how we can help you build the legacy that lasts for generations, perhaps centuries.

Pursuing your goals together

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.

  • John Irwin

    John Irwin

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • IL
    • IN
    • KS
    • MI
    • MO
    • MT
    • NE
    • NJ
    • OR
    • PA
    • RI
    • TN
    • WA
    • WI
    • WY

    Responsibilities
    As a Private Wealth Advisor based in the Chicago, John focuses on providing comprehensive investment planning and wealth management services to a select group of ultra-high net worth clients. He combines individualized client services with the financial strength and resources of the world's largest wealth management firm.

    With over 30 years of experience, John is dedicated to providing time-tested investment principles based on each family's unique circumstances.   John partners with client attorneys and tax professionals to meet the estate planning and philanthropic needs of wealthy individuals and families.

    Prior to joining UBS, John held positions at Credit Suisse Private Client Services Group and Goldman Sachs Private Client Services Group.

    Education
    A graduate of the University of Nebraska, John earned a B.S. in finance and continued his education at the University of Missouri where he earned an M.B.A. in Finance. He holds Series 7, 63 and 66 securities licenses.

    John maintains an office in Chicago, IL and Franklin, TN.  

    • Barron's Top 1,000 Financial Advisors, 2009The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

        One North Wacker Drive
        Chicago, IL 60606
      • Cheryl Barker-Harwood

        Cheryl A. Barker- Harwood, CFP®

        Authorized Officer

        Senior Wealth Strategy Associate

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        • CA
        • CO
        • FL
        • GA
        • IL
        • IN
        • KS
        • MI
        • MO
        • MT
        • NJ
        • OR
        • PA
        • RI
        • WI
        • WY

        Responsibilities

        In the Chicago Private Wealth Management office, Cheryl builds strong personal relationships with our select group of clients to better understand their individual needs and goals. Cheryl's focus is the implementation and administration of the specialized plans created for each client, portfolio execution and operation activities for the team. She serves as a resource for clients by managing cash flow needs, facilitating account transactions, and general account maintenance.

        Education

        Cheryl has a B.A. in Communication Studies from Saint Mary's College and is series 7 and 66 licensed.
        In her spare time, she is an avid reader and enjoys traveling. She resides in Chicago, IL with her husband and two children.

         

            • CERTIFIED FINANCIAL PLANNER™
            One North Wacker Drive
            Chicago, IL 60606
          investments

          Investment Management

          Multigenerational families

          Multigenerational families

          A team approach

          A team approach

          Backed by the strength of UBS

          A global leader in wealth management

          Global leader

          UBS is a world-leading wealth manager

          Best

          Global private bank services, 2016-2022
          Euromoney Private Banking and Wealth Management Survey, 2022

          #1

          Global Equity Research 

          Institutional Investor, 2021 Global Rankings