Your enduring legacy

Private Wealth Management

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.

Start the conversation

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

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- FL
- GA
- IL
- IN
- KS
- MI
- MN
- MO
- MT
- NJ
- 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 A. Barker- Harwood, CFP®

Authorized Officer

Senior Wealth Strategy Associate
View bio
- 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

Ann Bjerke

Executive Director

Head of Advanced Planning

View bio

Ann focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. Prior to joining UBS in 2008, Ann practiced law with the law firm of Levin, Schreder & Carey, focusing on estate tax and income tax planning for ultra high net worth individuals, families and business owners.
David Mietty

Executive Director

Senior Wealth Planning Strategist

View bio
Matthew Morris, CFA

Director

Senior Portfolio Strategist, UHNW

View bio

Matthew Morris is the Midwest Division Head of the Portfolio Advisory Group (PAG), leading a regional team of experienced investment professionals dedicated to providing asset allocation, portfolio construction, and investment management guidance and education to UBS' Ultra High Net Worth clients. Matthew and his team specialize in developing multi-asset, customized investment strategies and portfolios for sophisticated individuals, families, and institutions.
Sarah J. Salomon , CAP®

Executive Director

Head – Family Advisory and Philanthropy

View bio

Sarah leads a team of Senior Strategists who work with families on understanding money, values and philanthropic intent. Family Advisory and Philanthropy Services serves as thought partners to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.
James Jack

Executive Director

Business Owners Segment Lead

View bio

James is the Head of both the Business Owners and Multigenerational Wealth Client Segments within the Strategic Client Segments team.

James took on the Business Owners Client Segment upon its creation in 2018 to build an organization that supports business owners and the Financial Advisors that advise them. He has worked with clients on pre-business sale exit planning, such as succession planning, M&A transaction planning, Employee Stock Ownership Plans (ESOPs), and the emotional and self-identity ramifications of exiting a business. During the COVID-19 pandemic, James and his team supported business owners in navigating pandemic programs like the Paycheck Protection Program. In 2023, James’s remit expanded to include the Multigenerational Wealth Client Segment, which includes UBS’s support of wealth transfer and transition strategies between generations and the Rising Gen. James and his team work to bring the best of UBS’s resources to these important client segments.

James has been with UBS since 2006, previously working in the WMA Banking Group to build banking, cash and lending solutions that meet the needs of High Net Worth and Ultra High Net Worth individuals and the Financial Advisors that support them. James has driven and executed strategies to expand securities-based lending, develop a proprietary credit card tailored to UBS's unique client base and helped to manage UBS’s deposit program, including pricing, sales, and product development programs.

James holds a BS in Finance and Economics from New York University’s Stern School of Business.

Outside of UBS, James is a member of the board of directors and co-treasurer for the Bronx Academy of Letters Foundation, supporting a public middle and high school in the poorest congressional district in the US, and enjoys experiencing travel and cultures different from his own. He also holds FINRA Series 7 license and Certified Exit Planning Advisor (CEPA®) designation.
Titus Song

Executive Director

Alternative Investments Consultant

View bio

Titus Song is an Executive Director of Alternative Investments covering various markets in
the Central and West Divisions for UBS Financial Services. His role is to oversee
distribution of alternative investments (hedge funds, private equity and private real
estate) by helping financial advisors and clients understand how these offerings
function and their effect on investment portfolios.

Professional History
Titus joined UBS in 2007 working with the Structured Solutions group. In late
2008, Titus moved to the Alternative Investments group where he has covered a
wide swath of the country helping clients and financial advisors understand
alternative investments and how they can enhance portfolio efficiency and help
clients reach their financial goals.

In his 32-year career in financial services, Titus has worked at various large financial
services firms and banks where he held roles in small and large cap equity trading,
as well as in product management. Titus also served as the head of investments
and product management at a large regional registered investment advisor prior to
joining UBS.

Education
Titus earned a B.A. in Political Science with a concentration in Political Economy at
Carleton College in Northfield MN. He also received an M.B.A. from the Carlson
School of Business at the University of Minnesota.

Licenses and Certifications
Titus holds Series 7, 31 and 66 licenses.

John Irwin

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- FL
- GA
- IL
- IN
- KS
- MI
- MN
- MO
- MT
- NJ
- 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 A. Barker- Harwood, CFP®

Authorized Officer

Senior Wealth Strategy Associate
View bio
- 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

Ann Bjerke

Executive Director

Head of Advanced Planning

View bio

Ann focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. Prior to joining UBS in 2008, Ann practiced law with the law firm of Levin, Schreder & Carey, focusing on estate tax and income tax planning for ultra high net worth individuals, families and business owners.
David Mietty

Executive Director

Senior Wealth Planning Strategist

View bio
Matthew Morris, CFA

Director

Senior Portfolio Strategist, UHNW

View bio

Matthew Morris is the Midwest Division Head of the Portfolio Advisory Group (PAG), leading a regional team of experienced investment professionals dedicated to providing asset allocation, portfolio construction, and investment management guidance and education to UBS' Ultra High Net Worth clients. Matthew and his team specialize in developing multi-asset, customized investment strategies and portfolios for sophisticated individuals, families, and institutions.
Sarah J. Salomon , CAP®

Executive Director

Head – Family Advisory and Philanthropy

View bio

Sarah leads a team of Senior Strategists who work with families on understanding money, values and philanthropic intent. Family Advisory and Philanthropy Services serves as thought partners to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.
James Jack

Executive Director

Business Owners Segment Lead

View bio

James is the Head of both the Business Owners and Multigenerational Wealth Client Segments within the Strategic Client Segments team.

James took on the Business Owners Client Segment upon its creation in 2018 to build an organization that supports business owners and the Financial Advisors that advise them. He has worked with clients on pre-business sale exit planning, such as succession planning, M&A transaction planning, Employee Stock Ownership Plans (ESOPs), and the emotional and self-identity ramifications of exiting a business. During the COVID-19 pandemic, James and his team supported business owners in navigating pandemic programs like the Paycheck Protection Program. In 2023, James’s remit expanded to include the Multigenerational Wealth Client Segment, which includes UBS’s support of wealth transfer and transition strategies between generations and the Rising Gen. James and his team work to bring the best of UBS’s resources to these important client segments.

James has been with UBS since 2006, previously working in the WMA Banking Group to build banking, cash and lending solutions that meet the needs of High Net Worth and Ultra High Net Worth individuals and the Financial Advisors that support them. James has driven and executed strategies to expand securities-based lending, develop a proprietary credit card tailored to UBS's unique client base and helped to manage UBS’s deposit program, including pricing, sales, and product development programs.

James holds a BS in Finance and Economics from New York University’s Stern School of Business.

Outside of UBS, James is a member of the board of directors and co-treasurer for the Bronx Academy of Letters Foundation, supporting a public middle and high school in the poorest congressional district in the US, and enjoys experiencing travel and cultures different from his own. He also holds FINRA Series 7 license and Certified Exit Planning Advisor (CEPA®) designation.
Titus Song

Executive Director

Alternative Investments Consultant

View bio

Titus Song is an Executive Director of Alternative Investments covering various markets in
the Central and West Divisions for UBS Financial Services. His role is to oversee
distribution of alternative investments (hedge funds, private equity and private real
estate) by helping financial advisors and clients understand how these offerings
function and their effect on investment portfolios.

Professional History
Titus joined UBS in 2007 working with the Structured Solutions group. In late
2008, Titus moved to the Alternative Investments group where he has covered a
wide swath of the country helping clients and financial advisors understand
alternative investments and how they can enhance portfolio efficiency and help
clients reach their financial goals.

In his 32-year career in financial services, Titus has worked at various large financial
services firms and banks where he held roles in small and large cap equity trading,
as well as in product management. Titus also served as the head of investments
and product management at a large regional registered investment advisor prior to
joining UBS.

Education
Titus earned a B.A. in Political Science with a concentration in Political Economy at
Carleton College in Northfield MN. He also received an M.B.A. from the Carlson
School of Business at the University of Minnesota.

Licenses and Certifications
Titus holds Series 7, 31 and 66 licenses.

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.

Planning for a lifetime

To help you protect and grow your family’s wealth, we focus on comprehensive planning for your complex needs, supplemented by highly specialized advice and education.

What’s really important to your family—today and for the long term? We employ a range of sophisticated planning strategies and techniques, and we can help you answer these questions and construct a road map that optimizes your wealth, for today and for years to come. As part of the planning process, we can assist with:

Wealth structuring
Succession planning
Retirement planning

Sophisticated portfolio management

No matter how complex your investing needs, we have the experience and the expertise to guide you toward solutions that are aligned with your goals. Using sophisticated analysis to identify investment opportunities, we can help you build an investment portfolio that is precisely tailored to your unique goals and appetite for risk.

Our firm’s open architecture approach allows us to select the best solutions for you from within UBS or externally from a wide range of providers, including:

Traditional investments
Separately managed accounts
Alternative investments
Direct investments
Structured products

Your family. Your legacy.

Families with substantial wealth require skilled advice and guidance, and a keen understanding of complex family dynamics. We are adept at working with families like yours, helping you navigate the complexities that come with multiple generations and—often—jurisdictions.

We help you forge a holistic plan for your wealth that considers the goals and aspirations of every generation and articulates a clear path to move you toward them. In the process, we consider a range of issues, including:

Estate planning
Wealth preservation strategies
Family governance
Next gen education
Legacy planning
Philanthropic giving

Backed by the strength of UBS

A global leader in wealth management

Family office services

Euromoney Private Banking and Wealth Management Survey, 2022

World's best bank

for wealth management

Euromoney Award for Excellence, 2020-2022

More than 150 years

offering financial advice

Your enduring legacy

Pursuing your goals together

John Irwin

Cheryl A. Barker- Harwood, CFP®

Ann Bjerke

David Mietty

Matthew Morris, CFA

Sarah J. Salomon , CAP®

James Jack

Titus Song