Irwin Wealth Management
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Your enduring legacy

Private Wealth Management

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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.

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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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    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
        john.irwin@ubs.com
        John Irwin
        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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        View bio
        • AZ
        • CA
        • CO
        • FL
        • GA
        • IL
        • IN
        • KS
        • MD
        • MI
        • MN
        • MO
        • MT
        • NJ
        • OR
        • PA
        • RI
        • TN
        • UT
        • WA
        • 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
            cheryl.barker@ubs.com
            Cheryl A. Barker- Harwood, CFP®
            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.

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            David Mietty

            Executive Director

            Senior Wealth Planning Strategist

            View bio

          • Matthew Morris, CFA

            Executive Director

            Head, Portfolio Advisory Group Midwest, New York and Northeast Division

            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

            John Irwin

            Senior Vice President–Wealth Management

            Financial Advisor

            • image
            • image
            • image
            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
                john.irwin@ubs.com
                John Irwin
                One North Wacker Drive,Chicago,IL,60606
              • Cheryl Barker-Harwood

                Cheryl A. Barker- Harwood, CFP®

                Authorized Officer

                Senior Wealth Strategy Associate

                • image
                • image
                • image
                View bio
                • AZ
                • CA
                • CO
                • FL
                • GA
                • IL
                • IN
                • KS
                • MD
                • MI
                • MN
                • MO
                • MT
                • NJ
                • OR
                • PA
                • RI
                • TN
                • UT
                • WA
                • 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
                    cheryl.barker@ubs.com
                    Cheryl A. Barker- Harwood, CFP®
                    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.

                  • image

                    David Mietty

                    Executive Director

                    Senior Wealth Planning Strategist

                    View bio

                  • Matthew Morris, CFA

                    Executive Director

                    Head, Portfolio Advisory Group Midwest, New York and Northeast Division

                    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.

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                  More than 160 years

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                  Insights

                  Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

                  As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

                  Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

                  Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

                  Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

                  Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

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