Senior Vice President–Wealth Management
Financial Advisor
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.
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 Vice President–Wealth Management
Financial Advisor
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.
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.
Authorized Officer
Senior Wealth Strategy Associate
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.
Credentials
Authorized Officer
Senior Wealth Strategy Associate
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.
Credentials
Executive Director
Head of Advanced Planning
Executive Director
Senior Wealth Planning Strategist
Executive Director
Head, Portfolio Advisory Group Midwest, New York and Northeast Division
Executive Director
Head – Family Advisory and Philanthropy
Executive Director
Business Owners Segment Lead
Executive Director
Alternative Investments Consultant
Executive Director
Head of Advanced Planning
Executive Director
Senior Wealth Planning Strategist
Executive Director
Head, Portfolio Advisory Group Midwest, New York and Northeast Division
Executive Director
Head – Family Advisory and Philanthropy
Executive Director
Business Owners Segment Lead
Executive Director
Alternative Investments Consultant
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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