Managing Director–Wealth Management
Executive Director
As the managing member of Legacy Partners, Paul serves as a senior advisor providing advice and guidance to clients. He draws upon his deep experience as a Certified Public Accountant to assist clients in business succession planning, estate minimization and philanthropic planning.
Paul proudly served as the Investment Committee Chair - Board of Trustees for the $1.7B Presbyterian Church USA Foundation and has chaired investment, governance and development committees for multiple non-profits.
Paul received a B.S. in Accounting from the Kelley School of Business at Indiana University and a Certificate in Advanced Portfolio Management from DePaul University. He is a CPWA® from the Yale School of Management, a Certified Exit Planning Advisor (CEPA®), a Chartered Retirement Planning Counselor (CRPC®), and a Chartered Retirement Plans Specialist (CRPS®).
Paul and his wife, Kimberly, reside in Barrington with their three children, Connor, Jack & Jenna.
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Managing Director–Wealth Management
Executive Director
As the managing member of Legacy Partners, Paul serves as a senior advisor providing advice and guidance to clients. He draws upon his deep experience as a Certified Public Accountant to assist clients in business succession planning, estate minimization and philanthropic planning.
Paul proudly served as the Investment Committee Chair - Board of Trustees for the $1.7B Presbyterian Church USA Foundation and has chaired investment, governance and development committees for multiple non-profits.
Paul received a B.S. in Accounting from the Kelley School of Business at Indiana University and a Certificate in Advanced Portfolio Management from DePaul University. He is a CPWA® from the Yale School of Management, a Certified Exit Planning Advisor (CEPA®), a Chartered Retirement Planning Counselor (CRPC®), and a Chartered Retirement Plans Specialist (CRPS®).
Paul and his wife, Kimberly, reside in Barrington with their three children, Connor, Jack & Jenna.
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Serving as a relationship manager for the team, Ryan provides advice and guidance to affluent families and professionals. He employs the team's strategic approach in helping clients address their complex financial needs and lay the foundation for pursuing their goals.
Ryan currently serves as the Treasurer of the University of Illinois – Chicago Letterman's Club and is the Founder and President of the Patrick Grange Memorial Foundation for ALS.
Ryan is a Certified Investment Management Analyst (CIMA®) from University of Chicago Booth School of Business, a Certified Exit Planning Advisor (CEPA) and earned the CERTIFIED FINANCIAL PLANNER (CFP®) designation. Ryan received a B.S. in Finance and Marketing from the University of Illinois – Chicago.
Ryan and his wife, Jen, reside in Chicago with their children Isla and Greyson.
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Serving as a relationship manager for the team, Ryan provides advice and guidance to affluent families and professionals. He employs the team's strategic approach in helping clients address their complex financial needs and lay the foundation for pursuing their goals.
Ryan currently serves as the Treasurer of the University of Illinois – Chicago Letterman's Club and is the Founder and President of the Patrick Grange Memorial Foundation for ALS.
Ryan is a Certified Investment Management Analyst (CIMA®) from University of Chicago Booth School of Business, a Certified Exit Planning Advisor (CEPA) and earned the CERTIFIED FINANCIAL PLANNER (CFP®) designation. Ryan received a B.S. in Finance and Marketing from the University of Illinois – Chicago.
Ryan and his wife, Jen, reside in Chicago with their children Isla and Greyson.
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Serving as a relationship manager for the team, Jake executes and implements the strategic recommendations for our clients, such as gaps of insurance coverage and credit and liquidity management solutions through UBS Bank USA. He is also responsible for coordinating with our client’s other advisors to ensure that our collaborative work for our mutual client is achieved.
Jake currently serves as the Treasurer of the Board of Directors for Messiah Lutheran Preschool & Kindergarten and is the Founder and Administrator of The Gayle M. Niggemann Memorial Fund.
Jake received a B.S. in finance from Northern Illinois University and a Certificate in Advanced Portfolio Management from DePaul University.
Jake and his wife, Krystal, reside in Wauconda with their two children, Conrad and Collette.
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Serving as a relationship manager for the team, Jake executes and implements the strategic recommendations for our clients, such as gaps of insurance coverage and credit and liquidity management solutions through UBS Bank USA. He is also responsible for coordinating with our client’s other advisors to ensure that our collaborative work for our mutual client is achieved.
Jake currently serves as the Treasurer of the Board of Directors for Messiah Lutheran Preschool & Kindergarten and is the Founder and Administrator of The Gayle M. Niggemann Memorial Fund.
Jake received a B.S. in finance from Northern Illinois University and a Certificate in Advanced Portfolio Management from DePaul University.
Jake and his wife, Krystal, reside in Wauconda with their two children, Conrad and Collette.
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Wealth Strategy Associate
Jeanne brings over 25 years of financial services experience. She will be responsible for supporting the team in all phases of client relationship management. Jeanne will strive to exceed your expectations by providing attentive, high-touch personalized service.
Jeanne has a BS from the University of Michigan and an MBA from Northwestern University, Kellogg School of Management
Jeanne and her son Sean reside in Barrington.
Education
Wealth Strategy Associate
Jeanne brings over 25 years of financial services experience. She will be responsible for supporting the team in all phases of client relationship management. Jeanne will strive to exceed your expectations by providing attentive, high-touch personalized service.
Jeanne has a BS from the University of Michigan and an MBA from Northwestern University, Kellogg School of Management
Jeanne and her son Sean reside in Barrington.
Education
Client Associate
Ashley will be responsible for supporting the team in all phases of client relationship management. She will strive to provide the high-quality personalized service.
Ashley graduated from The University of Illinois with a B.S. in Molecular and Cellular Biology and an MBA from DePaul University Kellstadt Graduate School of Business.
Ashley resides in Chicago.
Education
Client Associate
Ashley will be responsible for supporting the team in all phases of client relationship management. She will strive to provide the high-quality personalized service.
Ashley graduated from The University of Illinois with a B.S. in Molecular and Cellular Biology and an MBA from DePaul University Kellstadt Graduate School of Business.
Ashley resides in Chicago.
Education
Managing Director
Head of Advanced Planning
Executive Director
Alternative Investments Consultant
Managing Director
Head – Family Advisory and Philanthropy
Managing Director
Head, Portfolio Advisory Group Midwest, New York and Northeast Division
Executive Director
Ultra High Net Worth Lending Specialist, Lending Origination
Managing Director
Head of Advanced Planning
Executive Director
Alternative Investments Consultant
Managing Director
Head – Family Advisory and Philanthropy
Managing Director
Head, Portfolio Advisory Group Midwest, New York and Northeast Division
Executive Director
Ultra High Net Worth Lending Specialist, Lending Origination
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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