Senior Vice President–Wealth Management
Whatever your concerns, I can help you to address your most important priorities. Over the last 34 years, I have put my experience to work for each of my clients, helping them find the best way forward to pursue their goals.
Experience to guide you forward
– Sr. Vice President, Wealth Management, UBS, 2007 – present
– Sr. Vice President of Investments, Smith Barney & predecessor firms,
My professional achievements and education
– Series 7, 65, 63, SIE, PMP securities license
– B.A., Political Science, Elmira College, Elmira, NY
Making a difference in my community
– Country Director, Bright Hope International
– Board member, Chicago Tabernacle, Chicago Illinois
Ben partnered with Michael Risher as a Financial Advisor in 2021. He began his UBS career as a Wealth Planning Associate in 2018. Previously, Ben was the General Manager at the James Beard award-winning restaurant, The Publican. Ben spent 10 years managing restaurants in Chicago, including Girl & The Goat, Little Goat, Urbanbelly & bellyQ.
Ben earned his Bachelor’s degree in Economics and Political Science, with a minor in Entrepreneurship from Indiana University in 2012. He maintains his Series 7, 66, Illinois Life and Health Insurance
Licenses, and also earned his Certified Financial Planner™ & Accredited Wealth Management Advisor designations in 2020.
Ben hails from the Chicago suburb of Glencoe and now lives in Glenview with his wife, Arielle, their son Rafa, and their West Highland Terrier named Feta.
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 Client Associate
Pam Matijevic is a Sr. Registered Client Service Associate and has been with UBS for 15 years and in the Financial Industry for 30 years. Pam's primary responsibilities cover the day to day operational needs of clients, including money transfers, wires, journals and other client needs. Pam has a Bachelor of Science in Merchandising/Marketing with a minor in Business from Northern Illinois University and enjoys spending time with her husband, Joe and her children, Abby and Ben and their many activities.
Wealth Strategy Associate
Rita works together with Michael Risher to develop a comprehensive investment plan using asset allocation to balance risk and return. Her focus is to deliver value- added services to high net worth individuals, small businesses and not for profit institutions. She is committed to providing trusted services and exceptional service to each of the clients, families she works with.
Since 1979 Rita has worked exclusively with the Broker/Dealer divisions of three major institutions, Wells Fargo, Smith Barney and RBC Fain Rauscher. Her background Includes implementing new system programs, integrating trust in brokerage services and managing financial consultants. Rita also has extensive background working with fixed income securities of municipalities.
2010 to present Rita joined UBS as a Wealth Strategy Associate and works on a team to help clients achieve their financial goals.
Series 7, 63, 65, and Insurance licenses
1979 graduate of Drake University, Des Moines, Iowa with Distinction
Rita has served on the Metro Centre of Events Executive Committee and Board of Directors, Burpee Museum Board of Directors and Ethnic Heritage Museum Advisory Board all of Rockford Illinois.