$6 trn
UBS Group invested assets
As of 12/31/2024
Private Wealth Management
At MLM Partners, we prioritize open communication with our clients to ensure we’re adding value where you need it most. Headquartered in Atlanta, our team is led by seasoned professionals, who take the time to understand our clients’ financial needs, values, and goals. What matters most to you becomes the core focus of our relationship. You can feel confident that we understand the opportunities and challenges that come with substantial wealth, and are dedicated to working with you to help realize your unique vision for your wealth, your family and your legacy.
Partnering with resources across UBS, including UBS Family Office Solutions as well as our global investment bank, we integrate institutional-level business solutions for family offices. From family governance to business transition, we help bridge the generations to preserve wealth, seize opportunity and create continuity.
Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.
UBS offers a variety of investment advisory programs—including both nondiscretionary and discretionary offerings—to help you pursue your financial objectives. Highly experienced investment specialists provide fully customized investment portfolios to help address your specific needs and goals.
When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal? Your life and priorities are multidimensional. We understand how each can impact the others—not only today but for years and generations to come.
Wealth is more than your investments. It’s the sum of your aspirations for your life, family and future. With our account services, you, as our client, can pursue goals with more confidence because you can see how all your financial activities work together. It’s your wealth, your way.
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Our team is one of a very select number of teams within UBS to have earned the UBS Family Office Consultant (FOC) designation. The FOC designation is limited to teams with a track record of understanding the highly specialized needs of exceptional, multigenerational families and aligning them to the full suite of the firm’s capabilities.
Managing Director–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
404-479-5946
Steve, one of the team’s cofounders, actively works with MLM Partners’ clients to advise them on all facets of their financial lives. Drawing on his experience in tax and wealth planning, he helps families solve complex problems and works with them to find creative solutions to achieve their objectives. Understanding that each client relationship is unique, Steve enjoys learning about their path to wealth creation, and then assisting each family in managing wealth for generations to come.
Steve’s experience includes serving as a Managing Director at J.P. Morgan Private Bank, where he advised ultra high net worth families. Prior to working at J.P. Morgan, as a Senior Vice President at Wachovia Bank, Steve helped create and manage the Financial and Estate Planning Group. He began his career as a CPA with Arthur Andersen in Atlanta, where he was part of the Family Wealth Planning group. Steve has also served as an adjunct professor of estate planning at Oglethorpe University.
Education and designations
Life
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.
Managing Director–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
404-479-5947
Jeff, a cofounder of MLM Partners, acts as the team’s chief investment officer, accessing the entirety of the firm’s capabilities to help oversee investment portfolios. Working closely with the team’s roster of clients, Jeff brings his investment acumen and nearly two decades of experience in private banking and investment management to help guide and advise family offices, ultra high net worth families and successful individuals with targeted, innovative investment solutions.
Prior to joining UBS, Jeff was responsible for J.P. Morgan Private Bank’s investment practice in the Southeast. There, he oversaw a team of investment professionals who provided advice on a wide range of issues, from portfolio construction to asset allocation and manager selection.
Education and designations
Life
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.
Managing Director–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
404-479-5945
John, who cofounded MLM Partners in 2020, takes a lead role in delivering UBS’s investment, wealth transfer, credit and philanthropic services to the team’s select roster of clients, including family offices and ultra high net worth families and individuals. One of the team’s senior partners, he is passionate about providing customized guidance to clients and helping them pursue their most important goals. John works to provide solutions to the complex issues that often accompany substantial wealth, from delivering holistic balance sheet management to helping families make thoughtful generational decisions.
John brings decades of experience advising wealthy multigenerational families, individuals and institutions. Prior to joining UBS, John was a Managing Director at J.P. Morgan Private Bank’s Atlanta office. Previously, he held senior positions at Meritage Capital, HomrichBerg, Atlantic Trust and Furman Selz. Before he entered the financial services industry, he operated a private entity.
Education and designations
Life
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
UBS Financial Services Inc.
Private Wealth Management
404-848-2619
Tom is a seasoned financial advisor with over a decade of experience in wealth management who joined MLM Partners in early 2024 from J.P. Morgan’s Private Bank. With a dedication to providing tailored financial solutions, Tom has established himself as a trusted advisor among high net worth individuals seeking to grow and protect their wealth.
Tom began his career in wealth management at J.P. Morgan Private Bank, where he honed his expertise in the industry and cultivated long-lasting relationships with his clients. Over the course of ten years, he demonstrated a proven track record of delivering personalized financial plans that align with his clients' unique goals and aspirations. Prior to J.P. Morgan Tom worked for SunTrust Robinson Humphrey in Atlanta. During his time with SunTrust he served as a credit associate for the firm’s Interest Rate and Foreign Exchange Marketing Group within their Capital Markets Division.
Education and designations
Life
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.
Director
Senior Wealth Strategy Associate
UBS Financial Services Inc.
Private Wealth Management
404-479-5925
As a Relationship Manager for MLM Partners, Mary is instrumental in helping deliver customized wealth solutions to the team’s clients, who consist primarily of ultra high net worth individuals, families and family offices. She enjoys building relationships with each client and learning more about their family, unique values and aspirations for their wealth. She prides herself on acting as a chief operating officer, ensuring that all client needs are met and seamlessly executed.
Prior roles at J.P. Morgan Private Bank in Atlanta and as a Senior Client Advisor at SCS Financial, a multifamily office in Boston, provided Mary with valuable experience working with family offices and successful individuals, advising them on topics including investments, banking, fiduciary and estate services.
Education and designations
Life
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.
Director
Senior Wealth Strategy Associate
UBS Financial Services Inc.
Private Wealth Management
404-479-5927
John plays an active role on the MLM Partners team, helping address the needs of the team’s select group of clients in areas including investing, wealth transfer and philanthropic services. His focuses on providing advice on portfolio construction, asset allocation and manager selection across public and private markets, ensuring clients receive investment solutions that are comprehensive, yet well aligned with their specific needs and goals.
Prior to joining UBS in 2020, John spent three years at J.P.Morgan’s Private Bank in Atlanta, where he gained exposure to a range of financial planning strategies, as well as experience advising ultra high net worth clients in investment, banking, fiduciary and estate planning issues. In his current role, he enjoys working with multigenerational families to provide tailored solutions and help educate and inform the next generation.
Education and designations
Life
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 Registered Client Associate
UBS Financial Services Inc.
Private Wealth Management
404-479-5951
Thays is responsible for day-to-day operations at MLM Partners and ensuring the team’s clients receive attentive, personalized service. Drawing on a decade of experience in client-facing roles in financial services, Thays strives to make a positive impact in the lives of clients and their families. She helps connect like-minded clients, so that they can share best practices and network.
When she started working in financial services 10 years ago, Thays gravitated towards client services and found that being part of a wealth management team proved a perfect fit. Furthermore, her early career experience as an executive assistant has provided her with invaluable organizational and interpersonal skills, which she uses every day.
Education and designations
Life
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.
Wealth Strategy Associate
UBS Financial Services Inc.
Private Wealth Management
404-479-5918
As a Client Associate for MLM Partners, Jack is responsible for providing analytical and operational support to our team to make certain that our client’s goals and objectives are met. Jack’s primary focus is to connect with our clients and offer his assistance when necessary to enhance the client experience.
Before joining MLM Partners, Jack completed two internships as a Summer Analyst at Green Square Wealth Management in Memphis, TN, where he supported high net worth clients and their advisors. Through this experience, Jack gained valuable skills and knowledge around advising clients on all aspects of the financial spectrum: investing, banking, lending, and estate planning.
Education and designations
Life
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 Wealth Strategy Associate
UBS Financial Services Inc.
Private Wealth Management
404-479-5952
Will is a Wealth Strategy Associate for MLM partners. In his role he supports the team by analyzing client needs and finding effective solutions in areas including investing, wealth transfer, and philanthropic services. Will is passionate about providing exceptional service and building strong client relationships.
Prior to joining MLM Partners, Will worked for two years as an Investment Banking Analyst on the Leveraged and Sponsors Credit team at Truist Securities. At Truist Will underwrote banking facilities across product categories (credit, structured real estate, derivatives), for general corporate purposes, recapitalizations, and mergers & acquisitions.
Education and designations
Life
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.
Client Associate
UBS Financial Services Inc.
Private Wealth Management
404-479-5950
Raldo Spence is a Client Associate for MLM Partners. In his role, he collaborates directly with clients providing outstanding customer service, partners with wealth managers and other experts to address the investment and wealth management needs of our clients.
Raldo is from the country of Jamaica and immigrated to the US in 2022. He has over 12 years of experience in the financial services industry providing banking, lending, and investment solutions to clients. Prior to joining UBS in 2024, he worked at J.P. Morgan Chase as an Associate Banker and in Jamaica as a Branch Manager where he managed over twenty-five employees to drive branch performance results by exceeding sales targets and providing excellent customer service to clients and business partners.
Education and designations
Life
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.
Client Associate
UBS Financial Services Inc.
Private Wealth Management
404-479-5958
Veronica serves as the MLM Partners Chief of Staff. In her role she facilitates the smooth operation of business so that the team can better serve our clients.
Prior to joining UBS in 2025, Veronica served in multiple roles at J.P. Morgan's Private Bank in Atlanta. At J.P. Morgan, Veronica managed the new hire onboarding process and grew partnerships in between key businesses within the firm. She also served as an Executive Administrative Assistant, acting as a point of contact for internal and external partners, managing client center operations, and managing corporate sponsoships.
Prior to her time at J.P. Morgan, Veronica worked as an elementary school teacher in Atlanta.
Education and designations
Life
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.
Managing Director–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
404-479-5946
Steve, one of the team’s cofounders, actively works with MLM Partners’ clients to advise them on all facets of their financial lives. Drawing on his experience in tax and wealth planning, he helps families solve complex problems and works with them to find creative solutions to achieve their objectives. Understanding that each client relationship is unique, Steve enjoys learning about their path to wealth creation, and then assisting each family in managing wealth for generations to come.
Steve’s experience includes serving as a Managing Director at J.P. Morgan Private Bank, where he advised ultra high net worth families. Prior to working at J.P. Morgan, as a Senior Vice President at Wachovia Bank, Steve helped create and manage the Financial and Estate Planning Group. He began his career as a CPA with Arthur Andersen in Atlanta, where he was part of the Family Wealth Planning group. Steve has also served as an adjunct professor of estate planning at Oglethorpe University.
Education and designations
Life
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.
Managing Director–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
404-479-5947
Jeff, a cofounder of MLM Partners, acts as the team’s chief investment officer, accessing the entirety of the firm’s capabilities to help oversee investment portfolios. Working closely with the team’s roster of clients, Jeff brings his investment acumen and nearly two decades of experience in private banking and investment management to help guide and advise family offices, ultra high net worth families and successful individuals with targeted, innovative investment solutions.
Prior to joining UBS, Jeff was responsible for J.P. Morgan Private Bank’s investment practice in the Southeast. There, he oversaw a team of investment professionals who provided advice on a wide range of issues, from portfolio construction to asset allocation and manager selection.
Education and designations
Life
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.
Managing Director–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
404-479-5945
John, who cofounded MLM Partners in 2020, takes a lead role in delivering UBS’s investment, wealth transfer, credit and philanthropic services to the team’s select roster of clients, including family offices and ultra high net worth families and individuals. One of the team’s senior partners, he is passionate about providing customized guidance to clients and helping them pursue their most important goals. John works to provide solutions to the complex issues that often accompany substantial wealth, from delivering holistic balance sheet management to helping families make thoughtful generational decisions.
John brings decades of experience advising wealthy multigenerational families, individuals and institutions. Prior to joining UBS, John was a Managing Director at J.P. Morgan Private Bank’s Atlanta office. Previously, he held senior positions at Meritage Capital, HomrichBerg, Atlantic Trust and Furman Selz. Before he entered the financial services industry, he operated a private entity.
Education and designations
Life
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
UBS Financial Services Inc.
Private Wealth Management
404-848-2619
Tom is a seasoned financial advisor with over a decade of experience in wealth management who joined MLM Partners in early 2024 from J.P. Morgan’s Private Bank. With a dedication to providing tailored financial solutions, Tom has established himself as a trusted advisor among high net worth individuals seeking to grow and protect their wealth.
Tom began his career in wealth management at J.P. Morgan Private Bank, where he honed his expertise in the industry and cultivated long-lasting relationships with his clients. Over the course of ten years, he demonstrated a proven track record of delivering personalized financial plans that align with his clients' unique goals and aspirations. Prior to J.P. Morgan Tom worked for SunTrust Robinson Humphrey in Atlanta. During his time with SunTrust he served as a credit associate for the firm’s Interest Rate and Foreign Exchange Marketing Group within their Capital Markets Division.
Education and designations
Life
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.
Director
Senior Wealth Strategy Associate
UBS Financial Services Inc.
Private Wealth Management
404-479-5925
As a Relationship Manager for MLM Partners, Mary is instrumental in helping deliver customized wealth solutions to the team’s clients, who consist primarily of ultra high net worth individuals, families and family offices. She enjoys building relationships with each client and learning more about their family, unique values and aspirations for their wealth. She prides herself on acting as a chief operating officer, ensuring that all client needs are met and seamlessly executed.
Prior roles at J.P. Morgan Private Bank in Atlanta and as a Senior Client Advisor at SCS Financial, a multifamily office in Boston, provided Mary with valuable experience working with family offices and successful individuals, advising them on topics including investments, banking, fiduciary and estate services.
Education and designations
Life
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.
Director
Senior Wealth Strategy Associate
UBS Financial Services Inc.
Private Wealth Management
404-479-5927
John plays an active role on the MLM Partners team, helping address the needs of the team’s select group of clients in areas including investing, wealth transfer and philanthropic services. His focuses on providing advice on portfolio construction, asset allocation and manager selection across public and private markets, ensuring clients receive investment solutions that are comprehensive, yet well aligned with their specific needs and goals.
Prior to joining UBS in 2020, John spent three years at J.P.Morgan’s Private Bank in Atlanta, where he gained exposure to a range of financial planning strategies, as well as experience advising ultra high net worth clients in investment, banking, fiduciary and estate planning issues. In his current role, he enjoys working with multigenerational families to provide tailored solutions and help educate and inform the next generation.
Education and designations
Life
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 Registered Client Associate
UBS Financial Services Inc.
Private Wealth Management
404-479-5951
Thays is responsible for day-to-day operations at MLM Partners and ensuring the team’s clients receive attentive, personalized service. Drawing on a decade of experience in client-facing roles in financial services, Thays strives to make a positive impact in the lives of clients and their families. She helps connect like-minded clients, so that they can share best practices and network.
When she started working in financial services 10 years ago, Thays gravitated towards client services and found that being part of a wealth management team proved a perfect fit. Furthermore, her early career experience as an executive assistant has provided her with invaluable organizational and interpersonal skills, which she uses every day.
Education and designations
Life
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.
Wealth Strategy Associate
UBS Financial Services Inc.
Private Wealth Management
404-479-5918
As a Client Associate for MLM Partners, Jack is responsible for providing analytical and operational support to our team to make certain that our client’s goals and objectives are met. Jack’s primary focus is to connect with our clients and offer his assistance when necessary to enhance the client experience.
Before joining MLM Partners, Jack completed two internships as a Summer Analyst at Green Square Wealth Management in Memphis, TN, where he supported high net worth clients and their advisors. Through this experience, Jack gained valuable skills and knowledge around advising clients on all aspects of the financial spectrum: investing, banking, lending, and estate planning.
Education and designations
Life
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 Wealth Strategy Associate
UBS Financial Services Inc.
Private Wealth Management
404-479-5952
Will is a Wealth Strategy Associate for MLM partners. In his role he supports the team by analyzing client needs and finding effective solutions in areas including investing, wealth transfer, and philanthropic services. Will is passionate about providing exceptional service and building strong client relationships.
Prior to joining MLM Partners, Will worked for two years as an Investment Banking Analyst on the Leveraged and Sponsors Credit team at Truist Securities. At Truist Will underwrote banking facilities across product categories (credit, structured real estate, derivatives), for general corporate purposes, recapitalizations, and mergers & acquisitions.
Education and designations
Life
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.
Client Associate
UBS Financial Services Inc.
Private Wealth Management
404-479-5950
Raldo Spence is a Client Associate for MLM Partners. In his role, he collaborates directly with clients providing outstanding customer service, partners with wealth managers and other experts to address the investment and wealth management needs of our clients.
Raldo is from the country of Jamaica and immigrated to the US in 2022. He has over 12 years of experience in the financial services industry providing banking, lending, and investment solutions to clients. Prior to joining UBS in 2024, he worked at J.P. Morgan Chase as an Associate Banker and in Jamaica as a Branch Manager where he managed over twenty-five employees to drive branch performance results by exceeding sales targets and providing excellent customer service to clients and business partners.
Education and designations
Life
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.
Client Associate
UBS Financial Services Inc.
Private Wealth Management
404-479-5958
Veronica serves as the MLM Partners Chief of Staff. In her role she facilitates the smooth operation of business so that the team can better serve our clients.
Prior to joining UBS in 2025, Veronica served in multiple roles at J.P. Morgan's Private Bank in Atlanta. At J.P. Morgan, Veronica managed the new hire onboarding process and grew partnerships in between key businesses within the firm. She also served as an Executive Administrative Assistant, acting as a point of contact for internal and external partners, managing client center operations, and managing corporate sponsoships.
Prior to her time at J.P. Morgan, Veronica worked as an elementary school teacher in Atlanta.
Education and designations
Life
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.
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.
Our team is dedicated to helping provide balance sheet management to help families with multigenerational wealth, meet their long-term objectives. Working with this goal in mind, helps to shape every interaction, decision, and service we provide.
We strive to deliver an excellent client experience. Each interaction is designed to meet high standards, ensuring that our clients feel valued, understood, and supported throughout their financial journey. We focus on clear communication, personalized strategies, and a responsive approach to address the unique needs of each family we work with.
We act with honesty, transparency, and accountability in every decision we make. Our clients’ trust is our most cherished asset, and we work diligently to help maintain it through ethical practices and unwavering moral principles.
We believe that work should be enjoyable and fulfilling. Our team thrives in an environment where creativity, collaboration, and passion are encouraged. By fostering a culture of fun and enthusiasm, we ensure that our team remains motivated and engaged, which translates to exceptional service for our clients.
Our team aims to prioritize the needs of our clients, team members, and community, striving to uplift and empower those around us. We strive to lead with empathy, humility, and a genuine desire to help, creating a supportive and inclusive environment that nurtures growth and success.
Our team recognizes our strengths, but remain open to learning and growth. This balance helps us to provide innovative solutions and sound advice, while staying grounded and approachable.
The UBS Family Office Quarterly features articles and conversations with specialists from UBS as well as leading experts. Explore insights on the multiple dimensions of starting and managing a family office.
Unlocking opportunity through collaboration
Through specialized centers of excellence, we connect UHNW clients and families to the most relevant expertise through every stage of their financial, professional and personal journeys.
Family offices are as different as the families they serve—one size does not fit all. For families who are seeking to coordinate and consolidate their investment management and planning, a well-structured family office can play a crucial role in the preservation and growth of wealth through the generations.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
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