Innovative solutions designed to make a real impact

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As a Managing Director, Jeff leads the Moster McCormick Norwood team within the Private Wealth Management Group of UBS. Jeff and his team provide comprehensive, consultative, investment planning and wealth management services to ultra-high net worth clients.  With over 20 years of financial experience, Jeff prides himself in being able to convey complex market and economic issues in terms individual investors can relate to and understand. 

Jeff joined UBS in 2015 from Credit Suisse's Private Banking Group.  At Credit Suisse, Jeff was a Director and Relationship Manager who provided investment expertise and planning services to affluent clients and multi-generational family offices.   Prior to Credit Suisse, Jeff worked at Lehman Brothers in the Private Client Group where he specialized in estate planning, municipal fixed income, equities and alternative investments.  

Jeff's professional credentials include the Chartered Financial Analyst (CFA^®) designation from the CFA Institute.  He received his Master of Business Administration (MBA) from Southern Methodist University in Dallas, TX. He was a Deans List Graduate of Indiana University-Bloomington with a BS in Finance.

Jeff and his wife Chrysa have three children and live in Chicago IL. His outside interests include basketball, beach volleyball and periodically performing in a "dad's band" for various events.  He participates in the Union League Club's race relations community outreach, is a supporter of the Chicago Children's Choir and is a member and past President of the Springboard Foundation, an organization that takes a "hands on" approach to helping nonprofit after school programming for at risk Chicago youth in underserved communities

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Chris advises, manages, and acts as a solution partner for a select group of private clients. He has a deep understanding of complex family structures and partners with multiple Family Offices.  Families and individuals with sophisticated investment portfolios rely on his capital markets knowledge, dedication to time-tested asset allocation principals, and constant desire to better understand his client's goals and objectives.

Prior to joining UBS Private Wealth Management, Chris spent several years with Credit Suisse managing client assets in the Private Banking group.  Before Credit Suisse he worked at Corbett Healthcare where his team created product launch solutions that drove the global marketing campaigns for pharmaceutical drugs.

His professional credentials include his Master of Business Administration (MBA) from DePaul University in Chicago, IL.  He is a graduate of Miami University Ohio with a BS in Business.

Chris dedicates time to Children's Home & Aid and Girls in the Game.  Within his family foundation, Ari's Extra Inning, he investigates and commits resources to support youth-at-risk around Illinois.  Chris is passionate about waterskiing, golf, and always being on the move with his wife, Alex. 

• Financial Planning Top 40 Financial Advisors Under 40, 2023The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2018, 2020, 2021, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

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Matt is highly investigative, critical, reasoned and ultimately creative in determining investment strategies on behalf of clients. Matt has a decade and a half of experience in counseling entrepreneurs on matters related to their business. Their entrepreneurial spirit has driven Matt to become more proactive and persistent.

Matt is a member of UBS's Presidents Council.  Prior to joining UBS Private Wealth Management, Matt spent several years at Credit Suisse in the Private Banking division and 11 years before that in corporate banking providing senior debt capital to privately held businesses in the Midwest with JP Morgan and Bank of America. Matt gained broad exposure to entrepreneurial family-owned businesses. That breadth of experience provided Matt with insight into working with entrepreneurs and their advisors in all stages of the business life cycle from start-up to exit.

Matt's passion for investment management began in college where he worked on student-managed portfolios with more than $15 million in University endowed funds under management.  After completing his Bachelor's from University of Dayton, Matt continued his education receiving an MBA from the University of Chicago Booth School of Business where he was a Dean's List graduate in Analytical Finance.

Matt and his wife Lindsay have four children and live in Glen Ellyn, IL.  His hobbies include health and fitness activities, golf and traveling with his family. 

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Tony Unruh joined UBS in 2015 and focuses on building deep client relationships and driving business development for the team. As a Chartered Financial Analyst (CFA®) and Certified Financial Planner™ (CFP®), Tony brings a disciplined investment perspective and comprehensive planning approach to help ensure each client’s objectives are aligned with an appropriate long-term investment philosophy

Prior to joining the team, Tony spent two years focused on portfolio management, financial planning, and relationship management for ultra-high-net-worth families. Partnering with roughly 50 private wealth advisors and their clients across the firm, Tony gaining broad exposure to complex planning and investment strategies.

Before UBS, Tony spent four years at Northern Trust, working both in an institutional consulting role serving hedge funds and in wealth management as a junior portfolio manager. This diverse background has shaped his analytical mindset and client-first approach.

A graduate of The University of Iowa with a degree in Finance, Tony brings a disciplined, thoughtful approach to serving clients.

Outside of work, Tony enjoys staying physically active, traveling, golfing, and spending time with his wife and their two young children.

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Chad joined UBS in 2015 and is an Associate Director and Wealth Strategist within Private Wealth Management. In this role, he delivers holistic, tailored wealth management solutions to a select group of high-net-worth and ultra-high-net-worth families. His responsibilities include investment research and due diligence, trade execution, portfolio construction and implementation, oversight of the team’s discretionary portfolio mandates, and ongoing performance monitoring and analysis. Chad plays a key role in helping ensure that client portfolios are thoughtfully aligned with long-term objectives, risk considerations, and evolving market conditions. Prior to joining UBS, Chad began his career at Credit Suisse in their Private Bank, providing analytical and operational support to financial advisors across the Chicago market.

Chad earned a bachelor’s degree in finance from Central Michigan University and holds the Chartered Financial Analyst (CFA®) designation. He also maintains his Series 7 and Series 66 securities licenses.

Chad resides on the north side of Chicago with his wife Erin and their three sons. Outside of the office, he enjoys spending time outdoors, golfing, traveling, discovering new restaurants, and rooting on all his favorite Detroit sports teams.

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Austin joined UBS in 2025 and serves as a Client Associate within Private Wealth Management. He partners closely with the advisors to support high‑net‑worth and ultra‑high‑net‑worth clients, providing thoughtful administrative, operational, and service support across all aspects of the client relationship. Austin is actively involved in onboarding new clients, maintaining existing accounts, providing detailed financial plans, and coordinating with internal partners to help deliver the firm to our clients. He takes pride in being a reliable point of contact and contributing to the long‑term success of each client relationship. Prior to joining UBS, Austin worked as a Private Client Banker at JPMorgan Chase, where he built strong relationships with affluent clients and supported their banking, credit, and cash management needs.

Austin earned his Bachelor of Science degree in Personal Financial Planning from the University of Missouri. He also holds the FINRA Series 7, Series 63, and Series 65 licenses.

Outside of work, Austin enjoys traveling, golfing, running along the lake, and spending time with family and friends.