Innovative solutions designed to make a real impact

Private Wealth Management

Chicago skyline

Your success is a reflection of your hard work, innovation and integrity. All qualities that we share. As Private Wealth Advisors and Family Office Consultants, we offer a comprehensive, collaborative approach to modern wealth management.

Our team recognizes that the complexity of your wealth demands strategic solutions that may come from both within and outside of UBS. This respect for your life and goals drives our commitment to serving all aspects of your financial world, whether directly or working with your family office.

We are often the first call our clients make. Driven, passionate and successful, they include multigenerational families, entrepreneurs, senior executives and family offices. We provide the access, perspective and the continuity our exceptional clients need to help them fully realize the life they envision, today and for generations to come.

Our team’s private wealth experience and access to global resources are designed to make a real impact in the lives of our clients, whether pursuing a new business venture, exploring a philanthropic passion or educating children about their future financial responsibilities.

- Jeff Moster

Advice. Strategy. Service.

Our team’s consultative process helps clients clarify their current financial situation, identify challenges and create a comprehensive plan. We have the resources and experience to fully understand the markets and build highly customized solutions. We collaborate with our clients’ other trusted advisors, as well as our network of professionals, leading the effort to develop one integrated approach.

  • Jeffery Moster photo

    Jeff Moster, CFA

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MN
    • MO
    • NC
    • NJ
    • NV
    • NY
    • OH
    • SC
    • TN
    • TX
    • VA
    • WI

    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

          One North Wacker Drive
          Chicago, IL 60606
        • Christopher McCormick

          Christopher McCormick

          Senior Vice President–Wealth Management

          Financial Advisor

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          • CA
          • CO
          • DC
          • FL
          • GA
          • IA
          • IL
          • IN
          • KS
          • MA
          • MD
          • MN
          • MO
          • MT
          • NE
          • NH
          • NJ
          • NV
          • NY
          • OH
          • SC
          • TN
          • TX
          • WI

          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. 

          • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2019, 2020, 2021, 2022The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year.
          • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year. 
          • Forbes Best-in-State Wealth Advisors, 2018, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

              One North Wacker Drive
              Chicago, IL 60606
            • Matthew Norwood

              Matthew Norwood

              Senior Vice President–Wealth Management

              Financial Advisor

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              • CA
              • CO
              • DC
              • FL
              • GA
              • IA
              • IL
              • IN
              • KS
              • MA
              • MD
              • MI
              • MN
              • MO
              • MT
              • NE
              • NH
              • NJ
              • NV
              • NY
              • OH
              • SC
              • TN
              • TX
              • WI

              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. 

                    One North Wacker Drive
                    Chicago, IL 60606
                  •  Anthony Joseph Unruh

                    Anthony Joseph Unruh III, CFA, CFP®

                    Vice President–Wealth Management

                    Financial Advisor

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                    • AR
                    • AZ
                    • CA
                    • CO
                    • CT
                    • FL
                    • GA
                    • IA
                    • IL
                    • IN
                    • KS
                    • MA
                    • MI
                    • MN
                    • MO
                    • NE
                    • NH
                    • NJ
                    • NV
                    • NY
                    • OH
                    • SC
                    • TN
                    • TX
                    • VI
                    • WI

                    Tony's focus is on relationship management and driving new business development for the team. As a CFA and CFP, he leverages his investment and planning acumen to ensure our client's goals align with the appropriate investment philosophy.

                    For two years prior to joining the team, Tony specialized in portfolio management, financial planning and relationship management for ultra-high net worth clients. He was hired into UBS's advisory training program where he worked with roughly 40 different private wealth advisors and their clients across the firm. Before UBS, Tony spent 4 years at Northern Trust both in an Institutional capacity consulting for hedge funds, and in a wealth management capacity as a junior portfolio manager.

                    His professional credentials include the Chartered Financial Analyst (CFA®) designation & the Certified Financial Planning (CFP®) designation. He is a graduate of The University of Iowa with a BS in Finance.

                    Tony is passionate about staying physically active, whether it's a run along the lakeshore or a workout at the gym. He is an avid golfer, enjoys traveling and spending time with his family

                          One North Wacker Drive
                          Chicago, IL 60606
                        • Chad Horetski

                          Chad Horetski, CFA

                          Authorized Officer

                          Senior Wealth Strategy Associate

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                          • AZ
                          • CA
                          • CO
                          • CT
                          • DC
                          • FL
                          • GA
                          • IA
                          • ID
                          • IL
                          • IN
                          • KS
                          • MA
                          • MD
                          • MI
                          • MN
                          • MO
                          • NC
                          • NE
                          • NJ
                          • NV
                          • NY
                          • OH
                          • SC
                          • TN
                          • TX
                          • UT
                          • VA
                          • WI

                          Chad joined UBS in 2015 and currently serves as a Senior Wealth Strategy Associate. His responsibilities on the team include investment research, trading, portfolio construction and implementation, managing the team's discretionary portfolios, and performance evaluation. Prior to joining UBS, Chad began his career at Credit Suisse working in their Private Banking branch operations supporting financial advisors throughout the Chicago market.

                          Chad earned his degree in Finance from Central Michigan University and is a Chartered Financial Analyst (CFA®). He also has his Series 7 and 66 securities licenses.

                          Chad, his wife Erin, and their son William reside on the north side of Chicago and enjoy traveling, camping, staying active and cooking. He is also a current Associate Board member and past President of Supplies for Dreams, a non-profit organization dedicated to providing critical resources and opportunities to Chicago Public School students in need.

                                One North Wacker Drive
                                Chicago, IL 60606
                              •  Chelsea Revethis

                                Chelsea Revethis

                                Authorized Officer

                                Team Administrator

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                                • AZ
                                • CA
                                • CO
                                • CT
                                • DC
                                • FL
                                • GA
                                • IA
                                • ID
                                • IL
                                • KS
                                • MA
                                • MD
                                • MI
                                • MN
                                • MO
                                • NC
                                • NE
                                • NJ
                                • NV
                                • NY
                                • OH
                                • SC
                                • TN
                                • TX
                                • UT
                                • VA
                                • WI

                                Chelsea joined UBS in 2021 and serves as the Team Administrator. She is responsible for supporting the advisors and clients and overseeing the day-to-day operations and administrative duties of the team in order to ensure superior client service. Prior to joining UBS, Chelsea worked as a Client Service Operational Advisor/Senior Associate at Bernstein Private Wealth Management.

                                Chelsea graduated from Northwestern University in 2016 with a Learning and Organizational Change major. She has earned her Series 7 and 63 Licenses.

                                Chelsea loves all things Peloton and trying new cooking recipes. She is a red wine enthusiast and avid dog lover. Chelsea was a former Northwestern University swimmer and loves to stay in the pool by helping younger children learn how to swim.

                                      One North Wacker Drive
                                      Suite 3700
                                      Chicago, IL 60606
                                    Chicago building illustration

                                    The value of Family Office Consultants

                                    Jeffrey Moster, Christopher McCormick and Matthew Norwood are among a select group of Private Wealth Advisors who have earned the Family Office Consultant (FOC) business designation. Understanding the complexities of intergenerational wealth, FOCs undergo rigorous training to strengthen their industry knowledge so they can align specific needs to the full suite of UBS capabilities, managing the investment, business, passion and legacy needs their clients face.

                                    Backed by the strength of UBS

                                    A global leader in wealth management

                                    $2.8 trillion

                                    In invested assets globally 
                                    As of 06/30/2022

                                    51 countries

                                    Our global footprint

                                    Global leader

                                    UBS is a world-leading wealth manager