Managing Director–Wealth Management
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
Senior Vice President–Wealth Management
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.
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Senior Vice President–Wealth Management
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.
Vice President–Wealth Management
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
Senior Wealth Strategy Associate
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.
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.
Senior Client Associate
Ellie joined UBS in 2020 and currently serves as a Senior Client Service Associate. Her responsibilities include managing client accounts, cash flow needs, asset transfers and account opening. She also assists with client performance reporting and financial planning. Prior to joining UBS, Ellie began her career at TD Ameritrade in their financial consultant development program.
Ellie graduated from Miami University of Ohio in 2019 with a degree in Finance. She currently holds her Series 7 and Series 66 licenses.
As a St. Louis native, Ellie remains a dedicated Blues and Cardinals fan despite currently residing on the north side of Chicago. She enjoys staying active, traveling, cooking, and spending time with friends and family. She is also an active member of BackStoppers Inc., a foundation dedicated to financially supporting the families of fallen fire, police, and EMT officers.
James joined UBS in 2020 and serves as a Client Service Associate. He is responsible for account maintenance, managing client documentation, trade support, as well as assisting with investment research and analysis. Prior to joining UBS, James began his career at Wedbush Securities working in their Advanced Clearing/Prime Broker division providing multi-faceted support to brokers and advisors throughout the United States.
James graduated from UCLA in 2016 with a History major and Global Studies minor - he has earned his Series 7 and 66 Licenses and is presently a CFA Level I candidate.
James is a passionate sports fan, rarely missing an Arsenal match or Chicago Bears game - he also enjoys cooking, Christopher Nolan movies, collecting vinyl records, and live music. James is an annual contributor to the USPS’s Operation Santa, which enables individuals to sponsor letters written by children in need and respond with gifts on Santa’s behalf.