Experience

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

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. 

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. 

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

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 two sons reside on the north side of Chicago and enjoy traveling, camping, staying active and cooking.

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.

Ellie joined UBS in 2020 and currently serves as a Senior Wealth Strategy Associate. Her responsibilities include managing client accounts, performance reporting, and financial planning. She also assists in driving business development and leads the team's marketing efforts. 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 staving active, traveling, cooking, and spending time with friends and family. She is also a supporter of Backstoppers, Inc., a foundation dedicated to financially assisting the families of fallen fire, police, and EMT officers.

Annie joined UBS in 2023 and serves as a Client Service Associate. She manages all day to day operational functions for the team including asset transfers, account opening and maintenance, and coordinating client meetings.

Prior to joining UBS, Annie kickstarted her career at E*TRADE as a Financial Services Associate, working with their Elite client services team.

Annie graduated in 2022 from Loyola University Chicago with a degree in Finance and is currently pursuing her MBA at Loyola's Quinlan School of Business. She currently holds her Series 7 and Series 63 licenses.
When Annie's not busy with work or studies, she loves to unwind by playing golf, cooking, exploring new places, and hanging out with her friends and family. In the summer, you can catch her cheering for the Chicago White Sox or biking along the lakeshore path.