Experience

Alignment across investment goals, strategy, implementation and ongoing execution is critical to ensure that my clients achieve the goals they have, for the money they have worked so hard to earn.

A common thread among my clients is how they remain true to themselves and their values regardless of the success they’ve achieved.  Whether an individual, family, current or previous business owner, or executive, the importance of family, integrity and a sense of service and loyalty to both their families and communities drives their purpose behind their wealth.

I admire those who have worked hard and remain grounded in the values that led to their success.  The relationships I have with my clients are founded on mutual respect and a genuine interest in one another’s lives and families.  I encourage my clients to ask me the tough questions, and I pride myself on always being available, honest and forthright. 

Family is truly the most important aspect of my life. My wife and I were married in 1999 and have been fortunate to have three wonderful children.  Throughout the years, I have been actively involved with all of my children as a tennis, soccer, basketball, cross country and baseball coach.  My family will always have my time and attention and I will never take time spent with them for granted.

I bring over 28 years of investment management experience advising families, individuals, businesses and eleemosynary organizations.  I utilize a integrated approach to help them create an actionable plan with flexibility in order to reach their financial and life goals.

My clients have been successful in life, which has led them to achieve the benefits of wealth and, in equal measure, the burden of complexity when it comes to their finances.

I recognize the key to financial success is understanding that wealth management is far more than the individual parts taken in isolation.  My comprehensive financial advice answers important questions beyond simply investment management, such as insurance needs/asset protection, lifetime spending, optimal estate planning strategies, as well as, risk management in order to navigate today’s uncertain capital markets. Operating as an outsourced CFO, I distill challenging situations into something simple that my clients can execute and feel good about. I love the advice aspect of what I do and UBS has the global scale and resources to deliver customized solutions around that advice. 

While my practice is national in scope, my clients have tended to be concentrated in Illinois, Iowa, Michigan, and Florida.  I currently live in Wilmette with my wife, Elizabeth, and are proud parents of three wonderful children. My wife and I enjoy tennis, paddle, pickleball, and golf.

My unique background as an entrepreneur, manufacturing business owner, investment banker, and venture capitalist has led me to my capstone experience, a private wealth advisor at UBS. Culminating over 25 years navigating issues similar to those my clients may face, I utilize a holistic approach to help them create optionality in reaching their financial and life goals.

I enjoy working with business owners, senior leaders, and other successful families.  My clients are highly driven and willing to take risks, which has led them to achieve the benefits of wealth and, in equal measure, the burden of complexity when it comes to their finances.

My comprehensive financial advice answers important questions beyond simply investment management, such as insurance needs, lifetime spending, optimal estate planning strategies, and alternative investment allocations to navigate today’s uncertain capital markets. Operating as an outsourced CFO, I distill challenging situations into something simple that my clients can execute and feel good about. I love the advice aspect of what I do.

I live in Lake Forest with my highly talented calligrapher wife, Joi, and two children. Occasionally you may find me on a tennis or paddle court.  I am also delighted to volunteer as President of the Lake Forest Caucus, and Chair of the Board of Directors of LiftUp Communities.

Tanja Ivovic began her career in the financial services industry in 2001 and in July 2022 rejoined UBS as a Registered Client Service Associate.  Tanja has extensive experience in the financial services industry with previous roles as Banking Center Manager II at MB Financial Bank and Assistant Banking Center Manager at Chase. Tanja enjoys delivering comprehensive service by attending to various account management needs. Tanja holds her Series 7, Series 6, Series 66 and 63 securities licenses.  She resides in Park Ridge, Illinois, with her son, daughter, and cat Lucky.