$2.8 trillion
In invested assets globally
As of 06/30/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
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, tax and 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.
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.
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 in July 2022. 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 and 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.
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, tax and 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.
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.
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 in July 2022. 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 and 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
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Are you ready for a retirement that could span 30 years or more? What’s the right plan to help make sure your retirement funds last? The longer you spend in retirement, the greater the impact these decisions can have. Our team will work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk and time horizon.
Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$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
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