$5.8+ trn
UBS Group invested assets
As of 03/31/2024
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12-month period ending March of the prior year.
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.
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Jonathan has been in the financial services industry for the past 18 years. He focuses on the needs of high-net-worth families, corporate executive financial services, and business owners. Jonathan works with executives and their families from multiple fortune 500 companies. Jonathan believes in giving back to the people and communities he serves. He has coached several of his four children’s athletic teams and provides pro bono guidance for multiple donor advised funds
Jonathan received his B.A. in economics from Denison University and studied economics abroad at the University of Wales—Swansea. Along with his CFP, Jon is also a Corporate Stock Benefit Consultant.
Shawn works with business owners, attorneys, and other high net worth investors to deliver best-in-class financial planning and advice. As a Financial Advisor, Shawn has earned the coveted designations of Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®). He has been a member of UBS’s Director Council for numerous years and in 2022, was recognized by Forbes as a Best-In-State Advisor.
Prior to joining UBS Financial Services Inc., Shawn was a partner at a prominent Chicago law firm specializing in securities law. A graduate of Northwestern University with a B.A. in political science, Shawn then went on to earn a J.D. with honors from Chicago-Kent College of Law. He subsequently obtained his Series 7, 31 and 66 securities licenses, as well as life, health, and annuity insurance licenses.
Steve received a Bachelor’s degree in Business Administration from Truman State University in 1993 and has since devoted his entire career to working at UBS. Steve obtained the highly regarded Certified Investment Analyst (CIMA®) certificate in 2004 and the Certified Financial Planner (CFP®) in 2006.
In 2004, Steve co-founded a wealth management team which has transitioned into the Northstar Partners Wealth Management Group. Steve utilizes his advanced analytical skill set to help high net worth individuals develop goal-oriented investment strategies. He evaluates a client's entire financial picture to implement a plan that is customized based on their agreed upon needs and aspirations. Helping families confidently accumulate, preserve, and transfer wealth through our planning-based approach, allows families to successfully achieve their critical life goals. Steve believes in giving back and participated in a UBS mentorship program where he provided a small business owner with six months of pro bono financial advice. Continuing as a mentor, Steve has been working with a US Veteran transitioning to a business career. After losing his wife in December 2011 to a 16-year battle with metastatic breast cancer he became actively involved in supporting breast cancer research and organizations that help care for cancer patients and their loved ones. Steve, his wife Gale and their 3 children Grace, Charlie and William reside in Hinsdale. Steve enjoys coaching their children's soccer teams as well as their annual ski trip out West.
California Insurance License 0E36971
With more than twenty-five years of wealth management experience, Alexis Saed provides conscientious, customized, financial planning centric advice using a collaborative, team based approach to manage the assets, liabilities and insurance needs of his clients. He joined UBS Financial Services Inc after spending 10 years at Smith Barney. He began his career in the financial services industry as a financial consultant with Merrill Lynch. Alexis graduated from the University of Illinois at Urbana-Champaign where he received a Bachelor of Arts degree in Economics and Philosophy. He also received a Master of Arts degree in Economics from Boston University. Alexis volunteers and supports the National MS Society and Feed My Starving Children.
Kristen earned her Bachelor of Science degree from the University of Michigan in 2005. She worked as an orthopedic research specialist at Shriners Hospital for Children and subsequently received her law degree in 2012 from the University of Illinois Chicago School of Law. As an attorney, she concentrated her practice in representing physicians and hospitals in actions alleging medical negligence and was selected as a Leading Lawyers “Emerging Lawyer” in 2017, 2018, 2019, and 2020.
Kristen joined Northstar Partners at UBS in 2020. She adds value for her clients by recognizing the importance of liquidity, longevity, and legacy. She helps individuals and businesses achieve their financial goals by constructing individualized portfolios and creating comprehensive financial plans that are unique to each client. By understanding their needs, and the relationships most important to them, Kristen strives to ensure the financial wellbeing of all her clients.
Kristen enjoys spending time with her daughter, Samantha, attending the ballet, and cheering on her alma mater at the Big House.
California Insurance License 4149532
David works with individuals and families seeking direction, advice and execution. David has been an advisor for over 35 years and began his career with EF Hutton. David has a Bachelor of Arts degree from Loyola University Chicago.
Tawana's career in the financial industry began in banking where she held various positions including bank teller, personal banker, teller supervisor and office manager. In 2000, she began working in the financial services industry as a Registered Client Service Associate and has developed a keen understanding of the trading platforms, operations and technology within the firm.
Tawana has a Bachelor Degree in Business Administration from Chicago State University and currently holds her Series 7, 63 and 66 licenses. In 2021, Tawana was promoted to the title of Team Administrator.
A key member of the Zaharski/Smith Wealth Management Group since 2008, Alexandra works closely with clients close to retirement, developing customized financial plans for their retirement needs and lifelong goals. Her priority is to help her clients get the plans they need while they still have the ability to affect the outcome. Alexandra graduated from Tulane University in New Orleans, and began her career with UBS Financial Services Inc. in 2005. She holds the FINRA Series 7 and Series 66 security licenses as well as her life insurance license. Alexandra's work with both qualified plans and retirement-age individuals prompted her to study for the advanced Chartered Retirement Planning CounselorSM designation, which she received in June 2012. Alexandra, her husband Donnie and their two children live in Chicago. Alexandra is a devoted runner and enjoys travelling with her family.
Rebecca has served over 25 years in the financial services industry. She's a graduate of Michigan State University and holds her FINRA Series 7 license. She enjoys spending her free time with her three kids and husband Jim.
Patrick has been in the financial service industry since August of 2020. Prior to joining UBS in 2022, he worked as a Financial Advisor with Thrivent in the Chicago market. He holds the FINRA Series 7, and Series 66 licenses.
Patrick graduated with a degree in Business Administration from The University of Missouri in 2019. He currently lives in the Chicago neighborhood of Lincoln Park with his wife Claire. Patrick enjoys supporting the Chicago Bears, and the Manchester United.
Mark Leander has several years of experience in Wealth Management. He has worked for firms including JP Morgan Private Bank and Morgan Stanley in the Chicago and Los Angeles markets.
Mark graduated from Saint Louis University and holds the FINRA Series 7 and Series 66 licenses. He is an active member of the Swedish American Chamber of Commerce. Mark enjoys football, soccer, axe throwing, and music.
Jonathan has been in the financial services industry for the past 18 years. He focuses on the needs of high-net-worth families, corporate executive financial services, and business owners. Jonathan works with executives and their families from multiple fortune 500 companies. Jonathan believes in giving back to the people and communities he serves. He has coached several of his four children’s athletic teams and provides pro bono guidance for multiple donor advised funds
Jonathan received his B.A. in economics from Denison University and studied economics abroad at the University of Wales—Swansea. Along with his CFP, Jon is also a Corporate Stock Benefit Consultant.
Shawn works with business owners, attorneys, and other high net worth investors to deliver best-in-class financial planning and advice. As a Financial Advisor, Shawn has earned the coveted designations of Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®). He has been a member of UBS’s Director Council for numerous years and in 2022, was recognized by Forbes as a Best-In-State Advisor.
Prior to joining UBS Financial Services Inc., Shawn was a partner at a prominent Chicago law firm specializing in securities law. A graduate of Northwestern University with a B.A. in political science, Shawn then went on to earn a J.D. with honors from Chicago-Kent College of Law. He subsequently obtained his Series 7, 31 and 66 securities licenses, as well as life, health, and annuity insurance licenses.
Steve received a Bachelor’s degree in Business Administration from Truman State University in 1993 and has since devoted his entire career to working at UBS. Steve obtained the highly regarded Certified Investment Analyst (CIMA®) certificate in 2004 and the Certified Financial Planner (CFP®) in 2006.
In 2004, Steve co-founded a wealth management team which has transitioned into the Northstar Partners Wealth Management Group. Steve utilizes his advanced analytical skill set to help high net worth individuals develop goal-oriented investment strategies. He evaluates a client's entire financial picture to implement a plan that is customized based on their agreed upon needs and aspirations. Helping families confidently accumulate, preserve, and transfer wealth through our planning-based approach, allows families to successfully achieve their critical life goals. Steve believes in giving back and participated in a UBS mentorship program where he provided a small business owner with six months of pro bono financial advice. Continuing as a mentor, Steve has been working with a US Veteran transitioning to a business career. After losing his wife in December 2011 to a 16-year battle with metastatic breast cancer he became actively involved in supporting breast cancer research and organizations that help care for cancer patients and their loved ones. Steve, his wife Gale and their 3 children Grace, Charlie and William reside in Hinsdale. Steve enjoys coaching their children's soccer teams as well as their annual ski trip out West.
California Insurance License 0E36971
With more than twenty-five years of wealth management experience, Alexis Saed provides conscientious, customized, financial planning centric advice using a collaborative, team based approach to manage the assets, liabilities and insurance needs of his clients. He joined UBS Financial Services Inc after spending 10 years at Smith Barney. He began his career in the financial services industry as a financial consultant with Merrill Lynch. Alexis graduated from the University of Illinois at Urbana-Champaign where he received a Bachelor of Arts degree in Economics and Philosophy. He also received a Master of Arts degree in Economics from Boston University. Alexis volunteers and supports the National MS Society and Feed My Starving Children.
Kristen earned her Bachelor of Science degree from the University of Michigan in 2005. She worked as an orthopedic research specialist at Shriners Hospital for Children and subsequently received her law degree in 2012 from the University of Illinois Chicago School of Law. As an attorney, she concentrated her practice in representing physicians and hospitals in actions alleging medical negligence and was selected as a Leading Lawyers “Emerging Lawyer” in 2017, 2018, 2019, and 2020.
Kristen joined Northstar Partners at UBS in 2020. She adds value for her clients by recognizing the importance of liquidity, longevity, and legacy. She helps individuals and businesses achieve their financial goals by constructing individualized portfolios and creating comprehensive financial plans that are unique to each client. By understanding their needs, and the relationships most important to them, Kristen strives to ensure the financial wellbeing of all her clients.
Kristen enjoys spending time with her daughter, Samantha, attending the ballet, and cheering on her alma mater at the Big House.
California Insurance License 4149532
David works with individuals and families seeking direction, advice and execution. David has been an advisor for over 35 years and began his career with EF Hutton. David has a Bachelor of Arts degree from Loyola University Chicago.
Tawana's career in the financial industry began in banking where she held various positions including bank teller, personal banker, teller supervisor and office manager. In 2000, she began working in the financial services industry as a Registered Client Service Associate and has developed a keen understanding of the trading platforms, operations and technology within the firm.
Tawana has a Bachelor Degree in Business Administration from Chicago State University and currently holds her Series 7, 63 and 66 licenses. In 2021, Tawana was promoted to the title of Team Administrator.
A key member of the Zaharski/Smith Wealth Management Group since 2008, Alexandra works closely with clients close to retirement, developing customized financial plans for their retirement needs and lifelong goals. Her priority is to help her clients get the plans they need while they still have the ability to affect the outcome. Alexandra graduated from Tulane University in New Orleans, and began her career with UBS Financial Services Inc. in 2005. She holds the FINRA Series 7 and Series 66 security licenses as well as her life insurance license. Alexandra's work with both qualified plans and retirement-age individuals prompted her to study for the advanced Chartered Retirement Planning CounselorSM designation, which she received in June 2012. Alexandra, her husband Donnie and their two children live in Chicago. Alexandra is a devoted runner and enjoys travelling with her family.
Rebecca has served over 25 years in the financial services industry. She's a graduate of Michigan State University and holds her FINRA Series 7 license. She enjoys spending her free time with her three kids and husband Jim.
Patrick has been in the financial service industry since August of 2020. Prior to joining UBS in 2022, he worked as a Financial Advisor with Thrivent in the Chicago market. He holds the FINRA Series 7, and Series 66 licenses.
Patrick graduated with a degree in Business Administration from The University of Missouri in 2019. He currently lives in the Chicago neighborhood of Lincoln Park with his wife Claire. Patrick enjoys supporting the Chicago Bears, and the Manchester United.
Mark Leander has several years of experience in Wealth Management. He has worked for firms including JP Morgan Private Bank and Morgan Stanley in the Chicago and Los Angeles markets.
Mark graduated from Saint Louis University and holds the FINRA Series 7 and Series 66 licenses. He is an active member of the Swedish American Chamber of Commerce. Mark enjoys football, soccer, axe throwing, and music.
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.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
Watch the replay of our latest House View live conversation which featured insights from Jason Draho, Head of Asset Allocation, David Lefkowitz, Head of Equities CIO Americas, and Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas.
06 August 2024
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager