Your future. Your legacy

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.

Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Connect with us

Advice. Beyond investing

Barrons has recognized us as a

Barron’s 2024 Top 250 Private Wealth Management Teams

The Barron’s rating is awarded annually in May based on information from the prior year Q4. 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

The team has been recognized as a:

Forbes Best-in-State Wealth Management Teams 2023, 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.

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Private Wealth Advisors

Paul E. Lee, CPWA, CEPA, CRPS, CRPC

Senior Vice President–Wealth Management
Paul E. Lee, CPWA, CEPA, CRPS, CRPC

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

303 E Main Street
3rd Floor
Barrington, IL 60010

847-277-2133
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- VA
- VI
- VT
- WA
- WI
As the managing member of Legacy Partners, Paul serves as a relationship manager for the team providing advice and guidance to clients. He draws upon his deep experience as a Certified Public Accountant to assist clients in business succession planning, estate minimization, philanthropic planning, and tax management.

Paul proudly served as the Investment Committee Chair - Board of Trustees for the $1.7B Presbyterian Church USA Foundation for eight years, and has chaired investment, governance and development committees for multiple non-profits.

Paul received a B.S. in Accounting from the Kelley School of Business at Indiana University and a Certificate in Advanced Portfolio Management from DePaul University. He is a Certified Private Wealth Advisor CPWA® from the Yale School of Management, a Certified Exit Planning Advisor (CEPA®), a Chartered Retirement Planning Counselor (CRPC®), and a Chartered Retirement Plans Specialist (CRPS®).

Paul and his wife, Kimberly, reside in Barrington with their three children, Connor, Jack & Jenna.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
- The Kelley School of Business at Indiana University, B.S. in Accounting
- DePaul University, Certificate in Advanced Portfolio Management
- Yale School of Management
- Certified Private Wealth Advisor
- Endowment & Foundation Consultant
- Retirement Plan Consultant
- Chartered Retirement Planning Counselor
- Chartered Retirement Plans Specialist℠
Financial planning

Long-term care planning

Estate planning strategies

Philanthropy

Exit planning

Alternative investments

Retirement Plan consulting

Family Offices

303 E Main Street
3rd Floor
Barrington, IL 60010

paul.e.lee@ubs.com

Paul E. Lee, CPWA, CEPA, CRPS, CRPC

303 E Main Street,Barrington,IL,60010

Strategic Partners

Ryan T. Lindgren, CIMA, CFP

Senior Vice President–Wealth Management
Ryan T. Lindgren, CIMA, CFP

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

303 East Main Street
Barrington, IL 60010

847-277-2131
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Serving as a relationship manager for the team, Ryan provides advice and guidance to affluent families and professionals. He employs the team's strategic approach in helping clients address their complex financial needs and lay the foundation for pursuing their goals.

Ryan currently serves as the Treasurer of the University of Illinois – Chicago Letterman's Club and is the Founder and President of the Patrick Grange Memorial Foundation for ALS.

Ryan is a Certified Investment Management Analyst (CIMA®) from University of Chicago Booth School of Business, a Certified Exit Planning Advisor (CEPA) and earned the CERTIFIED FINANCIAL PLANNER (CFP®) designation. Ryan received a B.S. in Finance and Marketing from the University of Illinois – Chicago.

Ryan and his wife, Jen, reside in Chicago with their children Isla and Greyson.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
- University of Illinois – Chicago, B.S. Finance and Marketing
- Certified Investment Management Analyst®
- CERTIFIED FINANCIAL PLANNER®
- Certified Exit Planning Advisor
Financial planning

Retirement planning

Estate planning strategies

Business succession

Investing

Custom portfolios

303 East Main Street
Barrington, IL 60010

ryan.lindgren@ubs.com

Ryan T. Lindgren, CIMA, CFP

303 East Main Street,Barrington,IL,60010
Jacob R. Niggemann

Senior Vice President–Wealth Management
Jacob R. Niggemann

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

303 East Main Street
Barrington, IL 60010

847-277-2103
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Serving as a relationship manager for the team, Jake executes and implements the strategic recommendations for our clients, such as gaps of insurance coverage and credit and liquidity management solutions through UBS Bank USA. He is also responsible for coordinating with our client’s other advisors to ensure that our collaborative work for our mutual client is achieved.

Jake currently serves as the Treasurer of the Board of Directors for Messiah Lutheran Preschool & Kindergarten and is the Founder and Administrator of The Gayle M. Niggemann Memorial Fund.

Jake received a B.S. in finance from Northern Illinois University and a Certificate in Advanced Portfolio Management from DePaul University.

Jake and his wife, Krystal, reside in Wauconda with their two children, Conrad and Collette.
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.
- Northern Illinois University, B.S. Finance
- DePaul University, Certificate in Advanced Portfolio Management
Financial planning

Retirement planning

Estate planning strategies

Business succession

Investing

Custom portfolios

Asset allocation

Securities-backed lending

303 East Main Street
Barrington, IL 60010

jacob.niggemann@ubs.com

Jacob R. Niggemann

303 East Main Street,Barrington,IL,60010
Jeanne Varwig

Wealth Strategy Associate
Jeanne Varwig

Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

303 East Main Street
Barrington, IL 60010

847-277-2121
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Jeanne brings over 25 years of financial services experience. She will be responsible for supporting the team in all phases of client relationship management. Jeanne will strive to exceed your expectations by providing attentive, high-touch personalized service.

Jeanne has a BS from the University of Michigan and an MBA from Northwestern University, Kellogg School of Management

Jeanne and her son Sean reside in Barrington.
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.
- University of Michigan, B.A. English
- Kellogg Scholl of Management, Northwestern University, MBA, Finance & Accounting
303 East Main Street
Barrington, IL 60010

jeanne.varwig@ubs.com

Jeanne Varwig

303 East Main Street,Barrington,IL,60010

Ann Bjerke

Executive Director

Head of Advanced Planning

View bio

Ann focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. Prior to joining UBS in 2008, Ann practiced law with the law firm of Levin, Schreder & Carey, focusing on estate tax and income tax planning for ultra high net worth individuals, families and business owners.
Titus Song

Executive Director

Alternative Investments Consultant

View bio

Titus Song is an Executive Director of Alternative Investments covering various markets in the Central and West Divisions for UBS Financial Services. His role is to oversee distribution of alternative investments (hedge funds, private equity and private real estate) by helping financial advisors and clients understand how these offerings function and their effect on investment portfolios.

Professional History
Titus joined UBS in 2007 working with the Structured Solutions group. In late 2008, Titus moved to the Alternative Investments group where he has covered a wide swath of the country helping clients and financial advisors understand alternative investments and how they can enhance portfolio efficiency and help clients reach their financial goals.

In his 32-year career in financial services, Titus has worked at various large financial services firms and banks where he held roles in small and large cap equity trading, as well as in product management. Titus also served as the head of investments and product management at a large regional registered investment advisor prior to joining UBS.

Education
Titus earned a B.A. in Political Science with a concentration in Political Economy at Carleton College in Northfield MN. He also received an M.B.A. from the Carlson School of Business at the University of Minnesota.

Licenses and Certifications
Titus holds Series 7, 31 and 66 licenses.
Sarah J. Salomon , CAP®

Executive Director

Head – Family Advisory and Philanthropy

View bio

Sarah leads a team of Senior Strategists who work with families on understanding money, values and philanthropic intent. Family Advisory and Philanthropy Services serves as thought partners to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.
Matthew Morris, CFA

Executive Director

Head, Portfolio Advisory Group Midwest, New York and Northeast Division

View bio

Matthew Morris is the Midwest Division Head of the Portfolio Advisory Group (PAG), leading a regional team of experienced investment professionals dedicated to providing asset allocation, portfolio construction, and investment management guidance and education to UBS' Ultra High Net Worth clients. Matthew and his team specialize in developing multi-asset, customized investment strategies and portfolios for sophisticated individuals, families, and institutions.
Leora Zach

Executive Director

Client Solutions Specialist, Family Office Solutions

View bio

Professional History
Leora is an Executive Director and Client Solutions Specialist in the Family Office Solutions team within Private Wealth Management. The Family Office Solutions (FOS) team holistically services $100m+ clients and family offices in partnership with Private Wealth Advisors. In her role, Leora is dedicated to providing clients with superior client service by leading complex, multi-product transactions and helping design custom offerings based on client needs.

Prior to FOS, Leora was an Executive Director in the Direct Investments Group. She raised private capital for direct private equity and real estate investments across a range of industries, stages, structures and geographies. She covered 1,500+ family office and institutional wealth management relationships nationally. Before that, Leora was a part of the OneBank team and assisted UBS clients on a range of investment banking transactions including mergers and acquisitions, equity capital raising and debt capital raising. She also ran UBS' Middle Market Investment Banking Network, a partnership with 30 firms across the country to assist business owner clients in need of pre-sale planning and investment banking services.

Leora joined UBS in 2009 as an Investment Banker in the Power & Utilities Group, advising companies on strategic M&A and capital raising transactions, both domestically and cross-border.

Education
Leora is a CFA Charterholder and is on the Young Leaders committee at the CFA Society of NY. She is also a Certified Exit Planning Advisor (CEPA). Leora holds a Bachelor of Science degree in Finance from the University of Connecticut Honors School. She holds her Series 7 and Series 63 licenses.

Leora is married, with four sons, and resides in Holmdel, New Jersey.
Jennifer Miara

Executive Director

Ultra High Net Worth Lending Specialist, Lending Origination

View bio

Jennifer Miara is an Executive Director, Tailored Lending Specialist with over 20 years of experience in wealth management with a specialty both in HNW, UHNW, and commercial banking and lending. Some of Jennifer’s accomplishments include working as business head of banking and lending for a top 10 RIA and their family office services, running the national banking and lending group for UHNW clients at US Bank directly with the group’s chief credit officer, and also helping manage several of the top 10 AmLaw 100 global law firms.

Private Wealth Advisors

Paul E. Lee, CPWA, CEPA, CRPS, CRPC

Senior Vice President–Wealth Management
Paul E. Lee, CPWA, CEPA, CRPS, CRPC

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

303 E Main Street
3rd Floor
Barrington, IL 60010

847-277-2133
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- VA
- VI
- VT
- WA
- WI
As the managing member of Legacy Partners, Paul serves as a relationship manager for the team providing advice and guidance to clients. He draws upon his deep experience as a Certified Public Accountant to assist clients in business succession planning, estate minimization, philanthropic planning, and tax management.

Paul proudly served as the Investment Committee Chair - Board of Trustees for the $1.7B Presbyterian Church USA Foundation for eight years, and has chaired investment, governance and development committees for multiple non-profits.

Paul received a B.S. in Accounting from the Kelley School of Business at Indiana University and a Certificate in Advanced Portfolio Management from DePaul University. He is a Certified Private Wealth Advisor CPWA® from the Yale School of Management, a Certified Exit Planning Advisor (CEPA®), a Chartered Retirement Planning Counselor (CRPC®), and a Chartered Retirement Plans Specialist (CRPS®).

Paul and his wife, Kimberly, reside in Barrington with their three children, Connor, Jack & Jenna.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
- The Kelley School of Business at Indiana University, B.S. in Accounting
- DePaul University, Certificate in Advanced Portfolio Management
- Yale School of Management
- Certified Private Wealth Advisor
- Endowment & Foundation Consultant
- Retirement Plan Consultant
- Chartered Retirement Planning Counselor
- Chartered Retirement Plans Specialist℠
Financial planning

Long-term care planning

Estate planning strategies

Philanthropy

Exit planning

Alternative investments

Retirement Plan consulting

Family Offices

303 E Main Street
3rd Floor
Barrington, IL 60010

paul.e.lee@ubs.com

Paul E. Lee, CPWA, CEPA, CRPS, CRPC

303 E Main Street,Barrington,IL,60010

Strategic Partners

Ryan T. Lindgren, CIMA, CFP

Senior Vice President–Wealth Management
Ryan T. Lindgren, CIMA, CFP

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

303 East Main Street
Barrington, IL 60010

847-277-2131
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Serving as a relationship manager for the team, Ryan provides advice and guidance to affluent families and professionals. He employs the team's strategic approach in helping clients address their complex financial needs and lay the foundation for pursuing their goals.

Ryan currently serves as the Treasurer of the University of Illinois – Chicago Letterman's Club and is the Founder and President of the Patrick Grange Memorial Foundation for ALS.

Ryan is a Certified Investment Management Analyst (CIMA®) from University of Chicago Booth School of Business, a Certified Exit Planning Advisor (CEPA) and earned the CERTIFIED FINANCIAL PLANNER (CFP®) designation. Ryan received a B.S. in Finance and Marketing from the University of Illinois – Chicago.

Ryan and his wife, Jen, reside in Chicago with their children Isla and Greyson.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
- University of Illinois – Chicago, B.S. Finance and Marketing
- Certified Investment Management Analyst®
- CERTIFIED FINANCIAL PLANNER®
- Certified Exit Planning Advisor
Financial planning

Retirement planning

Estate planning strategies

Business succession

Investing

Custom portfolios

303 East Main Street
Barrington, IL 60010

ryan.lindgren@ubs.com

Ryan T. Lindgren, CIMA, CFP

303 East Main Street,Barrington,IL,60010
Jacob R. Niggemann

Senior Vice President–Wealth Management
Jacob R. Niggemann

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

303 East Main Street
Barrington, IL 60010

847-277-2103
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Serving as a relationship manager for the team, Jake executes and implements the strategic recommendations for our clients, such as gaps of insurance coverage and credit and liquidity management solutions through UBS Bank USA. He is also responsible for coordinating with our client’s other advisors to ensure that our collaborative work for our mutual client is achieved.

Jake currently serves as the Treasurer of the Board of Directors for Messiah Lutheran Preschool & Kindergarten and is the Founder and Administrator of The Gayle M. Niggemann Memorial Fund.

Jake received a B.S. in finance from Northern Illinois University and a Certificate in Advanced Portfolio Management from DePaul University.

Jake and his wife, Krystal, reside in Wauconda with their two children, Conrad and Collette.
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.
- Northern Illinois University, B.S. Finance
- DePaul University, Certificate in Advanced Portfolio Management
Financial planning

Retirement planning

Estate planning strategies

Business succession

Investing

Custom portfolios

Asset allocation

Securities-backed lending

303 East Main Street
Barrington, IL 60010

jacob.niggemann@ubs.com

Jacob R. Niggemann

303 East Main Street,Barrington,IL,60010
Jeanne Varwig

Wealth Strategy Associate
Jeanne Varwig

Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

303 East Main Street
Barrington, IL 60010

847-277-2121
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Jeanne brings over 25 years of financial services experience. She will be responsible for supporting the team in all phases of client relationship management. Jeanne will strive to exceed your expectations by providing attentive, high-touch personalized service.

Jeanne has a BS from the University of Michigan and an MBA from Northwestern University, Kellogg School of Management

Jeanne and her son Sean reside in Barrington.
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.
- University of Michigan, B.A. English
- Kellogg Scholl of Management, Northwestern University, MBA, Finance & Accounting
303 East Main Street
Barrington, IL 60010

jeanne.varwig@ubs.com

Jeanne Varwig

303 East Main Street,Barrington,IL,60010

Ann Bjerke

Executive Director

Head of Advanced Planning

View bio

Ann focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. Prior to joining UBS in 2008, Ann practiced law with the law firm of Levin, Schreder & Carey, focusing on estate tax and income tax planning for ultra high net worth individuals, families and business owners.
Titus Song

Executive Director

Alternative Investments Consultant

View bio

Titus Song is an Executive Director of Alternative Investments covering various markets in the Central and West Divisions for UBS Financial Services. His role is to oversee distribution of alternative investments (hedge funds, private equity and private real estate) by helping financial advisors and clients understand how these offerings function and their effect on investment portfolios.

Professional History
Titus joined UBS in 2007 working with the Structured Solutions group. In late 2008, Titus moved to the Alternative Investments group where he has covered a wide swath of the country helping clients and financial advisors understand alternative investments and how they can enhance portfolio efficiency and help clients reach their financial goals.

In his 32-year career in financial services, Titus has worked at various large financial services firms and banks where he held roles in small and large cap equity trading, as well as in product management. Titus also served as the head of investments and product management at a large regional registered investment advisor prior to joining UBS.

Education
Titus earned a B.A. in Political Science with a concentration in Political Economy at Carleton College in Northfield MN. He also received an M.B.A. from the Carlson School of Business at the University of Minnesota.

Licenses and Certifications
Titus holds Series 7, 31 and 66 licenses.
Sarah J. Salomon , CAP®

Executive Director

Head – Family Advisory and Philanthropy

View bio

Sarah leads a team of Senior Strategists who work with families on understanding money, values and philanthropic intent. Family Advisory and Philanthropy Services serves as thought partners to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.
Matthew Morris, CFA

Executive Director

Head, Portfolio Advisory Group Midwest, New York and Northeast Division

View bio

Matthew Morris is the Midwest Division Head of the Portfolio Advisory Group (PAG), leading a regional team of experienced investment professionals dedicated to providing asset allocation, portfolio construction, and investment management guidance and education to UBS' Ultra High Net Worth clients. Matthew and his team specialize in developing multi-asset, customized investment strategies and portfolios for sophisticated individuals, families, and institutions.
Leora Zach

Executive Director

Client Solutions Specialist, Family Office Solutions

View bio

Professional History
Leora is an Executive Director and Client Solutions Specialist in the Family Office Solutions team within Private Wealth Management. The Family Office Solutions (FOS) team holistically services $100m+ clients and family offices in partnership with Private Wealth Advisors. In her role, Leora is dedicated to providing clients with superior client service by leading complex, multi-product transactions and helping design custom offerings based on client needs.

Prior to FOS, Leora was an Executive Director in the Direct Investments Group. She raised private capital for direct private equity and real estate investments across a range of industries, stages, structures and geographies. She covered 1,500+ family office and institutional wealth management relationships nationally. Before that, Leora was a part of the OneBank team and assisted UBS clients on a range of investment banking transactions including mergers and acquisitions, equity capital raising and debt capital raising. She also ran UBS' Middle Market Investment Banking Network, a partnership with 30 firms across the country to assist business owner clients in need of pre-sale planning and investment banking services.

Leora joined UBS in 2009 as an Investment Banker in the Power & Utilities Group, advising companies on strategic M&A and capital raising transactions, both domestically and cross-border.

Education
Leora is a CFA Charterholder and is on the Young Leaders committee at the CFA Society of NY. She is also a Certified Exit Planning Advisor (CEPA). Leora holds a Bachelor of Science degree in Finance from the University of Connecticut Honors School. She holds her Series 7 and Series 63 licenses.

Leora is married, with four sons, and resides in Holmdel, New Jersey.
Jennifer Miara

Executive Director

Ultra High Net Worth Lending Specialist, Lending Origination

View bio

Jennifer Miara is an Executive Director, Tailored Lending Specialist with over 20 years of experience in wealth management with a specialty both in HNW, UHNW, and commercial banking and lending. Some of Jennifer’s accomplishments include working as business head of banking and lending for a top 10 RIA and their family office services, running the national banking and lending group for UHNW clients at US Bank directly with the group’s chief credit officer, and also helping manage several of the top 10 AmLaw 100 global law firms.

You. Connected.

As a UBS Private Wealth Management team, we connect you to firmwide experts, thought leaders and premier resources to address your most important goals.

Your family

Partnering with resources across UBS, including the Global Family Office, the Family Office Services Group as well as our global investment bank, we integrate institutional-level business solutions for family offices. From family governance to business transition, we help bridge the generations to preserve wealth, seize opportunity and create continuity.

Your business

Given our experience helping entrepreneurs and founders launch, evolve and exit their companies, we believe our advice can add value at every stage. From growth strategies and succession planning to business transition planning and post-liquidity wealth management, we will guide you every step of the way.

Your legacy

With our diverse backgrounds, we provide an experienced perspective on both financial and legacy planning. Through our comprehensive planning process, we help prioritize your goals, establish proper asset allocation, manage risk and assess estate and charitable planning strategies.

Our planning process begins with a series of meaningful conversations. We then work with you to establish a comprehensive financial plan that prioritizes your goals.

Connecting you to the deep resources of UBS

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.

Customized investing for your specific situation

Investments are the way we make your plan work. Our goals-based investment philosophy allows for highly customized portfolios driven by a strategic wealth allocation process. We practice a balanced, non-proprietary investment strategy and believe that research, diversification, and risk monitoring are the foundation of financial success.

As we implement your investment strategy, we communicate regularly and track performance, rebalancing and making adjustments for life changes and economic conditions.

Investment management

Through our comprehensive due diligence and planning process, we gain a deep understanding of your financial picture so we help balance your tolerance for risk with your family’s goals, growth and income needs. This allows us to craft an asset allocation that supports your financial plan and seeks to limit risk and lower volatility.

By listening and aligning with your objectives, we focus on strategies that help mitigate risk. We communicate regularly and track performance, rebalancing and making adjustments for life changes and economic conditions.

Portfolio management

UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Global leader

UBS is a leading and truly global wealth manager

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

Your future. Your legacy

Legacy Partners

Advice. Beyond investing

Barrons has recognized us as a

The team has been recognized as a:

Request your report

Thank you! Your request has been submitted.

Your primary source for financial advice

Private Wealth Advisors

Paul E. Lee, CPWA, CEPA, CRPS, CRPC

Strategic Partners

Ryan T. Lindgren, CIMA, CFP

Jacob R. Niggemann

Jeanne Varwig

Ann Bjerke

Titus Song

Sarah J. Salomon , CAP®

Matthew Morris, CFA

Leora Zach

Jennifer Miara

Private Wealth Advisors

Paul E. Lee, CPWA, CEPA, CRPS, CRPC

Strategic Partners

Ryan T. Lindgren, CIMA, CFP

Jacob R. Niggemann

Jeanne Varwig

Ann Bjerke

Titus Song

Sarah J. Salomon , CAP®

Matthew Morris, CFA

Leora Zach

Jennifer Miara

*

*

Education

Credentials

*

*

Education

Credentials

*

*

You. Connected.

You. Connected.

Your family

Your family

Your business

Your business

Your legacy

Your legacy

Connecting you to the deep resources of UBS

Customized investing for your specific situation

Investment management

Portfolio management

UBS ElectionWatch

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Insights

*

Start the conversation

Thank you! Your request has been submitted.