Architects of a lasting legacy

Private Wealth Management

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Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

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  • Ethan Hafner

    Ethan Hafner

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NM
    • NV
    • NY
    • OR
    • PA
    • TN
    • TX
    • VI
    • WA
    • WI
    • WY

    Ethan has more than 15 years of financial services experience and has been providing investment guidance to clients since 1997. He works with clients to develop customized wealth management plans, with a focus on portfolio and risk management and lending solutions. He works closely with UBS Private Wealth Management consultants to deliver the firm's full capabilities in estate and trust planning, philanthropic planning, and banking services.

    Prior to joining UBS, Ethan worked with clients at both Merrill Lynch and Smith Barney. He has a B.A. from the University of Illinois at Urbana-Champaign.

        • Private Wealth Advisor
        One North Wacker Drive
        Chicago, IL 60606
      • Frank Quinn

        Frank Quinn

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • DC
        • FL
        • GA
        • IL
        • IN
        • MA
        • MD
        • MI
        • MN
        • NC
        • NE
        • NV
        • NY
        • OH
        • PA
        • TX
        • UT
        • VI
        • WI
        • WY

        Frank has been providing investment guidance to clients since 1987. He delivers comprehensive services for individuals and families, concentrating on asset allocation strategies, investment and liability management, estate planning and philanthropic issues, and restricted/concentrated stock liquidity solutions.

        Frank is a Trustee of Ohio Wesleyan University, from whence he graduated with a B.S.. He has an M.B.A. from the Kellogg School of Management at Northwestern University.

            • Private Wealth Advisor
            One North Wacker Drive
            Chicago, IL 60606
          • Jeffrey Rondini

            Jeffrey K. Rondini, CFP®, CIMA®

            Authorized Officer

            Senior Wealth Strategy Associate

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            • AZ
            • CA
            • CO
            • CT
            • FL
            • GA
            • IL
            • IN
            • KY
            • MA
            • MI
            • MN
            • MT
            • NC
            • NE
            • NV
            • NY
            • OH
            • PA
            • TX
            • UT
            • WI
            • WY

            Jeff focuses on financial planning analysis, specializing in asset allocation modeling, cash flow analysis, investment manager research and selection, and portfolio construction and implementation. He has over 25 years experience helping clients define and achieve their financial goals.

            He has dual B.A. degrees in economics and psychology from Northwestern University.

                • CERTIFIED FINANCIAL PLANNER™
                • Certified Investment Management Analyst®
                One North Wacker Drive
                Chicago, IL 60606
              • Anna Ceraso

                Anna Ceraso

                Associate Director

                Investment Associate

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                • CA
                • CO
                • CT
                • FL
                • GA
                • IL
                • MA
                • MI
                • MN
                • NC
                • NE
                • NV
                • NY
                • OH
                • TN
                • TX
                • VI
                • WI
                • WY

                Anna's focus is on banking and lending services, investment plan implementation, relationship management and team administration. She joined the team in 2007 after spending several years at Smith Barney. Anna earned a B.A. in history from Binghamton University of the State University of New York and a Masters in Public Service Management from DePaul University.

                      One North Wacker Drive
                      Chicago, IL 60606

                    Wealth, from your point of view

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                    Change your community. Change the world.

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                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

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                    UBS is a world-leading wealth manager

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