Tailored wealth advice

Professional guidance that helps inspire confidence

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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  • Frank Quinn

    Frank Quinn

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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

    Frank focuses on providing comprehensive services for wealthy individuals and families, concentrating on investment management consulting, asset allocation strategies, liability management, estate planning and philanthropic issues, and restricted/concentrated stock liquidity solutions.

    Frank began his wealth management career with Goldman Sachs in 1987 and moved to Smith Barney in 2001 before joining UBS Private Wealth Management in 2009.

    He is a graduate and Trustee of Ohio Wesleyan University, and earned an M.B.A. from the Kellogg School of Management at Northwestern University. Prior to his career in wealth management, Frank was a Director and Vice President of American Hospital Supply Corporation, which was acquired by Baxter in 1985.

        • Private Wealth Advisor
        One North Wacker Drive
        Chicago, IL 60606
        frank.quinn@ubs.com
        Frank Quinn
        One North Wacker Drive,Chicago,IL,60606
      • Jeff Rondini

        Jeffrey Rondini, CFP®, CIMA®

        Financial Advisor

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

        Jeff focuses on financial planning analysis for the team's clients, with an emphasis on asset
        allocation modeling, cash flow analysis, investment manager research and selection, and portfolio construction and implementation.

        He has over three decades of experience helping clients define and achieve their financial goals, beginning his career at Lehman Brothers in 1989, and later Rodman & Renshaw and Smith Barney prior to joining UBS Private Wealth Management in 2009.

        Jeff earned dual B.A. degrees in economics and psychology from Northwestern University, and holds the Certified Financial Planner™ and Certified Investment Management Analyst™ designations.

            • CERTIFIED FINANCIAL PLANNER™
            • Certified Investment Management Analyst®
            One North Wacker Drive
            Chicago, IL 60606
            jeffrey.rondini@ubs.com
            Jeffrey Rondini, CFP®, CIMA®
            One North Wacker Drive,Chicago,IL,60606
          • Anna Ceraso

            Anna Ceraso

            Associate Director

            Investment Associate

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

            Anna focuses 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, and moved with the team to UBS Private Wealth Management in 2009.

            Anna earned a B.A. in history from Binghamton University of the State University of New York and a Master's in Public Service Management from DePaul University.

                  One North Wacker Drive
                  Chicago, IL 60606
                  anna.ceraso@ubs.com
                  Anna Ceraso
                  One North Wacker Drive,Chicago,IL,60606

                Private Wealth Management

                As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

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                UBS Wealth Way

                Wealth from your point of view

                An approach that works for your entire financial life
                Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                More than 160 years

                offering financial advice

                $5.8+ trn

                UBS Group invested assets
                As of 03/31/2024

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