An experienced and committed team

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.

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.

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.