Insight-based advice

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As the senior member of the group, Mr. Read's focus is on high net worth asset management. He focuses on concentrated stock strategies, corporate finance activities, private equity investing, estate planning, family office and discretionary portfolio management. Mr. Read received his undergraduate degree from the University of Illinois and his MBA from Northern Illinois University in Finance and Economics. He has achieved the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) via Northwestern University. CA License #0D68717

• University of Illinois, Undergraduate Degree
• Northern Illinois University, MBA in Finance and Economics

• Senior Portfolio Manager
• CERTIFIED FINANCIAL PLANNER
• Certified Investment Management Analyst

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Errett joined UBS in 2008, and has now accumulated 33 years of experience in the financial services industry. He began his career in 1993 at the financial markets of the Chicago Board of Trade. As a UBS Wealth Advisor, Errett advises a select group of individuals, families, and business owners. His area of expertise focuses on serving high net worth clients.

Errett provides exceptional service and takes a conservative, long-term approach to investing. He has built long-lasting relationships with his clients; including corporate executives, individuals, charitable organizations and business owners. Using fundamental and technical analysis, he seeks to identify and capitalize on undervalued companies and realize potential investment ideas for his clients. He looks for companies that exhibit a history of earnings growth coupled with a dynamic management team that prioritizes the enhancement of shareholder value. To provide the best service while working with clients in financial and estate planning, Errett uses his professional relationships with attorneys to advise his clients on how to best preserve and create their wealth, as well as how to better adapt to new tax law changes, and utilize insurance solutions to maximize wealth transfers to heirs. Errett's long-term approach often provides financial security for several generations beyond an individual client relationship.

Errett earned a B.A. in political science from University of Arizona and holds Series 7 and 66 securities licenses, as well as life insurance and variable annuities licenses. Being involved in his community, Errett is currently serving on the Board of Directors of High Jump, the Alumni Board of the Latin School of Chicago, the Advisory Council of the Berkshire School, and the Advisory Board of the Gary Comer Youth Center. When not at work, he enjoys traveling, skiing, playing squash, and spending time with his family. He and his wife live in Chicago with their three children.

• Forbes Best-in-State Wealth Advisors, 2024, 2025The 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, 2024, 2025, 2026The 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.
• UBS Wealth Management Chairman’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.