Experience

Rich joined UBS in 2001. He focuses on developing individualized investment, retirement and cash management strategies through comprehensive financial planning for our clients. Prior to joining UBS, Rich spent more than 10 years in the banking industry with American National Bank, a wholly owned subsidiary of J.P. Morgan. He managed more than 100 institutional banking relationships, providing lending, operational and investment services. Rich was also a consultant of KPMG. Rich earned a B.A. in history from the University of Wisconsin – Madison and an M.B.A. from DePaul University. He is a member of the Westmont Lions, volunteers with the People’s Resource Center Food Bank and is on the Board of Directors of Sharing Connections. In the fall, Rich officiates NCAA Division I football. Rich and his wife, Pamela, have two sons.

Jeremy joined UBS in 2001. He is a Certified Financial Planner™ (CFP®) professional, a Certified Investment Management Analyst (CIMA®) and a Chartered Retirement Plans Specialist (CRPS®) with UBS Wealth Management. Jeremy holds the Series 3, 7 and 66 securities licenses. In addition, he is licensed to offer life, long-term disability and long-term care insurance. Jeremy earned a bachelor’s degree in finance from The University of Kansas and an M.B.A. from The University of Chicago Booth School of Business. He lives in Winnetka, IL, with his wife, Lindsay, and three children.