A plan for today, tomorrow and generations to come

Rosenberg & Sheehan Wealth Management

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Mark Rosenberg Profile Photo

    Mark A. Rosenberg

    Senior Vice President–Wealth Management

    • image
    • image
    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IA
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WY

    A 38-year veteran of the financial services industry, Mark is passionate about investing and research. He is a Certified Portfolio Manager (CPM®), a new designation offered through Columbia University and The Academy of Certified Portfolio Managers. While trained in all aspects of financial planning, including a certification as an Estate Planning Specialist, Mark focuses on our clients' investment portfolios. As such, Mark ensures that investment strategies are aligned with our clients' goals and objectives.

    Mark is a board member of the Albert Pick Jr. Fund, a foundation that supports small community Chicago nonprofit organizations in the areas of civic and community building, culture, education, and health and human services.

    In addition, Mark serves as chair of the Finance Committee of Mikva Challenge, a Chicago nonprofit that was founded on the premise that youth voice and participation matter, and that civic and political life will be stronger when youth participate and help shape their own destinies.

    Mark holds a B.A. degree from the University of Missouri. His wife, Rabbi Rachel Mikva, PhD, is an author and professor, and they have two grown children. Outside of the office, Mark enjoys playing golf and the bass guitar.

    • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

    • University of Missouri, B.A.
    • Certified Portfolio Manager®
    One North Wacker Drive
    Chicago, IL 60606
  • Elizabeth Sheehan Profile Photo

    Elizabeth Sheehan

    Senior Vice President–Wealth Management

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IA
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OK
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WI

    With over 17 years of experience at UBS, Liz is dedicated to providing clients with a holistic wealth management process inclusive of thorough financial planning, insurance analysis, and estate planning.  By beginning each client relationship with a financial plan, Liz customizes investment portfolios to best meet each clients' specific needs. Having started her career at UBS' headquarters, Liz has deep roots throughout the firm, allowing her to easily leverage those relationships to deliver the firm's resources to her clients.

    Committed to lifelong learning, Liz has earned several industry designations to best serve her clients.  Her accreditations include, CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor, Chartered Financial Consultant and Chartered Life Underwriter®.


    Liz graduated cum laude from Bucknell University with a degree in business management and a minor in Spanish. She is an avid runner and enjoys running in races around the country.  Liz and her husband, Peter, live in the western suburbs of Chicago with their two children.

      • Bucknell University, Business Management, cum laude
      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Financial Consultant
      • Chartered Life Underwriter®
      • Certified Exit Planning Advisor
      One North Wacker Drive
      Chicago, IL 60606
    • Nicole Lyons

      Nicole "Nicci" Lyons

      Authorized Officer

      Wealth Strategy Associate

      • image
      • image
      • image
      • AL
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • IA
      • IL
      • IN
      • KY
      • MA
      • MD
      • MI
      • MO
      • MS
      • NC
      • NJ
      • NM
      • NY
      • OH
      • PA
      • SC
      • TX
      • UT
      • VA
      • WA
      Nicci has worked in the financial services industry for over 10 years, focused on providing exceptional customer service. Highly organized, she is primarily responsible for account administration, including deposits and disbursements, banking services, online access and scheduling for the entire team.  As a result of Nicci's leadership in the Chicago office, she has received numerous service awards and has been appointed the Midwest representative on the UBS CSA Coach Advisory Council.  She studied at Rio Salado in Phoenix, AZ and holds her Series 7, 63, 66 and Insurance Licenses.

        • Rio Salado
          One North Wacker Drive
          Chicago, IL 60606
        • Johnny

          John Scoville

          Client Associate

          • image
          • image

            Johnny’s role on our team is to provide superior service to our clients as it relates to tasks around cash management, banking services and account administration.  Prior to joining UBS, he spent 3 years helping advisors transition their business between wealth management firms. This experience gave him perspective on how various wealth management teams deliver service to their clients.  Johnny graduated from Loyola University Chicago with his bachelors in finance and economics.

              • Loyola University Chicago, Bachelors in Finance & Economics: 2014 - 2018
                One North Wacker Drive
                Chicago, IL 60606

              Connecting you to the deep resources of UBS

              By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

              What did the Fed say?

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

              Backed by the strength of UBS

              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

              Insights