A plan for today, tomorrow and generations to come

Family photos on shelf

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.

  • Elizabeth Sheehan Profile Photo

    Elizabeth Sheehan

    Senior Vice President–Wealth Management

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    • AZ
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    • DC
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    • GA
    • IA
    • IL
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    • MA
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    • MI
    • MN
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    • NC
    • NH
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    • OH
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    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.

     

    CA Insurance License 0M40348

    • Forbes Best-in-State Women Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

    • 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
  • Karen

    Karen Gleicher Heisler

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
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    I graduated with a bachelor’s degree in International Studies from Emory University and have earned the Wealth Advisor designation. As a Wealth Advisor, I am eminently qualified to provide highly personalized wealth management services to my clients.

    As a pioneer in the field of Socially Responsible Investing, I believe that optimal wealth management is about aligning lifestyle, values and aspirations. To that end, I educate my clients and guide them towards investment strategies that merge these very personal elements.

    During my career, I’ve been recognized for my accomplishments in wealth management, including being named to the Executive, President’s and Chairman’s Clubs, as well as the Charlie E. Merrill Circle, while at Merrill Lynch.

    Outside the office, I'm active in the community, giving time, attention and resources to many organizations.  Some closest to my heart include Identity Youth Services, Jewish United Fund, Keshet, Kingswood United Methodist Church Food Pantry/Dinners, Misericordia, Mothers Against Senseless Killings, and Orot Center.  My husband, Larry, and I reside on Chicago's North Shore, where I was born and raised. In my free time, I have a passion for the culinary arts, which I have studied in France. I also enjoy golf, hiking and Chicago Bears football.

    • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

        One Northbrook Place
        5 Revere Drive
        Northbrook, IL 60062
      • Mark Rosenberg Profile Photo

        Mark A. Rosenberg

        Senior Vice President–Wealth Management

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        • AK
        • AZ
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        • DC
        • FL
        • GA
        • IA
        • IL
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        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 serves as national board chair of Mikva Challenge, a 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.  Currently serving over 130,000 students annually, across 9 states and the District of Columbia, Mikva alumni have gone on to elective office and continue to actively engage in the civic life of their communities.

        In addition, 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.

        Mark holds a B.A. degree from the University of Missouri. Outside of the office, he enjoys playing golf and the bass guitar.

        CA Insurance License 0D10915

        • 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
      • Jen

        Jennifer Barberis

        Wealth Management Associate

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        • AL
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        • DC
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        • HI
        • IA
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        • KS
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        • LA
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        An award winning Wealth Management Associate, Jennifer earned her B.S. in Finance from The University of Wisconsin – LaCrosse, and later earned her Certified Financial Planner™ (CFP®) designation, one of the most renowned certifications in the financial services industry.   During Jen’s tenure at UBS, she has been a multi-year recipient of the David Munwes Service Excellence Award.  This honor was created to recognize and reward exceptional service to clients, leadership among colleagues and service to community. In addition, Jennifer has been tapped to be a Client Service Coach, and for many years has given her time and expertise to improve the skills of others.

        Jennifer’s financial planning expertise serves as an essential resource for our team.  Her main responsibility is to orchestrate and deliver unparalleled administrative attention to our clients.

        Residing in Chicago’s northern suburbs with her husband, Chris, and their two young children, you can catch The Barberis family on fall weekends cheering on the local high school football team, where Chris is a coach, boating during the lazy days of summer, and participating in countless sports activities.

            • CERTIFIED FINANCIAL PLANNER™
            One Northbrook Place
            5 Revere Drive
            Northbrook, IL 60062
          • Nicole Lyons

            Nicole "Nicci" Lyons

            Authorized Officer

            Wealth Strategy Associate

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            • AL
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            • DC
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            • IA
            • IL
            • IN
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            • MA
            • MD
            • MI
            • MO
            • MS
            • NC
            • NJ
            • NM
            • NY
            • OH
            • PA
            • SC
            • TX
            • UT
            • VA
            • WA

            With compassion and authenticity, Nicci cares about connecting with people through excellent customer service.  As a result of Nicci’s commitment, she has received numerous awards for customer service and serves as a coach for her UBS colleagues.  In addition, Nicci is a mental health champion and a certified Mental Health First Aider committed to supporting her peers, friends and loved ones. 

            Passionate about delivering a superior client experience, Nicci is responsible for our clients servicing needs such as, account administration, deposits, disbursements, banking services, online services and much more. Nicci has worked in the financial services industry for over 20 years.

            Outside of work, Nicci's hobbies include reading, painting, crafting, badminton, pickleball, and spending time with her partner and their fur babies. 

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

                John Scoville

                Client Associate

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                  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.

                    The circular economy: What is it?

                    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.

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                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

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                    UBS is a world-leading wealth manager

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