Private Wealth Management

Family photos

Respecting the success you’ve created

As a dedicated Private Wealth Management team, we provide innovative solutions for helping you sustain and grow your wealth and preserve your legacy. Because of our three decades of experience, disciplined process and a commitment to each generation, we are trusted by families of significant wealth to deal with their most sensitive financial challenges.

You can count on us because:
- We always do what’s best for you by concentrating on wealth planning. We draw from UBS’s comprehensive planning, investing and research resources.

- Our first priority is to help protect and preserve your prosperity. Our investment strategies center on diversified asset allocation and risk management.

- Our compassion, discretion and shared enthusiasm for family and community have helped us build enduring and trusted relationships across generations.

Our practice is dedicated to gaining a deep understanding of you and your family. We create deep working relationships by providing trusted advice and personalized service focused on maintaining the wealth you’ve created.

- Mark R. Switow
Wealth planing

Wealth planning

Pie charts

Investment strategies

Father and son

Trusted relationships

Mountain climber top of mountain

Deep resources, global access

As UBS Private Wealth Advisors, we can work with you to address your most sophisticated wealth challenges. With access to our global platforms and the financial and intellectual strengths of our experts in Wealth Management, Asset Management and our Private and Investment Banks, you’ll have opportunities to find solutions to your most complex financial needs.

Our extended team resources include:

- UBS institutional strategies
- Portfolio Advisory Group
- Credit and liquidity solutions
- Advanced planning
- UBS Global Family Office
- Family Advisory
- CIO Global Wealth Management Research

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

Recognized industry leaders

  • Mark R. Switow  photo

    Mark Switow

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
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    • DC
    • DE
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    • GA
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    • MA
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    For almost four decades, Mark has earned a solid reputation among affluent families as a person of compassion, integrity and discretion—a person who cares deeply about family and giving back. He began his career in 1983 with Merrill Lynch and moved to J.C. Bradford & Company in 1989. In 2000, that company was sold to PaineWebber, which became UBS in 2000. 

    In addition to his established Private Wealth practice throughout the Midwest, Mark is also passionate about his role as a family man and community advocate. He served on the Board of a local hospital from 1996-2012 as well as being Finance Committee, Audit Committee and Investment Committee Chairman. Mark serves as the Investment Chairman of the Jewish Heritage Foundation for Excellence, has been on The University of Louisville Advisory Council and served on The University of Kentucky School of Arts & Sciences Advisory Board. From May 2013 to 2021 Mark served as a mentor with American Corporate Partners (ACP) a national nonprofit dedicated to helping service members transition from the military to careers in business.

    Mark & Tammy have been married since 1989 and are both proud parents of Ryan, Sam & Katie as well as grandparents of Lucas & Harrison, their twin grandsons.

    • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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.

        500 N Hurstbourne Pkwy
        Suite 300
        Louisville, KY 40222
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        Ryan Hall

        Account Vice President

        Financial Advisor

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        • WA

        Ryan has been with the Switow Group since 2013. He brings 10+ years of sales experience in transportation, banking, medical device and now finance. In that time he has earned the respect of his colleagues for his attention to detail, analytical mind, and passion for helping clients. Mark has raised Ryan since he was four years old, and now Ryan has become Mark’s junior partner. After a short time Ryan has become the lead in assisting clients with their financial plans, as well as using the firm's resources to conduct portfolio and fund analysis with Angie, and business development in key business segments. Ryan earned his B.S. in Business Administration from the University of Louisville School of Business. His twin boys, Harrison and Lucas, and wife Krissy, who is a nurse, enjoy spending time outdoors with their two dogs and the annual family trip to northern Michigan.

        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

            500 N Hurstbourne Pkwy
            Suite 300
            Louisville, KY 40222
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            Angie Lanning

            Associate Director

            Senior Wealth Strategy Associate

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            Angie began her career in 1997 at J.C. Bradford & Company in operations. Her interest in sales prompted her to explore that area of the business and find a mentor. Within six months, she was promoted to sales assistant and began studying for the Series 7 securities license. Once licensed, Angie joined Mark Switow’s team. Today, because of her outgoing personality and warm approach to relationship-building, she focuses her efforts on client retention for the team. Angie has two daughters and enjoys coaching school volleyball. She has earned her Series 7 and 63 securities licenses as well as the Wealth Management education certificate. Angie attended Jefferson Community College and the University of Louisville.

                  500 N Hurstbourne Pkwy
                  Suite 300
                  Louisville, KY 40222
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                  Alan Gripshover

                  Senior Wealth Strategy Associate

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                  Alan was born and raised in the Northern Kentucky area before moving to Louisville for school. In 2016, he graduated from the University of Louisville earning Bachelors of Science in Finance. 

                  Alan started his career with Edward Jones Investments as a Financial Advisor in their Financial Advisor Career Development Program. The program consisted of 2 months of obtaining the Series 7 and 66 securities licenses followed by six months of comprehensive training in Scottsdale, AZ. In December Alan left the sunny golf courses of Arizona to work as an Advisor in his hometown. Although it was a great learning experience, he knew that he wanted to plant his roots here in Louisville.

                  In his spare time he enjoys sports, exploring the city and quality time with friends and family.

                  Alan is excited to meet you and embark on his new career at UBS Private Wealth.

                        500 N Hurstbourne Pkwy
                        Suite 300
                        Louisville, KY 40222
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                        Laura Lake

                        Client Associate

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                        • KY

                        Laura began her career with UBS/Painewebber in 2001 in operations. She has worked in operations and compliance for over 14+ years with both UBS and Morgan Stanley/Smith Barney. Laura graduated with a B.A. in Management  from the University of Kentucky in 1998. She currently holds her Series 7, 66, 9 and 10.

                        Outside the office, Laura enjoys spending time with her husband, Ryan and two daughters Casey and Davis and their two boxers, Samson and Cali. She and her husband love to cheer on the Kentucky Wildcats and attend games regularly.

                              500 N Hurstbourne Pkwy
                              Suite 300
                              Louisville, KY 40222