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

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.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Recognized industry leaders

  • Mark R. Switow  photo

    Mark Switow

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    Mark recently celebrated his 40th anniversary in the industry. Over the years he has earned a rock-solid reputation among affluent families as a person of compassion, integrity and discretion – a man who cares deeply about family and giving back. Mark began his career in the fall of 1983 at Merrill Lynch. In June of 1989 Mark made his one and only firm change moving to J.C Bradford & Company and quickly ascended to partner status. In 2000 Bradford was sold to Paine Webber which subsequently sold to UBS in 2000. Yes, the names changed but Mark’s distinguished service at this firm have been a mainstay. Over the past two decades Mark has been a perennial member of the Forbes Best-in-State and Barron’s Top 1,200 Financial Advisors.

    In addition to his established Private Wealth practice throughout the Midwest, Mark is also passionate about his role as a family man and community service advocate. From 1996-2012 he served on the board of trustees for Louisville Jewish Hospital as well as Chair of the Investment and Finance Committees. Mark was instrumental in the sale of the hospital and became a founding member of The Jewish Heritage Foundation. His 12-year board tenure was completed in June 2024. While on the Board he served as Investment Chairman and was a member of the Executive Committee. In recent years Mark has served on the University of Kentucky School of Arts & Sciences Advisory Board. Finally, from 2013-2021 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 the private sector.

    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, 2023, 2024, 2025
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 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, 2025The 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.

      • Private Wealth Advisor
      500 N Hurstbourne Pkwy
      Suite 300
      Louisville, KY 40222
      mark.switow@ubs.com
      Mark Switow
      500 N Hurstbourne Pkwy,Louisville,KY,40222
    • Ryan Hall photo

      Ryan Hall

      Vice President–Wealth Management

      Financial Advisor

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      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MT
      • NC
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • PR
      • RI
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI

      Ryan has been with the Switow Hall Group since 2013. In that time, he has become engrained in the practice leading the planning efforts for all clients as well as handling roles in portfolio management, business development, Alternative Investment analysis, and next generation inclusion. Ryan was raised by Mark since he was 4 years old.

      Ryan is an active member in the community having served as Treasurer on the Advisory Board for the Legacy Foundation of Kentucky, formerly Jewish Hospital Foundation, for the last 10 years. He is also an avid golfer and college basketball enthusiast.

      Born and raised in Louisville Ryan is a graduate of the Kentucky Country Day School and the University of Louisville College of Business.  Ryan, his wife Krissy, and twin boys Lucas and Harrison live in Floyd County Indiana and enjoy spending time outdoors with their two giant Alaskan Malamutes.

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

        • Private Wealth Advisor
        500 N Hurstbourne Pkwy
        Suite 300
        Louisville, KY 40222
        r.hall@ubs.com
        Ryan Hall
        500 N Hurstbourne Pkwy,Louisville,KY,40222
      • Angela Lanning photo

        Angie Lanning

        Associate Director

        Senior Wealth Strategy Associate

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        • AL
        • CO
        • FL
        • IL
        • IN
        • KY
        • MD
        • NC
        • OH
        • TN
        • TX
        • UT
        • VA

        Angie began her career in 1997 at J.C. Bradford 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. Once licensed, Angie joined Mark Switow’s team in 2001. 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 spending time with them and their fur babies, Millie, Daisy and Cleo. She has earned her FINRA 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
              angie.lanning@ubs.com
              Angie Lanning
              500 N Hurstbourne Pkwy,Louisville,KY,40222
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              Jax Goldberg

              Client Associate

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                Born and raised in Louisville, Jax graduated from Saint Xavier High School in 2017 and obtained his undergraduate degree in Management at Birmingham, Alabama’s Samford University in 2021. Jax has now completed his Masters in Business program at the University of Louisville. Over the past two years,  Jax has served in Intern role for the Switow/Hall Group. Early in 2024 his hard work, work ethic and great attitude earned him a  promotion as a Client Service Associate. By year end Jax will study and sit for the various FINRA & SEC required accreditations.

                In his spare time, he enjoys spending time with family, friends, sports as well as helping others all the while taking  care of Apollo, his cat. Jax is excited to meet you as he furthers his career at UBS Private Wealth Management. 

                      500 N Hurstbourne Pkwy
                      Suite 300
                      Louisville, KY 40222
                      jax.goldberg@ubs.com
                      Jax Goldberg
                      500 N Hurstbourne Pkwy,Louisville,KY,40222
                    • Kaitlin LaBarbera

                      Kaitlin LaBarbera

                      Client Associate

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                        Born and raised in Louisville, Kaitlin graduated from Assumption High school and obtained her undergraduate degree from the University of Louisville. Prior to joining UBS, she worked in the healthcare industry where she honed her ability to build strong client relationships, address client needs and provide exceptional service – skills she is eager to bring to her role as a Client Associate.

                        In her spare time, she enjoys spending time with her family and friends, traveling, as well as cheering on the UofL Cards! 

                              500 N Hurstbourne Pkwy
                              Suite 300
                              Louisville, KY 40222
                              kaitlin.labarbera@ubs.com
                              Kaitlin LaBarbera
                              500 N Hurstbourne Pkwy,Louisville,KY,40222

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