Private Wealth Management

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.

Start the planning conversation

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 planning

Navigating every aspect of your financial world

When your head hits the pillow at night, do you feel secure that you’ll have enough to reach your goals and protect your family’s future? We call this the “pillow check” and if you’re kept awake at night by uncertainty, a first important step is to build a comprehensive financial plan.

Through our goals-based approach, we gather insights about your unique personal and financial situation so that we can build an individually tailored financial plan. This includes:

- Retirement and lifetime income planning

- Lending solutions

- Insurance consulting and review

- Trust and estate planning strategies

- Philanthropic consulting

Investment strategies

Protecting principal, achieving your goals

Wealth preservation is our priority. We focus our strategies on first protecting principal before seeking greater returns. Appropriate asset allocation and risk management are tailored to your unique situation. The result is a complete understanding of your priorities that helps us provide tangible results.

- Portfolio Management Program (PMP)

- Diversification and asset allocation

- Risk management

- Safeguarding multigenerational wealth

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.

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

Learn more about our access and resources

Backed by the strength of UBS

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Recognized industry leaders

Mark Switow

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
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, 2023, 2024
  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, 2022, 2023, 2024The 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.
- Private Wealth Advisor
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
Ryan Hall

Account Vice President

Financial Advisor
View bio Industry recognition
- 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, has now become a partner in the practice and serves as the other advisor on the team.

Born and raised in Louisville Ryan is a graduate of the Kentucky Country Day School and the University of Louisville College of Business. Ryan’s wife Krissy and his 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 between June and September 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
Angie Lanning

Associate Director

Senior Wealth Strategy Associate
View bio
- AL
- CO
- FL
- IL
- IN
- KY
- MD
- NC
- OH
- TN
- TX
- UT
- VA
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 spending time with them and their two dogs (Millie and Kobe). 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
Alan Gripshover

Senior Wealth Strategy Associate
View bio
- AL
- FL
- IL
- IN
- KY
- MI
- OH
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. Alan now does the financial planning for the Switow Hall group. He provides expertise in the following areas: retirement planning, cash flow analysis, insurance planning and multigenerational planning.

In his spare time, he enjoys sports, exploring the city with his Labrador retriever, and quality time with family. Alan is excited to meet you as he continues his career at UBS Private Wealth.
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
Laura Lake

Client Associate
View bio
- FL
- KY
- MA
- OH
Laura joined The Switow Hall Group in 2018 and 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 School of Business. She currently holds her Series 7, 66, 9 and 10 License.

Outside the office, Laura enjoys spending time with her husband, Ryan and two daughters Casey and Davis and their two boxers. You will find Laura and her husband on the sidelines of a soccer field or supporting their Kentucky Wildcats.
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
Zavion Henderson

Client Associate
View bio
As the newest member of the Switow Hall Group, Zavion brings a strong work ethic and a passion for client service. He was born in Paris, Tennessee, but raised in Princeton, Ky. Although, there have been many individuals throughout his life that have helped him in achieving many of his life’s accomplishments, he gives special credit to his mom, who helped shape him into the man he is today. Zavion graduated from the University of Louisville in May 2022, earning a B.A in finance. He is currently studying for his Series 7 & 66 securities license.
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

Mark Switow

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
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, 2023, 2024
  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, 2022, 2023, 2024The 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.
- Private Wealth Advisor
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
Ryan Hall

Account Vice President

Financial Advisor
View bio Industry recognition
- 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, has now become a partner in the practice and serves as the other advisor on the team.

Born and raised in Louisville Ryan is a graduate of the Kentucky Country Day School and the University of Louisville College of Business. Ryan’s wife Krissy and his 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 between June and September 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
Angie Lanning

Associate Director

Senior Wealth Strategy Associate
View bio
- AL
- CO
- FL
- IL
- IN
- KY
- MD
- NC
- OH
- TN
- TX
- UT
- VA
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 spending time with them and their two dogs (Millie and Kobe). 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
Alan Gripshover

Senior Wealth Strategy Associate
View bio
- AL
- FL
- IL
- IN
- KY
- MI
- OH
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. Alan now does the financial planning for the Switow Hall group. He provides expertise in the following areas: retirement planning, cash flow analysis, insurance planning and multigenerational planning.

In his spare time, he enjoys sports, exploring the city with his Labrador retriever, and quality time with family. Alan is excited to meet you as he continues his career at UBS Private Wealth.
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
Laura Lake

Client Associate
View bio
- FL
- KY
- MA
- OH
Laura joined The Switow Hall Group in 2018 and 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 School of Business. She currently holds her Series 7, 66, 9 and 10 License.

Outside the office, Laura enjoys spending time with her husband, Ryan and two daughters Casey and Davis and their two boxers. You will find Laura and her husband on the sidelines of a soccer field or supporting their Kentucky Wildcats.
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
Zavion Henderson

Client Associate
View bio
As the newest member of the Switow Hall Group, Zavion brings a strong work ethic and a passion for client service. He was born in Paris, Tennessee, but raised in Princeton, Ky. Although, there have been many individuals throughout his life that have helped him in achieving many of his life’s accomplishments, he gives special credit to his mom, who helped shape him into the man he is today. Zavion graduated from the University of Louisville in May 2022, earning a B.A in finance. He is currently studying for his Series 7 & 66 securities license.
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

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Private Wealth Management

Respecting the success you’ve created

Wealth planning

Investment strategies

Trusted relationships

Deep resources, global access

Our extended team resources include:

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Backed by the strength of UBS

A global leader in wealth management

Recognized industry leaders

Mark Switow

Ryan Hall

Angie Lanning

Alan Gripshover

Laura Lake

Zavion Henderson