Experience

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.

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.

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.

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.

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.

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.