Built for creators

What’s next in your story?

We help creators of varying types - founders and owners, artists and leaders - manage their complex financial needs so they can focus on the passions they were born to pursue.

Are you navigating through different stages of your entrepreneurial journey? Or crafting ways your family can author the next chapters in its legacy? We look forward to learning about your goals, understanding what you're looking for in a relationship with your advisory team, and seeing if we might be a good fit.

Our Composition team is here to serve, wherever you are in your story.

Adult couple on cell phone

Helping in the moments that matter

We address your priorities in caring and creative ways that grow your core assets, manage market risk, maximize community impact, and harmonize family dynamics, all in an effort to achieve your goals.

Guiding founders and business owners

Advising corporate executives

construction

Credit and liquidity solutions

Multigenerational planning

UBS Philanthropy

Estate planning strategies

Building relationships through service

As advocates for our clients and their families, we are committed to helping make their lives better every day. We strive to be their “go-to” team, a trusted role rooted in our core values of reliability, transparency, and collaboration. Together, we make sure our clients feel in full command of their financial futures.

  • Greg Shurts

    Gregory Shurts

    Senior Vice President

    Private Wealth Advisor

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    • AK
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    Greg knew as a pre-med student in college that helping people was what he wanted to do in his life. Today, as a UBS Private Wealth Advisor, his path has changed, but his goal remains the same. Caring about clients’ financial and personal well-being. Helping them achieve goals and take care of their families and future. Building long-term relationships with grandparents, parents, and children. That’s what he does each day—and he loves it.

    Greg joined UBS Private Wealth Management in 2020 after a decade-long career at Goldman Sachs. Working across UBS and connecting clients with the firm’s global experts, he and his team integrate multigenerational financial planning and deeply disciplined portfolio management with solutions-driven advice. Investing on behalf of his clients’ best interests is Greg’s passion. Service, integrity, transparency, and professionalism shape every decision as he strives to earn trust and instill confidence.

    Greg currently resides in St. Louis, Missouri, with his wife Kate, a former elementary school teacher, and four children – Murphy (5), Finn (4), Lucy (3), and Patrick (under 1). Outside of work, Greg is a voracious reader who enjoys watching and playing both hockey and golf, and when not working, he loves visiting family in Lake George, New York, and Vero Beach, Florida. Greg is also an active supporter of Cardinal Glennon Children’s Hospital in St. Louis, and the Tom Coughlin Jay Fund, which helps families tackle childhood cancer. He holds a degree from Lehigh University (BS) where he graduated with honors.

      • Lehigh University, B.S., Finance and Accounting
      • Private Wealth Advisor
      • Series 3, 7, and 66 securities licenses
      8027 Forsyth Boulevard
      10th Floor / Suite 1010
      Clayton, MO 63105
      greg.shurts@ubs.com
      Gregory Shurts
      8027 Forsyth Boulevard,Clayton,MO,63105
    • Lester Bunker

      Lester Brunker

      Managing Director–Wealth Management

      Private Wealth Advisor

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      • AK
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      • IA
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      • IL
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      • KY
      • MA
      • MD
      • MI
      • MN
      • MO
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      • NC
      • ND
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      • NJ
      • NM
      • NY
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      For Les, there’s nothing more important than helping his clients – sophisticated families who take a multigenerational view on wealth planning – navigate their complex financial lives to achieve better outcomes. By accessing the firm’s extensive resources, as well as working closely with clients’ trust and estate attorneys and CPAs, Les creatively crafts asset allocation solutions with tax efficiency. In a constantly changing world, he hopes clients can feel confident about their decisions and the legacies they’re building.

      Outside of work, Les has served in a number community leadership roles. He was treasurer and finance committee for the Courage Kenny Foundation (2013 – 2019); treasurer, investment committee chair, and Foundation board chair for the Courage Foundation (2005 – 2013); a member of the United States Ski Association (USSA) Region 1 Board (2015 – 2017); a member of the Team Gilboa Board (2015 – 2017); and a member of the Edina Early Childhood Family Education (ECFE) Board.

      A proud native and resident of the Twin Cities in Minnesota, Les enjoys spending time with his family and friends at their mountain home in Wyoming. He loves anything outdoors, including yoga, hiking, cycling, alpine, and Nordic skiing, and he is especially passionate about supporting his wife, Theresa, who teaches English to immigrants in Jackson, Wyoming, via Central Wyoming College. Theresa is also a tutor for Paper Airplanes, an organization that provides free language and skills instruction to individuals affected by conflict, and she is a board member for Coombs Outdoors, a team that empowers local youth to grow and thrive through outdoor recreation.

      • Barron's Top 1,200 Financial Advisors, 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.

      • University of Minnesota, B.S., economics, minor in statistics
      • Wharton Executive Education CIMA® program
      • Private Wealth Advisor
      • Certified Investment Management Analyst®
      • CERTIFIED FINANCIAL PLANNER™
      80 South 8th Street
      Suite 2900
      Minneapolis, MN 55402
      lester.brunker@ubs.com
      Lester Brunker
      80 South 8th Street,Minneapolis,MN,55402
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      Thomas Bernstein

      Financial Advisor

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      • AK
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      Thomas joined Composition Group in 2022 after enjoying a nearly 20-year career launching, building, and advising startups across different sectors, including sports and entertainment, technology, and healthcare. He serves effectively as the team's entrepreneur-in-residence, helping clients to explore alternative investments, plan new business ventures, evaluate career opportunities, and more.

      Prior to joining Composition Group, Thomas was the Executive Vice President of Insights for Elevate Sports Ventures, a sales and strategy consulting firm founded in 2018 by four joint venture partners - the San Francisco 49ers, Ticketmaster & Live Nation, Harris Blitzer Sports & Entertainment (owners of the Philadelphia 76ers and New Jersey Devils), and Oak View Group (owners of UBS Arena and Climate Pledge Arena, among others). A founding team member with Elevate, Thomas had the privilege of serving some of the most influential leaders in the NFL, MLB, NBA, NHL, Formula 1, golf, tennis, and horse-racing.

      Thomas currently resides in Nashville, Tennessee, with his wife Betsy, a healthcare executive, and two daughters Sally (8) and Maggie (6). Outside of work, Thomas serves as a Sunday School shepherd at his church, a parent board member at his girls' elementary school, and a rec soccer coach. He is also an active supporter of the Nashville youth ice hockey community, having previously served as the head coach for the Vanderbilt University (2010-17) and Father Ryan High School (2017-20) ice hockey teams. He holds degrees from Vanderbilt University (MBA) and Cornell University (BS).

        • Cornell University, B.S.
        • Vanderbilt University, M.B.A
        • Series 7 and 66 securities licenses
        Home Worker TN
        Home Worker TN, TN 000
        thomas.bernstein@ubs.com
        Thomas Bernstein
        Home Worker TN,Home Worker TN,TN,000
      • Neil Shitut

        Neil Shitut

        Senior Wealth Strategy Associate

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        • AZ
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        • WY

        As a Senior Wealth Strategy Associate with Composition Group, Neil helps manage the coordination of different client services and investment advice, including financial planning, portfolio strategy, performance reviews, and alternative investing. In a market environment that continues to fluctuate daily, he relishes each opportunity to help clients manage their financial worries so they can enjoy more time pursuing hobbies or visiting with loved ones.  

        Prior to joining UBS in 2020, Neil worked with Greg as an analyst at Goldman Sachs following his graduation from the University of Scranton where he earned a dual BS/MBA degree in Finance. Now a resident of the great city of Chicago, Neil spends his free time traveling, playing golf, running half marathons, and attending professional sporting events.

          • University of Scranton, B.S., Finance
          • University of Scranton, M.B.A
          • Certified Exit Planning Advisor
          • Series 7, 63 and 66 securities licenses
          One North Wacker Drive
          Suite 3700
          Chicago, IL 60606
          neil.shitut@ubs.com
          Neil Shitut
          One North Wacker Drive,Chicago,IL,60606
        • Jaime Villalobos

          Jaime Villalobos

          Senior Wealth Strategy Associate

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          • AK
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          • KY
          • LA
          • MA
          • MD
          • ME
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          • NC
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          Jaime joined Composition Group in 2024 as a Senior Wealth Strategy Associate focused on providing comprehensive and personalized service to our team’s clients. Now in his 14th year with UBS, Jaime holds a Series 7, Series 66, and insurance license. He has also completed the Certified Investment Management Analyst (CIMA®) & Certified Private Wealth Advisor (CPWA®) Education Programs at Chicago Booth.

          Born in the suburbs of Chicago, Jaime spent his formative years in Mexico City before returning to Chicago for college, graduating from Loyola University Chicago with a Bachelor of Business Administration in 2010. He also lived in Tokyo where he attended Sophia University through a study abroad program at Loyola. Jaime speaks fluent Spanish and is conversant in Japanese.

          Jaime currently lives in Chicago's West Town neighborhood with his wife Lucia and dog Donatello. They enjoy traveling and getting to know people from all over the world. In his spare time, Jaime volunteers as a docent at the Chicago Architecture Center where he gives tours on the city’s history and architecture.

            • Loyola University Chicago, Bachelor of Business Administration
            • Series 7 and 66 securities licenses
            • Life insurance licenses
            • Certified Investment Management Analyst®
            • Certified Private Wealth Advisor (CPWA®)
            One North Wacker Drive
            Chicago, IL 60606
            jaime.villalobos@ubs.com
            Jaime Villalobos
            One North Wacker Drive,Chicago,IL,60606
          • Ann Bjerke

            Executive Director

            Head of Advanced Planning

            Ann focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. Prior to joining UBS in 2008, Ann practiced law with the law firm of Levin, Schreder & Carey, focusing on estate tax and income tax planning for ultra high net worth individuals, families and business owners.

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            Joanna Morrison

            Executive Director

            Senior Wealth Strategist - Advanced Planning

          • Heather George

            Executive Director

            Senior Strategist, Family Advisory and Philanthropy Services Americas

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            Mark Tepsich

            Executive Director

            Family Office Design & Governance Strategist

          • Leora Zach

            Leora Zach

            Executive Director

            Client Solutions Specialist, Family Office Solutions

            Professional History
            Leora is an Executive Director and Client Solutions Specialist in the Family Office Solutions team within Private Wealth Management. The Family Office Solutions (FOS) team holistically services $100m+ clients and family offices in partnership with Private Wealth Advisors. In her role, Leora is dedicated to providing clients with superior client service by leading complex, multi-product transactions and helping design custom offerings based on client needs.

            Prior to FOS, Leora was an Executive Director in the Direct Investments Group. She raised private capital for direct private equity and real estate investments across a range of industries, stages, structures and geographies. She covered 1,500+ family office and institutional wealth management relationships nationally. Before that, Leora was a part of the OneBank team and assisted UBS clients on a range of investment banking transactions including mergers and acquisitions, equity capital raising and debt capital raising. She also ran UBS' Middle Market Investment Banking Network, a partnership with 30 firms across the country to assist business owner clients in need of pre-sale planning and investment banking services.

            Leora joined UBS in 2009 as an Investment Banker in the Power & Utilities Group, advising companies on strategic M&A and capital raising transactions, both domestically and cross-border.

            Education
            Leora is a CFA Charterholder and is on the Young Leaders committee at the CFA Society of NY. She is also a Certified Exit Planning Advisor (CEPA). Leora holds a Bachelor of Science degree in Finance from the University of Connecticut Honors School. She holds her Series 7 and Series 63 licenses.

            Leora is married, with four sons, and resides in Holmdel, New Jersey.
          • Matthew Morris, CFA

            Executive Director

            Head, Portfolio Advisory Group Midwest, New York and Northeast Division

            Matthew Morris is the Midwest Division Head of the Portfolio Advisory Group (PAG), leading a regional team of experienced investment professionals dedicated to providing asset allocation, portfolio construction, and investment management guidance and education to UBS' Ultra High Net Worth clients. Matthew and his team specialize in developing multi-asset, customized investment strategies and portfolios for sophisticated individuals, families, and institutions.

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          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $5.8+ trn

          UBS Group invested assets
          As of 03/31/2024

          51 countries

          Our global footprint

          Global leader

          UBS is a leading and truly global wealth manager

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