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.

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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.

Business Owner in entryway

Advice for business owners & entrepreneurs

UBS Keys side of building

Workplace Wealth Solutions

Clients sitting with advisor

Empower your investments

Family on back porch

Wealth transfer across generations

Young plant

Philanthropy

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Are you ready for anything?

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

    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
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      Thomas Bernstein

      First Vice President–Wealth Management

      Financial Advisor

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

      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
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • IL
        • KY
        • MD
        • MI
        • MN
        • MO
        • MT
        • NC
        • ND
        • NJ
        • NY
        • OH
        • OR
        • PA
        • SD
        • TN
        • TX
        • VA
        • VT
        • WA
        • WI
        • 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
        • Isabella Cherif

          Isabella Cherif

          Client Associate

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            As a Client Service Associate with Composition Group, Isabella supports an array of operational functions, including opening accounts, executing wires and trades, answering questions, and more. She enjoys working on a team that values strong relationships and personalized service, where every detail matters and each client interaction is handled with care.

            Isabella first joined UBS in 2024 as an intern with The Barry Wealth Consulting Group where she was introduced to the art and science of wealth management. This first role has not only allowed Isabella to hit the ground running with Composition Group, but also provided her with a unique perspective on the role hospitality plays in the way we serve our clients.

            Originally from Dubai and now living in Chicago, Isabella enjoys baking, traveling, exploring new restaurants, and spending time with her family and friends. She holds a BBA in Management with a minor in Communications from the University of Kentucky, and recently she earned her MBA from Loyola University Chicago.

                  One North Wacker Drive
                  Chicago, IL 60606
                  isabella.cherif@ubs.com
                  Isabella Cherif
                  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.

                • Andre Valmore

                  Director

                  Global Banking - Americas Private Markets

                • Lora Cicconi

                  Executive Direcor

                  Senior Wealth Strategist

                  Introduction
                  Lora works with ultra-high net worth clients to help coordinate their income tax planning. She has experience with the federal, state, and cross-border income tax aspects of acquisitions, financings, equity grants, and buyouts.

                  Professional History
                  Prior to joining UBS, Lora was Senior Vice President, Tax, at Lionsgate Entertainment. Previously, she was a practicing tax attorney at the law firms of Greenberg Glusker LLP and Gibson Dunn LLP.

                  Education
                  Lora received her Bachelor of Arts in Economics from Stanford University. She received her J.D., order of the coif, from UCLA Law School, where she was a member of the Law Review.
                • Judy Spalthoff

                  Head of Family Office Solutions

                  Judy is a Managing Director and Head of Family Office Solutions within Private Wealth Management. The Family Office Solutions (FOS) team was established to holistically serve $100mm+ clients and family offices in partnership with Private Wealth Advisors. Prior to FOS, Judy led the Family Advisory and Philanthropy Services (FAPS) team. The FAPS team serves as thought partners to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy. Judy joined UBS in 2008 from Citi Family Office where she was the International Services Manager. Before that, Judy was the Advisor Relations Manager where she was responsible for the Citi Family Office Continuing Professional Development and Designation Program. Prior to Citi, Judy was an analyst for Accolade Partners LP, a fund-to-fund venture capital firm in Washington, DC.

                  Judy graduated with honors from Drexel University with a degree in information systems and technology and a minor in business administration. She also received her M.B.A. in finance and marketing from New York University. In addition, Judy has completed the Carnegie Mellon Leadership and Negotiation Academy for Women, the Generational Wealth Transfer workshop given by the Institute for Preparing Heirs, the Family Firm Institute Certificates in Family Wealth Advising and Family Business Advising, and earned the Chartered Advisor in Philanthropy® designation. Judy is also Series 7, 63 and 65 licensed.

                   

                • Mark Tepsich

                  Executive Director

                  Family Office Design & Governance Strategist

                  Professional History
                  Mark joined UBS as the Family Office Design and Governance Specialist in the Family Office Solutions (FOS) team within Private Wealth Management. The Family Office Solutions team holistically serves $100m+ clients and family offices in partnership with Private Wealth Advisors. In his role, Mark provides guidance on the family office space and is a thought-partner to families with significant wealth. He advises families across the Americas on family office design, structure, governance and operational best practices.

                  Prior to joining UBS, Mark spent several years with a NYC based investment advisory firm. Here, he built the firms family office platform, which included designing the infrastructure, services, tech solutions and vetted third party professionals such as law and tax advisory firms. He also counseled families on their family office structuring, tax, estate planning, philanthropy and family governance initiatives. He advised several families on liquidity event planning as part of the sale of their operating business.

                  Prior to joining the investment advisory firm, Mark spent a decade at a large single-family office where he served as General Counsel to a dynastic, multi- generational family. Here, he advised on family office structuring, governance design, personal, estate and income tax issues, as well as business formation and operations, investment due diligence and real estate development. He also counseled the family on the sale of their publicly traded real estate company to Brookfield Asset Management. Mark serves as a trustee and Chair of the Governance Committee at the Lillian and Betty Ratner School in Cleveland, Ohio

                  Education
                  Mark received a B.S.E. from Kent State University in 2004 and his J.D. from Case Western Reserve University in 2010. He holds his Series 65, 63 and Series 7 licenses.
                • Heather George

                  Heather George

                  Executive Director

                  Senior Strategist, Family Advisory and Philanthropy Services Americas

                Data and resources

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                Backed by the strength of our parent company, UBS AG

                $6 trn

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                As of 12/31/2024

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                UBS is a leading and truly global wealth manager

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