Guiding generational wealth

Private Wealth Management

A legacy isn’t built overnight. It demands years of trusted collaboration focused on shared vision and purpose. We believe lasting legacies are often the result of well-informed choices and thoughtful decision-making. But given today’s many uncertainties and challenges, can you preserve all you’ve achieved and ensure that it endures for your family and their future?

For more than 20 years, exceptional families across the globe have chosen our team to help them manage their wealth for continuity. With decades of diverse experience combined with our forward thinking, we provide critical investment insight—especially in an industry that is constantly evolving. Accessing our broad network of large family offices and aligning the institutional expertise and solutions of the UBS Private Wealth Management, UBS Investment Bank, Family Office Services Group and the Family Advisory and Philanthropy Services team, we strive to deliver bespoke opportunities that embrace your family’s financial and human capital.

With our diverse credentials and collective perspectives and the full scope of resources from a global leader in Private Wealth Management, we are solely focused on helping you preserve your legacy and enhance its value for generations to come.

Start the conversation

Ajay Desai

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NY
- OH
- OR
- RI
- SD
- TN
- TX
- UT
- VA
- VI
- WA
- WI
- WY
Delivering the advice and solutions exceptional families seek
As the senior partner on his team, Ajay is lead Advisor and relationship manager for their most sophisticated clients and prospects. He is an architect of the team’s strategic vision and also advises on asset allocation and alternative investments, given his deep capital markets expertise.

As a Private Wealth Advisor and Family Office Consultant (FOC), Ajay has a particular focus on managing generational wealth and philanthropic planning. With access to the extensive global resources of UBS, he and the team provide solutions to challenging problems and concerns of ultra-high net worth clients, and more specifically to those facing exceptional families.

FOC is a UBS business designation reserved for Financial Advisors with a track record of understanding the investment, business, passion and legacy needs of sophisticated clients and aligning them to the full suite of UBS capabilities. FOCs undergo rigorous training to strengthen their industry knowledge.

Previous experience
- Morgan Stanley Private Wealth Management
- Merrill Lynch Private Bank
- Founded and operated hedge fund
- Co-founded cash management firm
- Consultant with Accenture (formerly Anderson Consulting)
FINRA registrations and designations
- Series 3, 7 and 66 securities licenses
Life
- Ajay has three children, all active in sports that he thoroughly enjoys watching.
- He is a fitness enthusiast who plays tennis regularly.
- Ajay supports his personal charity for education and mentors young entrepreneurs.
- He was elected and sits on the Board of Governors for Iowa State University, his alma mater, and is active with Pi Kappa Phi, his fraternity.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 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, 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.
- Booth School of Business, University of Chicago, M.B.A.
- Iowa State University, B.B.A.
- Private Wealth Advisor
- Family Office Consultant
- Series 3, 7 and 66 securities licenses
Family Offices

Philanthropy

Alternative investments

Lending services

Estate planning strategies

Asset allocation

Sustainable investing

Multi-generational families

1 North Wacker Drive
Suite 3300
Chicago, IL 60606

ajay.desai@ubs.com

Ajay Desai

1 North Wacker Drive,Chicago,IL,60606
James Stirling

Financial Advisor

Chartered Financial Analyst®
View bio
- AL
- AZ
- CA
- CO
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- RI
- SD
- TN
- TX
- UT
- VA
- VI
- WA
- WI
- WY
Managing wealth with the experience and wisdom of five decades
Jim has been at the firm for more than 56 years, including positions at the UBS Investment Bank and Private Wealth Management, as well as serving as the chairman of the UBS Midwest Advisory Board. It’s in his Private Wealth career that Jim feels he truly delivers value to our clients. It brings him great satisfaction to work with his team of professional, caring Advisors who are completely committed to helping clients and their families achieve their goals, while delivering all aspects of the firm.

Previous experience
- UBS Private Wealth Management
- UBS Investment Bank (50 of 56 years at UBS)
- Assistant to US Secretary of Commerce, Elliot Richardson during the Ford Administration
FINRA registrations and designations
- Chartered Financial Analyst®
- Series 3, 7 and 66 securities licenses
Life
- Jim cares deeply about his community and is passionate about participating and staying involved in the issues that affect all of us.
- He is the founding chairman of the Northwestern Medicine Professional Council for Philanthropy and former Chairman at Northwestern Memorial Management Company.
- Jim is Vice Chairman of the Metropolitan Planning Council, and formerly the CFA Leadership Council of Chicago.
- He also served as Trustee of the Chicago Symphony Orchestra.
- Stanford University, M.B.A.
- Princeton University, B.A.
- Chartered Financial Analyst®
Cash management

Philanthropy

Family Offices

1 North Wacker Drive
Suite 3300
Chicago, IL 60606

james.stirling@ubs.com

James Stirling

1 North Wacker Drive,Chicago,IL,60606
Ross Siegel

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio
- AZ
- CA
- CO
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- RI
- SD
- TN
- TX
- UT
- VA
- VI
- WA
- WI
- WY
Ross specializes in advising wealthy clients and their families with regard to their entire financial picture. He and the team leverage the resources of UBS while developing a deep understanding of the client’s needs and objectives. Each client requires a unique solution as all have their own individual circumstances in terms of family, liquidity, cash flow, goals, and more. This approach provides every client with the access and resources of a global wealth management firm while enjoying the benefits of a boutique relationship.

Previous experience
- Prior to joining UBS in 2020, Ross spent 12 years in private banking with J.P. Morgan and Citigroup in Chicago.
- That followed two years as a financial advisor with Edward Jones.
- Ross first entered the financial industry in 2002 when he traded futures at the Chicago Mercantile Exchange leading to the formation of a market neutral hedge fund which he managed until 2007.
- Previously Ross worked in business development for Transora Corporation, a business to business exchange in the consumer packaged goods industry, as well as a Global Business Analyst for Baxter Healthcare, where he had the opportunity to live in Vienna, Austria.
Education
- Ross has a BBA in both Accounting and Management from the University of Wisconsin School of Business in Madison.
Life
- Ross and his wife Heather reside in Deerfield, IL with their three children, Hayden, Isabelle, and Brenden and their dog, Badger.
- When not attending a hockey, dance, or volleyball activity, Ross attempts to play golf and enjoys spending time with family and friends.
- Wisconsin School of Business- Madison, B.B.A.
- Private Wealth Advisor
- Series 7 and 66 securities licenses
- Certified Exit Planning Advisor
Business owners

Estate planning strategies

Alternative investments

Family Offices

Corporate executives

Sustainable investing

1 North Wacker Drive
Suite 3300
Chicago, IL 60606

ross.siegel@ubs.com

Ross Siegel

1 North Wacker Drive,Chicago,IL,60606
Randy Bruns

Senior Wealth Strategy Associate

Chartered Financial Analyst®
View bio
- AL
- AZ
- CA
- CO
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NE
- NJ
- NM
- NY
- OH
- OR
- PR
- RI
- TX
- VA
- VI
- WA
- WI
- WY
Focus: Capital Markets Solutions & Trading, Cash Management and Analysis

Prior Roles: Registered Marketing Associate at Morgan Stanley Smith Barney; Trader on Municipal Bond Desk with Merrill Lynch

Education: B.S. in Finance, Miami of Ohio University
- Miami of Ohio University, B.S. in Finance
- Chartered Financial Analyst®
- Series 3, 7 and 66 securities licenses
One North Wacker Drive
Suite 3300
Chicago, IL 60606

randy.bruns@ubs.com

Randy Bruns

One North Wacker Drive,Chicago,IL,60606
Grant Schenk

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- ND
- NE
- NJ
- NM
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VI
- WA
- WI
- WV
- WY
- Indiana University
One North Wacker Drive
Suite 3700
Chicago, IL 60606

grant.schenk@ubs.com

Grant Schenk

One North Wacker Drive,Chicago,IL,60606
Henry Freedman

Senior Wealth Strategy Associate
View bio
- AK
- AZ
- CA
- CO
- DE
- FL
- IA
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NY
- OH
- OR
- RI
- TX
- VA
- VI
- WA
- WI
- WY
- University of Denver
- Series 7
One North Wacker Drive
Chicago, IL 60606

henry-za.freedman@ubs.com

Henry Freedman

One North Wacker Drive,Chicago,IL,60606

Ann Bjerke

Executive Director

Head of Advanced Planning

View bio

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.
Titus Song

Executive Director

Alternative Investments Consultant

View bio

Titus Song is an Executive Director of Alternative Investments covering various markets in the Central and West Divisions for UBS Financial Services. His role is to oversee distribution of alternative investments (hedge funds, private equity and private real estate) by helping financial advisors and clients understand how these offerings function and their effect on investment portfolios.

Professional History
Titus joined UBS in 2007 working with the Structured Solutions group. In late 2008, Titus moved to the Alternative Investments group where he has covered a wide swath of the country helping clients and financial advisors understand alternative investments and how they can enhance portfolio efficiency and help clients reach their financial goals.

In his 32-year career in financial services, Titus has worked at various large financial services firms and banks where he held roles in small and large cap equity trading, as well as in product management. Titus also served as the head of investments and product management at a large regional registered investment advisor prior to joining UBS.

Education
Titus earned a B.A. in Political Science with a concentration in Political Economy at Carleton College in Northfield MN. He also received an M.B.A. from the Carlson School of Business at the University of Minnesota.

Licenses and Certifications
Titus holds Series 7, 31 and 66 licenses.
Sarah J. Salomon , CAP®

Executive Director

Head – Family Advisory and Philanthropy

View bio

Sarah leads a team of Senior Strategists who work with families on understanding money, values and philanthropic intent. Family Advisory and Philanthropy Services 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.
Matthew Morris, CFA

Executive Director

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

View bio

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.
Leora Zach

Executive Director

Client Solutions Specialist, Family Office Solutions

View bio

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.
Jennifer Miara

Executive Director

Ultra High Net Worth Lending Specialist, Lending Origination

View bio

Jennifer Miara is an Executive Director, Tailored Lending Specialist with over 20 years of experience in wealth management with a specialty both in HNW, UHNW, and commercial banking and lending. Some of Jennifer’s accomplishments include working as business head of banking and lending for a top 10 RIA and their family office services, running the national banking and lending group for UHNW clients at US Bank directly with the group’s chief credit officer, and also helping manage several of the top 10 AmLaw 100 global law firms.

Ajay Desai

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NY
- OH
- OR
- RI
- SD
- TN
- TX
- UT
- VA
- VI
- WA
- WI
- WY
Delivering the advice and solutions exceptional families seek
As the senior partner on his team, Ajay is lead Advisor and relationship manager for their most sophisticated clients and prospects. He is an architect of the team’s strategic vision and also advises on asset allocation and alternative investments, given his deep capital markets expertise.

As a Private Wealth Advisor and Family Office Consultant (FOC), Ajay has a particular focus on managing generational wealth and philanthropic planning. With access to the extensive global resources of UBS, he and the team provide solutions to challenging problems and concerns of ultra-high net worth clients, and more specifically to those facing exceptional families.

FOC is a UBS business designation reserved for Financial Advisors with a track record of understanding the investment, business, passion and legacy needs of sophisticated clients and aligning them to the full suite of UBS capabilities. FOCs undergo rigorous training to strengthen their industry knowledge.

Previous experience
- Morgan Stanley Private Wealth Management
- Merrill Lynch Private Bank
- Founded and operated hedge fund
- Co-founded cash management firm
- Consultant with Accenture (formerly Anderson Consulting)
FINRA registrations and designations
- Series 3, 7 and 66 securities licenses
Life
- Ajay has three children, all active in sports that he thoroughly enjoys watching.
- He is a fitness enthusiast who plays tennis regularly.
- Ajay supports his personal charity for education and mentors young entrepreneurs.
- He was elected and sits on the Board of Governors for Iowa State University, his alma mater, and is active with Pi Kappa Phi, his fraternity.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 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, 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.
- Booth School of Business, University of Chicago, M.B.A.
- Iowa State University, B.B.A.
- Private Wealth Advisor
- Family Office Consultant
- Series 3, 7 and 66 securities licenses
Family Offices

Philanthropy

Alternative investments

Lending services

Estate planning strategies

Asset allocation

Sustainable investing

Multi-generational families

1 North Wacker Drive
Suite 3300
Chicago, IL 60606

ajay.desai@ubs.com

Ajay Desai

1 North Wacker Drive,Chicago,IL,60606
James Stirling

Financial Advisor

Chartered Financial Analyst®
View bio
- AL
- AZ
- CA
- CO
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- RI
- SD
- TN
- TX
- UT
- VA
- VI
- WA
- WI
- WY
Managing wealth with the experience and wisdom of five decades
Jim has been at the firm for more than 56 years, including positions at the UBS Investment Bank and Private Wealth Management, as well as serving as the chairman of the UBS Midwest Advisory Board. It’s in his Private Wealth career that Jim feels he truly delivers value to our clients. It brings him great satisfaction to work with his team of professional, caring Advisors who are completely committed to helping clients and their families achieve their goals, while delivering all aspects of the firm.

Previous experience
- UBS Private Wealth Management
- UBS Investment Bank (50 of 56 years at UBS)
- Assistant to US Secretary of Commerce, Elliot Richardson during the Ford Administration
FINRA registrations and designations
- Chartered Financial Analyst®
- Series 3, 7 and 66 securities licenses
Life
- Jim cares deeply about his community and is passionate about participating and staying involved in the issues that affect all of us.
- He is the founding chairman of the Northwestern Medicine Professional Council for Philanthropy and former Chairman at Northwestern Memorial Management Company.
- Jim is Vice Chairman of the Metropolitan Planning Council, and formerly the CFA Leadership Council of Chicago.
- He also served as Trustee of the Chicago Symphony Orchestra.
- Stanford University, M.B.A.
- Princeton University, B.A.
- Chartered Financial Analyst®
Cash management

Philanthropy

Family Offices

1 North Wacker Drive
Suite 3300
Chicago, IL 60606

james.stirling@ubs.com

James Stirling

1 North Wacker Drive,Chicago,IL,60606
Ross Siegel

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio
- AZ
- CA
- CO
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- RI
- SD
- TN
- TX
- UT
- VA
- VI
- WA
- WI
- WY
Ross specializes in advising wealthy clients and their families with regard to their entire financial picture. He and the team leverage the resources of UBS while developing a deep understanding of the client’s needs and objectives. Each client requires a unique solution as all have their own individual circumstances in terms of family, liquidity, cash flow, goals, and more. This approach provides every client with the access and resources of a global wealth management firm while enjoying the benefits of a boutique relationship.

Previous experience
- Prior to joining UBS in 2020, Ross spent 12 years in private banking with J.P. Morgan and Citigroup in Chicago.
- That followed two years as a financial advisor with Edward Jones.
- Ross first entered the financial industry in 2002 when he traded futures at the Chicago Mercantile Exchange leading to the formation of a market neutral hedge fund which he managed until 2007.
- Previously Ross worked in business development for Transora Corporation, a business to business exchange in the consumer packaged goods industry, as well as a Global Business Analyst for Baxter Healthcare, where he had the opportunity to live in Vienna, Austria.
Education
- Ross has a BBA in both Accounting and Management from the University of Wisconsin School of Business in Madison.
Life
- Ross and his wife Heather reside in Deerfield, IL with their three children, Hayden, Isabelle, and Brenden and their dog, Badger.
- When not attending a hockey, dance, or volleyball activity, Ross attempts to play golf and enjoys spending time with family and friends.
- Wisconsin School of Business- Madison, B.B.A.
- Private Wealth Advisor
- Series 7 and 66 securities licenses
- Certified Exit Planning Advisor
Business owners

Estate planning strategies

Alternative investments

Family Offices

Corporate executives

Sustainable investing

1 North Wacker Drive
Suite 3300
Chicago, IL 60606

ross.siegel@ubs.com

Ross Siegel

1 North Wacker Drive,Chicago,IL,60606
Randy Bruns

Senior Wealth Strategy Associate

Chartered Financial Analyst®
View bio
- AL
- AZ
- CA
- CO
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NE
- NJ
- NM
- NY
- OH
- OR
- PR
- RI
- TX
- VA
- VI
- WA
- WI
- WY
Focus: Capital Markets Solutions & Trading, Cash Management and Analysis

Prior Roles: Registered Marketing Associate at Morgan Stanley Smith Barney; Trader on Municipal Bond Desk with Merrill Lynch

Education: B.S. in Finance, Miami of Ohio University
- Miami of Ohio University, B.S. in Finance
- Chartered Financial Analyst®
- Series 3, 7 and 66 securities licenses
One North Wacker Drive
Suite 3300
Chicago, IL 60606

randy.bruns@ubs.com

Randy Bruns

One North Wacker Drive,Chicago,IL,60606
Grant Schenk

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- ND
- NE
- NJ
- NM
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VI
- WA
- WI
- WV
- WY
- Indiana University
One North Wacker Drive
Suite 3700
Chicago, IL 60606

grant.schenk@ubs.com

Grant Schenk

One North Wacker Drive,Chicago,IL,60606
Henry Freedman

Senior Wealth Strategy Associate
View bio
- AK
- AZ
- CA
- CO
- DE
- FL
- IA
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NY
- OH
- OR
- RI
- TX
- VA
- VI
- WA
- WI
- WY
- University of Denver
- Series 7
One North Wacker Drive
Chicago, IL 60606

henry-za.freedman@ubs.com

Henry Freedman

One North Wacker Drive,Chicago,IL,60606

Ann Bjerke

Executive Director

Head of Advanced Planning

View bio

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.
Titus Song

Executive Director

Alternative Investments Consultant

View bio

Titus Song is an Executive Director of Alternative Investments covering various markets in the Central and West Divisions for UBS Financial Services. His role is to oversee distribution of alternative investments (hedge funds, private equity and private real estate) by helping financial advisors and clients understand how these offerings function and their effect on investment portfolios.

Professional History
Titus joined UBS in 2007 working with the Structured Solutions group. In late 2008, Titus moved to the Alternative Investments group where he has covered a wide swath of the country helping clients and financial advisors understand alternative investments and how they can enhance portfolio efficiency and help clients reach their financial goals.

In his 32-year career in financial services, Titus has worked at various large financial services firms and banks where he held roles in small and large cap equity trading, as well as in product management. Titus also served as the head of investments and product management at a large regional registered investment advisor prior to joining UBS.

Education
Titus earned a B.A. in Political Science with a concentration in Political Economy at Carleton College in Northfield MN. He also received an M.B.A. from the Carlson School of Business at the University of Minnesota.

Licenses and Certifications
Titus holds Series 7, 31 and 66 licenses.
Sarah J. Salomon , CAP®

Executive Director

Head – Family Advisory and Philanthropy

View bio

Sarah leads a team of Senior Strategists who work with families on understanding money, values and philanthropic intent. Family Advisory and Philanthropy Services 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.
Matthew Morris, CFA

Executive Director

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

View bio

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.
Leora Zach

Executive Director

Client Solutions Specialist, Family Office Solutions

View bio

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.
Jennifer Miara

Executive Director

Ultra High Net Worth Lending Specialist, Lending Origination

View bio

Jennifer Miara is an Executive Director, Tailored Lending Specialist with over 20 years of experience in wealth management with a specialty both in HNW, UHNW, and commercial banking and lending. Some of Jennifer’s accomplishments include working as business head of banking and lending for a top 10 RIA and their family office services, running the national banking and lending group for UHNW clients at US Bank directly with the group’s chief credit officer, and also helping manage several of the top 10 AmLaw 100 global law firms.

Connecting families to capabilities that matter

How do you facilitate intergenerational wealth management? Our team understands the dynamics of families working together to make important life decisions—for today and tomorrow. Collaborating with the Family Office Solutions Group, we bring UBS insight and experience to our family office clients, providing seamless access to bespoke solutions and holistic, institutionalized coverage across all areas of UBS.

In addition, for select clients, we can introduce you to the UBS Global Family Office Americas, a centralized platform that leverages the firm’s institutional and wealth management resources.

Ajay Desai is a Private Wealth Advisor, Family Office Consultant (FOC).

The Family Office Consultant (FOC) is a UBS business designation earned by a select group of Financial Advisors. They have undergone rigorous training to strengthen their knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra-high net worth (UHNW) clients and their families. Understanding the complexities of intergenerational wealth and the challenges faced by UHNW clients, Ajay aligns specific needs to the full suite of UBS capabilities. Working together, FOCs strive to help these clients address critical concerns to pursue their most important goals.

From meaningful lives to purposeful legacies

Together with our partners from Family Advisory, dedicated specialists, holistic wealth planners and philanthropy experts, we help you design a strategic and sustainable plan that focuses specifically on wealth transition, family governance and business succession. We begin our planning process with deep discovery conversations that will fully identify your passions, goals, concerns and values. Because family participation is critical to ensuring the success of your legacy plan, we facilitate conversations with your loved ones and help you develop a unified vision for all that you want to accomplish with your wealth.

In collaboration with Family Advisory, our team offers a number of resources, including wealth educational programs for the rising generation, family meeting engagement and participation strategies and a network of trusted third-party consultants for family office design and family business succession.

Navigating opportunities across your enterprise

Global Philanthropy Report

Global philanthropy holds immense promise in the 21st century. Global giving is growing, gaining visibility and creating much-needed change around the world. With philanthropic institutions spanning the globe, comprising over 260,000 foundations,¹ The opportunities to participate are vast. Read about how in the Global Philanthropy Report.

¹Global Philanthropy Report

Global Philanthropy Report

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Global leader

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Guiding generational wealth

Ajay Desai

James Stirling

Ross Siegel

Randy Bruns

Grant Schenk

Henry Freedman

Ann Bjerke

Titus Song

Sarah J. Salomon , CAP®

Matthew Morris, CFA

Leora Zach

Jennifer Miara

Ajay Desai

James Stirling

Ross Siegel

Randy Bruns

Grant Schenk

Henry Freedman

Ann Bjerke

Titus Song

Sarah J. Salomon , CAP®

Matthew Morris, CFA

Leora Zach

Jennifer Miara

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Connecting families to capabilities that matter

From meaningful lives to purposeful legacies

Navigating opportunities across your enterprise

Global Philanthropy Report

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