Senior Vice President–Wealth Management
As the senior member of the group, Mr. Read's focus is on high net worth asset management. He focuses on concentrated stock strategies, corporate finance activities, private equity investing, estate planning, family office and discretionary portfolio management. Mr. Read received his undergraduate degree from the University of Illinois and his MBA from Northern Illinois University in Finance and Economics. He has achieved the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) via Northwestern University and Certified Investment Management Analyst (CIMA®) via the Wharton School of Business, at the University of Pennsylvania.
Senior Client Associate
Ms. Barney has an extended and accomplished tenure in the financial services industry. Prior to working at UBS, Ms. Barney had excelled for over 20 years at positions servicing both individual and institutional clientele at her former firms including; Merrill Lynch, Morgan Stanley and Calamos Investments. Within the Read Group, Ms. Barney utilizes her experience to head all client management, portfolio execution and operational activities. She is uniquely qualified to handle the ongoing needs of clients by combining her experience with her achievements in obtaining and maintaining the Series 7, 63, 66 and insurance licenses, as well as, being accredited as a Chartered Retirement Planning Counselor (CRPC®).
Away from the office, Ms. Barney takes time to support community activities through volunteerism at local food depositories and shelters. She celebrates the distinctive heritage of being a first generation Serbian-American and currently resides in the southwest suburbs of Chicago with her two beautiful daughters.
Vice President–Wealth Management
Mr. Parks has over a decade of financial service experience since joining the Read Group in 2003. During this time, Bradley has developed a client-centric philosophy that combines his continuous effort and attention with client goals and relationships. With a special focus towards financial planning, insurance needs and charitable giving, and in addition to his series 3, 7, 66 and insurance licenses, Mr. Parks holds the Chartered Financial Consultant ® designation, which has the most extensive educational program required for any financial services credential. This continued education has allowed Bradley to stay atop the ever-changing landscape of the financial services environment while he has the pleasure to serve the needs of families, business owners and athletes across the country.
Outside of the office, Mr. Parks takes an active role in several community organizations. He has proudly served on the boards of the 100 Club of Chicago and the Joffrey Ballet and currently serves as a board member of The 100 Club of DuPage County. Additionally, Bradley earned a Level 5 coaching designation from USA Hockey and has coached various high school-aged teams in the Chicagoland area. Mr. Parks has made his home in Naperville, Illinois with his wonderful wife and sons, Katelyn, Anthony and Leo.