Senior Vice President–Wealth Management
Will has spent his entire career focused on serving the needs of private and publicly held corporations and their executives. He currently leads the team's corporate effort with a narrow focus on educating participants and implementing their equity compensation plans. With over 20 years of experience assisting corporate clients with directed share programs, equity compensation administration, executive financial services and wealth management, he has a unique perspective on the inner workings of the corporate client.
Senior Vice President–Wealth Management
Jamie has worked with senior management and C-Suite executives for his entire 20 year career as a financial counselor and investment advisor. Prior to joining UBS Financial Services in 2011, he spent 13 years with The Ayco Company, L.P., a Goldman Sachs Company. His team provides comprehensive wealth management to executives, retired executives, and high net worth families. The key areas of focus include: investment planning; retirement and cash flow analysis; employee benefits; tax and estate planning strategies; and insurance planning. Jamie and his team adhere to a proactive approach and they function as a personal CFO to their clients - providing advice and implementation for virtually all of their financial needs.
In addition to servicing client relationships at UBS, Jamie is focused on identifying and cultivating opportunities for corporate financial planning. During his career at Ayco, Jamie managed over 15 corporate financial planning programs. These programs ranged from very large corporate accounts of over 250 eligible executives to smaller engagements of 5 to 10 executives.
Jamie is a registered investment advisor. He holds Series 7, 63, and 65 securities licenses, as well as life, disability, and annuity insurance licenses. Jamie has a strong background in tax preparation and tax planning having prepared and reviewed income tax returns for his clients and their families during his entire career at Ayco. While no longer preparing or reviewing client tax returns, he stays involved in the process by working closely with clients CPAs.
Jamie received a Juris Doctor, graduating Cum Laude from Union University – Albany Law School. He is a graduate of the State University of New York – College at Potsdam where he earned a double major in Economics and Politics. Jamie lives in Glenview, IL and is engaged in sports activities and traveling. During his spare time, he coaches youth hockey.
Senior Wealth Strategy Associate
David is a Senior Wealth Strategy Associate with UBS Financial Services. David joined UBS in July 2011 after spending 5 years with The Ayco Company, L.P., a Goldman Sachs Company.
During his career, David has specialized in comprehensive financial planning for high net worth individuals and their families. The financial planning approach has a focus on detail and implementation. His expertise relates to: investment management, employee benefits, tax and estate plan strategies, insurance planning, and retirement planning. During his tenure at Ayco, David prepared and reviewed tax returns for all clients; that experience provides a unique perspective on the interrelated aspects of financial matters. A holistic approach to financial counseling recognizes each client's complex situation, and he strives to be the main point of contact for all financial issues.
He holds his Series 7 and 66 securities licenses, as well as various insurance and annuity licenses. David received his Bachelor of Science in Finance from the University of Illinois at Urbana-Champaign and also holds an MBA in Finance with a concentration in Investments from DePaul University. In the community, he volunteers his time at neighborhood schools in Chicago. Outside of work, David and his wife enjoy the great outdoors, camping and hiking.
Wealth Management Associate
Jennifer has been in the financial services industry for 11 years. She earned her B.S. in finance from the University of Wisconsin at Lacrosse in 2005 and began working at Merrill Lynch. In 2008 she joined UBS and become a CERTIFIED FINANCIAL PLANNER (CFP) in 2013. Her financial planning expertise serves as an essential resource for the team. Her responsibility is to orchestrate and deliver unparalleled administrative attention to clients. She resides in Lake Zurich with her husband, Chris, who is a special education teacher and their two children.