How can you pursue what matters most?

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Paul Corbeil began his career in the financial services industry in 1989 and has been with UBS and its predecessor firms since 1993.  He is one of two Senior Portfolio Managers at TPG Wealth Management.  Paul was awarded the designation of Certified Portfolio Manager (CPM) in 2014, after completing the Academy of Certified Portfolio Managers' program at Columbia University, which is specifically designed for discretionary portfolio managers.  He is also a Chartered Mutual Fund Counselor (CMFC), a member of the UBS Portfolio Management Program (PMP) and continually seeks out new opportunities to expand upon his expertise.  Paul's responsibilities include overall portfolio construction, individual equity selection and relationship management.  He is a graduate of Ohio Wesleyan University, earning a Bachelor of Arts degree in Economics/Management.  Charitable endeavors are important to Paul and his family as they support a number of organizations, including those focused on veterans.

• Ohio Wesleyan University, Bachelor of Arts degree in Economics/Management

• Senior Portfolio Manager
• Certified Portfolio Manager®
• Chartered Mutual Fund Counselor℠

• AZ
• CA
• CO
• FL
• GA
• IL
• IN
• KS
• MA
• MD
• NC
• NJ
• NM
• NY
• OH
• PA
• SC
• TX
• WA
• WI

Jim Yurak has been a member of TPG Wealth Management since 2000.  His primary role with the team is to oversee the delivery of our wealth management process.  He is one of two Senior Portfolio Managers for our team and is also responsible for relationship management.  Jim earned the Certified Financial Planner (CFP) designation in 2004, which tests proficiency in all areas of personal finance, including financial planning, taxes, estate planning, and insurance.  Jim graduated with Phi Beta Kappa honors from Colgate University.  He volunteers as Treasurer of Hudson Community First, a local nonprofit organization promoting programs that enrich and support the lives of children and adolescents in the Hudson community.

• Colgate University

• Certified Divorce Financial Analyst
• CERTIFIED FINANCIAL PLANNER™
• Senior Portfolio Manager

• AZ
• CA
• CO
• CT
• FL
• GA
• IL
• IN
• KS
• NC
• NJ
• NY
• OH
• SC
• TX
• WI

Greg Box has over 20 years of industry experience.  Prior to his career as a Financial Advisor, he was a former practicing CPA, as well as a former practicing estate planning attorney.  His experience in tax and estate planning is instrumental to TPG's holistic approach to financial planning for our clients.  Greg frequently acts as a liaison between our clients and their attorneys and accountants in an effort to maximize the benefits of a client's financial, estate, and tax plans.  Greg obtained his undergraduate degree from Canisius College in Buffalo, NY, and Juris Doctorate from The University of Akron School of Law.  Greg volunteers for The Rotary Club of Hudson serving our local community.

• Canisius College, Undergraduate degree
• The University of Akron School of Law, Juris Doctorate

• Vice President - Wealth Management

Amy McDonald joined TPG in early 2014.  Upon graduating in 1991 from The Ohio State University with a B.S. in Business Administration with a concentration in Marketing, she began her financial services career with McDonald and Company Investments and continued working for a mutual fund wholesaler.  Amy primarily handles all of the marketing aspects for our team from planning and organizing client events and communication, as well as assisting our financial advisors and clients with administrative needs and financial reports.  Amy serves as an Ambassador for the Cleveland Chapter of The Karen Wellington Foundation for LIVING with Breast Cancer, a foundation that honors women and their families living with breast cancer with vacations and other FUN-only activities.

• The Ohio State University, B.S. in Business Administration with a concentration in Marketing: 1991

• FL
• NY
• OH

Dede Elliott joined our team in 2015.  From her prior management positions with Marriott ExecuStay and NetJets, she brings extensive customer service for high net worth clients to our team.  Dede is the key point person for assisting our clients and financial advisors and is responsible for most of the administrative processes on a day to day basis.  She has a Bachelor's degree in Business Operations from DeVry Institute.  She holds her Series 7 and 66 licenses.  Dede enjoys spending time with her three children and volunteers as a volleyball coach for Aurora Parks and Recreation.

• DeVry Institute, Bachelor's degree in Business Operations