Specialized experience. Tailored solutions.

Whether you are an entrepreneur facing a major liquidity event or a multi-generational family that needs help addressing the complexities of wealth and legacy, our team can help you plan strategically for what comes next.  Our specialized experience and proactive approach helps to identify opportunities and pitfalls, so that your planning is built for success from the outset.  

We understand that your situation is unique.  Our team works with a select number of relationships, which enables us to deliver a very high level of personal service and to tailor every aspect of your planning to your specific circumstances.  Your future success likely calls for sophisticated and creative solutions.  We’ll assist you with tax, trust and wealth transfer planning, cutting-edge investment solutions, philanthropy and wealth education for each generation. 

Let us help you navigate these complexities, so that you and your family are empowered to focus on the things that are most important to you.   

We put ourselves at the center of the wheel, helping to coordinate our clients’ legal and tax advisors. The result is a higher level of service that brings together creative thinking, trustworthy advice and proactive solutions to help simplify our clients’ financial challenges.

- Paul Vanden Heuvel

Our team

  • Paul Vanden Heuvel

    Paul Vanden Heuvel

    Managing Director–Wealth Management

    Financial Advisor

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    Paul joined UBS Private Wealth Management in 2016 after 20 years with Credit Suisse.  He is responsible for providing strategic advice and wealth planning services to a small number of wealthy family groups and individuals throughout the United States.  Prior to Credit Suisse, Paul worked in the institutional fixed income sales and trading group at Salomon Brothers in New York.  Before Salomon Brothers, Paul spent six years with the international investigative firm, Kroll Associates, where he managed global asset searches and investigations of large-scale financial fraud. 

    Professional achievements and education

    • M.B.A., Cornell University Johnson Graduate School of Management
    • B.A., Earlham College

    Outside of UBS
    Paul coaches local elementary boys and girls youth basketball teams and is an active supporter of several local charitable organizations.  In addition, Paul provides career advice and mentors military veterans and their spouses as they transition into civilian life, through his work with the national nonprofit organization American Corporate Partners (ACP).  In addition, Paul enjoys extreme fishing adventures, playing guitar with several musical groups and is an avid (but always struggling) golfer.

    Paul Vanden Heuvel holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #:0M93280).   

    • 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.

    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

        One North Wacker Drive
        Chicago, IL 60606
        paul.vandenheuvel@ubs.com
        Paul Vanden Heuvel
        One North Wacker Drive,Chicago,IL,60606
      •  William Blanchard

        William Blanchard

        First Vice President–Wealth Management

        Financial Advisor

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        • FL
        • HI
        • IL
        • IN
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        • MA
        • MD
        • MI
        • MN
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        • NE
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        • NV
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        Bill joined UBS Private Wealth Management in 2016 after four years with Credit Suisse.  He utilizes his expertise in wealth management and trust administration to provide advice and to develop and implement comprehensive, customized solutions to meet the wealth management, trust, wealth transfer, and estate planning needs of wealthy individuals and families.  Bill also attained the Certified Exit Planning Advisor designation (CEPA) in 2022, and he utilizes that knowledge and experience to counsel business owner clients and other on the importance of planning in reaching goals and objectives.  Prior to joining Credit Suisse, Bill worked at Bessemer Trust and JP Morgan managing sophisticated trust and investment relationships.  He also practiced law for 12 years in both private practice and with the Illinois Attorney General.

        Professional achievements and education

        • J.D., Georgetown University
        • B.S., Georgetown University

        Outside of UBS
        Bill likes being on, in and around the water and especially enjoys sailing, kayaking and fly fishing.  He is an avid baseball fan and has rooted for the Cubs as long as he can remember.  He also enjoys home-brewing.  Bill has coached his three sons on their youth baseball teams and volunteered, served on the Board, and helped run the Evanston Baseball and Softball Association.  He has also served on the Board of the Evanston Community Foundation, and the Illinois chapter of the American Civil Liberties Union.  

          Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

              One North Wacker Drive
              Chicago, IL 60606
              bill.blanchard@ubs.com
              William Blanchard
              One North Wacker Drive,Chicago,IL,60606
            • Lisa Siradas

              Lisa Siradas

              Associate Director

              Team Administrator

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              • AR
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              • NE
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              • NV
              • NY
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              • VA
              • WA
              • WI

              Lisa joined UBS Private Wealth Management in 2016 after eight years with Credit Suisse and nine years in private wealth with Lehman Brothers. Before that she spent nine years working at Morgan Stanley in private wealth management and futures operations.  She started her career as a sales representative for Westvaco Corporation.  Lisa is the Team Administrator.  With more than 25 years of experience, Lisa oversees the day-to-day operations and administrative duties of the team.  Lisa works closely with clients, meeting their needs by helping with special situations and inquiries, managing cash flow needs, processing estates, establishing new accounts and ensuring that the team delivers the highest level of client service.

              Professional achievements and education

              • B.A., Western Michigan University

              Outside of UBS
              Lisa loves Hawaii and visits as often as possible.  In her many trips to the islands, Lisa has become an avid fan of surfing and enjoys watching the big wave surfers on the North Shore put on a show.  Family and friends are Lisa's top priority.  She loves to travel and hits the road as much as possible to listen to great music.  Lisa has traveled as a volunteer to Argentina and Haiti.  On her first trip to Haiti, she was introduced to a 3 year old boy at a local orphanage and has sponsored his education and provided food for his family ever since.  Lisa is always looking for her next travel adventure.  

                Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                    One North Wacker Drive
                    Chicago, IL 60606
                    lisa.siradas@ubs.com
                    Lisa Siradas
                    One North Wacker Drive,Chicago,IL,60606
                  • Carlos Ponce

                    Charlie Ponce

                    Authorized Officer

                    Senior Wealth Strategy Associate

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                    • AR
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                    • CA
                    • CO
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                    • FL
                    • HI
                    • IL
                    • IN
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                    • MA
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                    • MI
                    • MN
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                    • NE
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                    • NV
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                    Charlie joined UBS Private Wealth Management alongside his team in 2016, when the Credit Suisse Private Banking Division was closed.  After graduating from the University of Iowa with a degree in finance, he started his career on the options floor at the Chicago Mercantile Exchange and later traded fixed income derivatives before transitioning to wealth management.  He holds a Certification in Public Accounting.  As a part of the UBS PWM team, Charlie develops strategic investment solutions and customized asset allocations for clients.  He also provided reporting and analysis for client performance reviews and engages in client servicing.

                    Professional achievements and education

                    • B.A., University of Iowa

                    Outside of UBS
                    Charlie enjoys traveling with his family, snowboarding, and teaching his two boys Benny and Marco what it means to be a Cubs fan.

                      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                          370 17th Street
                          Suite 4100
                          Denver, CO 80202
                          charlie.ponce@ubs.com
                          Charlie Ponce
                          370 17th Street,Denver,CO,80202
                        • Thomas Wilson

                          Thomas Wilson

                          Senior Wealth Strategy Associate

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                          • AR
                          • AZ
                          • CA
                          • CO
                          • DE
                          • FL
                          • HI
                          • IL
                          • IN
                          • KS
                          • MA
                          • MD
                          • MI
                          • MN
                          • MO
                          • NE
                          • NH
                          • NM
                          • NV
                          • NY
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                          • PR
                          • SD
                          • TX
                          • UT
                          • WA
                          • WI

                          Tommy joined UBS Private Wealth Management in 2024 after four years with William Blair where he specialized in trading and operations. In his previous role, Tommy executed daily trading requests from financial advisors, was the point of contact for portfolio managers, implemented marketing plans and proposals, and devised standard operating procedure manuals. His first two years at William Blair were spent as an intern within the private wealth management group while he was a college student. Tommy graduated from the Honors College at the University of Alabama, with degrees in finance and marketing, and was a member of the business honors program. Tommy works closely on the day-to-day operations of the team and is utilized by the team for administrative and research due diligence tasks.

                            Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                One North Wacker Drive
                                Chicago, IL 60606
                                tom.wilson@ubs.com
                                Thomas Wilson
                                One North Wacker Drive,Chicago,IL,60606

                              Proactive. Accessible. Collaborative

                              We combine the boutique experience of a specialized team dedicated specifically to your needs with the global resources of one of the world’s largest wealth management firms.

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                              Planning for the future with confidence

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                              Strategic investment management

                              Shaping multigenerational family wealth

                              Advising corporate executives

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                              Ready to sell your business?

                              The five hallmarks of a successful sale

                              Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

                              Launch. Grow. Exit your business.

                              We understand that when it comes to the business you have personally built, you're going to be invested at every level. From launching to growing to ultimately exiting your company our team can help you make smarter decisions each step of the way. 

                              Launch. Grow. Exit your business.

                              You’re considering an exit in 5 years

                              You’re considering an exit in 5 years

                              You’re 3 years away from exiting

                              You’re 3 years away from exiting

                              You’re selling within the year

                              You’re selling within the year

                              • Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
                              • Fine-tune your business model to be most appealing to a buyer
                              • Make sure business documentation and financial statements are in order
                              • Put together a team to prepare the business and optimize value
                              • Strengthen your management team
                              Learn more

                              • Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
                              • Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
                              • Build the right pre-sale advisory team, including an investment banker, attorney and CPA
                              • Explore gift and estate strategies to help maximize net proceeds from a sale

                              Learn more

                              • Finalize your trust and estate strategies 
                              • Work with us to interview and select the investment banker that works best for you
                              • Finalize your exit plan and focus on getting the best deal for the sale
                              • Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
                              • As needed, prepare employees and managers for the transition
                              • Think about what’s next for you and your future, after the sale
                              Learn more

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