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Michael G
Series 63, Series 65
Chicago, IL
UBS Financial Services
Michael Greene is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with UBS since 1983. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk tolerances.
Bridgid K
Series 63, Series 66
Chicago, IL
UBS Financial Services
Bridgid Kelly is a financial advisor at UBS Financial Services in Chicago, IL, holding Series 63 and Series 66 designations with 17 years of industry experience. Her prior roles include positions at Liccar Securities, LLC and Capital Trading Group. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, providing services such as fee-based financial planning, portfolio management, and capital markets support.
David H
CFP®, Series 63, Series 65
Chicago, IL
UBS Financial Services
David Hodges is a Certified Financial Planner® with 33 years of industry experience, currently serving at UBS Financial Services since 2007. Based in Chicago, IL, he holds the Series 63 and Series 65 licenses. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through proprietary research and a wide range of capital markets services.
Clare Marie F
Series 66
Chicago, IL
UBS Financial Services
Clare Marie Flynn is a financial advisor at UBS Financial Services in Chicago, IL, with six years of industry experience. She holds a Series 66 designation and has been with UBS since 2017. Outside of her advisory work, she is involved in Amazon product reviewing on a small scale. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using model-based asset allocations and proprietary research.
Alexander V
Series 66
Chicago, IL
UBS Financial Services
Alexander Vandermeer is a financial advisor with UBS Financial Services in Chicago, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Endurance Advisory Partners, The Habitat Company, and Tulane University. Vandermeer also has experience working at O'Sullivan's Public House, Forest Park Aquatic Center, and Oak Park and River Forest High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk tolerances.
Jack F
Series 66
Chicago, IL
UBS Financial Services
Jack Farrell is a financial advisor at UBS Financial Services in Chicago, holding a Series 66 license with two years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, as well as involvement with Camp Deerhorn. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and investment solutions.
Kevin R
Series 66
Chicago, IL
UBS Financial Services
Kevin Robson is a financial advisor with UBS Financial Services in Chicago, holding a Series 66 designation and four years of industry experience. His work history includes roles at UBS Financial Services, UMB Fund Services, and Merrill Private Bank Investment Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm also integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.
Paul T
Series 63, Series 65
Chicago, IL
UBS Financial Services
Paul Tashima is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 designations and over 34 years of industry experience. He has been with UBS Financial Services since 1995. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals.
Jonathan K
Series 66
Chicago, IL
UBS Financial Services
Jonathan Khosa is a financial advisor at UBS Financial Services with seven years of industry experience. He has been with UBS since 2017, following a nine-year career in education. Khosa holds the Series 66 designation and is based in Chicago, IL. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.
David F
Series 66
Chicago, IL
UBS Financial Services
David Fitch is a Series 66–licensed financial advisor with UBS Financial Services in Chicago, Illinois, where he has worked since 2001. He has 24 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to client goals.
Andrew P
Series 63, Series 65
Chicago, IL
UBS Financial Services
Andrew Palmer is a financial advisor with UBS Financial Services in Chicago, Illinois, holding Series 63 and Series 65 designations and possessing 42 years of industry experience. He has been with UBS since 1995. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and advisory programs.
Chris P
Series 66
Chicago, IL
UBS Financial Services
Chris Paterakos is a financial advisor with UBS Financial Services in Chicago, IL, holding a Series 66 designation and over 13 years of industry experience. He has been with UBS since 2012 and is also involved as a tennis instructor at Centennial. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.
John J
Series 63, Series 65
Chicago, IL
UBS Financial Services
John Jacobs is a financial advisor at UBS Financial Services with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2005. The firm serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. UBS utilizes proprietary research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk tolerances.
Rachel I
CFP®, Series 66
Chicago, IL
UBS Financial Services
Rachel Irons is a CFP®-designated financial advisor with UBS Financial Services in Chicago, IL, and has 19 years of industry experience. She has worked at UBS since 2009. Irons serves as Treasurer on the board of the Barrington Juniors Women's Club, a local philanthropy and community service organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities with wealth management services.
Donald D
Series 63, Series 65
Chicago, IL
UBS Financial Services
Donald Dressel is a financial advisor at UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 designations with 44 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions through its extensive network of financial advisors.
John C
Series 63, Series 65
Chicago, IL
UBS Financial Services
John Cochrane is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2015. Cochrane serves on the Board of Directors for the University of Illinois College of Business Alumni Association. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing model-based asset allocations and proprietary research. The firm combines institutional trading capabilities with wealth management and offers a broad range of financial planning and capital markets services.
Lidia V
Series 66
Chicago, IL
UBS Financial Services
Lidia Villalobos is a financial advisor with UBS Financial Services in Chicago, holding a Series 66 designation and 12 years of industry experience. She has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary market assumptions and research to tailor financial plans and portfolio management to clients' goals and risk tolerances.
David H
Series 63, Series 65
Chicago, IL
UBS Financial Services
David Hirsch is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 designations and over 41 years of industry experience. He has been with UBS since 2016. Outside of his advisory work, Hirsch is involved in several nonprofit organizations focused on fatherhood advocacy, including founding the Illinois Fatherhood Initiative and the social business venture TEAMDAD, and serves as president of the Alpha Beta Association of Theta Xi Fraternity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and provides a broad range of capital markets services.
Patrick S
Series 63, Series 66
Chicago, IL
UBS Financial Services
Patrick Staunton is a financial advisor at UBS Financial Services in Chicago, IL, with five years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Thrivent Investment Management Inc. before joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and research from its Chief Investment Office to tailor portfolio solutions.
Madeline K
Series 66, Series 63
Chicago, IL
UBS Financial Services
Madeline Kahn is a financial advisor at UBS Financial Services with six years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at JPMorgan Chase Bank NA and Washington University in St. Louis. Outside of her advisory role, she occasionally works as a dog walker with Wag! in Chicago on weekends. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.
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