Experience Makes all the difference

Dennis J. Drescher

888-827-8469
888-827-8469
dennis.drescher@ubs.com

Dennis Drescher is the Market Head for the Chicago Tower. He is a forty year veteran of the securities industry.

Mr. Drescher graduated Magna Cum Laude, Phi Beta Kappa from the State University of New York at Buffalo. He received his Juris Doctorate degree from Suffolk University Law School in Boston.

Mr. Drescher is on the Board of Directors of Ann & Robert H Lurie Children's Hospital of Chicago. He is a trustee of the National Retirement Plan for the American Conference of Cantors. He was named Northeastern Illinois University’s Man of the Year for his civic and philanthropic activities, and is the recipient of the George D. Kennedy Leadership and Service Award for his ongoing contributions in support of the mission of Children's Hospital of Chicago.


Registered States:
AZ, CA, FL, IL, NY, WI


Patricia A. Hennessy

Associate Director
Executive Assistant to Market Head
312-525-7502
patricia.hennessy@ubs.com

Patricia has over 30 years of experience in the financial services industry. She holds series 7 and 8 licenses and has been with UBS since 2003. Prior to her current role, Patricia was an Executive Assistant for the Midwest Region and Administrative Manager for Chicago Private Wealth.

Ms Hennessy graduated from Boston College with a BS in Nursing, and had worked in a Cardiac Surgical and Medical Intensive Care Unit in Boston.

Ms Hennessy has volunteered at Camp 'One Step at A Time', an organization for children with cancer and leukemia for the past 15 years. She is also a past member of the Chicago Children's Lurie Hospital Corporate Champion's Board, and one of the founders of the signature event, The Children's Hospital Car Raffle, which ran for 15 years in Chicago.

Patricia currently resides in Chicago, enjoys skiing, biking and travel.


Registered States:
IL, MA


Mark Munizzi

Executive Director
Market Supervisory Officer
312-525-7503
mark.munizzi@ubs.com

A 34-year veteran of the financial services industry, Mark shares a passion for building an unparalleled client and employee experience through his dedicated interaction with financial advisors and employees. He joined UBS in 2003 and is appreciated for his consistently upbeat and helpful attitude.

From his earliest experience as a runner on the trading floor of the Chicago Mercantile Exchange, to 30 years in numerous capacities in retail branches, Mark's success has formed his "ground up" approach to wealth management.

Mark earned his bachelors in marketing from Northern Illinois University. He holds Series 3, 7, 9, 10, 63, 65 securities licenses, as well as, his Life & Health insurance licenses. Mark and his wife live in a close-knit community and he's active with the Special Children's Charities, as well as his local Little League and school board.


Registered States:
IA, IL, IN, KS, MA, MI, MN, MO, ND, NE, NY, OH, OK, PA, SD, TX, WI


Bob Vasa

Director
Assistant Market Head
312-525-7508
bob.vasa@ubs.com
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With more than 17 years of experience in the financial services industry, Bob joined UBS in 2008. Bob is a director responsible for helping financial advisors to grow their business practices in the Chicago Tower Market. This encompasses transactional and investment linked products across all asset classes as well as hedging and trading through a wealth management approach. In addition, Bob sources partnering opportunities to leverage the firm's capabilities; which deliver institutional products to very sophisticated high-net-worth clients.

Bob has been with UBS for over 10 years and is the Assistant Market Head for the Chicago Tower. He has played a vital role in growing and retaining employee culture across the firm, transforming the Chicago Tower into a leading Market, by coaching his financial advisors, support staff and management team to serve their clients to the best of their abilities. His leadership is critical to sustaining long-term growth and retaining the industries best talent. Bob is well known for his networking and collaborative success by working across the firm to take full advantage of our capabilities, ensuring the world’s largest wealth manager continues to deliver the excellence our client expect. He is working to actively move decision making closer to the client for a successful delivery of WMA's new, more efficient operating model.

Bob is actively involved at the Ravinia Festival as an Executive Board member of the Ravinia Associates raising funds and increasing awareness for Chicago Public Schools music programs. Bob consistently receives the Global Community Award for his outstanding contributions to society in partnership with UBS Community Affairs and Corporate Social Responsibility Americas. As a globally recognized leader in volunteer efforts, Bob promotes the long-term intention of UBS, to be a responsible corporate citizen. Over the years his efforts have achieved demonstrable, recognized and sustained impact in their communities.

A Chicagoland native, Bob received a B.A. in Economics and Finance from The University of Illinois Urbana –Champaign. Bob is married to Malin and they have two daughters.


Registered States:
AZ, CA, CO, FL, GA, IL, KS, MD, NJ, NY, OR, PA, VA, WI


Daniel Dougherty

Director
Administrative Manager
312-525-7506
daniel.dougherty@ubs.com

Dan has experience in all areas of financial services with a focus on the operational and regulatory aspects of private wealth management. Having worked at Merrill Lynch for the majority of his career and most recently as both Chief Operating and Compliance Officer at a number of Chicago-based hybrid investment operations, Dan has managed processes in companies of all sizes, specializing in delivering first class client service. Dan performs the duties of the Chicago Tower Market Area Administrative Officer while residing in Old Town with his wife Tracy. They enjoy their 39 nieces and nephews often here in Chicago and in Wisconsin and appreciate jogging with Back On My Feet or on their own on Chicago's lakefront. Dan is a sports and fishing fanatic and holds an MBA in Corporate Finance from Keller Graduate School of Management and a BA in Economics from St. Mary's College in Winona, MN.


Leslie Diane Mercier

Director
Market Supervisory Officer
312-525-4736
leslie.mercier@ubs.com

Leslie has been a proud partner to  Financial Advisors as a Supervisory Officer with UBS Financial Services for over seven  years, most recently in the Chicago Market Area. 

She serves as a resource and guide for the complex regulatory environment towards the ultimate goal of effective wealth management solutions.  Leslie holds a B.S. in Management/Finance from the Georgia Institute of Technology as well as FINRA licenses including the Series 7, 9, 10, 63, 65 and 24 and a state of Illinois insurance license.   

She lives with her husband, Bill, in the Chicago Loop and is an avid world traveler.  She loves cheering on her Atlanta Braves and is also involved in many charitable service organizations in her community including the Prader-Willi Syndrome Association.

 


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY


Conchita Campbell-Peters

Branch Office Admin
312-525-4209
conchita.campbell@ubs.com


Tanel Martinez

Associate Director
Market Technology Specialist
312-525-4499
tanel.martinez@ubs.com

Tanel has 16 years of Technology Support experience at UBS. During his tenure at UBS he has been closely aligned to UBS Wealth Management branches as a Divisional Technology Liaison and Technology Officer, providing escalation support for major technology issues. He is passionate about helping teams grow their business, providing exceptional client service, technology and escalation expertise.

Tanel is currently working as the Market Technology Specialist for the Chicago Tower Market Area. In this capacity, he will be working closely with the market management team to support our advisor teams through platform training and technical escalation support.

Tanel is a volunteer for the "Adopt a Child" for holidays program.

Tanel currently resides in Richton Park and is married to Carlene. He is step-father to two lovely boys. On his spare time he enjoys dancing, traveling, and reading books.


Heather Anne Miller

Wealth Planning Analyst
312-525-6303
heather.miller@ubs.com

Heather began her career in public accounting at Andersen Tax. She worked as a Business Valuations Analyst and Experienced Tax Associate. In the Valuation group she valued privately-held companies for business owners for purposes of divorce litigation, estate planning, stock option pricing, and buy-sell succession planning. In the Tax group she built financial statements for privately-held corporate clients and participated in tax compliance and planning for high net worth individuals, public and private companies.

She is currently a Wealth Planning Analyst at UBS, where she works closely with financial advisors to service high net worth clients through comprehensive financial planning. As a financial planner, she provides expertise in retirement planning and cash flow analysis, executive compensation strategies, risk and liability management, business succession planning, charitable planning and estate planning.

Heather earned her B.S. in Economics, French and International Studies from Boston College in 2011. She has earned the Accredited Wealth Management Advisor designation.


Registered States:
IL, NJ