Our management team
Geoffrey, a 20 year veteran of the financial services industry began his career in 1990 as a financial advisor, Branch Manager, and Regional Director at a privately held investment firm. From 1998-2007, Geoffrey was the Complex Manager at Morgan Stanley for Cleveland, Chicago and Detroit. He joined Merrill Lynch in 2007 to become their Regional Sales Manager overseeing Wisconsin & Illinois. Currently, he is the Resident Manager of the UBS Tower Wealth Management office in Downtown Chicago. He and his wife reside in Winnetka, IL with their two children.
Shawn joined UBS in 2008 and has 12 years of wealth management experience. Prior to joining UBS, Shawn was previously at Wachovia Securities and Merrill Lynch where she began her career. She has held various roles in the financial services industry including Client Service Associate, Branch Office Administrator, Financial Advisor and most recently was a Regional Branch Analyst and Planning Specialist for UBS. Shawn graduated from University of Delaware with a B.A. in Business Administration and Marketing. She holds the Series 7, 9, 10, 66 securities license.
Jim Schmid has over 16 years of experience in the Financial Services industry. He began his career in 1995 as a Branch Office Administrator with Edward Jones. In 1996 he became an Investment Representative with Edward Jones and opened an office in Mauston, WI. Jim joined UBS in 2004 as a Financial Advisor in Madison, WI. In 2006 he made the transition into management as the Operations Manager for the UBS branch in Madison, WI and in 2007 he became the Administrative Manager. Jim joined the Chicago Tower this May as the Complex Administrative Manager.
Jeff has over 25 years experience in the Financial Services Industry. His career began in 1987 at Charles Schwab, where he gained experience in many areas of operations, trading, call center management, and branch management. He spent two years at Oppenheimer & Co's Chicago office as the compliance manager and in 1998 moved to Bear, Stearns & Co. Inc. as the Compliance Manager. In 2008, after the purchase of Bear Stearns by JP Morgan, Jeff was named the Chicago Regional Supervisory Manager for the retail office. Jeff joined our UBS Chicago Tower Complex team in September 2012.
Chuck has 15 years of experience in the financial services industry. He started his career with Price Waterhouse and then moved on to join Prudential Securities where he spent over 10 years. He then joined UBS in 2008. Currently he is the Complex Operations Manager at the One North Wacker branch of UBS.
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