Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Philip C. Allen

Senior Vice President - Wealth Management
Certified Divorce Financial Analyst (CDFA™)
312-525-7690
phil.allen@ubs.com

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Phil has over 26 years of experience advising High Net Worth families. During his career, Phil has focused primarily on public and private business owners helping them manage concentrated positions and liquidity events. This includes pre-IPO/M&A strategies, 10b5-1 plans, option exercise planning, and cash flow management. Phil is also experienced in helping his charitable-minded clients set up and manage family foundations.

Along with partner Hugh Breslin, their team employs a five step consultative process to evaluate each client's financial picture to ensure the management of their wealth is aligned with their core values and most meaningful goals. The team's process incorporates personalized investment consulting and advanced planning, working closely with each client's advisors, attorneys, and accountants to ensure their investment plan works seamlessly with wealth transfer goals and estate plans.

Phil's team joined UBS Private Wealth Management in 2009. Prior to joining UBS, he spent 8 years at Bank of America as a Senior Private Wealth Advisor for US Trust. Phil began his career at Salomon Brothers in 1988 in their Private Investment Department working with Salomon's senior executives, active investment professionals, and small institutions gaining valuable capital markets experience.

Phil's charitable work has been focused primarily on providing scholarships for deserving inner-city students. He has served on the Board of St. Ignatius College Prep and the Notre Dame Club of Chicago. He lives in Hinsdale, Illinois with his wife and four children.

Education

Phil graduated from the University of Notre Dame with a B.A. and Kellogg Graduate School of Management at Northwestern University with an MBA in finance. 


Registered States:
AZ, CA, FL, GA, IL, KY, MA, MD, MI, MN, NC, NJ, NY, OH, PA, SC, TN, TX, WA, WI


Jennifer Arquilla

Senior Vice President - Wealth Management
630-572-4046
jennifer.arquilla@ubs.com

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Her group  was founded by their father Ron Arquilla in the late 60's at EF Hutton.  Jennifer began her career in financial services in 1992 and works with her brother, David.  With over 20 years of experience as a financial advisor, Jennifer's focus is on overall financial, estate, and insurance planning, especially as they relate to multiple generations of families and woman in transition.  Her focus in this area has given Jennifer a unique perspective on what she refers to as "life beyond investing".  Jennifer was one of 400 female Financial Advisors selected nationally to attend Barron's annual "Top Women Advisors Summit" in 2007.  She is a board member of The Women's Board of the Lincoln Park Zoo of Chicago.  Jennifer is also on the board of The Woman's Athletic Club where she is currently co-chair of the Investment and Insurance Committee.  She was the treasurer of The 1200 N.  Lake Shore Dr. Condo Association for 4 years.  She is an alumna of Miami of Ohio University.  Jennifer presently lives in Chicago with her husband and step daughter. 


Registered States:
AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, MA, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, SC, TN, TX, VA, WI


Hugh F. Breslin

Senior Vice President - Wealth Management
312-525-7694
hugh.breslin@ubs.com

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Hugh has over 22 years of industry experience. He has spent his career focused on providing investment and risk management solutions working primarily with successful individuals and families of significant means. His background in portfolio management during multiple market cycles gives him a unique perspective on risk management which permeates all aspects of his team's process.

Along with partner Phil Allen, their team employs a five step consultative process to evaluate each client's financial picture to ensure the management of their wealth is aligned with their core values and most meaningful goals. The team's process incorporates personalized investment consulting and advanced planning, working closely with each client's advisors, attorneys, and accountants to ensure their investment plan works seamlessly with wealth transfer goals and estate plans.

Hugh's team joined UBS Private Wealth Management in 2009. Prior to joining UBS, he spent 8 years at Bank of America, the last few years as a Senior Private Wealth Advisor for US Trust. Hugh began his career at Salomon Brothers in 1992 in their Private Investment Department working with Salomon's senior executives, active investment professionals, and small institutions gaining valuable capital markets experience.

Hugh is currently on the board of a theatre in Chicago and has served on the investment committee of a local high school. He resides in Chicago with his wife Robin and has two children, one attending Santa Clara University, and one at St. Ignatius College Prep.

Education

Hugh earned a BBA in Finance from the University of Notre Dame and an MBA in Finance and Business Strategy from the Kellogg Graduate School of Management at Northwestern University.


Registered States:
AZ, CA, FL, IL, MA, MI, NC, NY, OH, SC, TN, TX


David Arquilla

Senior Vice President - Wealth Management
630-572-4036
david.arquilla@ubs.com

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David began his career in financial services in 1997 working with his father and sister.  His focus is on helping families navigate significant wealth by truly understanding their lifestyles needs, cash-flow requirements, and wealth preservation goals.  David has extensive experience advising families before, during and after life's many transitions:

*Purchase, sale or transfer of a business

*Family transitions, such as births, weddings, death, or divorces

*Executive decisions, such as retirement or deferred compensation

Advising clients over the last 19 years has helped David develop a passion for economic and stock market history.  David graduated from Augustana College in Rock Island, IL.  His hobbies include cooking, playing the guitar and tennis.  He currently lives in Elmhurst with his wife and three young children. 


Registered States:
AZ, CA, CO, CT, FL, GA, IA, IL, IN, MA, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WI


Carmel A. Kelleher

Senior Client Service Associate
312-525-7695
carmel.kelleher@ubs.com


Registered States:
CA, IL


Natalie Renee Vaswani

Wealth Strategy Associate
630-572-4016
natalie.vaswani@ubs.com


Registered States:
AZ, CA, CO, CT, FL, GA, IA, IL, IN, MA, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WI