A 33-year veteran of the financial services industry, Mark is passionate about investing and research. He is a Certified Portfolio Manager (CPM®), a new designation offered through Columbia University and The Academy of Certified Portfolio Managers. While trained in all aspects of financial planning, including a certification as an Estate Planning Specialist, Mark focuses on our clients' investment portfolios. As such, Mark ensures that investment strategies are aligned with our clients' goals and objectives.

Mark is a board member of the Albert Pick Jr. Fund, a foundation that supports small community Chicago nonprofit organizations in the areas of civic and community building, culture, education, and health and human services.

In addition, Mark serves as chair of the Finance Committee of Mikva Challenge, a Chicago nonprofit that was founded on the premise that youth voice and participation matter, and that civic and political life will be stronger when youth participate and help shape their own destinies.

Mark holds a B.A. degree from the University of Missouri. His wife, Rabbi Rachel Mikva, PhD, is an author and professor, and they have two grown children. Outside of the office, Mark enjoys playing golf and the bass guitar.

Registered States:
AK, AZ, CA, CO, CT, DC, FL, IA, IL, IN, KY, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NY, OH, OR, PA, TN, TX, UT, VA, VT

With over 14 years of experience at UBS, Liz is dedicated to providing clients with a holistic wealth management process inclusive of thorough financial planning, insurance analysis, and estate planning. Having started her career at the UBS headquarters in New Jersey and New York, Liz has deep roots throughout the firm, allowing her to easily leverage those relationships.

A native of the Chicago suburbs, Liz graduated cum laude from Bucknell University with a degree in business management and a minor in Spanish.  Committed to giving back to the community, Liz is the Chair of All Bar None Chicago, a group dedicated to the advancement of women at UBS.  She is an avid runner and enjoys running in races around the country.  Liz and her husband, Peter, live in the western suburbs of Chicago with their sons.

Registered States:
AK, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NY, OH, OK, PA, TN, TX, UT, VA, VT, WI

Nicci has worked in the financial services industry for over 10 years, focused on providing exceptional customer service. Highly organized, she is primarily responsible for account administration, including deposits and disbursements, banking services, online access and scheduling for the entire team.  As a result of Nicci's leadership in the Chicago office, she has received numerous service awards and has been appointed the Midwest representative on the UBS CSA Coach Advisory Council.  She studied at Rio Salado in Phoenix, AZ and holds her Series 7, 63, 66 and Insurance Licenses.

Registered States:
AL, AZ, CA, CO, CT, DC, FL, IA, IL, IN, KY, MA, MD, MI, MO, MS, NC, NJ, NM, NY, OH, PA, SC, TX, UT, VA, WA