Experience Makes all the difference

TPG Wealth Management is the premier choice for private wealth management. With over 150 years of combined experience in weathering difficult financial markets, they focus on advising a select group of individuals and families. By taking a holistic, prudent and analytical approach, TPG clients can confidently plan for tomorrow.

Craig Pickering

First Vice President - Wealth Management
Financial Advisor
330-655-8310
craig.pickering@ubs.com

Craig Pickering is the Senior Partner of TPG Wealth Management.  For over 31 years, through senior management duties, he has been servicing the needs of clients in both the institutional and retail marketplace.  Craig formed what is now known as TPG Wealth Management in the 1990s, a multidiscipline team currently consisting of 11 individual members.  

 

A graduate of Bowling Green State University; he is also an alumnus of The Wharton School of Business Securities Industry Association Program (SIA).  Craig has served on a number of boards through his church as well as in his community.

 


Registered States:
AL, AZ, CA, CO, FL, IL, MA, MI, MO, NC, NJ, NY, OH, PA, SC, TX


Paul Corbeil

Senior Vice President - Wealth Management
Senior Portfolio Manager
Certified Portfolio Manager (CPM®)
Chartered Mutual Fund Counselor (CMFC)
330-655-7455
paul.corbeil@ubs.com
Visit my personal page

Connect with me on LinkedIn   Connect with me on LinkedIn

Paul Corbeil has over 26 years of industry experience and is one of two Senior Portfolio Managers at TPG.  Paul was awarded the Certified Portfolio Manager designation by The Academy of Certified Portfolio Managers through a rigorous program at Columbia University in June 2014.  He is also a Chartered Mutual Fund Counselor (CMFC), a member of the UBS Portfolio Management Program (PMP), and continually seeks out new opportunities to expand upon his expertise.

Paul heads up individual equity analysis (micro) for the team, co-leads the group that selects the investments used in TPG client portfolios, and is responsible for relationship management.

 

He is a graduate of Ohio Wesleyan University and supports a number of different charitable organizations.

 


Registered States:
AL, AZ, CA, CO, FL, IL, MA, MI, MO, MS, MT, NC, NJ, NY, OH, PA, SC, TX, VA


James S. Yurak

Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
Senior Portfolio Manager
330-655-8320
james.yurak@ubs.com

Connect with me on LinkedIn   Connect with me on LinkedIn

Jim Yurak is one of two Senior Portfolio Managers on the team with over 21 years of finance experience.  A member of the UBS Portfolio Management Program (PMP), a Certified Financial Planner and a Certified Investment Management Analyst, Jim is in charge of macroeconomic analysis and research for TPG.  Additionally, he co-leads the group that selects the investments used in TPG client portfolios, is in charge of wealth management for the team, and acts as a relationship manager. 

 

Jim graduated Phi Beta Kappa from Colgate University.

 


Registered States:
AL, AZ, CA, CO, FL, IL, MA, MD, MI, MO, NC, NJ, NM, NY, OH, PA, SC, TX, WA


Gregory C. Box

Financial Advisor
330-655-8305
gregory.box@ubs.com

Connect with me on LinkedIn   Connect with me on LinkedIn

Greg Box has over 13 years of industry experience and is a former practicing CPA as well as a former practicing estate planning attorney prior to his career as a Financial Advisor.  His experience in tax planning and estate planning is instrumental to TPG's holistic approach to financial planning for clients.  Greg assists in selecting investments used in TPG client portfolios, is in charge of technical analysis for TPG, and is also a relationship manager. 

 

He obtained his undergraduate degree from Canisius College in Buffalo, NY, and Juris Doctorate from The University of Akron School of Law.


Registered States:
AL, AZ, CA, CO, FL, IL, MA, MI, MO, NC, NJ, NY, OH, PA, SC, TX


Paul M. Douglas

Account Vice President
Financial Advisor
Portfolio Manager
330-655-8319
paul.douglas@ubs.com
Visit my personal page

Connect with me on LinkedIn   Connect with me on LinkedIn

Paul Douglas has dedicated the past nine years to his craft as a Financial Advisor.  He is in charge of behavioral analysis for TPG, assists in selecting investments used in TPG client portfolios, serves as a relationship manager and is passionately involved with his clients' holistic financial planning strategies.  He represents the group in Austin, Texas where he resides and serves clients located all throughout the United States. 

 

Paul obtained his undergraduate degree in finance (magna cum laude) from the Honors College at The University of Akron.  He is involved in a number of different charitable organizations and boards including The National Alumni Association Board for The University of Akron.  Some causes that are important to him are animal welfare, disaster relief and chronic disease research.

 


Registered States:
AL, AZ, CA, CO, FL, IL, MA, MI, MO, NC, NH, NJ, NY, OH, OR, PA, SC, TX, WI


Mark Lyons

Wealth Strategy Associate
330-655-8309
mark.lyons@ubs.com

Connect with me on LinkedIn   Connect with me on LinkedIn

Mark Lyons is a Wealth Strategy Associate for the team and brings ten years of experience to the group.  He works closely with the Senior Portfolio Managers of TPG, analyzing securities and executing trades.  Additionally, Mark is a relationship manager, assists in selecting investments used in TPG client portfolios, and is the point person for client insurance needs, analyses and reviews. 

 

He received his undergraduate degree in economics from The University of Mount Union and earned his M.B.A. from Kent State University.

 


Registered States:
AL, AZ, CA, CO, FL, IL, MA, MI, MO, NC, NJ, NY, OH, PA, SC, TX


William Allen Spetrino Jr.

Financial Advisor
330-242-2917
william.spetrino@ubs.com

Bill recently joined TPG and is based in the Hilton Head Island/Savannah area.  He has over 31 years of experience in the institutional/retail marketplace.  Throughout his career, he has served in a number of capacities ranging from executive management to portfolio management along with sales/marketing responsibilities.  In addition, he serves as an adjunct economics professor at the University of South Carolina-Beaufort.  He was most recently based in the Philadelphia market with regional management responsibilities for a large institutional money manager.  He has a B.A. from Wittenberg University and his M.A. in economics from Cleveland State University.


Registered States:
AZ, KY, OH, PA, SC


Jean Phelps

Senior Client Service Associate
330-655-7443
jean.phelps@ubs.com

Connect with me on LinkedIn   Connect with me on LinkedIn

Jean began her career in the financial industry 16 years ago and since then has successfully maintained client relationships in positions such as a Senior Registered Client Service Representative and Administrative Manager. Jean attributes her administrative success to committing time to studying and managing operational and administrative processes. Her attention to detail and organizational skills have fostered a friendly and comprehensive client experience.  Jean joined UBS in 2007 after several years at a major financial services firm. Her licenses include the Series 6,63,7,9,10 and 65.  She is a graduate of Kent State University with a B.A. in Business Management and a concentration in Finance. In addition to her work, Jean enjoys volunteering for Habitat for Humanity and participating in activities at a local retirement center. She and her husband Nick reside in Cuyahoga Falls where they enjoy playing golf, traveling and spending time with family.


Registered States:
OH


Amy Mcdonald

Client Service Associate
330-655-8321
amy.mcdonald@ubs.com

Amy McDonald has over 14 years of financial industry experience.  Upon graduating from The Ohio State University with a B .S. in Business Administration in 1991, she began her financial services career with McDonald and Company Investments.  She joined TPG in early 2014, and her role on the team is to assist with all of the marketing aspects for the team as well as assisting clients.  Amy volunteers at her children's school and church and serves as Cleveland Chapter Chairperson for The Karen Wellington Foundation for Living with Breast Cancer.


Delores Elliott

Client Service Associate
delores.elliott@ubs.com

Dede Elliott joined our team in late 2015.  After graduating from DeVry Institute of Technology with a Bachelor in Business Operations, she held management positions with Marriott ExecuStay and a senior account management position with NetJets. Her  extensive customer service experience with high net worth clients and a background of concierge services will undoubtedly prove to be a  benefit to our clients.

She and her husband currently reside in Aurora, Oh with their 3 children.  They enjoy sports, volunteering in the community and are active in their church, where her husband serves as Pastor.