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 32 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 9 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, KY, 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
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Paul Corbeil has over 27 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, KY, MD, ME, MI, MO, MS, 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

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Jim Yurak is one of two Senior Portfolio Managers on the team with over 22 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, KS, MA, MD, MO, NC, NJ, NM, NY, OH, PA, SC, TX, WA


Gregory C. Box

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

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Greg Box has over 14 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, MO, NC, NJ, NY, OH, PA, SC, TX


Paul M. Douglas, CFP®, CRPS®

Account Vice President
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Plans Specialist (CRPS®)
Portfolio Manager
512-542-7552
paul.douglas@ubs.com
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Paul Douglas has dedicated the past ten 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, IN, MI, MO, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TX, WI


Jean Phelps

Wealth Strategy Associate
330-655-7443
jean.phelps@ubs.com

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Jean began her career in the financial industry 17 years ago and since then has successfully maintained client relationships in positions such as a Senior Registered Client Service Representative and Administrative Manager, and, most recently, was promoted to Wealth Strategy Associate. 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

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Amy McDonald has over 15 years of financial industry experience.  Upon graduating from The Ohio State University with a Bachelor of Science 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 and financial advisors.  Amy resides in Hudson, OH with her family and serves as the Cleveland Chapter Chairperson for The Karen Wellington Foundation for Living with Breast Cancer.


Delores Elliott

Client Service Associate
330-655-8314
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 currently resides in Aurora, OH with her 3 children.  They enjoy sports, volunteering in the community and are active in their church.


Registered States:
OH