Experience Makes all the difference

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, appropriate advice and a dedication to developing a long-term relationship.

Robert W. Foersterling

Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
Endowment & Foundation Consultant (EFC)
312-525-4038

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With over 25 years' experience in both Wealth Management and Investment Banking, Rob strategically guides his clients toward their financial goals. He began his career as an Investment Banker spending six years at both William Blair & Company and EVEREN Securities (now part of Wells Fargo), advising his clients through several public financings, IPOs, and merger & acquisition transactions totaling over $2.5 billion. After leaving EVEREN, he served as Vice President & Senior Portfolio Manager in Wealth Management at Morgan Stanley. Rob finally joined UBS in 2009 in a similar capacity, where he's been a member of the Financial Advisor Advisory Council for the last seven years, and was recently awarded the Endowment & Foundation Consultant designation.

Rob is an alumnus of the University of Michigan, majoring in Political Science with minors in Business Administration and International Security Affairs.  He has received the Certified Investment Management Analyst (CIMA) credential from the Wharton School of Business, and has passed level II of the Chartered Financial Analyst (CFA) program.

Rob currently serves as Vice Chairman of the Advisory Board for the Chicago Police Memorial Foundation. He's also a graduate and former team leader of the National Outdoor Leadership School (NOLS), and is an avid traveler and a triathlete. Rob is involved in alumni relations volunteer work for the University of Michigan, and also has done volunteer work with the Mott's Children's Hospital in Ann Arbor, Special Olympics, Chicago Cares, and ACP Veteran Mentoring. Rob and his wife Becky have two daughters and a son, and live in the north suburbs of Chicago.


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, SD, TX, UT, VA, WA, WI, WV


Robert L. "Bob" Foersterling

Senior Vice President - Wealth Management
Financial Advisor
Emeritus
Senior Portfolio Manager
847-277-2125

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Much of Bob's 45 years in Financial Services have been spent specializing in municipal bonds. In addition to his Series 7 as a General Securities Representative, Bob is also licensed in both General Securities Principal and Municipal Securities Principal. Prior to UBS, Bob was a Senior Vice President, Wealth Management at Morgan Stanley for 15 years. Before that he served as Manager of the municipal bond department responsible for trading, underwriting, retail and institutional sales for a large regional firm.

Bob earned his B.S. in Business Administration and Finance from Drake University and is a graduate of the Wharton School of Business Senior Financial Advisor Program. Always wanting to learn more, he studied for and received the Certified Investment Management Analyst (CIMA) designation from the Wharton School in 1996. Bob feels the investment portfolio management business is both an art and a science. The science side can be learned, but the art side comes only with years of experience and living through market cycles firsthand.

While serving his country in the Army, Bob was a paratrooper, medic and earned the Green Beret. He served from 1965 to 1971 in both the 7th and 12th Special Forces Group (Airborne). Bob is an active pilot with commercial and instrument ratings for over 50 years and has logged thousands of hours in his private plane. Bob and his wife, Janice, live in Inverness, IL and spend time in Palm Desert, CA during the winter months. They have 4 adult children and 5 grandchildren. They enjoy traveling, golfing and spending time with family and friends.


Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV


Rachel D. Irons, CFP®

Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
312-525-4039

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Rachel has over 12 years of experience in the financial services industry and has enjoyed building strong relationships with clients over the years. She is passionate about the trust she has cultivated with each client and recognizes that it is the foundation to delivering a holistic wealth management solution. She often says, "I’m devoted to the principles of stewardship in order to help our clients realize their financial freedom.” In March of 2012, Rachel distinguished herself with the Certified Financial Planner™ designation. Her focus on Financial Planning and attention to detail helps position her to execute on strategic financial planning solutions for clients. Rachel graduated from Northern Illinois University with a Bachelor’s degree in Finance. In addition to her undergraduate degree, she has several registrations and securities licenses, including the Series 7, Series 66, Series 31 and is a Rule 144 Restricted Stock Specialist. Rachel also holds licenses for life, accident and health along with variable annuities.

Rachel is an active member of the Professional Women's Club of Chicago and the Barrington Junior Women’s Club, where she devotes most of her time to various philanthropic activities such as the Barrington Giving Day, Meals on Wheels, local scholarship programs, and the Sunny Hill Elementary School Reading Volunteer program. She has also been a proud volunteer with the Special Olympics for the past several years and is a longtime member of the Schaumburg Church of Christ. At the church, Rachel sits on the financial board and is responsible for issuing the monthly financial statements and annual budget to its members. Rachel and her husband Dan reside in Barrington, IL with their children Emily, Alexa, and Jax. In her free time, Rachel maintains that spending time with her family and loved ones is top priority.


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, SD, TX, UT, VA, WA, WI, WV


Robert L. Brown IV

Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
847-498-7742

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Bob began his career advising client over 40 years ago as a Certified Public Accountant (CPA) at Touche Ross & Co. In 1978, Bob leveraged his skills to become a Financial Advisor at Oppenheimer & Co. prior to joining UBS in 1984. As a Senior Vice President & Portfolio Manager at UBS, Bob uses a disciplined approach to managing portfolios based on the individualized financial plans that reflect the goals and values of each client. This purpose-driven approach to wealth management is designed to help clients & their families achieve their liquidity, longevity and legacy needs.

Bob earned his Bachelor of Science in Accounting from University of Kansas. Bob and his wife, Mary, are members of the Chicago North Shore community and have four adult children and two grandchildren. In his free time, he enjoys spending time with his family, golf, running and philanthropy.

 

 

 


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, SD, TX, UT, VA, WA, WI, WV


Suzanne M. Schultz, CFP®

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
847-498-7818

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As a CERTIFIED FINANCIAL PLANNER™(CFP®), Suzanne focuses on developing personalized solutions through comprehensive financial planning. Each financial plan serves as a roadmap to help clients achieve their life goals and legacies. Suzanne began advising clients at Merrill Lynch in 1983 and later joined UBS in 2002. With over 70 years of combined experience, Suzanne and Bob are proud to have distinguished themselves and their practice by developing long-term multi-generational relationships with clients that allow them to deliver advice beyond investing.

Suzanne received her Bachelor of Science in Business with honors from Millikin University. In addition to her CFP®, she holds her Series 7, 63 and 66 securities licenses and insurance licenses. Suzanne and her husband Jeff are members of the North Shore Community and have four adult children. Away from the office, she enjoys biking, travel and spending time with her large extended family.


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, SD, TX, UT, VA, WA, WI, WV


Patrick Doyle Erfort, CFA

Financial Advisor
Chartered Financial Analyst®
312-525-4874

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Patrick joined UBS in 2016. Since joining he obtained the Series 7 and 66 licenses and as of September 2019 is a CFA charterholder. Prior to UBS Patrick worked as an analyst for a private equity firm. He is from River Forest and attended Fenwick High School before going to the University of Illinois Champaign-Urbana where he received a degree in Economics with a minor in Business. He currently lives with his wife, Kelly, in Chicago and enjoys running and staying active.


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VI, WA, WI, WV, WY


Meredith Long III

Registered Client Service Associate
312-525-4032

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Meredith joined UBS Financial Services Inc. in February 2018 as a Registered Client Service Associate. His primary responsibilities are covering the day-to-day operational needs of clients and to provide administrative support for the team. Meredith completed a Bachelor of Science degree in Molecular Biology from Portland State University and holds the Series 7 and 66 licenses. In his free time, he enjoys cooking and entertaining friends and stays active by swimming, cycling, and playing volleyball.


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV


Amy Lynn Ryan

Registered Client Service Associate
312-525-4561

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Amy joined UBS as a Client Service Associate in May of 2018.   She comes from 10 years' experience as a Paralegal for a law firm in Chicago. After taking time to raise her 2 daughters, she began working as an office manager for an Elementary school in Elmhurst; overseeing daily operations and administrative needs. In her free time, Amy enjoys running, fitness and spending time at the lake with her friends and family.


Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, WY


Marco Joseph Beltrano

Client Service Associate
847-498-7789

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Marco joined UBS in January 2020 as a Registered Client Service Associate and brings experience from his previously held service & support roles at both JP Morgan & Merrill Lynch. He attended Illinois State University and earned a Bachelor's degree in Finance with a minor in Financial Planning. He currently holds both Series 7 and 66 licenses. In his free time, Marco enjoys rooting for his favorite sports teams (Cubs and Bears), staying active, and being around loved ones.


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV


Pamela Matijevic

Senior Client Service Associate
847-277-2102

email



Pam Matijevic is a Sr. Registered Client Service Associate and has been with UBS for 10 years and in the Financial Industry for 25 years. Pam's primary responsibilities cover the day to day operational needs of clients, including money transfers, wires, journals and other client needs. Pam has a Bachelor of Science in Merchandising/Marketing with a minor in Business from Northern Illinois University and enjoys spending time with her husband, Joe and her children, Abby and Ben and their many activities.


Registered States:
FL, IL, NY