Working toward your goals It starts with a strategic plan

The Held Group Richard M. Held, Jeremy T. Shull, Richard E. Ristau, Ortal Shachar, Henry Jakobsze, Andrew J. Palmer, Erik M. Held, Molly Antonetti, Lidia L. Villalobos, Jaime R. Villalobos, Jonathan N Bates Khosa

The Held Group






UBS Financial Services Inc.
One North Wacker Drive
25th And 26th
Chicago, IL 60606

We understand what it takes to run a successful business. It begins with dedicated individuals inspired to be the best and achieve the best for their company. And when it comes to providing the best solution for administering an equity compensation plan, it's more important than ever to choose the right team.

Talk to us about how we can deliver administration and participant support services that help you manage your plans with confidence. Our goals are clear: improving your plan's flexibility and efficiency, while simplifying your daily involvement. We offer fully integrated solutions and, more importantly, advice—both to your organization as well as your plan participants and their families.

Richard Held has been recognized as an industry leader.

  • Richard Held, Financial Times Top 400 Financial Advisers, 2015, 2017, 2018, 2019
  • Erik Held, Forbes America's Top Next-Generation Wealth Advisors, 2017, 2018


Equity Awards

Increase the impact of equity awards

The UBS Equity Award Value Index

The UBS Equity Award Value Index™