Mark began his career over 30 years ago at Lehman Brothers, and spent a decade with Morgan Stanley Smith Barney. Formerly a relationship manager at Credit Suisse, Mark and his team joined UBS in November 2015.

Mark is a CFA® charterholder and earned his undergraduate degree from DePaul University and an MBA from the University of Notre Dame. He is a past president of the CFA Society of Chicago, has served as a voting member of DePaul University's endowment fund and is a Life Friend of the Barrington Library.

Mark has been quoted in Crain's Chicago Business, recognized by Barron's in 2009 and 2010 as one of the top 1000 advisors in America and listed among the top 10 advisors in Chicago by both Chicago Magazine (2008) and Barron's (2009).

Registered States:
AZ, CA, CO, DE, FL, GA, IL, IN, KS, MD, MI, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

Sean joined UBS Private Wealth Management in 2015 after spending five years at Credit Suisse in Chicago. Prior to that he was with Morgan Stanley Smith Barney and prior to that he worked at the Chicago Board of Trade as a commodities Trader on the floor.

Sean is a Certified Financial Planner™ and holds a bachelor's degree from Illinois State University and an MBA from DePaul University. 

Sean lives on the Northwest side of the city of Chicago with his wife and three children.

Ross specializes in advising high net worth clients and their families regarding their entire financial picture. He and the team leverage the resources of UBS while developing a deep understanding of the client’s needs and objectives. Each client requires a unique solution as all have their own individual circumstances in terms of family, liquidity, cash flow, goals, and more. This approach provides every client with the access and resources of a global wealth management firm while enjoying the benefits of a boutique relationship.

Prior to joining UBS in 2020, Ross spent 12 years in private banking with J.P. Morgan and Citigroup in Chicago. This followed 2 years as a financial advisor with Edward Jones. Ross first entered the financial industry in 2002 when he traded futures at the Chicago Mercantile Exchange leading to the formation of a market neutral hedge fund which he managed until 2007. Previously Ross worked in business development for Transora Corporation, a business to business exchange in the consumer packaged goods industry, as well as a Global Business Analyst for Baxter Healthcare, where he had the opportunity to live in Vienna, Austria.

Ross has a BBA in both Accounting and Management from the University of Wisconsin School of Business in Madison. He is a Registered Certified Public Accountant. He and his wife Heather reside in Deerfield, IL with their three children, Hayden, Isabelle, and Brenden.

Registered States:
AZ, CA, CO, FL, IL, KS, MN, MO, NY, OR