Thoughtful advice one family at a time

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Geoffrey, a 36 year veteran of the financial services industry, currently serves as Managing Director and Market Executive for the UBS Great Lakes Market. He leads our Private Wealth and Ultra High New Worth businesses in Michigan, Northern Ohio, and Central Ohio. He began his career in 1990 as a financial advisor, branch manager, and regional director with a privately held investment firm. From 1998-2007, Geoffrey was the branch manager and complex manager at Morgan Stanley for Cleveland, Chicago and Detroit. He joined Merrill Lynch in 2007 to become their Regional Sales Manager supporting Illinois and Wisconsin. In 2009, he joined UBS to become the branch manager of the UBS Chicago Tower Wealth Management Group and in 2016 moved to the UBS Northbrook office in Illinois as the Branch Office Manager and Assistant Market Head for the Metro Chicago Market. In 2021, Geoff moved to Michigan to oversee the Wealth Management business for the Birmingham, Farmington Hills, Grand Blanc, Grand Rapids and Muskegon UBS Offices.

Past experience

Experience and oversight includes Wealth Management, Institutional Consulting, DC Advisory, Corporate Executive Financial Services, Corporate Cash Management and Regional Institutional Sales for Equities and Fixed Income.

Education and credentials

Geoffrey graduated from Michigan State University with a Bachelor of Arts Degree in Marketing.

Licenses held:

Series 7, 63, 65, 3, 4, 8, 24

State of Michigan Life and Variable Annuities

Life

Geoff and his wife reside in Grosse Pointe Michigan and they have two children. He is an avid sailor, active with his parish, and a dual citizen of the United States and Switzerland.

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Stacy Chaffee is the Associate Market Executive for the Great Lakes Market at UBS, bringing nearly four decades of financial services industry experience of which 34 years have been with UBS.  Based in Birmingham, Michigan, Stacy partners closely with market leadership and financial advisors to drive strategic initiatives, support business growth, and enhance the overall advisor and client experience. Her extensive industry background provides a unique perspective on navigating change, fostering collaboration, and implementing solutions that help advisors and teams succeed. 

Known for her relationship-focused approach and commitment to excellence, Stacy plays a key role in advancing market priorities while supporting a culture of teamwork, accountability, and service. Her decades of experience, combined with her passion for helping others succeed, have made her a trusted partner to colleagues, advisors, and leadership across the organization.  
Outside of work, Stacy enjoys spending quality time with her husband Mike, hiking, snowmobiling, and relaxing with family and friends at their cottage in northern Michigan. 

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• MI
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Jeff Catlin has been in the Wealth Management industry for 35 years. Currently, Jeff is the Market Director for UBS Wealth Management offices in Troy, MI, Farmington Hills, MI, Muskegon, MI and Grand Rapids, MI. Jeff, and his team, work with selected clients in the Detroit Metro and Northern Ohio areas. They help clients meet their long term goals using strategies for growth and preservation of capital. The offices have 80 Financial Advisors, $15 Billion under management, and produce over $115 Million in annual revenue. Originally from New Jersey, Jeff started as a Financial Advisor at Prudential Securities in New York City. He has had various roles at UBS and PaineWebber. Jeff started in the Taxable Fixed Income department, and has had roles in Non-Proprietary Mutual Funds in Weehawken, NJ. Jeff was named one of the first 13 Regional Sales Managers for UBS, covering the South Central Region, and spent time working in Washington DC, as the Business Development Officer for the Mid-Atlantic Region. Prior to his current role, Jeff was the Complex Director for the Great Lakes Complex in Michigan, comprised of 5 offices in Ohio and Michigan. Jeff lives in Birmingham, MI, is married, and has 3 children.

DaVonne Powers Sr. is a Business Development Officer for the Great Lakes Market at UBS, bringing nearly two decades of experience in banking, wealth management, client service, and business development. Throughout his career, he has been committed to building strong relationships, delivering exceptional client experiences, and helping financial professionals connect clients with meaningful financial solutions.

DaVonne began his career in the financial services industry in 2007 as a licensed banker, assisting clients with both traditional banking needs and investment solutions, including annuities, brokerage accounts, and IRAs. After 14 successful years in banking, he transitioned into an Investment Associate role, further expanding his expertise in wealth management and investment services.

Building on his passion for leadership and service, DaVonne later served as Director of Client Services for a Michigan-based wealth management firm, where he oversaw client experience initiatives and supported the growth of advisory relationships. He subsequently joined UBS as a Relationship Manager in the Wealth Advice Center before being selected for the newly created role of Business Development Officer for the Great Lakes Market.

In his current role, DaVonne partners closely with Financial Advisors and branch teams across the market, helping them leverage the full breadth of UBS resources and capabilities. He serves as a strategic connector, facilitating access to specialized solutions, sharing insights from the UBS Chief Investment Office, and introducing innovative ideas and opportunities designed to support advisors and enhance client outcomes.

DaVonne holds a Bachelor of Science in Mathematics from Grand Valley State University and an MBA with a concentration in Finance from Ashford University. He also maintains an extensive range of industry credentials, including FINRA Series 6, 7, 63, 65, 9, and 10 licenses, as well as annuity and Michigan Life, Accident, and Health Insurance licenses.

A lifelong learner and relationship builder, DaVonne resides in the Detroit metropolitan area with his wife, daughter, and son. Outside of work, he enjoys spending time with his family, cooking, watching movies, and traveling.

With a career in the financial industry spanning back to the early 1990s, Dawn began as a Client Service Associate and steadily advanced to her current role providing administrative support to market leadership and executive teams.  Dawn joined UBS in March 2025 and is frequently called upon for guidance related to HR processes, FA compensation coordination, and administrative best practices, serving as a trusted resource for advisors, managers, and support teams alike.

She is based in the Birmingham, MI office working collaboratively across the market with advisors, managers, and support teams, contributing to leadership effectiveness and fostering a positive team culture.

Beyond her professional achievements, Dawn values time spent at her northern Michigan cottage, where she enjoys boating, golfing, and relaxing with her husband and two adult sons.