Let's move forward. Together.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • M Gatewood

    Mike Gatewood

    Managing Director

    Market Executive

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    • AR
    • AZ
    • FL
    • IL
    • KY
    • MA
    • MI
    • MN
    • MO
    • NE
    • OH
    • OR
    • PR
    • UT
    • WI

    Michael is responsible for leading Chicago Wealth Management and Chicago Private Management as the Market Executive. In this capacity, he brings together the firm's best in class resources, talent and capabilities to create and sustain success for our clients in the Americas.

    With more than 24 years in the wealth management industry, Michael brings a wide breadth and depth of experience having served in a multitude of capacities including Complex Director, Branch Manager, Regional Sales Manager and member of the Equity Advisory Group. Michael has served as the co-head of the firm's Leadership Advisory Council and leads the Veteran Network in the Midwest. Michael has also been recognized by On Wall Street as one of the top 10 Branch Managers.

    Michael is responsible for the Private Wealth Management office in Chicago along with satellite offices in Birmingham, Brookfield, Cincinnati, Lincoln,  Louisville, Minneapolis, St. Louis and Troy. Combining the client focus of a  boutique firm with the footprint, strength and experience of one the world’s  top global wealth managers, Chicago PWM is committed to being the office  of choice for high net worth and ultra high net worth clients and the Financial  Advisors who serve them.

    Michael earned his B.B.A. in finance from Southeast Oklahoma State University  where he played Division II basketball. Mike, his wife and three sons live in Hinsdale, IL.

          michael.gatewood@ubs.com
          Mike Gatewood
        • Craig Tomasino Profile Photo

          Craig Tomasino

          Executive Director

          Market Director

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          • CA
          • FL
          • IL
          • IN
          • NC
          • NV
          • SC
          • TN
          • WI

          Craig has been with UBS for 18 years and serves as the Market Director of the Downtown Chicago and Oakbrook office. His career at UBS began in the firm's Graduate Training Program, and after 2 years of rotating through various areas of the firm, took on his first assignment as a Strategic Analyst in the CEO's office. Two years later he began his field management career as an Assistant Branch Manager in the 299 Park Avenue office of New York City, where he served for 3 years before becoming Branch Manager of the Providence and Newport Rhode Island offices. He was appointed Market Head of the legacy Metro Chicago Market in 2017 before becoming Market Director of Chicago and Oakbrook, IL in 2021.

          Originally from Joliet, Illinois, where his parents still reside, Craig is a graduate of Yale University and was also a member of the school's football team. He and his wife Jennifer live in Lake Forest and have two daughters.

                One Tower Lane
                Oakbrook Terrace Tower, Suite 1700
                Oakbrook Terrace, IL 60181
                craig.tomasino@ubs.com
                Craig Tomasino
                One Tower Lane,Oakbrook Terrace,IL,60181
              • Andrew Dempsey Profile Photo

                Andrew Dempsey

                Executive Director

                Market Director

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                • FL
                • IL
                • SC
                • TN

                Andrew has been with UBS for 6 years and serves as the Branch Manager of the Northbrook office. His career at UBS began in the firm's Graduate Training Program, and after 2 years of rotating through various areas of the firm, took on his first assignment as a Business Strategist for one of the first Divisional Directors. Two years later he began his field management career as an Assistant Market Head of the Chicago Market that included offices in Downtown Chicago, Northbrook, Oakbrook, Barrington, Naperville, and Madison, Brookfield & Milwaukee Wisconsin. 

                Originally from Baltimore, Maryland, Andrew graduated from Bucknell University where he earned a B.S. in Economics and was a member of the school’s men’s varsity lacrosse team. He currently resides in Chicago, IL. 

                      One Northbrook Place
                      5 Revere Drive
                      Northbrook, IL 60062
                      andrew.dempsey@ubs.com
                      Andrew Dempsey
                      One Northbrook Place,Northbrook,IL,60062
                    • Tess Segal

                      Tess Segal

                      Director

                      Associate Market Executive

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                      • CT
                      • FL
                      • IL
                      • IN
                      • NJ
                      • NY
                      • PA

                      Tess focuses on supporting market wide initiatives and sales practices while serving as the Assistant Market Head of the Chicago Market. Tess has been with UBS for the past eight years spending time both in the field and at UBS Asset Management.  Tess started her career at the 1285 Avenue of the Americas Market in NYC where she supported the administrative processes for Financial Advisors, Team Associates and the entire Management Team.  Prior to her current role, she was the NY Metro Region's Investment Consultant for UBS Asset Management where she partnered with Financial Advisors and their clients to find solutions to help them meet their financial and personal goals.

                      Tess holds FINRA Series 7, 9, 10, 66 licenses and NY State Life, Health and Accident Insurance Licenses. Tess graduated from Syracuse University Magna Cum Laude with a Bachelor of Science in Finance and a minor in Economics. Tess is originally from Chicago but has spent much of her professional career in NYC/ NJ area with her husband Joe and her cat Beatrice. In her free time, she enjoys traveling to Italy and visiting wineries in the Finger Lakes of NY.

                            One North Wacker Drive
                            Chicago, IL 60606
                            tess.segal@ubs.com
                            Tess Segal
                            One North Wacker Drive,Chicago,IL,60606
                          • Jake Richmond

                            Jake Richmond

                            Associate Director

                            Admin Manager

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                            • IL
                            • MA

                            Jake earned his BS in Management, and has spent his career in the service industry, working with colleges and universities before joining the Finance world in 2017 with Merrill Lynch. Jake is a dedicated leader, using his skills to help bridge the gap between the needs of the client and the needs of the business. He brings many years of experience developing Support Team Members and their Teams to their highest potential. In his free time, Jake loves to travel and is an avid foodie! He and his husband John dedicate a lot of their extra-curricular activities to non-profit volunteering with at-risk youth and the homeless in the greater Chicago area when they are not traveling with their dogs Samwell and Meera.

                                  One North Wacker Drive
                                  Chicago, IL 60606
                                  jake.richmond@ubs.com
                                  Jake Richmond
                                  One North Wacker Drive,Chicago,IL,60606
                                • Jack McGann

                                  Jack McGann

                                  Director

                                  Admin Manager

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                                  • IL

                                        One Northbrook Place
                                        5 Revere Drive
                                        Northbrook, IL 60062
                                        jack.mcgann@ubs.com
                                        Jack McGann
                                        One Northbrook Place,Northbrook,IL,60062
                                      • D. Kraak

                                        Deb Kraak

                                        Director

                                        Supervisory Officer

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                                        • IL
                                        • WI

                                              One Northbrook Place
                                              5 Revere Drive
                                              Northbrook, IL 60062
                                              deborah.kraak@ubs.com
                                              Deb Kraak
                                              One Northbrook Place,Northbrook,IL,60062
                                            • E. Samono

                                              Ed Samano

                                              Director

                                              Supervisory Officer

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                                              • IL

                                                    One Northbrook Place
                                                    5 Revere Drive
                                                    Northbrook, IL 60062
                                                    edward.samano@ubs.com
                                                    Ed Samano
                                                    One Northbrook Place,Northbrook,IL,60062
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                                                    Chuck Lazzara

                                                    Associate Director

                                                    Branch Operations Manager

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                                                    • IL

                                                          One Tower Lane
                                                          Oakbrook Terrace Tower, Suite 1700
                                                          Oakbrook Terrace, IL 60181
                                                          charles.lazzara@ubs.com
                                                          Chuck Lazzara
                                                          One Tower Lane,Oakbrook Terrace,IL,60181
                                                        • Conchita Campbell Profile Photo

                                                          Conchita Campbell

                                                          Authorized Officer

                                                          Branch Office Administrator

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                                                            Conchita has been a part of the UBS family for 13 years. She started out as a Receptionist with Restaurant Associates. As a new branch opened, Conchita was offered an opportunity to join the Operations department of the growing business and has been a dedicated employee, providing exceptional service to UBS clients and staff. Conchita has background history in Human Resources and was asked to take on some HR responsibilities with onboarding UBS employees.

                                                            In April of 2016, Conchita joined the Chicago Tower Market Area Management Team as a Branch Office Administrator.

                                                            Conchita attended Chicago State University and earned a degree in education. Conchita has volunteered her services in multiple UBS projects. Conchita currently resides in Chicago with her husband Jeffery and daughter. In her time away from work she enjoys planning events for her family, shopping and cooking.

                                                              • Chicago State University , Education
                                                                One North Wacker Drive
                                                                Chicago, IL 60606
                                                                conchita.campbell@ubs.com
                                                                Conchita Campbell
                                                                One North Wacker Drive,Chicago,IL,60606
                                                              • Diane Solem Profile Photo

                                                                Diane Solem

                                                                Associate Director

                                                                Executive / Team Assistant

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                                                                • IL

                                                                Diane has over 29 years of experience in the financial services industry. She is currently the Executive Team Assistant for the Metro Chicago Market.

                                                                Diane began her career as a Client Service Associate at PaineWebber. She previously became a Branch Office Administrator at Prudential Securities. From there she joined UBS as a Registered Branch Office Administrator and Branch Technology Liaison.

                                                                Diane resides in Elmhurst with her sons, Jake and Zach. In her free time, she enjoys spending time with her family.

                                                                      One Tower Lane
                                                                      Oakbrook Terrace Tower, Suite 1700
                                                                      Oakbrook Terrace, IL 60181
                                                                      diane.solem@ubs.com
                                                                      Diane Solem
                                                                      One Tower Lane,Oakbrook Terrace,IL,60181

                                                                    Connecting you to the deep resources of UBS

                                                                    By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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                                                                    Global Wealth Report 2024

                                                                    Crafted wealth intelligence

                                                                    Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                                                                    Gain additional insights into the trends shaping wealth in the US and around the world.

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                                                                    As of 03/31/2024

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