Experience

Michael is responsible for leading the Midwest Wealth Management and Private Wealth 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 25 years in the wealth management industry, Michael brings a wide breadth and depth of experience having served in a multitude of capacities including Market Executive, 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 Wealth Management and Private Wealth Management offices in Illinois, Wisconsin, Minnesota, North & South Dakota, Iowa, Nebraska, Missouri and Kansas. 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.

Craig has been with UBS since 2006 and serves as the Market Director of the Downtown Chicago Private Wealth and Wealth Management business. 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.

Sara joined UBS in 2022 as Associate Market Executive for Chicago Private Wealth Management. Prior to joining UBS, Sara was Associate Branch Manager at Baird where she focused on driving firm initiatives and growing the local footprint. Previously, she held a variety of roles at Morgan Stanley including working with the Complex Management Team and as a Complex Risk Officer.

Originally from Carmel, Indiana, Sara graduated from Indiana University. After several years in the city of Chicago, Sara and her husband, Pat, recently moved to Hoffman Estates where they welcomed their son, James.

Raymond has been at UBS for 8 years, with a previous role as a Branch Service Associate including responsibilities of a Branch Technology Liaison. Prior to joining UBS, he was employed with Credit Suisse for 18 years, most notably as a phone clerk in the S&P futures pit and as an operations analyst for the listed derivatives and options markets. As the Assistant Market Operations Manager for Midwest Private Wealth Management, his focus is on better serving the teams with support across all operational processes.

Born and raised on the South Side of Chicago, he is a die-hard Cubs fan, although his love for baseball also has him rooting for the White Sox. His true passion is music, as he has been a musician for the greater part of his life. Songwriting and live performances are where he spends most of his free time, as well as spending time with family and friends. He also loves football (Chicago Bears), traveling, yoga, and exercise.

Daniel joined the financial services industry in 2016 and has been with UBS since 2022. He currently serves as Administrative Officer for Private Wealth Management in Chicago. With a background in leadership and coaching with a focus on personal development, he is dedicated to inspiring and guiding others towards their full potential. He holds Series 7, 66/63. 9/10, and CRPC licenses.

Born and raised in the south side of Chicago, Daniel is a lifelong fan of Chicago sports, and he graduated from Western Michigan University before settling back in the south side. Outside of work, he enjoys coaching and spending time with his wife, three kids, and friends.