Managing Director
Market Executive
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.
Managing Director
Market Executive
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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