Executive Director
Market Director
Andrew has been with UBS for 10 years and serves as the Market Executive of the Ohio Indy Kentucky Market. In his role he is Andrew overseas 9 offices, bringing together the firm's best in class resources, talent and capabilities to create and sustain success for our clients in the Americas.
Previously, Andrew was the Market Director of the Northbrook and Barrington, IL offices. 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. Andrew is a member of the North Suburban YMCA Board of Directors. In his free time he coaches high school lacrosse in Lake Forest, IL. He currently resides in Chicago, IL.
Director
Associate Market Executive
Matt is a native of Elmore, Ohio, and a graduate of The Ohio State University. He started his career in 2011 with Morgan Stanley and in 2014 joined UBS. Throughout his tenure at UBS Matt has worked in several leadership positions including Operations Manager, Supervisory Officer, Admin Manager, and his current role, Market Administrative Officer.
Matt and his wife Grace reside in Silverton with their daughter Rosemary.
Associate Director
Market Administrative Officer
Emily joined UBS in 2014 and is responsible for supporting the Branch Manager and Admin Manager. She earned her B.S degree in Organizational Leadership at Wright State University. She enjoys spending time with her husband and two sons.
Director
Supervisory Officer
Mike serves as a Supervisory Officer covering the Ohio, Indiana, and Kentucky region for UBS. He has over twenty years of financial industry experience serving in Compliance, Sales, and Management roles. Prior to joining UBS, Mike worked as Chief Compliance Officer for L.M. Kohn & Company. He has also worked for Fifth Third Securities, Western & Southern Financial Group, and Fidelity Investments.
Mike earned his Bachelor of Science degree from Miami University, with a major in Finance. He holds Series 4, 6, 7, 24, 26, 52, 53, 63, 65, and 99 licenses and is Life, Health, Annuity, Property and Casualty licensed with the State of Ohio.