Lasting relationships

Understanding what matters most to you

Co-workers having a conversation

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.

Seats in a stadium

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.

  • Bob Vasa Profile Photo

    Bob Vasa

    Executive Director

    Market Director

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    With more than 17 years of experience in the financial services industry, Bob joined UBS in 2008. Bob is a director responsible for helping financial advisors to grow their business practices in the Chicago Tower Market. This encompasses transactional and investment linked products across all asset classes as well as hedging and trading through a wealth management approach. In addition, Bob sources partnering opportunities to leverage the firm's capabilities; which deliver institutional products to very sophisticated high-net-worth clients.

    Bob has been with UBS for over 10 years and is the Branch Manager of the Madison, WI office. He has played a vital role in growing and retaining employee culture across the firm, transforming the Chicago Tower into a leading Market, by coaching his financial advisors, support staff and management team to serve their clients to the best of their abilities. His leadership is critical to sustaining long-term growth and retaining the industries best talent. Bob is well known for his networking and collaborative success by working across the firm to take full advantage of our capabilities, ensuring the world’s largest wealth manager continues to deliver the excellence our client expect. He is working to actively move decision making closer to the client for a successful delivery of WMA's new, more efficient operating model.

    Bob is involved with the Ravinia Festival as a sustaining member raising funds and increasing awareness for Chicago Public Schools music programs. Bob consistently receives the Global Community Award for his outstanding contributions to society in partnership with UBS Community Affairs and Corporate Social Responsibility Americas. As a globally recognized leader in volunteer efforts, Bob promotes the long-term intention of UBS, to be a responsible corporate citizen. Over the years his efforts have achieved demonstrable, recognized and sustained impact in their communities.


    • Barron's Hall of Fame, 2019
      The Barron's rating is awarded annually in June/July based on Barron's ratings received over the prior 10 years.

    • The University of Illinois Urbana –Champaign, B.A. in Economics and Finance
      8020 Excelsior Drive
      Madison, WI 53717
      Bob Vasa
      8020 Excelsior Drive,Madison,WI,53717
    • Amie

      Amie Nees


      Admin Manager

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      • KS
      • MO
      • NE
      • OK
      • WI

      Amie has been in the wealth management industry since 2004, starting as a Client Associate with Merrill Lynch. After spending 15 years in a client facing capacity, she shifted to a leadership position and now covers the states of Kansas, Missouri, and Wisconsin as Administrative Officer. Amie is passionate about serving in her community and church. As a mom of an Autistic child, she is especially passionate about connecting with other special needs parents and kids. Outside of work, she can usually be found spending time outside with her family, cooking out with neighbors, or finding a new hiking trail to explore.

            One Hallbrook Place, Suite 300
            11150 Overbrook Road
            Leawood, KS 66211
            Amie Nees
            One Hallbrook Place, Suite 300,Leawood,KS,66211
          • Julia Headshot

            Julia Schulenberg

            Executive / Team Assistant

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                    8020 Excelsior Drive
                    Madison, WI 53717
                    Julia Schulenberg
                    8020 Excelsior Drive,Madison,WI,53717
                  • Chris Albanese

                    NMLS #947868

                    Wealth Management Banker, UBS Bank USA

                    Current role and areas of expertise

                    Chris Albanese joined UBS Bank USA in 2019 and he is currently a Wealth Management Banker covering the Chicago and Midwest Private Wealth Markets.

                    Chris has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of banking solutions that may complement their overall wealth management objectives. 

                    Professional history

                    Chris began his career in financial services in 2011 at JP Morgan Chase. Most recently was a licensed financial center manager at Fifth Third Bank. 

                    Education and personal information

                    In Chris’ role as a Wealth Management Banker his NMLS # is 443441. He holds his Series 7 and 66 securities licenses. He also holds a Business degree from Monmouth College.

                    Outside of the office, Chris enjoys spending time with his wife, kids and dogs. Chris enjoys traveling, and the pain of watching his Chicago sports teams.

                    Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

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                  UBS and Credit Suisse—stronger than ever

                  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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