Be global. Feel local.

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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.

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Mark is the Midwest Market Associate Market Executive for UBS Wealth Management USA. Mark focuses on supporting market wide initiatives and sales practices while overseeing the Leawood, KS branch. Prior to joining UBS in 2022, Mark spent 12 years at Ivy Investments in various sales leadership roles, including Head of Internal Sales.

Mark is a Certified Financial Planner (CFP) and holds FINRA Series 7, 9, 10, 24, 63, 65 licenses. Mark graduated from the University of Kansas with a Bachelor of Science in Business Administration. Mark and his wife, Haley, live in Shawnee, KS and have two young children, Miller and Dillon. In his spare time, Mark enjoys fitness, planning vacations, and watching the Kansas Jayhawks. His family enjoys hanging out with their two Boston terriers, Wally and Dawson.

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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.

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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.

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As a Senior Market Director, Mike Mimick is responsible for leading the Wealth Management and Private Wealth business within metro Kansas City , Kansas, Iowa, South Dakota and Wisconsin. With over 30 years of experience, he has held many roles from Financial Advisor, Branch Manager, Complex Director, and more recently Midwest Market Executive. Mike is focused on providing a full range of solutions to address client needs, and his vision for the Branches he serves is to be the firm of choice for clients and advisors alike in the communities we serve.

Mike joined UBS in 2005 and has held prior leadership roles with UBS in Colorado, Nevada and Utah. After graduating from the University of Nebraska at Omaha with a BS in Finance and Banking, Mike held a variety of leadership roles, including financial advisor and regional director in the financial services industry before joining UBS. He holds the Certified Investment Management Analyst® (CIMA®) designation through the Investment & Wealth Institute and University of Pennsylvania—The Wharton School.

Helping his community is an integral part of Mike’s life. He is a past recipient of the UBS Community Involvement award, which focuses on working with UBS’s strategic nonprofit partners to give back to the community. Mike’s own involvement with charitable organizations includes mentoring our service members and veterans through American Corporate Partners and volunteering for Ronald McDonald House, City Union Mission, the Great Plains SPCA and Harvesters Community Food Network.

Michael and his wife, Dawn, live in Leawood, Kansas, and have two adult children. Mike enjoys golf, fitness, travel and likes American history novels.

• Senior Market Director

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As the Market Director, Bruce is responsible for leading the Financial Advisors and their teams in Minneapolis as well as the Bloomington business. He focuses on partnering with his Advisors and their teams to help them grow their practices, deliver the unparalleled resources of UBS to their clients, and create an outstanding client experience. 

Bruce grew up in New Jersey, graduated from the United States Naval Academy and went on to earn his MBA from Pepperdine University. Prior to beginning his career in the financial services industry in 1996, he served on active duty as a Naval Supply Officer for 5 years as well as 3 years in the Naval Reserves.

After 10 years as a Financial Advisor, he took on the Regional Development Officer role with the firm in 2005. Bruce and his family moved to Minneapolis in 2007 when he became the Assistant Branch Manager in the UBS Nicollet Mall office. In 2008 he was recruited by Morgan Stanley where he was a key member of the Complex management team for 5 years. After spending a year and a half as the Branch Manager of the Ameriprise office in Edina, MN, Bruce came back to UBS as the Assistant Market Head of the Minnesota – Northern Plains Market. He assumed the role of Market Director for the Minneapolis and Bloomington businesses in August of 2021.

He and his wife, Michiko, live in Plymouth, MN and have a son, Alex, currently attending college.

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Since 2012, Justin has held roles in field leadership at UBS. In 2023, he was named the Market Director for the Wayzata, Saint Paul, Saint Cloud, and Alexandria, MN offices as well as the  Fargo, ND office. 

Prior to 2012, Justin held various roles at UBS and predecessor firms -- ranging from leading home office sales support teams, leading technology and practice management training teams, and serving as regional business analyst. With this wide range of experience over his 25-plus year career, Justin is able to listen to advisors and their teams as they share the vision for their practices. Equally as important, he connects teams to the right people from around the firm in order to bring the best of UBS to clients and advisor practices.

Justin earned his B.S. degree in Mathematics and Economics from North Dakota State University in Fargo, ND. He lives in Minneapolis with his wife, Stephanie, and two sons. Outside of work, you can find Justin knocking out miles running the trails of the Minneapolis/Saint Paul area, watching high school baseball, or traveling with his family.

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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.

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Gary is the Executive Director and Market Director of the UBS offices in Clayton and Chesterfield Missouri. Having been in the financial industry for over 38 years, he's held a number of roles starting with being a Financial Advisor for 17, and Management positions thereafter. He knows his Advisors and their priorities, and prides himself in supporting their success in many ways.

Gary often likens the financial services industry to another of his passions - the sports world. He points to parallels like the highs, the lows, the challenges and mental preparation. He holds the FINRA Series 7, 9, and 10 licenses, and insurance licenses.

He earned a MBS from Lindenwood University after receiving his undergraduate degree in Business from Central Methodist University in 1977. Gary has also served on the board of a number of St. Louis charities; he was a past President of the Board of Governors at the Missouri Athletic Club, a past member of the University of Missouri - St. Louis International Business Advisory Board, and a former board member of St. Louis AAA Amateur Blues and Hockey Board of Directors.

Gary lives in St. Louis with his wife Julie, and has three grown children.

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Weisner recently became the Market Director in the Barrington, Northbrook, and Oakbrook, IL branches in 2025. In his role, he helps deliver the open architecture of the firm to the financial advisors and teams to help them grow their business and serve their clients, all while overseeing the day-to-day management of the three branches.  Prior to this role, he served as the Market Director in the Las Vegas area, an Associate Market Executive for the Greater New England Market, and has also held numerous managerial roles within UBS Home Office. He currently holds his FINRA SIE, Series 3, 7, 66, 9, and 10 licenses. He also holds his Certified Exit Planner and Accredited Asset Management Advisor Designations.

Weisner grew up in Berwyn, IL and attended Morton West high school. He graduated from Harvard University with a bachelor's degree in Sociology and minor in Economics while also being a member of the men’s basketball program where he served as captain. He currently lives in the Chicagoland area and enjoys spending his free time playing pickup basketball or golfing when the weather allows it. 

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Bryan leads the state of Nebraska for UBS Wealth Management Americas, where he is responsible for offices in Omaha and Lincoln.  Bryan joined UBS in 2001 as a Financial Advisor and has spent the past decade in various leadership roles including Branch Manager, Complex Director and Market Head. Bryan believes in continuing the Omaha office's legacy of long-tenured management and brings a superior level of stability and continuity to his role.

During his time leading the Nebraska offices, Bryan has developed a deep knowledge of the firm, as well as local community. He is known and admired for his ability to connect with people, effectively communicate the WMA strategy and vision, partner both internally and externally to deliver results and build relationships based on integrity, honesty and respect. In his current role, he focuses specifically on business planning, coaching, team development, financial planning and comprehensive wealth management.

A graduate of Northwest Missouri State University, Bryan is from Elkhorn, NE, where he currently resides with his wife and 3 children. Outside the office, Bryan enjoys spending time and traveling with his family and has been involved in many community service and charitable organizations including: Junior Achievement, Habitat for Humanity and the Susan G. Komen Foundation. Bryan and his family are actively involved with the local JDRF chapter, focused on finding a cure for Type I Diabetes. Bryan is a past board member of the JDRF Heartland Chapter and was a Director of the Nebraska Securities Industry Association (2006-2008).

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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.

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Marit joined the financial services industry in 2017 and she has been with UBS since 2022. She currently serves as Administrative Manager for the Wayzata, MN, St. Cloud, MN, Alexandria, MN, and Fargo, ND offices. 

Prior to 2017, Marit spent 12 years in leadership roles in the food service and retail industries. Throughout her career, she has enjoyed coaching and developing her teams toward achieving their highest potential, and she continues to pursue that passion with UBS. In addition to her administrative supervisory duties, Marit provides tailored coaching for Wealth Management teams on building efficiencies into their business routines and supporting each individual’s professional development.

Marit earned her B.A. degree in Theater Arts from Concordia College, Moorhead, MN. She holds FINRA Series 7, 66, 9 and 10 licenses. In her spare time, Marit enjoys spending time with her husband and children in their garden, hiking in the many regional parks in the Twin Cities, trying new recipes, and finding ever-more-challenging puzzles to complete.

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David began his career in the financial industry in 1983 with R. Rowland and Company. In 1985, he moved to a Communications/Client Services Manager position with RBC Correspondent Services. From 2000 to 2010, he served as Branch Operations Manager at UBS. In 2014, David earned the Certified Financial Planner designation. He has a B.S.B.A. in Finance and Management Information Systems from Southern Illinois University. David currently has 4 grandchildren, Hayden, Jackson, Mavery, and Jameson and another baby girl due this coming May.​

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Jenna was born and raised in Lincoln, NE and eventually went on to graduate from the University of Nebraska – Lincoln. After college, she ran a business for several years in Lincoln and then eventually moved to Omaha, NE in 2018 where she began her career in finance. Jenna worked with TD Ameritrade for a few years before coming over to UBS in November of 2021 to be the Admin Manager for Lincoln and Omaha! She’s currently still living in Omaha with her dog Ronix. In her free time, she enjoys golfing (when it’s warm enough), spending time with her family and her many nieces and nephews, and relaxing with the pup! ​

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David joined UBS in September 2024 as an Administrative Manager for the Minneapolis area and Fargo branches. Prior to joining UBS, he was with Merrill Lynch for 27 years. There he served in various capacities including Market Client Relationship Manager, Business Manager, Administrative Manager and Performance Manager in Wealth Management Banking. He holds the Series 7, 63, 65, 9, 10 and 31 securities licenses.

David is a native of Dublin, Ireland and he resides in Saint Paul, MN and is married to a Minnesotan and has two sons that are both attending college. He is an active outdoors person and enjoys traveling in his spare time.

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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.  

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Kerry is currently Administrative Officer for Northbrook, Oakbrook and Barrington offices in the Midwest Market, and handles all Administrative responsibilities including managing and leading our Client Service Associates. Kerry brings over 20 years of experience in the financial services industry. She joined us from Morgan Stanley in downtown Chicago, where she held a similar position in one of the largest headcount branches in the country (235 employees). She joined Smith Barney, in 2006, and became part of the eventual joint venture with MS.

Kerry received an outstanding education from The Ohio State University Columbus Ohio. Her leadership skills blossomed early as she captained the Buckeye tennis team for three of her four years on the team.

Kerry began her professional career on the floor of the Chicago Mercantile Exchange (CME) working with commodities, options and S&P traders. She traded bonds off the floor for a few years before moving to an office manager position with a proprietary trading firm where she spent seven years before joining Smith Barney.

Kerry lives in Northbrook with her husband, Andy, and their three children. She enjoys sports, including all things Chicago. In addition to being an active mother and sports fan, Kerry likes to travel and read.