UBS Private Wealth Management Hires $1.3 Billion Seven-Person Team in Chicago
CHICAGO, June 01, 2022–(Small business WIRE)–UBS Non-public Wealth Management currently declared that Coyle, Schmitt & Beaudoin Prosperity Administration Team have joined the agency in Chicago, Illinois. The seven-individual team, co-launched and led by Pat Coyle, John Schmitt and Jean Beaudoin, advises extremely higher internet worth individuals and families, and manages a lot more than $1.3 billion in client property.
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The Coyle, Schmitt & Beaudoin Prosperity Administration Team (Picture: Organization Wire)
“We’re thrilled to welcome Pat, John, Jean and their workforce to UBS,” stated Michael Gatewood, Midwest Market Head at UBS Personal Wealth Administration. “The team’s marketplace encounter and devotion to clients will be a good addition to our company as we search to carry on to expand our extremely superior internet value shopper supplying in this crucial current market.”
Pat Coyle has joined UBS as a Non-public Prosperity Advisor and has much more than three decades of industry working experience. Functioning with ultra higher net worthy of individuals and family members, Pat has served his consumers streamline the complexities of significant wealth and capitalize on monetary prospects. Pat also has major practical experience advising senior executives, business founders, business owners, and multigenerational households. He gained his bachelor’s degree from Albion College or university and retains the Certified Divorce Money Analyst® designation. Pat life in Chicago with his spouse and 3 sons.
John Schmitt has joined UBS as a Personal Prosperity Advisor and brings a lot more than 25 decades of expenditure and analytical experience to the team. He advises senior executives, enterprise founders and business people with wealth structuring, expenditure administration and asset allocation. John has a bachelor’s diploma from the College of Illinois and a Learn of Small business Administration from the Kellogg Graduate Faculty of Management at Northwestern University. John also retains the Chartered Money Analyst® and Qualified Investment Management Analyst® designations. He lives in La Grange, Illinois with his spouse and their a few children.
Jean Beaudoin has joined UBS as a Fiscal Advisor and has 35 several years of prosperity management working experience. He presents ongoing, personalised economic assistance to ultra superior net value men and women and family members, encouraging his shoppers concentrate on the worth of cash preservation. Jean has a bachelor’s degree from Denison University and holds the Chartered Retirement Preparing Counselor designation. He life in Deerfield, Illinois, with his spouse.
Michael Schodrof has joined UBS as a Economical Advisor and has major encounter doing the job with non-public clientele. Prior to turning into an advisor, he spent two decades in Institutional Equity Gross sales advising professional revenue managers, insurance plan providers and hedge funds. With his very technological awareness of the institutional trader, Michael delivers a one of a kind viewpoint to his extremely substantial net worthy of person and family clientele. He retains the Chartered Fiscal Analyst® designation and is an energetic member of the CFA® Culture of Chicago and the CFA® Institute. He has a bachelor’s diploma from DePaul College and a Master of Organization Administration from the Kellogg Graduate Faculty of Management at Northwestern College. Michael lives in La Grange, Illinois, with his spouse and their a few kids.
Also joining the group at UBS is Senior Consumer Services Associate Anthony DuBose, as properly as Senior Prosperity Strategy Associates Jill Godoy and Ivy Leggero.
Notes to Editors
About UBS
UBS convenes the global ecosystem for investing, where people and tips are linked and possibilities brought to existence, and gives money advice and solutions to wealthy, institutional and corporate clientele throughout the world, as effectively as to personal clientele in Switzerland. UBS presents investment decision solutions, merchandise and impactful imagined leadership, is the primary world prosperity manager, offers massive-scale and diversified asset management, focused expense banking abilities, and own and corporate banking products and services in Switzerland. The organization focuses on enterprises that have a sturdy competitive placement in their target markets, are capital successful and have an desirable very long-expression structural expansion or profitability outlook.
UBS is current in all important economical facilities around the globe. It has places of work in extra than 50 locations and locations, with about 30% of its staff doing the job in the Americas, 30% in Switzerland, 19% in the relaxation of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs additional than 72,000 people today all over the globe. Its shares are shown on the Six Swiss Trade and the New York Inventory Exchange (NYSE).
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