Today the group is made up of 43 members and has offices in six cities. As a UBS Private Wealth Management team, we focus exclusively on complex wealth challenges. In that role she provided strategic planning advice and education to the firm's wealthiest clients. This website uses cookies to make sure you get the best experience on our website. AL, AZ, CA, CO, FL, IL, KY, MA, ME, MN, MS, NC, NM, PA, SC, TX, WA, WI, Account Vice President Financial Advisor Retirement Plan Consultant. Tim's primary responsibility is to lead the portfolio management team, focusing on capital markets, market trends, asset allocation, and portfolio design. She joined UBS full-time in 2006 working at Corporate Headquarters as a Compliance Examiner, and returned to The Burish Group in 2011 as a full-time Senior Client Service Associate. Ivy began her career at UBS in 2002 as an intern with The Burish Group. Your team: You'll be working in the Asset Management Technology, Platform Engineering team based in one of our offices worldwide. A former college athlete playing on the Division 1 soccer team at the University of Wisconsin-Milwaukee, she has also enjoyed coaching soccer at the high school level and currently is the captain of her USTA tennis team. Jason holds an Executive Masters in Business Administration and a Bachelor of Business Administration in Accounting from the University of Wisconsin-Madison School of Business. She graduated from the University of Wisconsin-Madison with a Bachelor of Science in finance and accounting. CA, CO, FL, IL, KY, MA, ME, MN, MO, NJ, OH, TX, UT, WA, WI, Vice President - Wealth Management Financial Advisor. Kara plays an incredibly important role on our team. Andy earned his Master of Business Administration from the University of Wisconsin-Whitewater and holds the respected Certified Investment Management Analyst® designation. Deb has been working in the finance industry for over 35 years and started with UBS in 2000 joining The Burish Group in 2006 as a Senior Wealth Strategy Associate working closely with Jason Maas. AZ, CA, CO, DC, FL, GA, IA, IL, MI, MO, NJ, NY, OR, PA, WI. Beyond the deep resources of our investment, banking and asset management businesses, we deliver the global perspective, diverse strategies and relevant guidance to help you move forward with confidence. Outside of work Anne enjoys snowmobiling, gardening and volunteering. Online Services (US Client Account Access), Statement of Financial Condition- UBS FSI of Puerto Rico (PDF), Important Information About Auction Rate Securities (Not for Puerto Rico), Futures Commission Merchant (FCM) Information for UBS Financial Services Inc. He recently made the decision to return to his role as a Financial Advisor, where he can continue to work on financial plans while also creating meaningful relationships with clients – something he missed in his other role. UBS Asset Management (Americas), Inc. is a full-service asset manager providing investment and subadvisory services to individual investors, financial advisors and institutions in the United States. Outside of work it might be difficult to find Jen without a book in her hand, but she also does love to spend time with her niece and nephew as well as attend concerts with her husband. She is an avid runner and enjoys the sport of triathlon. An Associate Director at The Burish Group of UBS, Anna has been with UBS Financial Services Inc. since 1994, serving in different branches throughout the U.S., including Los Angeles, Denver, and Chicago. All rights reserved. Prior to joining the firm, Bill had an extensive career in the retail automobile business. He is also responsible for creating and managing customized investment portfolios to reflect a client's unique needs, time horizons, and priorities, including cash flow needs, wealth transfer, estate and tax planning. She has been with UBS since 2017 and joined as Group Managing Director and Head Investments in the Asset Management business division. In her free time, she enjoys wonderful adventures with her family (which includes 4 amazing grandchildren! Earlier this month, Citywire reported that Tony Appiah, a senior analyst on the investment manager research team in the US, had left this role to join UBS Asset Management. Important Information About Auction Rate Securities (Not for Puerto Rico). The Los Angeles-based team joined UBS’s private wealth management group for ultra-wealthy clients, according to the announcement, and follows UBS’s hire in October of a $6 billion-asset … Please confirm you are a US resident to proceed. She currently resides in Waunakee, WI. Anne started her career working for MetLife/New England Securities from 1999-2010, holding positions as Financial Advisor and Operation Manager. One of the more tenured team members, Tim joined The Burish Group in 1999. Mike joined The Burish Group in 1999 and serves as Vice President–Wealth Management. He graduated from the University of Wisconsin-Madison in 2019 with a degree in agricultural business management, and has since then been working toward an M.B.A. at the University of Wisconsin-Parkside. Becky graduated from the State University of New York, earning a Business Economics degree. Private Wealth Management is a division within UBS Financial Services Inc., which is a subsidiary of UBS AG. An increasingly complex and interconnected world. She is also extremely dedicated to creating a positive client experience. He also performs research on a variety of assets, including alternative investments, exchange traded funds, mutual funds, stocks and bonds. James, Hull & Ford Wealth Management is a UBS Financial Services Team located in Columbus, OH. Ryan joined The Burish Group in 2010 as a Wealth Strategy Associate. CFP Board's Trademark Disclaimer. In addition, he also has extensive experience working with employer retirement plans for the committee level as well as working one on one with participants to enhance their retirement outcome. Anna has received numerous awards, most recently the 2018 United Women Philanthropy Award. 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, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY. Statement of Financial Condition- UBS FSI of Puerto Rico (PDF). 8020 Excelsior Drive, Suite 400 Madison, WI 53717. While Hans enjoyed his position, he wanted to return to WI to be closer to family. Kara has four children and owns and operates a 220 cow dairy farm with her husband, Dan, and her son Damian. Judi serves on Agrace's Planned Giving Advisory Committee, and is a member of the Agrace Foundation Board and The Madison Club Foundation Board. While at Prudential, she obtained her Series 6 and 63 licenses; since joining UBS, she has acquired her Series 7 and 66 securities licenses. in finance and has also achieved the distinguished certifications of Certified Investment Management Analyst® from the University of California, Berkeley and Certified Portfolio Manager from Columbia University. He earned his Series 7 and 66 licenses and recently became a CERTIFIED FINANCIAL PLANNERTM. Mandy graduated from the University of Wisconsin – Stout with a B.S. QED is UBS Asset Management’s foray into incorporating quant and data science principles into the traditional fundamental investment process. He has been an Account Vice President with UBS Financial Services, Inc. since 2003 and received his B.S. Andy has been the recipient of numerous awards and acknowledgements throughout his career, including #1 Financial Advisor in Wisconsin for nine consecutive years, one of Barron's Top 100 Financial Advisors in the U.S. the past 13 years and named #11 on the Forbes Top 250 wealth advisors in 2020. Investment banking. Senior Registered Client Service Associate. With a tenure as Andy's business partner since 2000, Jason is currently a Managing Partner and together with Andy has built The Burish Group into one of the country's top wealth management practices. Earl works closely with the advisors and team to provide make the investment process as smooth as possible all while building relationships with clients by anticipating their needs, solving problems, and delivering exceptional service. In his free time he enjoys fishing, hiking, golfing, and following various sports teams. Having joined The Burish Group as a Financial Advisor in 2004, Adam took a brief hiatus from his role as an advisor to focus on financial planning as a Senior Wealth Strategy Associate. Expert advice. Becky joined UBS in September of 2018 as a Client Service Associate. Hans enjoys all sports and follows all Wisconsin teams; he does have a conflict of interest when the Badgers play his Boilermakers. Asset management. Our access to the full global scope of UBS—research, resources and specialists across the firm has firmly positioned us to deliver the opportunities that best fit your needs today—and for generations to come. Veena Jagger COO Team Assistant at UBS Asset Management New York, New York 315 connections He enjoys coaching kids sports and rooting for the Packers, Brewers and Bucks. AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, NC, NY, OH, PR, WI. At Ayco, she provided comprehensive financial planning services to senior executives of Fortune 500 companies. In her free time, Tasha, her husband Mike, and their daughters enjoy spending time in Northern Wisconsin as well as boating on the Madison lakes. In 2018, she graduated from the University of Wisconsin-Madison, where she earned her bachelor’s degree in personal finance with a focus in financial planning. A New York-based UBS Wealth Management USA team managing about $4.5 billion of client assets has broken away to start a registered investment advisory firm. Mandy resides in Sun Prairie with her husband Tim and two daughters. UBS Asset Management (Americas) Inc. operates as an investment management firm. UBS Asset Management does not guarantee the accuracy, suitability or completeness of information contained on this website, and all such information, including but not limited to performance data and related metrics, is subject to change without notice. Accolades are independently determined and awarded by their respective publications. The website contains general information about UBS Asset Management (Americas), Inc., UBS Hedge Fund Solutions LLC, and UBS O'Connor LLC, collectively known as \"UBS Asset Management\". Private Wealth Management is a division within UBS Financial Services Inc., which is a subsidiary of UBS AG. AZ, CA, CO, FL, GA, IA, IL, IN, KS, MD, ME, MN, MO, NC, NM, NY, OH, SD, TN, TX, WA, WI. Reframing the future - As we head towards 2021 with renewed hope that vaccines could kickstart economies, how can investors balance risk and return and find investment opportunities? Naomi joined UBS |The Burish Group as a Client Service Associate in 2011 after a several year hiatus to raise her four children. Ivy has a BA from the University of Wisconsin–Madison and holds her Series 7 securities license. Hans joined our team in April of 2018 as a Client Service Associate and recently passed his Series 7 examination. Prior to joining the firm, he worked as Branch Manager and Client Advisor at the national Registered Investment Advisory firm, Mercer Advisors for over 16 years. After attending the University of Wisconsin-Madison, Naomi started her career at UW Credit Union where she ultimately became an Assistant VP of Personnel and Training. Playing an integral role on the analytics team, his responsibilities also include asset allocation research, stock/fund research, performance analysis, trading and investment proposals. An ongoing struggle continues between virus-induced impairments to economic activity and the powerful policy response that continues to dominate the economic backdrop. An increasingly complex and interconnected world presents investors with many questions. Prior to joining our team, Katie was a marketing intern at Eppstein Uhen Architects. Steve holds a bachelor of science degree from Edgewood College in finance and marketing. David is a native of Eau Claire, WI, but currently resides in Fitchburg, WI. The information contained on this website does not constitute investment advice or a recommendation to purchase or sell any securities or other financial instrument or any particular strategy or fund. Kara Deans started at UBS in 1993 and joined The Burish Group in 2003. Robert has been with UBS entities for over 30 years. Although she enjoyed the opportunity to be a stay at home mom, she is excited for their future and plans to keep busy by continuing to volunteer in her church and community as well as pursing new hobbies. She enjoys cycling, hiking, travel and spending time with her husband, son and extended family. He looks forward to spending more time Up North at his family cabin snowmobiling, ATVing, or relaxing on the lake. Mike received a Bachelor of Science in economics and math from the University of Wisconsin-Madison and holds a Master of Science in accounting from the University of Wisconsin-Whitewater. With his puppy, Zoey, Mike lives a lifestyle focused on health and wellness, is family-oriented, enjoys spending time with his nieces and nephews, and loves following Wisconsin sports. At The Burish Group, Melissa works closely with Jason Maas as a Senior Registered Client Service Associate. In addition, he is a three-time member of the USA Water Ski Show Team. With more than 15 years in the financial services industry, David employs the team's strategies that focus on providing tailored wealth management solutions to high-net-worth clients by leveraging the Investment Bank, Asset Management and Wealth Planning specialists with-in the global family of UBS. Past performance is no guarantee of future results. With over 35 years of experience in investment and financial consulting, Andy currently oversees a team of over 40 and helps manage over $4 billion in client assets. With over 13 years of experience in the financial industry, Earl joined The Burish Group in 2012. Dylan was an intern with UBS since February 2019 before joining The Burish Group as a Client Service Associate in September 2020. He also enjoys playing golf in his spare time. Products and services mentioned on these web pages may not be available for residents of certain nations. Notice for Non-Puerto Rico Investor. Wealth management. Private Wealth Management is a division within UBS Financial Services Inc., which is a subsidiary of UBS AG. His certifications include Certified Investment Management Analyst® and Certified Financial Planner. Before the Monona Terrace, she worked in hotel management with The North Central Group in Madison. UBS is a joint-stock company (Aktiengesellschaft) pursuant to Swiss laws.Its shares are listed at the SIX Swiss Exchange and the New York Stock Exchange (NYSE). IS2005944 © UBS 1998 - 2021. In her previous career in social work, Tasha focused on developing support plans to help her clients position themselves into a stronger financial future, an ideal foundation for her career as a financial advisor. He and his wife, Karen, reside in Madison, Wisconsin and are the parents of three sons. He attended the University of Wisconsin–Madison, where he earned his bachelor’s degree in finance, investment and banking. Accolades are independently determined and awarded by their respective publications. Away from the office, Anna has deeply rooted ties to the community and has served on many boards including Domestic Abuse Intervention Services (DAIS), St. Mary's Hospital Foundation and Edgewood Campus School's Board of Directors. As a Financial Advisor at The Burish Group, Judi leads the Financial Planning team and provides holistic wealth management advice to ultra-high worth clients; helping to coordinate their investment, wealth transfer and philanthropic goals. Total Asset Management strives to provide advice tailored to your individual circumstances and all you'd like your wealth to achieve. Member SIPC. We are about 60,000 employees in all major financial centers, in more than 50 countries. Order Routing Disclosure. He and his wife, Anna, live in Middleton. In her free time, she enjoys cooking, traveling, and spending time with family and friends. Mike resides in Oregon, WI, with his wife and two children, and enjoys watching his kids sporting events. CA, FL, GA, IA, IL, IN, MD, MI, OH, WA, WI. Mandy brings her event expertise to the team after having spent time part of her career as an Event Coordinator at the Monona Terrace Community and Convention Center. Andy enjoys downhill skiing, waterskiing and motorcycling as well as spending time with his family and friends. Tim lives with his wife and two children in Oregon, WI. In addition, any statements regarding investment performance expectations, risk and/or return targets do not constitute a representation or warranty that such expectations or targets will be achieved. Within the group, Ivy currently serves as a member of the business and administration team as well as travel coordinator for the office. The operation has four Lely robots for milking and Kara cares for 36-48 calves twice daily. Private Wealth Management is a division within UBS Financial Services Inc., which is a subsidiary of UBS AG. As an Event Coordinator, she planned a variety of events including meetings, conventions, trade shows and special events. He resides in Madison, Wisconsin with his wife Anne Marie, and four children. Best Execution Statement (PDF). Loan Disclosure Statement (PDF). As a student, Katie was involved in intramural volleyball and the financial occupations club for university students. 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY, Senior Vice President - Wealth Management Financial Advisor Senior Portfolio Manager. Outside of work and family, her interests revolve around being active. With his progressive vision and strategic direction, Andy continues to be recognized as one of the Firm's most innovative team leaders. Prior to joining our team, Mike was one of three individuals accepted into Baird’s highly selective two-year Private Wealth Management Foundations Program. UBS Asset Management offers a suite of institutional and retail money market funds invested in high-quality, short-term, US dollar-denominated money market instruments. Market commentary, product information … She graduated from Madison College with an Associate Degree in Finance. He holds the respected Certified Investment Management Analyst® (CIMA®) certification from The Wharton School, University of Pennsylvania as well as his Certified Financial Planner™ certification. He attended the University of Wisconsin-Madison, where he earned his bachelor’s degree in Personal Finance in May of 2020, and he recently passed his SIE examination. She helps clients simplify their financial lives by discovering their unique concerns and working in partnership to create custom strategies to resolve them. Jen received her Bachelor of Science from Northern Illinois University. AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, MS, NC, NY, OH, PR, SD, WI. She also reviews clients’ estate planning documents to ensure they accurately reflect the family’s philosophy, needs and objectives. In her free time, she enjoys golf, traveling, and live music. AZ, CA, CO, FL, GA, IA, IL, IN, MD, ME, MI, MN, OH, OR, VA, WA, WI. Committed to education and serving the community, Andy currently serves as Chairman of the Board of Directors of the University of Wisconsin-Eau Claire's Foundation. Prior to beginning her career at UBS, Melissa was a retirement plan supervisor at Prudential where she obtained an array of knowledge about the financial services industry with an emphasis on retirement. The products, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. You can find more information under the Privacy Statement. Please consult the sales restrictions relating to the service in question for further information. She is a member of the New York Bar, a Certified Financial PlannerTM  professional and a Chartered Financial Consultant®. Member NFA. in Economics from the University of Wisconsin-Madison. Accolades are independently determined and awarded by their respective publications. Account Sweep Yields. Jen delivers exemplary client service with an impeccable attention to detail and enthusiasm for exceeding clients' expectations. She is currently volunteering as a Secure Futures Volunteer Instructor teaching high school kids basic life finance skills such as checking, budgeting and credit. Additionally he is responsible for monitoring performance and executing trades within client accounts. Accolades are independently determined and awarded by their respective publications. In that role, Adam was responsible for developing long-term comprehensive financial plans and wealth management strategies for individual clients. Prior to joining UBS, Judi was an Account Manager with the Ayco Company, L.P. (a Goldman Sachs Company). View founders and team members on AngelList. We offer a comprehensive range of active and passive investment styles and capabilities across both traditional and alternative asset classes. UBS Asset Management in Australia offers a range of investment styles and strategies for institutional investors, intermediaries and retail investors. Mike is a native of Brookfield, WI and he recently moved to Madison. Ryan is an integral part of the analytics team, making portfolio recommendations based on the individual client's needs while maintaining and monitoring the risk level for each portfolio. He is a CFP® practitioner, having been awarded the Certified Financial Planner™ mark from the Certified Financial Planner Board of Standards, Inc. He started at PaineWebber in 1983, working as a Financial Advisor for 11 years before moving into management roles in the home office, regional and divisional roles until 2005. Senior Wealth Strategy Associate Wealth Management Analyst. Working together with clients, we believe the combination of our local focus and global reach puts UBS Asset Management (Americas), Inc. in a unique position to create meaningful solutions to our clients' most pressing investment challenges. This website is not intended for persons located in any jurisdiction where the availability of this website is prohibited or contrary to local law or regulation or would subject any UBS entity to any registration or licensing requirement in any such jurisdiction. While studying business finance, marketing and management at Edgewood College, Tim interned at The Burish Group and now supervises and educates the current intern team. Notice for Non-U.S. Investors. And all the support functions. "If you want to go fast you go by yourself. Judi received a B.S., summa cum laude, from University at Albany and her J.D., cum laude, from Albany Law School of Union University. He is a CFP® practitioner, having been awarded the Certified Financial Planner™ mark from the Certified Financial Planner Board of Standards, Inc. and has also earned the Chartered Financial Consultant (ChFC®) designation from The American College, Bryn Mawr, Pennsylvania. With over 18 years at The Burish Group, Ben has extensive experience aligning portfolios with client goals, risk tolerance, time horizon, and cash flow needs through various market conditions. Hello, Friendly people this way. And we do it for private and institutional clients as well as corporations around the world. In addition, she helps manage and operate The Burish Group Partner Network - a network of strategic partnerships with other UBS Advisors and Teams in the greater Milwaukee and Chicago areas. Retail banking in Switzerland. Ben started his education at UW-Whitewater with a B.B.A. Post-graduation, Hans secured a position with Schlumberger in Houston, TX, as a Procurement Specialist. Please consult the sales restrictions relating to the products or services in question for further information. As of December 2018, UBS is present in all major financial centres worldwide, having offices in 50 countries, with about 31% of its approx. During his time at Mercer, he worked with clients to assist in their asset management, financial planning, and estate planning needs. Watch what some of our colleagues have to say about working at UBS. He also has his Series 7 and 66 security licenses. Total Asset Management is a UBS Financial Services Team located in Leawood, KS. Mandy joined The Burish Group as an Event Specialist in 2018 after taking time off to raise her two children. Outside of work and family, his interests revolve around his children's activities and include coaching youth soccer. Becky then switched focus, pursuing her passion to work directly with individuals as a registered client service associate at H&R Block Financial Advisors and more recently as a Para planner at DE Hollander & Janse Financial Group in South Carolina. That's what we do. Outside of the office Earl is active in his community and enjoys spending time with his family and friends. Accolades are independently determined and awarded by their respective publications. Anne has been working in the finance industry for 20 years and joined The Burish Group in 2010 as a Senior Registered Client Service Associate. After practicing law, and later serving as Vice President and Regional Manager for a major trust company, Bruce turned his energies to forming the Mitten Bell Group to give individuals and businesses the level of service and financial strategies he felt they deserved. After putting her career on hold to raise her kids, she was able to return to work when her family moved back to Wisconsin 23 years later. She also likes to practice yoga as much as she can. She is passionate about giving back to the community and has gratefully served on Clean Lakes Alliance Friends of Clean Lakes Board, as well as LINC, a young professional board for United Way of Dane County. She currently resides in Madison, WI and is involved in volunteer projects, enjoys playing volleyball, and spending time outdoors. Tasha is FINRA Series 7 and 66 registered and has her life, health, long term care and annuity licenses. Accolades are independently determined and awarded by their respective publications. Steve began working for The Burish Group in 2006 as an intern. Bill’s responsibilities include financial and retirement planning and strategies for private clients. As a result, she is well qualified to support Andy Burish directly in achieving both the goals of The Burish Group and the individual client. Bruce joined The Burish Group in 2018 with over 32 years experience in the financial services industry and has been with UBS Financial Services, Inc. since 2003. Investments involve risks, are not guaranteed and may not return the original principal amount invested. Along with other UBS team members, Ivy enjoys volunteering with the Habitat for Humanity as well as hiking, photography, and travel. ), engaging in a variety of outdoor activities, spending time on the family farm, and being involved in her community. https://www.ubs.com, Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. about Bridging the gap to a broader recovery, Online Services (US Client Account Access). Private Wealth Management is a division within UBS Financial Services Inc., which is a subsidiary of UBS AG. James, Hull & Ford Wealth Management strives to provide advice tailored to your individual circumstances and all you'd like your wealth to achieve. He is a Lodi, Wisconsin native, but currently resides in downtown Madison. Adam graduated with a Bachelor of Science degree from the University of Wisconsin-LaCrosse and also holds the highly accredited CERTIFIED FINANCIAL PLANNER™ certification. A lifelong learner, Tim is currently pursuing his Chartered Financial Analyst designation. With a 20+ year average tenure in the industry and nearly $12 billion in assets under management, the UBS AM Municipal Fixed Income team is composed of a highly experienced group of investment specialists focused on maximizing after-tax return and minimizing volatility by capitalizing on inefficiencies within the market. Member FINRA. He also has his Series 66 and 7 registrations. Adam resides in Mount Horeb with his wife and three young children. Michael joined The Burish Group in 2018 and has been serving clients in the financial services industry for over 22 years. Dustin joined UBS as a Senior Vice President in 2019. Anna holds an executive Master in Business Administration from the University of Wisconsin-Madison School of Business and a Bachelor of Arts from Whitman College in Walla, WA. Mike has been able to build upon this experience to provide holistic wealth management, aligning portfolios with client goals, risk tolerance, time horizon, and cash flow needs through various market conditions.