She joined Smith Barney, in 2006, and became part of the eventual joint venture with MS. 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). Kerry brings over 15 years of experience in the financial services industry. She is responsible for all Administrative responsibilities for the market area including managing and leading our Client Service Associates. Kerry is currently Director and Market Administrative Officer – Metro Chicago for UBS Wealth Management Americas. In her free time, she enjoys traveling to Italy and visiting wineries in the Finger Lakes of NY. 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. Tess graduated from Syracuse University Magna Cum Laude with a Bachelor of Science in Finance and a minor in Economics. Tess holds FINRA Series 7, 9, 10, 66 licenses and NY State Life, Health and Accident Insurance Licenses. 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 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. Tess has been with UBS for the past eight years spending time both in the field and at UBS Asset Management. Tess focuses on supporting market wide initiatives and sales practices while serving as the Assistant Market Head of the Chicago Market. Mike, his wife and three sons live in Hinsdale, IL. in Finance from Southeast Oklahoma State University where he played Division II basketball. Additionally, his responsibility extends across the Midwest Private Wealth satellite offices in Birmingham, Bloomington, Brookfield, Cincinnati, Des Moines, Indianapolis, Lincoln, Louisville, Minneapolis, St. Michael is responsible for the Private Wealth Management and Wealth Management offices in Chicago which include the Chicago Tower, Northbrook, Oakbrook, Barrington and Naperville. Michael has also been recognized by On Wall Street as one of the top 10 Branch Managers. Michael has served as the co-head of the firm's Leadership Advisory Council and leads the Veteran Network in the Midwest. With more than 21 years in the wealth management business, 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. Combining the client focus of a boutique firm with the footprint, strength and expertise of the world's only truly global wealth manager, UBS 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. 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. Michael is responsible for leading Chicago Wealth Management and Midwest Private Management as the Market Head.
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