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$1.6 Billion Advisor Team Joins UBS Private Wealth Management in Northbrook, IL
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UBS Private Wealth Management has added an eight-person financial advisor team, Hammond Fay Bush & Associates, with approximately $1.6 billion in client assets. The team, led by Jack Hammond, Susan Bush, and Brian Fay, will enhance UBS's ultra-high net worth client offering in Northbrook, Illinois. The addition reflects UBS's focus on recruiting and retaining talented financial advisors to deliver the full power of UBS to their clients.
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NORTHBROOK, Ill.--(BUSINESS WIRE)--
UBS Private Wealth Management announced today that an eight-person financial advisor team, Hammond Fay Bush & Associates, has joined the firm in Northbrook, Illinois. The team, led by Financial Advisors Jack Hammond, Susan Bush and Brian Fay, manages approximately $1.6 billion in client assets for ultra-high net worth individuals and families.
“We’re excited to welcome Jack, Susan, Brian and their team to UBS,” said Michael Gatewood, Chicago Market Executive at UBS Private Wealth Management. “The team’s industry experience and dedication to clients will be a great addition to our business as we look to continue to expand our ultra high net worth client offering in this key market.”
“We continue to focus on recruiting and retaining the most talented financial advisors in the industry,” said Andrew Dempsey, Market Director at UBS Wealth Management. “We believe we have the strongest platform for Financial Advisors in the Americas, and with our suite of High Net Worth and Ultra High Net Worth capabilities, advisors like Jack, Susan and Brian will be able to deliver the full power of UBS to their clients.”
Jack Hammond joins UBS as a Private Wealth Advisor and has more than two decades of industry experience. Jack and his team provide insights and soultions to help clients navigate complex financial decisions, from portfolio restructuring to crafting multigenerational legacies. He earned his bachelor’s degree from Fairfield University and holds the Certified Financial Planner ™ certification, the Certified Investment Management Analyst® (CIMA®) designation and the Chartered Alternative Investment Analyst® (CAIA®) designation.
Susan Bush joins UBS as a Financial Advisor with four decades of experience helping successful individuals, multigenerational families, business owners, entrepreneurs, and philanthropic organizations realize a holistic plan for their wealth. She earned her bachelor’s degree from Michigan State University.
Brian Fay joins UBS as a Financial Advisor and has a decade of experience working in the financial services industry. Brian takes a comprehensive view of his clients’ wealth, assisting individuals, multigenerational families and business owners in developing a tailored set of strategies that are aligned with their unique needs, circumstances and aspirations. He earned his bachelor’s degree from the University of Arizona and holds the Certified Private Wealth Advisor® (CPWA®) designation.
Also joining the team at UBS is Jonelle Do, Chris Stevens, Kristina Jucaban, Donna Mijatovic, Maria Cintron.
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
What is the name of the financial advisor team that joined UBS Private Wealth Management?
The financial advisor team that joined UBS Private Wealth Management is Hammond Fay Bush & Associates.
How much client assets does the financial advisor team manage?
The financial advisor team manages approximately $1.6 billion in client assets.
What are the names of the Financial Advisors leading the team?
The team is led by Financial Advisors Jack Hammond, Susan Bush, and Brian Fay.
What is the market focus of UBS Private Wealth Management?
UBS Private Wealth Management is focusing on expanding its ultra-high net worth client offering in Northbrook, Illinois.
What are the industry experience and qualifications of Jack Hammond?
Jack Hammond has more than two decades of industry experience and holds the Certified Financial Planner ™ certification, the Certified Investment Management Analyst® (CIMA®) designation, and the Chartered Alternative Investment Analyst® (CAIA®) designation.
What is the focus of Susan Bush's experience at UBS?
Susan Bush has four decades of experience helping successful individuals, multigenerational families, business owners, entrepreneurs, and philanthropic organizations realize a holistic plan for their wealth.
What are the qualifications of Brian Fay?
Brian Fay has a decade of experience in the financial services industry and holds the Certified Private Wealth Advisor® (CPWA®) designation.
Who are the additional members joining the team at UBS?
The additional members joining the team at UBS are Jonelle Do, Chris Stevens, Kristina Jucaban, Donna Mijatovic, and Maria Cintron.
