UBS Private Wealth Management Hires $1.3 Billion Seven-Person Team in Chicago
June 01 2022 - 11:10AM
Business Wire
UBS Private Wealth Management today announced that Coyle,
Schmitt & Beaudoin Wealth Management Group have joined the firm
in Chicago, Illinois. The seven-person team, co-founded and led by
Pat Coyle, John Schmitt and Jean Beaudoin, advises ultra high net
worth individuals and families, and manages more than $1.3 billion
in client assets.
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The Coyle, Schmitt & Beaudoin Wealth
Management Group (Photo: Business Wire)
“We’re excited to welcome Pat, John, Jean and their team to
UBS,” said Michael Gatewood, Midwest Market Head 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.”
Pat Coyle has joined UBS as a Private Wealth Advisor and has
more than three decades of industry experience. Working with ultra
high net worth individuals and families, Pat has helped his clients
streamline the complexities of substantial wealth and capitalize on
financial opportunities. Pat also has significant experience
advising senior executives, company founders, entrepreneurs, and
multigenerational families. He earned his bachelor’s degree from
Albion College and holds the Certified Divorce Financial Analyst®
designation. Pat lives in Chicago with his wife and three sons.
John Schmitt has joined UBS as a Private Wealth Advisor and
brings more than 25 years of investment and analytical experience
to the team. He advises senior executives, company founders and
entrepreneurs with wealth structuring, investment management and
asset allocation. John has a bachelor’s degree from the University
of Illinois and a Master of Business Administration from the
Kellogg Graduate School of Management at Northwestern University.
John also holds the Chartered Financial Analyst® and Certified
Investment Management Analyst® designations. He lives in La Grange,
Illinois with his wife and their three children.
Jean Beaudoin has joined UBS as a Financial Advisor and has 35
years of wealth management experience. He provides ongoing,
personalized financial guidance to ultra high net worth individuals
and families, helping his clients focus on the importance of
capital preservation. Jean has a bachelor’s degree from Denison
University and holds the Chartered Retirement Planning Counselor
designation. He lives in Deerfield, Illinois, with his wife.
Michael Schodrof has joined UBS as a Financial Advisor and has
significant experience working with private clients. Prior to
becoming an advisor, he spent two decades in Institutional Equity
Sales advising professional money managers, insurance companies and
hedge funds. With his highly technical knowledge of the
institutional investor, Michael provides a unique perspective to
his ultra high net worth individual and family clients. He holds
the Chartered Financial Analyst® designation and is an active
member of the CFA® Society of Chicago and the CFA® Institute. He
has a bachelor’s degree from DePaul University and a Master of
Business Administration from the Kellogg Graduate School of
Management at Northwestern University. Michael lives in La Grange,
Illinois, with his wife and their three children.
Also joining the team at UBS is Senior Client Service Associate
Anthony DuBose, as well as Senior Wealth Strategy Associates Jill
Godoy and Ivy Leggero.
Notes to Editors
About UBS
UBS convenes the global ecosystem for investing, where people
and ideas are connected and opportunities brought to life, and
provides financial advice and solutions to wealthy, institutional
and corporate clients worldwide, as well as to private clients in
Switzerland. UBS offers investment solutions, products and
impactful thought leadership, is the leading global wealth manager,
provides large-scale and diversified asset management, focused
investment banking capabilities, and personal and corporate banking
services in Switzerland. The firm focuses on businesses that have a
strong competitive position in their target markets, are capital
efficient and have an attractive long-term structural growth or
profitability outlook.
UBS is present in all major financial centers worldwide. It has
offices in more than 50 regions and locations, with about 30% of
its employees working in the Americas, 30% in Switzerland, 19% in
the rest of Europe, the Middle East and Africa and 21% in Asia
Pacific. UBS Group AG employs more than 72,000 people around the
world. Its shares are listed on the SIX Swiss Exchange and the New
York Stock Exchange (NYSE).
© UBS 2022. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS.
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