Enduring values

Midwest Private Wealth Management

A focus on what matters to you

With a 150-year heritage in managing wealth for individuals and families across generations, we take the time to understand your values as the cornerstone of your wealth. With a presence throughout the Midwest, we bring experience and knowledge to help you build your wealth today and create a legacy that reflects what matters to you from one generation to the next.

A commitment beyond wealth

  • 150-year heritage in helping you transform your success into a lasting legacy
  • Resources for your unique and sophisticated needs—including your business, family, philanthropy and personal passions
  • Resources for educating your children about the responsibilities of wealth
  • Insights and experience to enrich every aspect of your life

You’re in great company—UBS is the world’s largest wealth manager.

Best Global Private Bank

Euromoney, 2016 – 2019
PWM The Banker, 2019, 2017, 2016

Best Services for Philanthropy and Social Impact Investing

Euromoney, 2015 – 2018

Best Family Office Services

Euromoney, 2018, 2017

Best Services for Succession Planning Advice and Trusts

Euromoney, 2015 – 2019

Best Bank for Wealth Management in North America

Euromoney, 2017

Best Global Wealth Manager

Euromoney, 2015 – 2018

The Euromoney awards were independently determined and awarded by the Euromoney editorial team. UBS did not pay a fee in exchange for these awards. For more information on a particular award, please visit www.ubs.com/us/en/designation-disclosures.html.

Advice for life’s dimensions.

Our partnership with you encompasses different dimensions of your life—your investments, business, passion and legacy. By understanding your vision, motivations, core values and what is most important to you, we develop a plan that’s truly personalized for you.

Personal attention to every detail.

Your team is dedicated to providing you with the utmost personal attention and care in everything we do. With knowledge that is shaped by working with the world’s most influential families, we bring together skilled advice, expert insights and in-depth research to address your individual needs.


Working together to help you pursue what matters most

Significant wealth brings complexity. UBS Wealth Way helps you think about your life and wealth along three key strategies: Liquidity. Longevity. Legacy. Each is designed to work in tandem throughout your life and beyond. Together, we’ll look at every aspect of your wealth—including nurturing your family’s financial, social and human capital. All so that we can help pass on your values and your legacy today, tomorrow and for generations to come.

Liquidity. Longevity. Legacy.

Our approach starts with questions and a discussion that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Liquidity

To help maintain your lifestyle

This strategy helps you manage cash flow for near-term expenses. It can give you the confidence to fund short-term needs regardless of the markets, and helps reduce the likelihood of making impulsive investment decisions during periods of market volatility. 

  • Entertainment and travel
  • Taxes
  • Purchasing a home

Longevity

To help improve your lifestyle

This strategy includes the resources you’ll need over the course of your life. It can help you gain confidence in your future by allowing you to shift your focus to meeting long-term goals rather than trying to outperform the markets.

  • Retirement
  • Healthcare and long-term expenses
  • Second home

Legacy

To help improve the lives of others

This strategy includes all of the resources for needs that go beyond your own. Having a Legacy strategy can boost your confidence by reframing risk based on specific legacy goals and longer time frames.

  • Giving to family
  • Philanthropy
  • Wealth transfer over generations

Your leadership team

Your leadership team has deep experience in the sophisticated needs of the wealthy. The team works closely with your Financial Advisor in bringing you the global resources, intellectual capital and comprehensive solutions the firm has to offer.

Michael Gatewood

Market Head
Midwest Private Wealth Management

One North Wacker Drive, Suite 3300
Chicago, IL 60606
michael.gatewood@ubs.com
+1-312-525-7300

Mike is the Midwest Private Wealth Management Market Head covering over a dozen offices across the Midwest. He joined UBS in 2000 as a Member of the Equity Advisor Group. Since then, his management positions within the firm have included the roles of Regional Sales Manager, Branch Manager and Complex Director for the Great Lakesn as well as his current position. Mike was recognized as a member of the firm’s Leadership Council in 2012 and 2013. In 2013, he was recognized as one of the Top 10 Branch Managers by On Wall Street.

Mike earned a B.B.A. in Finance from Southeast Oklahoma State University where he played Division II basketball. He and his wife Erin have three sons.

Katherine Hampson

Assistant Market Head
Midwest Private Wealth Management

One North Wacker Drive, Suite 3300
Chicago, IL 60606
katherine.hampson@ubs.com
+1-312-525-7637

Katie is the Assistant Market Head for the Midwest Private Wealth Management Market, where she is responsible for helping our teams grow their practices and deliver the resources of the firm to our clients. Katie began her career with UBS in 2010 and has held a variety of roles in business development and leadership in Chicago. She worked with our Corporate Cash Management Group where she supported their business development, marketing and communication efforts. She was also formerly a member of the Chicago Complex management team, where she provided leadership for the Chicago Complex community affairs activities, coordinating marketing and client events.

Most recently, Katie held the role of Market Technology Specialist, where she worked closely with the leadership teams to promote our technology platforms through training and education. A native of Lexington, Kentucky, Katie graduated magna cum laude from DePaul University with a degree in Finance and a minor in Accounting. She enjoys Chicagoland and is involved in many local charities. In her free time, Katie enjoys travel, yoga, ballet and modern dance, rock climbing and spending time with friends and family.

Neelam Seth

Market Administrative Officer

One North Wacker Drive, Suite 3300
Chicago, IL 60606
neelam.seth@ubs.com
+1-312-525-7300

Neelam is the Market Administrative Manager for UBS Private Wealth Management in Chicago, IL. She is responsible for hiring, training and retaining talented team associates to ensure that Financial Advisors receive the best possible support for their businesses. Neelam is responsible for leading all operational, administrative functions and team associates within the market. She is also responsible for assessing and managing complex business risks. Prior to joining Private Wealth Management, Neelam was Market Administrative Manager for the Houston International Complex. Neelam joined UBS in 2008 as a Division Control Officer for UBS International in New York City. She began her career with Merrill Lynch and held various leadership positions within the branch and home office systems, including two years working in Japan.

Neelam has B.A. in Accounting and Marketing from the University of Cincinnati.

Elvia Delgadillo

Market Supervisory Officer

One North Wacker Drive, Suite 3300
Chicago, IL 60606
elvia.delgadillo@ubs.com
+1-312-525-7652

Elvia has over 20 years of industry experience and is currently the Market Supervisory Officer for UBS Private Wealth Management. She oversees risk and supervision for the Chicago PWM Market, covering ten offices across the Midwest. Prior to joining UBS, Elvia held multiple positions within the industry, including Client Service Associate, Team Leader and Financial Advisor. She started her management career with Merrill Lynch International in Miami, where she worked with Wealth Advisors and Ultra High Net Worth clients in Europe, Asia and Latin America. Elvia was a member of the UBS Administrative Manager Advisory Council in 2015 and 2016. She is also an alumnus of the UBS Forward Program for Women in leadership.

Elvia earned a Bachelor of Science in Psychology and International Business from the University of Illinois at Urbana Champaign. She is happy to be back in the Chicagoland area and lives in the Southwest Suburbs with her family.


Let’s start a conversation.

Your goals and aspirations, your family and business, the legacy you want to leave behind—these are the things that drive you. They are also the very things that inspire us to craft an exclusive plan for you. To explore how we may serve you and your family's needs, please contact us. And experience the UBS difference.

UBS Financial Services Inc.

One North Wacker Drive, Suite 3300
Chicago, IL 60606
+1-312-525-7300

Midwest regional offices

Birmingham

325 N Old Woodward Avenue
Suite 200
Birmingham, MI 48009

Bloomington, MN

8500 Normandale Lake Boulevard
Bloomington, MN 55437

Brookfield

17775 W Bluemound Road
Brookfield, WI 53045

Chicago

1 N Upper Wacker Drive
Chicago, IL 60606

Cincinnati

8044 Montgomery Road
Cincinnati, OH 45236

Cleveland, OH

600 West Superior Avenue
Cleveland, OH 44114

Des Moines, Iowa

5465 Mills Civic Parkway
West Des Moines, IA 50266

Indianapolis

8801 River Crossing Boulevard
Indianapolis, IN 46240

Lincoln

5800 Hidcote Drive
Suite 200
Lincoln, NE 68516

Louisville

500 N Hurstbourne Parkway
Suite 300
Louisville, KY 40222

Minneapolis

80 S 8th Street
Suite 2900
Minneapolis, MN 55402

Pepper Pike, OH

30050 Chagrin Boulevard
Cleveland, OH 44124

Plymouth, MI

730 Penniman Avenue
Plymouth, MI 48170

St. Louis

1 N Brentwood Boulevard
Shaw Park Plaza
14th Floor
St. Louis, MO 63105

Troy

2301 W Big Beaver Road
Suite 800
Troy, MI 48084

Wayzata

681 Lake Street E #354
Wayzata, MN 55391