UBS Financial Services Inc. announced today a new team has joined its Dayton office. The Schade Team, previously at Merrill Lynch, brings with it a combined three decades of experience in financial planning and wealth management. The Schade Team currently manages approximately half a billion dollars in assets.
Jamie Schade is a portfolio manager and has earned the Certified Private Wealth Advisor industry designation. Schade works with a diverse group of clients including business owners, retired professionals, nonprofit organizations and corporate executives from around the country.
Schade graduated from Xavier University with a bachelors degree in business administration and finance and worked in the correspondent lending department at Fifth Third Bank in Cincinnati before starting his financial planning career in 1998. Schade has his Series 7 and 66 FINRA registrations.
Mark Henestofel is a financial advisor and former CPA. He works with clients to positively impact their lives by helping manage and grow their investments and family assets. Henestofel graduated from Xavier University with a bachelors degree in business administration and accounting and worked as a CPA at MWWR CPAs, Inc. before beginning his financial planning career in 2003. He has his Series 7 and 66 FINRA registrations.
With the Schade Teams talents and experience, backed by the broadest range of resources from within UBS and third-party partners, UBS Dayton office is even better positioned to provide clients relevant insights and timely strategies to help grow and preserve their assets, said Jon Ramey, UBS market head.
To learn more about the Schade Team or to contact Schade or Henestofel, click here.
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS’ strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted 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 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. UBS Group AG employs approximately 61,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
Global Wealth Management
As one of the world’s largest wealth managers, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
In providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory and brokerage services which are separate and distinct and differ in material ways. For information, including the different laws and contracts that govern, visit ubs.com/workingwithus.
UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. For designation disclosures visit https://www.ubs.com/us/en/designation-disclosures.
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Sarah Holsapple, 317-363-6800