Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
TC started in the financial services industry in 1997. He has worked with several firms in an advisory capacity, the most recent being TIAA where he spent 10+ years before joining UBS in 2021. He also worked as an analyst/trader at a hedge fund for 7 years. He enjoys market and company analysis to assist our clients with their portfolios. TC is married to his wife Carol with 3 grown children and includes his 2 dogs and cat as part of that immediate family. In his free time, he enjoys reading, golf, and of course, the Dallas Cowboys.
Senior Wealth Strategy Associate
TC started in the financial services industry in 1997. He has worked with several firms in an advisory capacity, the most recent being TIAA where he spent 10+ years before joining UBS in 2021. He also worked as an analyst/trader at a hedge fund for 7 years. He enjoys market and company analysis to assist our clients with their portfolios. TC is married to his wife Carol with 3 grown children and includes his 2 dogs and cat as part of that immediate family. In his free time, he enjoys reading, golf, and of course, the Dallas Cowboys.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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