The confidence to help you succeed

Private Wealth Management

Understanding the diverse needs of your family and business

Specializing in personal wealth management and business transactions, our team brings the global resources of UBS to the local level. We have deep roots in the community and many of our clients are business owners in the energy sector who have very specific financial needs and challenges.

As part of the exclusive Private Wealth Management division at UBS, we can summon the institutional capabilities and planning resources of the entire firm to provide innovative solutions for helping you sustain and grow your wealth and preserve your legacy.

The right allocation for a client is the one that appropriately matches their assets and liabilities. We start with the end in mind then build backwards to create investment portfolios that are right for each client individually.
- Langston Turner

Our clients deserve a customized, best-in-class solution. Arriving at this solution, however, requires a deep understanding of each client as well as their desire and capacity to take risk.

- Frank Hogan

Langston Turner

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- CA
- CO
- GA
- IL
- KS
- LA
- MA
- MD
- MS
- NE
- NY
- OK
- PA
- RI
- SC
- TX
- UT
As a Managing Director and serving as the chief investment officer on a highly skilled team of advisors, Langston brings a critical eye to identifying the right opportunities for his discerning clients. He has built long-lasting relationships by advising clients through a wide range of liquidity, life and market events.

Since 2001, Langston has served in various roles with Goldman Sachs, Atlantic Trust and Credit Suisse before joining UBS in 2016. He began his career in equity research covering the oil and gas exploration industry with Rauscher, Pierce, Refsnes. Langston was a Sord Scholar at the University of Texas, where he earned his M.B.A. and received his B.A. degree from Vanderbilt University.

Langston is a former member of on the Investment Advisory Committee for the Texas Tech University Endowment and currently serves on both the Board and Investment Advisory Committee for the Houston Museum of Natural Science. In addition, he serves as Chairman of the Finance Committee for Bethel Church where he is a former deacon. Langston, his wife, Meredith, and their three children live in Houston.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
4400 Post Oak Parkway
20th Floor
Houston, TX 77027
Frank Hogan

Managing Director–Wealth Management

Financial Advisor
View bio
- CA
- CO
- GA
- IL
- KS
- LA
- MA
- MD
- MS
- NE
- NY
- OK
- PA
- RI
- SC
- TX
- UT
Frank Hogan is a Managing Director with UBS Private Wealth Management in Houston where he provides wealth management and investment advice. Previous to UBS, Frank was an investment advisor with both Credit Suisse and Goldman Sachs from 2004 through 2015. Frank began his professional career as an investment banker with First Union Securities, and later conducted equity research with Fayez Sarofim & Co.

Frank received his bachelor’s degree in Government from Harvard University in 1997, and his MBA from the University of Texas in 2004.

Frank is a member of the Board of Trustees at St. John's School, a member of the Board of St. Vincent de Paul School, formerly the Advisory Board Chair of Breakthrough Houston, and a former Young Leader of the American Council on Germany. Frank and his wife Kelly are the proud parents of four boys, and Frank is a member of the Harvard Athletics Hall of Fame and former professional baseball pitcher.
4400 Post Oak Parkway
20th Floor
Houston, TX 77027
Daryl Allen

Managing Director–Wealth Management

Financial Advisor
View bio
- CA
- CO
- GA
- IL
- KS
- LA
- MA
- MD
- MS
- NE
- NY
- OK
- PA
- SC
- SD
- TX
- UT
Daryl Allen is a Managing Director with UBS Private Wealth Management in Houston, where he serves as an investment advisor. Prior to joining UBS, he was a Director with Credit Suisse Private Banking, as well as a senior relationship manager and wealth strategist with Atlantic Trust. Mr. Allen began his professional career as a senior accountant with KPMG Peat Marwick and later practiced law, specializing in probate, guardianship, estate and trust planning and administration, and income tax planning.

Mr. Allen is a member of a number of professional associations, including the Houston Estate and Financial Forum, the Houston Wealth Advisory Forum, and the Houston Business and Estate Planning Council. He currently is a member of the board of directors for Camp Aranzazu, a therapeutic recreational camp for children with special needs and lifethreatening illnesses.

Daryl received a bachelor’s degree in Accounting from Southwestern in 1993 and his law degree, cum laude, from the University of Houston Law Center in 1998. He formerly served as President of the Association of Southwestern University Alumni and on Southwestern’s Board of Trustees. Daryl serves on Southwestern’s Board of Visitors and as a member of the Investment Committee for Southwestern’s permanent endowment.
4400 Post Oak Parkway
20th Floor
Houston, TX 77027
Courtney Molnar

Senior Client Associate
View bio
- CA
- CO
- GA
- KS
- LA
- MA
- MD
- MI
- MS
- NE
- NY
- OK
- PA
- SC
- TX
Courtney has been in the financial services industry for 13 years. She began her career in Dallas, TX in prime brokerage services and trading for institutional accounts with ABN AMRO and Citigroup. Since moving to Houston, she has worked in Private Wealth Management with Merrill Lynch, Credit Suisse and UBS. Courtney received her Bachelor’s Degree in English from Southern Methodist University in 2000.
4400 Post Oak Parkway
20th Floor
Houston, TX 77027
Matt Cavanagh

Senior Wealth Strategy Associate
View bio
- CA
- CO
- GA
- IL
- KS
- LA
- MA
- MD
- MI
- MS
- NE
- NY
- OK
- PA
- SC
- TX
- UT
Matt joined the team in 2013 at Credit Suisse prior to transitioning to UBS. He started his career on the premier client desk at Charles Schwab in Denver prior to moving to Scottrade in Houston. Matt has worked in the financial services industry in various capacities since graduating from Colorado State University in 2007.
4400 Post Oak Parkway
20th Floor
Houston, TX 77027
Sandi Davis

Team Administrator
View bio
- CA
- CO
- GA
- IL
- KS
- LA
- MA
- MD
- MI
- MS
- NE
- NY
- OK
- PA
- RI
- SC
- TX
- UT
Sandi started her career at Goldman Sachs Private Wealth Management after graduating Magna Cum Laude from Texas State University with a degree in Finance in 2006. After Goldman, she helped her team transition to Credit Suisse in 2010, where she worked with the team until their move to UBS in November 2015. She currently serves on the advisory board of Texas State University Economics and Finance Committee.
4400 Post Oak Parkway
20th Floor
Houston, TX 77027

Langston Turner

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- CA
- CO
- GA
- IL
- KS
- LA
- MA
- MD
- MS
- NE
- NY
- OK
- PA
- RI
- SC
- TX
- UT
As a Managing Director and serving as the chief investment officer on a highly skilled team of advisors, Langston brings a critical eye to identifying the right opportunities for his discerning clients. He has built long-lasting relationships by advising clients through a wide range of liquidity, life and market events.

Since 2001, Langston has served in various roles with Goldman Sachs, Atlantic Trust and Credit Suisse before joining UBS in 2016. He began his career in equity research covering the oil and gas exploration industry with Rauscher, Pierce, Refsnes. Langston was a Sord Scholar at the University of Texas, where he earned his M.B.A. and received his B.A. degree from Vanderbilt University.

Langston is a former member of on the Investment Advisory Committee for the Texas Tech University Endowment and currently serves on both the Board and Investment Advisory Committee for the Houston Museum of Natural Science. In addition, he serves as Chairman of the Finance Committee for Bethel Church where he is a former deacon. Langston, his wife, Meredith, and their three children live in Houston.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
4400 Post Oak Parkway
20th Floor
Houston, TX 77027
Frank Hogan

Managing Director–Wealth Management

Financial Advisor
View bio
- CA
- CO
- GA
- IL
- KS
- LA
- MA
- MD
- MS
- NE
- NY
- OK
- PA
- RI
- SC
- TX
- UT
Frank Hogan is a Managing Director with UBS Private Wealth Management in Houston where he provides wealth management and investment advice. Previous to UBS, Frank was an investment advisor with both Credit Suisse and Goldman Sachs from 2004 through 2015. Frank began his professional career as an investment banker with First Union Securities, and later conducted equity research with Fayez Sarofim & Co.

Frank received his bachelor’s degree in Government from Harvard University in 1997, and his MBA from the University of Texas in 2004.

Frank is a member of the Board of Trustees at St. John's School, a member of the Board of St. Vincent de Paul School, formerly the Advisory Board Chair of Breakthrough Houston, and a former Young Leader of the American Council on Germany. Frank and his wife Kelly are the proud parents of four boys, and Frank is a member of the Harvard Athletics Hall of Fame and former professional baseball pitcher.
4400 Post Oak Parkway
20th Floor
Houston, TX 77027
Daryl Allen

Managing Director–Wealth Management

Financial Advisor
View bio
- CA
- CO
- GA
- IL
- KS
- LA
- MA
- MD
- MS
- NE
- NY
- OK
- PA
- SC
- SD
- TX
- UT
Daryl Allen is a Managing Director with UBS Private Wealth Management in Houston, where he serves as an investment advisor. Prior to joining UBS, he was a Director with Credit Suisse Private Banking, as well as a senior relationship manager and wealth strategist with Atlantic Trust. Mr. Allen began his professional career as a senior accountant with KPMG Peat Marwick and later practiced law, specializing in probate, guardianship, estate and trust planning and administration, and income tax planning.

Mr. Allen is a member of a number of professional associations, including the Houston Estate and Financial Forum, the Houston Wealth Advisory Forum, and the Houston Business and Estate Planning Council. He currently is a member of the board of directors for Camp Aranzazu, a therapeutic recreational camp for children with special needs and lifethreatening illnesses.

Daryl received a bachelor’s degree in Accounting from Southwestern in 1993 and his law degree, cum laude, from the University of Houston Law Center in 1998. He formerly served as President of the Association of Southwestern University Alumni and on Southwestern’s Board of Trustees. Daryl serves on Southwestern’s Board of Visitors and as a member of the Investment Committee for Southwestern’s permanent endowment.
4400 Post Oak Parkway
20th Floor
Houston, TX 77027
Courtney Molnar

Senior Client Associate
View bio
- CA
- CO
- GA
- KS
- LA
- MA
- MD
- MI
- MS
- NE
- NY
- OK
- PA
- SC
- TX
Courtney has been in the financial services industry for 13 years. She began her career in Dallas, TX in prime brokerage services and trading for institutional accounts with ABN AMRO and Citigroup. Since moving to Houston, she has worked in Private Wealth Management with Merrill Lynch, Credit Suisse and UBS. Courtney received her Bachelor’s Degree in English from Southern Methodist University in 2000.
4400 Post Oak Parkway
20th Floor
Houston, TX 77027
Matt Cavanagh

Senior Wealth Strategy Associate
View bio
- CA
- CO
- GA
- IL
- KS
- LA
- MA
- MD
- MI
- MS
- NE
- NY
- OK
- PA
- SC
- TX
- UT
Matt joined the team in 2013 at Credit Suisse prior to transitioning to UBS. He started his career on the premier client desk at Charles Schwab in Denver prior to moving to Scottrade in Houston. Matt has worked in the financial services industry in various capacities since graduating from Colorado State University in 2007.
4400 Post Oak Parkway
20th Floor
Houston, TX 77027
Sandi Davis

Team Administrator
View bio
- CA
- CO
- GA
- IL
- KS
- LA
- MA
- MD
- MI
- MS
- NE
- NY
- OK
- PA
- RI
- SC
- TX
- UT
Sandi started her career at Goldman Sachs Private Wealth Management after graduating Magna Cum Laude from Texas State University with a degree in Finance in 2006. After Goldman, she helped her team transition to Credit Suisse in 2010, where she worked with the team until their move to UBS in November 2015. She currently serves on the advisory board of Texas State University Economics and Finance Committee.
4400 Post Oak Parkway
20th Floor
Houston, TX 77027

Selling or expanding a business

When you need to raise capital, sell your business or manage the liquidity from a sale, we can provide the technical expertise for handling all the details and ensuring your transactions are carried out smoothly and efficiently. Knowing who to work with in these stressful periods of transaction and transition can make all the difference.

Expanding your business. If you’re a business owner who is looking to expand, you require a team of experts to manage growth, including private capital sourcing and public equity and debt financing.

Lending solutions. Through UBS Wealth Management Americas banking solutions you can access innovative solutions.

Selling your business. We deliver a disciplined process for helping you with a successful business transaction, including liquidity planning and management post sale.

Succession planning. We’ll work with you on succession and exit strategies that may include ESOP, investment banks, strategic buyer and business valuation.

Personalized wealth management

Whether you are navigating your family’s milestones, managing a life transition or planning your legacy, we offer comprehensive guidance that grows with your needs. When your head hits the pillow at night, do you feel secure that you’ll reach your goals and care for your family’s future?

Goals-based planning. We gather insights about your unique personal and financial situation so that we can build an individually tailored financial plan.

Personalized investment management. We’ll work with you in a one-on-one relationship to design and execute customized investment strategies based on your plan.

Trust and estate planning strategies. We have the experience and the network to help with protecting your assets, reducing estate tax exposure, and transitioning wealth to future generations.

Philanthropy. We help you find and further the causes you want to champion. You’ll have the opportunity to collaborate with the right charitable organizations so you can have a real and rewarding impact on the world with the least possible tax impact.

_{Neither UBS Financial Services Inc. nor any of its employees provide tax or legal advice. You should consult with your personal tax or legal advisor regarding your personal circumstances.}

Services aligned with your needs

Our clients rely on us to be accessible and responsive, always striving to provide the utmost in personalized service. Count on us for prompt attention, regular communication and relevant insights and information.

Goals-based planning. We gather insights about your unique personal and financial situation so that we can build an individually tailored financial plan.

Clear communication. Our entire team is highly proactive, offering ongoing communication, personal touch points and regular reviews.

Integrated guidance. By working closely with your accountants, attorneys and other trusted advisors, we can incorporate all perspectives into one integrated approach.

Client service. Our client service team is there for all your administrative needs, including customized reporting, help organize tax information, or simplify daily financial and investment issues.

Access to exclusive capabilities and service

The right relationship for a confident future

As Private Wealth Advisors, we are part of an exclusive, boutique division within UBS. We open the door to a distinctive level of sophisticated advice and services.

Our deep experience working with affluent families provides us with insights and understanding into the complexities of wealth. Providing access to valuable resources and expertise is central to our approach.

"With wealth comes a whole new set of problems and complexity. We strive to use our experience and expertise to guide our clients through their new transition into tangible wealth and all the challenges that come with it."
- Daryl Allen

Learn more

Backed by the strength of UBS

A global leader in wealth management

^$2.8 trillion

In invested assets globally
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

The confidence to help you succeed

Private Wealth Management

Understanding the diverse needs of your family and business

Our clients deserve a customized, best-in-class solution. Arriving at this solution, however, requires a deep understanding of each client as well as their desire and capacity to take risk.

Langston Turner

Frank Hogan

Daryl Allen

Courtney Molnar

Matt Cavanagh

Sandi Davis