ATX Wealth Partners
View FINRA BrokerCheck informationContact us

Upcoming events

Roundtable Dinner Discussion with Admiral Jonathan Greenert, Former Chief of Naval Operations, U.S. Navy - Geopolitical Update

Join us for an exclusive roundtable dinner with Admiral Jonathan Greenert, 30th Chief of Naval Operations, as he shares a strategic perspective on today’s shifting geopolitical landscape. From great power competition to emerging global threats, Admiral Greenert will offer insights shaped by decades of military leadership and national security expertise—providing context to the forces shaping markets, influencing global supply chains, and creating both risks and opportunities for business owners navigating an increasingly interconnected world.

Location

Date & time

Speakers

Supporting links

Location details provided upon RSVP

23 September, 20256:00 PM - 8:15 PM Central
  • Admiral Jonathan Greenert, Former Chief of Naval Operations, U.S. Navy

Register for this event

Roundtable Dinner Discussion with Paul Donovan, Chief Economist, UBS Global Wealth Management

 

Join us for an exclusive roundtable event featuring Paul Donovan, Chief Economist at UBS Global Wealth Management. Paul will share his latest insights on the global economy, offering perspectives on market trends, inflation, and the shifting landscape for investors and business owners alike.

Location

Date & time

Speakers

Supporting links

Location details provided upon RSVP

05 November, 20256:00 PM - 8:15 PM Central
  • Paul Donovan, UBS Chief Economist

Register for this event

"Spark Session"

An invite-only gathering of founders, and the advisors and allies who support them - featuring drinks, light bites. No formal agenda - just good conversation and meaningful connections.

Location

Date & time

Speakers

Supporting links

Location details provided upon RSVP

15 May , 20254:30 PM - 6:30 PM Central

    Roundtable Dinner Discussion - Private Markets M&A Update: 2024 Recap & 2025 Outlook

    Join us for an exclusive roundtable dinner discussion designed for business owners and entrepreneurs. Start 2025 informed and inspired as we dive into a comprehensive recap of 2024 M&A activity and discuss key trends and opportunities for the year ahead.

    This engaging conversation will feature Brian Fischbein, Managing Director at UBS Investment Bank, who brings deep expertise and valuable perspectives on the dynamic M&A landscape.

    Location

    Date & time

    Speakers

    Supporting links

    In-person event - location details to be provided upon RSVP

    04 March , 20256:00 PM - 8:15 PM Central
    • Brian Fischbein, Managing Director, UBS Investment Bank

    House View Monthly Livestream (Election special): Voting update and sector deep dive

    Kurt Reiman will provide an update on the vote count and outcome, while Jay Dobson, Energy Strategist, Kevin Dennean, Technology and Telecom Strategist, and Brad Ball, Financials Strategist, will dive into three of the most election-sensitive sectors.

    Location

    Date & time

    Speakers

    Supporting links

    Virtual Event

    07 November , 202412:00 PM - 1:00 PM Central
    • Jay Dobson, UBS Energy and Utilities Strategist
    • Kevin Dennean, UBS Technology and Telecom Strategist
    • Brad Ball, UBS Financials Strategist

    Election First Take (Virtual Event)

    Solita Marcelli, Chief Investment Officer Americas, will be joined by John Savercool, Head of Governmental Affairs US, David Lefkowitz, Head of US Equities, and Leslie Falconio, Head of Taxable Fixed Income Americas, to provide our rapid reaction to the current vote count, implications for equity and fixed income markets and more

    Location

    Date & time

    Speakers

    Supporting links

    Virtual Event

    06 November , 202412:00 PM - 1:00 PM Central
    • Solita Marcelli, UBS Chief Investment Officer Americas
    • John Savercool, UBS Head of Governmental Affairs US
    • David Lefkowitz, UBS Head of US Equities

    State of Cybersecurity Roundtable Dinner - Opportunities, Threats, and Protection Strategies for Privately Held Companies feat. NightDragon

    Business Owners / Entrepreneurs - Join us for an exclusive roundtable dinner discussion with Morgan Kyauk of NightDragon, the leading venture capital firm specializing in cybersecurity, secure tech, safety, and privacy. During the discussion, Morgan will share insights into the key opportunities and threats NightDragon is seeing in a rapidly changing technological world and what middle-market, privately held companies can do to protect themselves. 

    Kindly RSVP as soon as possible, as seating is limited to 12 guests.

    Location

    Date & time

    Speakers

    Supporting links

    Location details provided upon RSVP

    17 October , 20246:00 PM - 8:15 PM Central
    • Morgan Kyauk, Managing Director, NightDragon

    Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

    As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

    Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

    Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

    Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

    Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

    For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

    Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

    © UBS 1998-2025. All rights reserved.

    This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

    Go to privacy settings