Institutions and foundations

Professional consulting to help optimize your plan

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At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Robert Bickham Profile Photo

    Robert Bickham

    Managing Director–Wealth Management

    Senior Institutional Consultant, UBS Institutional Consulting Program

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IN
    • LA
    • MD
    • MI
    • MO
    • MS
    • NC
    • NE
    • NY
    • OH
    • OK
    • PA
    • TN
    • TX
    • UT
    • WI

    Rob has been an investor for more than 40 years, advising institutions and families that require experience, sophistication, and the global capabilities of UBS Private Wealth Management.  Rob graduated cum laude from Georgetown University in 1982 with an honors degree in Finance.  While at Georgetown, he worked for a member of the U.S. House of Representatives (1979-1981) on their legislative staff.  Rob previously held his CIMA® (Certified Investment Management Analyst®), which he earned from the Wharton School of Business in 1988.

    Prior to merging his practice in 2019, Rob founded and led one of UBS’ top institutional consulting teams advising on over $5 billion in assets with a focus on foundations, endowments, healthcare, and insurance companies.  Rob is a past president and 25-year member of UBS’ Institutional Consulting Advisory Committee. In 2014, he was appointed to the UBS Financial Advisor Advisory Council (FAAC) and served as its Co-Chair in 2016.  The FAAC, a select group of 14 Financial Advisors who represent all UBS Advisors, addresses the critical issues pertinent to ensuring excellent client service.

    In addition to his professional career, Rob is committed to serving his community.  He currently serves on the University of Texas Chancellor's Council Executive Committee and previously served as a board member for the Trinity Episcopal School and the Metropolitan Area Committee.  Prior to his move to Houston, Rob was a founding member of the Young Leadership Council and its third President.

    Originally from New Orleans, Rob, Elisabeth and their two children, Reese and Will, moved to Houston in 2005 after Hurricane Katrina.  They have made Houston their home and reside in River Oaks. They are devoted world travelers and sports enthusiasts, cherishing time with family and friends the most. Rob is a member of River Oaks Country Club, the Maroon Creek Club, and the New Orleans Lawn Tennis Club and is an avid tennis player and wine enthusiast.

    • Barron's Top 1,000 Financial Advisors, 2010, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Institutional Consultants, 2021The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 

    • Georgetown University, Cum Laude
    • Senior Institutional Consultant, UBS Institutional Consulting Program
    4400 Post Oak Parkway
    17th Floor
    Houston, TX 77027
    robert.bickham@ubs.com
    Robert Bickham
    4400 Post Oak Parkway,Houston,TX,77027
  • Harold Tabb Profile Photo

    Harold "Hal" Tabb Jr., CIMA

    First Vice President–Investments

    Senior Institutional Consultant, UBS Institutional Consulting Program

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    • AL
    • CA
    • CO
    • CT
    • FL
    • GA
    • LA
    • MO
    • MS
    • NC
    • NY
    • SC
    • TN
    • TX
    • UT

    Hal Tabb has been an investment representative for over twenty six years and a First Vice President of Investments and Senior Institutional Consultant with the UBS Institutional Consulting Group in New Orleans. Hal has a Masters of Business Administration from the AB Freeman Graduate School of Business and a Bachelors of Science degree from Tulane University. He earned his CIMA designation in 2003 from the Wharton School of Business at the University of Pennsylvania. Prior to becoming an advisor, Mr. Tabb was an owner/managing partner in a multi-million dollar business with offices throughout the Southeast. Mr. Tabb sold his interest in 1991.

    • Barron's Top 100 Institutional Consultants, 2021The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 

    • AB Freeman Graduate School of Business, Masters of Business Administration
    • Tulane University, Bachelors of Science
    • Senior Institutional Consultant, UBS Institutional Consulting Program
    • Certified Investment Management Analyst®
    909 Poydras Street
    Suite 2900
    New Orleans, LA 70112
    hal.tabb@ubs.com
    Harold "Hal" Tabb Jr., CIMA
    909 Poydras Street,New Orleans,LA,70112
  • Christine Dugas Profile Photo

    Christine Dugas

    Senior Registered Client Associate

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    • LA
    • TX

    Christine has been with UBS’ Institutional Consulting Team since joining UBS in 2010. Her primary duties include servicing the team’s institutional clients with performance reviews, manager searches, asset allocation studies, and risk management. She started her career in 1987 with a subsidiary of AON Corporation working with COBRA applications, and processing 401k and ESOP Plans and later worked at ADP Retirement Services where she was responsible for project management and client satisfaction for client 401k plans with assets more than $25 million dollars. A graduate of DePaul University in Chicago, IL, Christine earned a B.A. in Finance. She holds her Series 7 and Series 66 licenses. Outside of work, Christine enjoys hiking and fishing with her husband Cliff and their two grown children. She serves as a director with Louisiana Folk Roots, promoting camps for children and adults which offer the opportunity to learn from gifted Louisiana folk musicians/instructors about the music, language, and traditions of Creole culture.

      • DePaul University, cum laude, Finance
        909 Poydras Street
        Suite 2900
        New Orleans, LA 70112
        christine.dugas@ubs.com
        Christine Dugas
        909 Poydras Street,New Orleans,LA,70112
      • Sharon Robles Profile Photo

        Sharon Robles

        Senior Client Associate

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IL
        • LA
        • MA
        • MD
        • MI
        • MO
        • MS
        • NC
        • NE
        • NJ
        • NY
        • OH
        • OK
        • PA
        • TN
        • TX
        • UT
        • VA
        • WA
        • WY

        Sharon has been with the UBS Institutional Consulting Team in New Orleans since 2005 and has over 35 years investment and client service experience. Prior to joining our team, Sharon was with Legg Mason. She is Series 7, 63 and 66 licensed. She assists our institutional clients with billing, statements, allocation adjustments and general inquiries.

              4400 Post Oak Parkway
              17th Floor
              Houston, TX 77027
              sharon.robles@ubs.com
              Sharon Robles
              4400 Post Oak Parkway,Houston,TX,77027
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