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We Start Here: 3L Framework

Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

We Start Here: 3L Framework

Liquidity

Liquidity

Provide cash flow for short-term expenses - to help maintain your lifestyle

Longevity

Longevity

For longer-term needs - to help improve your lifestyle

Legacy

Legacy

For needs that go beyond your own - to help improve the lives of others

Provide cash flow for short-term expenses - to help maintain your lifestyle

  • Entertainment and travel
  • Taxes
  • Purchasing a home

For longer-term needs - to help improve your lifestyle

  • Retirement
  • Healthcare and long-term care expenses
  • Purchasing a second home

For needs that go beyond your own - to help improve the lives of others

  • Giving to family
  • Philanthropy
  • Wealth transfer over generations

Private Wealth Advisors and Financial Mentors

Whether we’re guiding you through investment decisions or helping shape your family’s legacy, our advice is always tailored to what matters most in your life.

We serve a select, multigenerational clientele of entrepreneurs, executives, and affluent families—providing expert guidance and bespoke solutions across financial and family advisory matters. As a deeply experienced team of Private Wealth Advisors, we offer the access, insight, and global network that successful families rely on to navigate complexity and build enduring impact.

  • Christopher Black

    Christopher Black

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • IN
    • LA
    • MA
    • MD
    • MN
    • MO
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OK
    • OR
    • SC
    • TN
    • TX
    • VA
    • WY

    Chris understands how to simplify the complexity of today’s global markets for his clients through clear, actionable strategies. He believes in building confidence by providing access to the firm’s deep resources and by bringing clients together through informative networking groups.

     

    “My focus has always been on running a first-class business in a first class way. What gives our clients a clear sense of confidence is our knowledge, insights and transparency.”

     

    As the founding partner of Black/Huthnance, a Private Wealth Management team at UBS, Chris focuses on portfolio management oversight through thoughtful allocation of liquidity and risk across asset classes and markets. However, his advice focuses on much more than investing—from estate planning strategies and family advisory to lending and private equity.

    Experience

    • Director, Private Bank, Credit Suisse
    • Executive Director, Private Wealth Management, Morgan Stanley & Co.
    • Investment advisor, boutique pension consulting firm
    • Captain, United States Army

    Credentials

    • M.B.A., University of Houston, Bauer School of Business
    • B.A. Degree, Economics, Southern Methodist University

    Life

    • Wife, Julie
    • Three children
    • Active with veterans support
    • Enjoys mountaineering and upland bird hunting
    • Barron's Top 1,000 Financial Advisors, 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, 2021, 2022
      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, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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.

    • Southern Methodist University, B.A. Degree, Economics
    • University of Houston, M.B.A., Bauer School of Business
    • Private Wealth Advisor
    4400 Post Oak Parkway
    17th Floor
    Houston, TX 77027
    bhteam@ubs.com
    Christopher Black
    4400 Post Oak Parkway,Houston,TX,77027
  • William Huthnance

    William Huthnance

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • LA
    • MA
    • MD
    • MN
    • MO
    • MS
    • NJ
    • NM
    • NY
    • OH
    • OK
    • OR
    • SC
    • TN
    • TX
    • WA
    • WY

    For more than 20 years, Will has been helping clients solve complex financial challenges by anticipating their potential opportunities and concerns. Working with a small, select group of clients, Will’s attention to detail and his highly personalized experience has resulted in long-lasting relationships. As Will likes to put it, he’s helping his clients sleep well at night.

     

    “As a kid, I watched my father work hard every day to support our family. I did everything from bagging groceries to mowing lawns. This work ethic is still a part of everything I do to this day.”

     

    An ally, advisor and mentor, Will’s guidance helps his clients confidently face their decision-making process. As a founding partner of his practice, he focuses on client development and portfolio analysis, integrating risk and liquidity management with estate, philanthropic and other special considerations to deliver a complete solution.

    Experience

    • Director, Private Bank, Credit Suisse
    • Vice President, Private Wealth Management, Morgan Stanley & Company
    • Financial analyst, EDS (acquired by Hewlett Packard)

    Credentials

    • M.B.A., McCombs School of Business, University of Texas
    • B.A., Finance, McCombs School of Business, University of Texas

    Life

    • Wife, Dinah, and three children
    • Active with Chapelwood United Methodist Church and community
    • Texas Longhorns fan
    • Loves to travel, especially in Europe
    • Barron's Top 1,000 Financial Advisors, 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, 2021, 2022, 2025
      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, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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.

    • University of Texas, M.B.A., McCombs School of Business
    • University of Texas, B.A., Finance, McCombs School of Business
    • Private Wealth Advisor
    4400 Post Oak Parkway
    17th Floor
    Houston, TX 77027
    will.huthnance@ubs.com
    William Huthnance
    4400 Post Oak Parkway,Houston,TX,77027
  • Rachel Pack Nolan

    Rachel Pack Nolan

    Senior Private Wealth Strategy Associate

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • LA
    • MD
    • MN
    • MO
    • NJ
    • NM
    • NY
    • OK
    • OR
    • SC
    • TN
    • TX
    • WY

    Rachel Nolan joined our team and UBS in 2020 subsequent to extensive experience in energy public and private equity investment management and research. Rachel focuses on investment analysis, client relationship management, and next generation wealth.

    Before joining UBS, Rachel was an Executive Director of Research with Tudor, Pickering, Holt & Co, an energy investment bank, leading a team of 22 research analysts covering 140 public energy companies. Prior to that, Rachel was the lead E&P Analyst with RR Advisors, an energy private equity and hedge fund investment management firm, and an equity research analyst at Simmons & Company International covering upstream energy companies. She began her career as a consultant with Deloitte and Standard & Poor's, focusing on business valuation strategy.  

    Rachel holds a BBA in Finance from Texas Tech University and has earned her 7, 63, 66, 86, 87, and 24 Securities licenses.

    She is an active member of the Texas Children's Heart Center Advisory Committee, NSDAR Brazos Valley Chapter, Texas Wall Street Women, and an Executive member of the Women's Energy Network. 

    Rachel resides in Houston with her husband, John, and their daughter, Mia Kate.  In her free time, Rachel enjoys traveling, book club, Mahjong, and attending her daughters sporting events.

        • Senior Private Wealth Strategy Associate
        Business succession
        Multi-generational families
        Women investors
        Entrepreneurs
        Family Offices
        Corporate executives
        4400 Post Oak Parkway
        17th Floor
        Houston, TX 77027
        rachel.nolan@ubs.com
        Rachel Pack Nolan
        4400 Post Oak Parkway,Houston,TX,77027
      • Casey McConathy

        Casey McConathy

        Registered Client Associate

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        • AL
        • CA
        • CO
        • CT
        • FL
        • GA
        • LA
        • MA
        • MD
        • MN
        • MO
        • NJ
        • NM
        • NY
        • OK
        • OR
        • SC
        • TN
        • TX
        • WY

        Casey McConathy began her career in financial services at Raymond James in 2013 and joined UBS in 2021, bringing a decade of hands-on experience to the team. She leads the team’s administrative functions and escalated client service operations with a focus on efficiency, precision, and proactive support.

        Casey holds her Series 7 and Series 66 Securities licenses and is currently completing her BBA in Finance from East Texas A&M University as a proud first-generation college student.

        She is motivated by the opportunity to make a meaningful impact on clients’ financial lives and thrives in a collaborative, high-performing team environment.

        Casey and her husband, Cameron, live in Angleton with their two sons, Tate and John. Outside of work, she enjoys cooking, reading, and cheering on her boys at their sporting events.

              4400 Post Oak Parkway
              17th Floor
              Houston, TX 77027
              casey.mcconathy@ubs.com
              Casey McConathy
              4400 Post Oak Parkway,Houston,TX,77027
            • Megan Plant

              Megan Plant

              Client Associate

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                Megan Plant began her career at UBS in August 2024. She supports our clients by facilitating fiscal matters, account onboarding and maintenance, and special projects. Megan holds a bachelor’s degree in communication with a minor in Business Administration from Texas A&M University. Megan is a fitness enthusiast wo loves spending time playing sand volleyball and pickleball.

                      4400 Post Oak Parkway
                      17th Floor
                      Houston, TX 77027
                      megan.plant@ubs.com
                      Megan Plant
                      4400 Post Oak Parkway,Houston,TX,77027
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                      Wyatt Westerheide

                      Wealth Strategy Associate

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                        Wyatt Westerheide joined our team in June 2025 as a recent graduate with a BBA in Finance from The University of Texas from the McCombs School of Business.  As the team’s analyst, Wyatt focuses on investment manager due diligence, analyzing portfolio performance, asset allocation, and capital market research. Wyatt holds his Series 7 and Series 66 Securities licenses.  Wyatt enjoys watching Longhorn sports.

                              4400 Post Oak Parkway
                              20th Floor
                              Houston, TX 77027
                              wyatt.westerheide@ubs.com
                              Wyatt Westerheide
                              4400 Post Oak Parkway,Houston,TX,77027

                            One relationship. All of Private Wealth Management.

                            Connections built on personalized service

                            Connections built on personalized service

                            Stewards of your wealth

                            Stewards of your wealth

                            Family on back porch

                            Wealth transfer across generations

                            A leader in wealth management

                            Backed by the strength of our parent company, UBS AG

                            $6 trn

                            UBS Group invested assets
                            As of 12/31/2024

                            51 countries

                            Our global footprint

                            Global leader

                            UBS is a leading and truly global wealth manager

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