Managing Director–Wealth Management
Portfolio Manager
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Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Wealth Strategy Associate
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Senior Registered Client Associate
For four decades, Chris has been working closely with Financial Advisors and the generations of affluent families they serve to grow, preserve, and transfer wealth. Chris draws on her extensive knowledge of the regulatory landscape, and its changes, to drive the administrative and operational efforts of the team. Her areas of focus include trust and estate administration, implementation of asset allocations, and portfolio trading. Chris also assists with cash flow needs and a variety of client requests as needed. She takes great pride in the deep relationships she cultivates with clients and her commitment to creating seamless client experiences.
Chris resides in Houston with her precious pup, Marshall. In her free time, she enjoys reading, spending time with her grandchildren, and visiting her beloved horse, Dillon.
Registered Client Associate
Gabby joined UBS as a Client Service Associate in November 2018. She was introduced to the world of financial services at a young age, as her parents worked in investment banking and compliance. She fondly recalls attending “Take Your Daughter to Work Day” with her mother in Manhattan and learning about the transformative power of financial security. Within the Brown & Bishop Group, she oversees marketing, outreach, and reporting. Gabby is also responsible for educating clients on the technological capabilities UBS has to offer – as an active partner to the firm’s technology teams, Gabby tests programs in the pilot phase and provides feedback before programs are implemented at scale.
Gabby received her B.A. in political science, psychology, and Spanish from Bucknell University. She currently resides in The Heights with her dog, Pretzel. Outside of work, she enjoys exercising, traveling, and visiting with friends and family.
Education
Registered Client Associate
Lauren joined the Brown & Bishop Group as a Client Service Associate in January 2022. She assists with account opening and maintenance, disbursements, event planning, and day-to-day client requests. Prior to UBS, Lauren worked as a restaurant manager where she developed a passion for service. She brings that same passion and focus to the team’s wealth management practice and draws on her background in hospitality to deliver timely solutions while creating a memorable, personal client experience.
Lauren received her B.B.A. in management from The University of Texas at San Antonio. She currently resides in Stafford, Texas with her family. In her free time, she enjoys trying new restaurants, outdoor activities, and traveling.
Education