Managing Director–Wealth Management
Portfolio Manager
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Portfolio Manager
Ben has been with UBS and its predecessor firm, PaineWebber, since 1985. His financial services experience and understanding of clients' needs enable him to deliver a comprehensive approach to wealth management, retirement planning, estate planning and wealth transfer strategies. He designs customized solutions to address clients' needs, specializing in concentrated stock issues and offering strategies for alternative investments, cash flow analysis and market assessments. Ben received his undergraduate degree from Texas Tech University and his CERTIFIED FINANCIAL PLANNER™(CFP®) education from the University of Houston.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior 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.
Client Associate
Education
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