Together matters.

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David provides families and private foundations with over 30 years of experience in wealth management and perspective gained from multiple market cycles.  His career began in the 1980's during the Texas energy, banking, and real estate crisis and evolved for the next 28 years within Bank of America and its predecessor banks.  His experience spans the capital markets - commercial corporate lending in Houston, syndicated real estate restructuring in Washington D.C., and private banking in Dallas and Houston.  In 1994, he joined Bank of America's Private Bank in Dallas, bringing his insight to high net worth families and private foundations.  Later in 2000, David was asked to become Market Executive to lead the Private Bank in Houston, New Mexico, Louisiana, and the International Private Bank.

In 2007, David formed a team with Whitney Randolph within Bank of America's Family Wealth Advisors Group.  Only 14 teams were invited to join this exclusive, New York-based division, serving ultra high net worth families and private foundations.  In 2010, Creasey Randolph Wealth Consulting joined UBS Private Wealth Management to provide ultra high net worth families with an intimate, family office experience, backed by the capabilities of UBS, a world leader in wealth management, with over 150 years serving some of the world's wealthiest familities.

David is FINRA licensed holding the Series 7, 24, 53, 65 and 66 securities licenses.  He earned a B.B.A. from Baylor University and an M.B.A. from Baylor in 1982.  Deeply committed to his community, he is on the Board and the Executive Committee of the Sam Houston Area Council for the Boy Scouts of America and is chairman of its Investment Committee.  He has served on the Board, Executive Committee and Investment Committee for the Alley Theatre and chairs the Education and Community Engagement Committee.  David also serves as a Counselor to the Aim Investment Research Center's Cougar Fund Graduate Program at the University of Houston.

 

 

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Baylor University, B.B.A.
• Baylor University, M.B.A.

• Private Wealth Advisor

4400 Post Oak Parkway
20th Floor
Houston, TX 77027

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Whitney has twenty years of experience working in Private Wealth Management. In 2010, she joined UBS Private Wealth Management to provide ultra-high net worth families and private foundations an intimate, family office experience, drawing from the global resources of a firm with over 150 years serving some of the world's wealthiest families.

Whitney started her career just prior to the Tech Bubble bursting in 2000.  With interests in both the quantitative and qualitative aspects of risk management, she served as Bank of America's regional Asset Allocation Specialist and later a Portfolio Manager within its trust division.  Market events during this period only reinforced her appreciation of the importance of fundamentals in identifying bubbles and managing risk.    In 2007, she and David Creasey joined the firm's Family Wealth Advisors Group - a select wealth management division, headquartered in New York and dedicated to serving families and private foundations with investment assets in excess of $50 million. 

Whitney is FINRA licensed, holding Series 7 and 66 securities licenses. She holds the Certified Investment Management Analyst (CIMA®) designation through Yale's School of Management, as well as the Endowment & Foundation Consultant designation.  She holds a B.A. from Rice University and a Master of Science in Finance from the Bauer College at the University of Houston.  Since 2007, she has been a member of the Society of Fellows at the Aspen Institute.  She serves as a Trustee for the Rockwell Fund foundation and is a member of its Investment Committee.  She also enjoys serving on the Board of Directors to the University of Houston's Cougar Investment Fund.  With a strong interest in helping the next generation, she is a counselor to Bauer College's graduate level finance students at the Aim Investment Research Center's Cougar Fund.

• Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2019, 2021, 2022, 2023The 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.
• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• Rice University, Bachelor of Arts
• Bauer College at the University of Houston, Master of Science, Finance

• Senior Portfolio Manager
• Certified Investment Management Analyst®
• Accredited Endowment & Foundation Consultant (E&FC)
• Investment Fiduciary® (AIF®)
• Institutional Consultant, UBS Institutional Consulting Program

4400 Post Oak Parkway
20th Floor
Houston, TX 77027

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Jon has over 30 years of experience working with institutions. The Willhite Institutional Consulting Group, which was founded by Jon in 1995, was recognized by PLANSPONSORS magazine as a finalist for "Retirement Plan Advisory Team of the Year" in 2012, 2013 and 2014 and has also been named one of PLANADVISOR'S Top 100 Retirement Plan Advisers from 2012 through 2015. Jon was granted the 401(k) Advisor Leadership Award by the National Association of Plan Administrators in 2012 and 2013.

As a member of the select UBS Institutional Consulting Group, a Senior Institutional Consultant and a Senior Retirement Plan Consultant, he serves a variety of cities, unions, non-profits, corporations, hospitals and insurance companies. Jon is a member of the Illinois Public Pension Advisory Committee. 

Jon graduated from the Texas State University with a B.A. in Finance, and later earned the designation of Certified Investment Management Analyst (CIMA®) through the Wharton School of Business. Through the Center for Fiduciary Studies at the Katz Graduate School of Business, University of Pittsburgh, Jon achieved the Accredited Investment Fiduciary (AIF®) designation.

Jon serves as a lead consultant on the team and attends Investment Committee meetings and quarterly performance reviews.  His primary responsibilities include assistance with committee and governance structure development, investment policy development, asset allocation analysis, investment committee education, investment structure reviews and coordination and oversight of all investment consulting services.

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• PLANADVISER Top Retirement Plan Advisers, 2013, 2014, 2015, 2016, 2017, 2018The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
• PLANADVISER Top Retirement Plan Advisers, 2021The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.

• Texas State University, B.A., Finance

• Certified Investment Management Analyst®
• Investment Fiduciary® (AIF®)

1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200
The Woodlands, TX 77380

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Jamicia Ware, a native of Houston, Texas began her career with Wells Fargo Bank in 2015. For over 6 years, Jamicia has served as a leader in consumer banking holding multiple job roles — specializing in being innovative, developing and inspiring team members through her creativity and compassion. 

Jamicia currently serves as a Team Business Manager, with UBS, guiding a high-performance Private Wealth Management team, with emphasis on account operations including trade requests, coordinating, and addressing the service requests of sophisticated clients and educating clients on account services and capabilities. Additionally, overseeing the client onboarding process and client meetings. 

Jamicia earned her Bachelor of Science degree in Retail Consumer Science with a concentration of Business Marketing at the University of Houston, Bauer College of Business.

Jamicia is FINRA Licensed, holding her Series 6, 7, 66, 65 and Life agent designations.

In Houston she is active in the community volunteering at numerous different events throughout the city. She currently assists young children in poverty become stronger contributors to their families and communities by providing professional clothing, mentoring and life-skills to help .

4400 Post Oak Parkway
20th Floor
Houston, TX 77027

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Lindsi is a Client Service Associate and Tactical Portfolio Manager who works closely with Financial Advisors in Private Wealth Management as they help their clients navigate the dynamic financial environment.  She performs daily tasks related to client’s portfolios including rebalancing, distributions, and cash management.

Lindsi has more than three years in the financial services industry. Before coming to UBS, she worked as a financial strategist for a Certified Financial Planning firm and a portfolio analyst, then portfolio manager for the Cougar Investment Fund.  She has earned her Series 7 and Insurance licenses. Lindsi received a B.S. from Texas State University and a M.S. in Finance from University of Houston.

4400 Post Oak Parkway
20th Floor
Houston, TX 77027

John serves as a Client Service Associate providing research analysis with Tier 7 Partners at UBS Private Wealth Management. His central responsibilities include working with the investment team, working on portfolio risk analysis and portfolio performance monitoring systems.

His additional responsibilities include quarterly portfolio management reporting and investment proposal analysis.

Currently, he is working on his Bachelors of Science at the University of Houston. He has an interest in disruptive technologies and their potential impact on global economics.

4400 Post Oak Parkway
20th Floor
Houston, TX 77027