Bringing a diversity of perspectives to your financial world

As a founding partner of C2 Advisors, Cindy takes a lead role in delivering holistic guidance to her select group of clients- multigenerational families, business owners, hedge fund managers and private equity executives.

She parlays her 25+ years of experience to comprehensively address the complex issues that often accompany substantial wealth. 

Cindy’s professional and institutional background, combined with the global resources and breadth of the UBS platform, enables her to deliver truly bespoke advice and innovative solutions. She is passionate about helping her clients achieve their most important goals and will go above and beyond to exceed their expectations.

Experience
– Banker, Managing Director, J.P. Morgan Private Bank, selected for the firm’s Morgan Circle a small group of Bankers who have been honored for their exceptional performance
– Managing Director, Prime Brokerage Sales, J.P. Morgan Private Bank
–  Analyst, Bear Stearns

Outside of UBS
– Cindy enjoys spending time with her family and friends, travel and the outdoors.
– She sits on the board of Capital for Kids and cares deeply for helping children in need.

Jay is a founding partner and Co-Chief Investment Officer for C2 Advisors. Jay works closely with successful families, managing their multigenerational wealth and tailoring investment portfolios to address their often complex needs and goals. Each portfolio is based on an understanding of the client’s unique situation, what they are looking to achieve and their preferences in terms of risk and reward.

Jay brings over 20 years of experience at J.P. Morgan Private Bank advising some of the most successful families across the country. Jay is passionate about providing objective advice shaped by his expertise in financial markets and his clients’ goals.

Experience
– Investment Specialist, Managing Director, J.P. Morgan Private Bank
– Investment Analyst, J.P. Morgan Private Bank

 Outside of UBS
– Jay enjoys spending time with his family - his wife and three kids
– He is an avid golfer and loves to travel

Leslie is a founding partner for C2 Advisors, advising some of the country’s most successful multigenerational families. She leads the team in navigating the UBS global platform to deliver bespoke investment solutions and ongoing market thought capital to clients.

With their combined decades of experience in wealth structuring and managing complex balance sheets, Leslie and her team help their clients define risk across market cycles. They construct portfolios and investment guidelines based on their clients’ unique goals. Their recommendations are based on three key pillars: strategic asset allocation, tactical investment opportunities and ongoing oversight and implementation of these balanced exposures. Upon this foundation, Leslie brings discipline and planning to the investment mandates of her clients using innovative solutions that grow and preserve capital across multiple generations. She is an avid reader, passionate about diversity of thought and delivering unbiased, intelligent advice to help solve the complex wealth needs of her clients.

Experience
– Managing Director, Investment Specialist, J.P. Morgan Private Bank
– US Women Investor Ambassador, J.P. Morgan Private Bank
– International Financial Advisor, Merrill Lynch

Outside of UBS
– Leslie is a proud mother of two young sons. She is an active volunteer within the community of their school, the Lamplighter School.
– She serves as the board treasurer of the Kraddick Fund for Kids, a non-profit that provides hope, happiness and beautiful memories for families of children with life-altering or life-threatening conditions.
– Leslie enjoys networking with other talented women within the Wall Street community and mentoring junior talent to promote diversity and female representation in the industry.
– She is a member of Texas Wall Street Women and Chief, a private membership network focused on connecting and supporting women executive leaders.

Daffan Nettle is a founding partner of C2 Advisors. In her role, she delivers experienced guidance to some of the most successful business owners, multi-generational families and private equity groups across the country. 

Daffan is dedicated to making her clients’ lives easier by integrating the elements of wealth. She delivers direct access to the strengths of UBS, opening up innovative opportunities. Daffan works diligently to know the entire family and prepare the next generation for the responsibilities to come.

Experience
– Banker, Managing Director, J.P. Morgan Private Bank, selected for the firm’s Morgan Circle a small group of Bankers who have been honored for their exceptional performance
– Investment Banker, Frost Securities
– Investment Banker, RBC Capital Markets
– Investment Banker, Ernst & Young Corporate Finance
– Trained as a CPA, passing all sections of the exam in one sitting

Outside of UBS
– Daffan spends her free time with her husband, Doug, and their twin daughters. They enjoy hiking and skiing in Colorado, spending time at the lake and traveling to far-off locales.
– Volunteerism is one of Daffan’s core values, especially fundraising activities that benefit women and children.
– She is a member of the Crystal Charity Ball and the Cattle Baron’s Ball.

- She is a board member of the YMCA Foundation.
– Daffan has been a past co-chair of the Genesis Women’s Shelter Mother’s Day Luncheon, the Baylor Healthcare Systems’ Celebrating Women Luncheon and the Junior League Ball.

Corbin is an Investment Specialist for C2 Advisors. In this role, Corbin is responsible for portfolio construction, manager due diligence, and tactical trading idea generation.

Corbin spends time with each family to understand their financial goals and builds a portfolio
that is specifically tailored to meet each client’s objectives.

Prior to joining UBS, Corbin spent 6 years in the J.P. Morgan Private Bank advising families with multigenerational wealth on asset allocation and portfolio construction.

Corbin graduated from Texas Tech University with a B.B.A. in Finance. Outside of work, Corbin enjoys spending time with his wife Megan, son Charlie, traveling, and playing golf.

Corbin is a CFA Charterholder and member of the CFA Institute.

Ali Dandes is a Relationship Manager for C2 Advisors, a Private Wealth Management team at UBS. She assists in delivering the firm’s investing, wealth transfer, credit and philanthropic services to multi-generational families and family offices across the country. Ali is a Certified Divorce Financial Analyst professional. 

Previously, Ali was a Vice President Banker at J.P. Morgan Private Bank in Dallas where she advised ultra high net worth clients across Texas on a wide range of topics including investments, credit, banking, fiduciary and estate services. Prior to that, Ali was a Private Wealth Advisor at Goldman Sachs in Miami, Florida where she provided multifamily office services and advice to clients. Ali currently holds the Series 3, 7, and 66 securities licenses.

Originally from Denver, Colorado, Ali received her J.D. from the University of Miami School of Law and B.A. in Psychology and Political Science from the University of Miami. Outside of the office, Ali enjoys traveling and spending time with her husband and two children.

Megan Disimile is a Relationship Manager at UBS, working with ultra high net worth clients and family offices to deliver holistic wealth management services. This includes generational wealth planning, investing, and philanthropy.

Prior to joining UBS, Megan spent 12 years at J.P. Morgan in various roles. Most recently she was a Vice President Banker in the J.P. Morgan Private Bank in Dallas, overseeing more than $500MM in assets for 40+ unique families. Prior to joining the Private Bank, she spent time in a business development and analytics role in J.P. Morgan’s Commercial Bank. Megan currently holds the series 7, 63, and 66 securities licenses.

Megan graduated from the Pennsylvania State University with a B.A. in Finance and a minor in Economics. She was a 4-year member of the varsity women’s lacrosse team where she was a captain in her senior year.

Megan lives in Dallas with her husband, Nick, and two children, Jack and Blake. In her spare time she enjoys being active, travelling to the east coast where she is from, and spending time with her friends and family.

Alex Grinaldi is a Senior Wealth Strategy Associate at UBS for C2 Advisors, a UBS Private Wealth Management team. She focuses on operational excellence by providing exceptional service, working to solve complex problems with both teammates and clients, and finding creative solutions to streamline processes.

Prior to joining UBS in 2021, Alex spent over 10 years at J.P. Morgan in the Private Bank and three years in the retail line of business. She spent her time in the Private Bank as member of the client service team before joining the investment team. She currently holds the Series 7, 63, and 66 securities licenses.

Alex graduated from Texas A&M University with a B.A. in Communication, Business. She enjoys traveling, spending time with her three young sons, and staying active to keep up with them.

Colton Shearer is a Senior Associate at UBS for C2 Advisors. On this team, Colton focuses on helping ultra high net worth individuals and family offices find solutions to their goals and needs. He prides himself on providing excellent client service through consistent dialogue and swift execution for every individual and family he works with.

Prior to joining UBS is 2021, Colton spent 3 years in the J.P. Morgan Private Bank, deepening client relationships through thoughtful analysis of investment portfolios, lending needs, and estate plan structuring. He currently holds the Series 7, 63, and 66 securities licenses.

Colton graduated from The University of Texas at Austin with a B.B.A. in Finance, Investment Management. He lives in the M Streets of Dallas, and enjoys spending time at the lake with family and friends, and playing golf around the country.