Tailored wealth advice

Professional guidance that helps inspire confidence

Mountain climbers reaching the summit

About us

With the complexity of today's markets and uncertainty about tomorrow's economy, proficient and strategic financial advice is more important than ever. The CD Emerson Wealth Management team's goal is to create lasting relationships with our clients and to serve as trusted advisors throughout every phase of their financial journey. 

We work closely with high-net-worth and ultra-high-net-worth individuals and their families, tailoring financial strategies to align with their goals. Supported by the global resources of UBS, we collaborate with teams across all UBS business lines. This enhanced perspective allows us to craft investment strategies that integrate comprehensive investment management, tax & estate planning, and philanthropic planning.   

Everything starts with a conversation. Please click below and connect with us. 

Family photos

  • corey

    Cory Emerson

    Financial Advisor

    MBA

    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IA
    • IL
    • IN
    • MA
    • MD
    • MI
    • MN
    • MS
    • NC
    • NJ
    • NM
    • NY
    • OK
    • OR
    • PR
    • TN
    • TX
    • VA
    • VT
    • WA

    Cory works closely with high-net-worth and ultra-high-net-worth individuals and families, tailoring financial strategies to meet their objectives. He specializes in developing and managing diversified portfolio allocations that incorporate equities, fixed income, hedge funds, alternative investments including private equity and private credit, alongside prudent cash management. He and his team’s approach is built on three key strategies—Liquidity, Longevity, and Legacy—helping align investment plans with each client’s unique aspirations, risk tolerances, and time frames. 

    With a background in private equity and entrepreneurial experience co-founding an outdoor consumer products brand, Cory brings unique business acumen to client relationships. He leverages the thought leadership and global resources of UBS and works in tandem with experts across various divisions, providing direct access to our Estate & Tax Planning, Advanced Planning, Family Office Solutions, and Investment Banking & Lending Groups (real estate lending, aviation financing, unsecured lines, and SBLs). This collaborative approach allows him to seamlessly integrate UBS’s best offerings into client portfolios.

    Cory holds Series 7 and 66 licenses, general insurance licenses, and is a FINRA-Registered General Securities Representative and Investment Advisor. Cory earned a B.B.A. in Finance from Texas Tech University and an M.B.A. in Finance from Baylor University’s Hankamer School of Business. Cory, his wife Christina, and two daughters, reside in the Park Cities community of Dallas. Outside of the office, you will find the family together, either in the Roaring Fork Valley or back in Texas riding cutting horses, where Cory competes within the National Cutting Horse Association and American Quarter Horse Association.

      • Baylor University, M.B.A., Finance
      • Texas Tech University, B.B.A., Finance
      • MBA
      • Series 7 and 66 Securities Licenses
      • General Lines Insurance License
      100 Crescent Court
      Dallas, TX 75201
      cory.emerson@ubs.com
      Cory Emerson
      100 Crescent Court,Dallas,TX,75201
    • gretchen

      Gretchen Fowler

      Senior Wealth Strategy Associate

      • image
      • image
      • image
      • AZ
      • CA
      • CO
      • FL
      • GA
      • IL
      • MI
      • NC
      • NJ
      • NM
      • PA
      • PR
      • TX

      Gretchen began her financial industry career in 1988 and has held roles in Banking, Trust Services, Compliance, and Financial Services.  Prior to joining UBS in 2015, Gretchen spent the majority of her career at Citigroup and JPMorgan Securities.  Her experience and robust knowledge of the financial industry (investing, trading, operations, and compliance) combined with her problem-solving skills makes her an integral part of our team and a trusted resource for our clients.

      Gretchen holds Series 7, Series 9/10 and Series 66 licenses and earned a B.A. degree from Rutgers University. She resides in Northlake with her husband Gary.  In her free time, she enjoys reading, cooking and spending time at the beach with her family.

        • Rutgers University, B.A.
          100 Crescent Court
          Dallas, TX 75201
          gretchen.fowler@ubs.com
          Gretchen Fowler
          100 Crescent Court,Dallas,TX,75201
        • maria

          Maria Stathakis

          Senior Wealth Strategy Associate

          • image
          • image
          • image
          • AZ
          • CA
          • CO
          • GA
          • IL
          • MI
          • NC
          • NM
          • PA
          • PR
          • TX

          Maria began her career in 2008 with JPMorgan Securities and joined UBS in 2015. Her primary focus is providing the best client experience by anticipating client needs, delivering solutions and assisting clients with the ongoing technology/security capabilities UBS offers to keep our clients & their assets protected.  Maria provides strategic operational, marketing and administrative team support with the intent to strengthen the trust and relationship with our clients.  

          Maria holds Series 7 and 66 licenses and earned  Bachelor of Science degree from the University of North Texas. She lives in Southlake with her husband Peter, and their two boys Nico & Luca. Maria enjoys spending time with her family & friends, playing and coaching soccer, and her family’s annual trip to Cape May, NJ.

            • University of North Texas, B.S.
              100 Crescent Court
              Dallas, TX 75201
              maria.stathakis@ubs.com
              Maria Stathakis
              100 Crescent Court,Dallas,TX,75201
            • Christopher Palamara

              Director

              Portfolio Advisory Group Strategist

              Responsibilities
              Chris Palamara is a Strategist in the Portfolio Advisory Group for the Texas market. In this capacity, Chris is responsible for articulating and developing comprehensive, research-driven asset allocation and portfolio strategy advice to Financial Advisors and their ultra-high net worth clients. He conducts detailed portfolio review sessions with private clients to understand their wealth structure. His end goal is to develop customized strategic and tactical asset allocations implemented with the most suitable products UBS has to offer.

              Chris’s extensive expertise and deep understanding in investment and risk management provides a value-added perspective when creating an investment strategy aligned with a client's needs and goals. He leverages the global resources of the firm – from UBS's thinking on strategic and tactical allocation theories to a wide range of product strategies.

              Professional History
              Prior to joining UBS in 2022, Chris worked as a Senior Associate in the Investment Management Group at ALM First, an institutional asset management and consulting firm in Dallas, TX. While there, Chris was a Portfolio Manager, collaborating with clients and trade desks on designing bespoke investment portfolios and on portfolio implementation. Prior to that, he was a Portfolio Advisor with Merrill Lynch Wealth Management in McKinney, TX. Chris has been in the financial services industry since 2011.

              Education
              Chris received a Bachelor of Science in Economics with a minor in Finance from Texas Christian University.

              Licenses and Certifications
              Chris holds the Series 7 and Series 66 licenses. He is a CFA Charterholder and a Candidate Mentor in the Dallas-Fort Worth CFA Society. He is a member of the DFW CFA Society and Chartered Financial Analyst Institute.
            • Titus Song

              Executive Director

              Alternative Investments Consultant

              Titus Song is an Executive Director of Alternative Investments covering various markets in the Central and West Divisions for UBS Financial Services. His role is to oversee distribution of alternative investments (hedge funds, private equity and private real estate) by helping financial advisors and clients understand how these offerings function and their effect on investment portfolios.

              Professional History
              Titus joined UBS in 2007 working with the Structured Solutions group. In late 2008, Titus moved to the Alternative Investments group where he has covered a wide swath of the country helping clients and financial advisors understand alternative investments and how they can enhance portfolio efficiency and help clients reach their financial goals.

              In his 32-year career in financial services, Titus has worked at various large financial services firms and banks where he held roles in small and large cap equity trading, as well as in product management. Titus also served as the head of investments and product management at a large regional registered investment advisor prior to joining UBS.


              Education
              Titus earned a B.A. in Political Science with a concentration in Political Economy at Carleton College in Northfield MN. He also received an M.B.A. from the Carlson School of Business at the University of Minnesota.

              Licenses and Certifications
              Titus holds Series 7, 31 and 66 licenses.
            • image

              Kevin Walsh

              NMLS #947868

              Senior Wealth Management Banker, UBS Bank USA

              Current role and areas of expertise

              Kevin joined UBS Bank USA in 2017 and he is currently a Senior Wealth Management Banker covering the Texas Market.

              Kevin has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

              Professional history

              Kevin began his career in financial services in 2000. Prior to joining UBS, Kevin worked as a Qualified Retirement Planning Specialist at Putnam Investments and Wealth Management Banker at Merrill Lynch.

              Education and personal information

              In Kevin’s role as a Senior Wealth Management Banker his NMLS # is 652372. He holds his Series 7 and 63 securities licenses. He also holds a Bachelors Degree from Bridgewater State University.

              Outside of the office, he enjoys spending time with his wife Elle and two children, Maddy and Landon, traveling and sporting events.

              Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender

               

            • Leora Zach

              Leora Zach

              Executive Director

              Client Solutions Specialist, Family Office Solutions

              Professional History
              Leora is an Executive Director and Client Solutions Specialist in the Family Office Solutions team within Private Wealth Management. The Family Office Solutions (FOS) team holistically services $100m+ clients and family offices in partnership with Private Wealth Advisors. In her role, Leora is dedicated to providing clients with superior client service by leading complex, multi-product transactions and helping design custom offerings based on client needs.

              Prior to FOS, Leora was an Executive Director in the Direct Investments Group. She raised private capital for direct private equity and real estate investments across a range of industries, stages, structures and geographies. She covered 1,500+ family office and institutional wealth management relationships nationally. Before that, Leora was a part of the OneBank team and assisted UBS clients on a range of investment banking transactions including mergers and acquisitions, equity capital raising and debt capital raising. She also ran UBS' Middle Market Investment Banking Network, a partnership with 30 firms across the country to assist business owner clients in need of pre-sale planning and investment banking services.

              Leora joined UBS in 2009 as an Investment Banker in the Power & Utilities Group, advising companies on strategic M&A and capital raising transactions, both domestically and cross-border.

              Education
              Leora is a CFA Charterholder and is on the Young Leaders committee at the CFA Society of NY. She is also a Certified Exit Planning Advisor (CEPA). Leora holds a Bachelor of Science degree in Finance from the University of Connecticut Honors School. She holds her Series 7 and Series 63 licenses.

              Leora is married, with four sons, and resides in Holmdel, New Jersey.
            • Jennifer Lan

              Executive Director

              Senior Wealth Strategist

              Introduction
              Jennifer works with ultra-high net worth clients of UBS and their advisors on issues involving estate and tax planning, business succession, wealth transfer, and philanthropic objectives. Jennifer focuses on developing and helping clients implement creative and comprehensive strategies that align with their wishes. She also reviews clients’ estate planning documents to help ensure that the plan accurately reflects the family’s philosophy, needs, and objectives.

              Professional History
              Prior to joining UBS, Jennifer practiced law at Kroney Morse Lan, PLLC, Lan Smith Sosolik, PLLC, and Haynes and Boone, LLP. Her practice ranged from estate and trust planning, charitable planning, probate, asset protection, general business transactions, and tax controversy matters.

              Education
              Jennifer received a B.S. from Duke University and her J.D. from Southern Methodist University Dedman School of Law, where she was the Managing Editor of the Law and Business Review of the Americas for the SMU International Law Review Association.

              Affiliations
              Jennifer is very involved in the Dallas estate planning community including co-founding The Dallas Young Estate Planners Group. She is an active member of the Dallas Estate Planning Council, including serving on the Board of Governors from 2018-2020 and serving as the Chair of the Emerging Professionals Committee from 2017-2018. She was also a Board member of the Dallas Council of Charitable Gift Planners from 2019-2022, including serving as Treasurer during the last of those years. She serves on the advisory board for the Dallas Foundation and the Communities Foundation of Texas and was part of the steering committee and inaugural class of the Emerging Leaders in Philanthropy.
            • image

              Matthew Copeland, CFA

              Executive Director

              Regional Sales Director, GWM Client Coverage

              Years of investment industry experience: 12
              Education: Calvin College, B.A. (US)

              Matt serves as UBS Asset Management's Regional Director for the Southwest. In this role, Matt focuses on working with Financial Advisors in implementing and tailoring the firm's wealth management services and portfolio strategies to the needs of their clients, including institutions and individuals.

              Prior to his current role, Matt served as the Alternative Investments Consultant for the South Central Region, where he supported Financial Advisors and their clients with respect to hedge funds, private equity, real estate and managed futures.

              Prior to joining Alternative Investments, Matt spent over 4 years within the Capital Markets Fixed Income group. Working from the municipal trading desk in Chicago, he covered both tax-free and taxable fixed income for advisors in Texas and Michigan. In his role as a Fixed Income Specialist, Matt provided Financial Advisors with market insights, actionable ideas and advice surrounding portfolio review and construction.

              Matt is a CFA Charterholder and holds the Series 7, 24, 53, & 66 licenses. Matt is a member of the CFA Society of Dallas.

            Why does A.I. in space matter?

            Outlook on interest rates

            Tree

            UBS and Credit Suisse—stronger than ever

            Global Wealth Report 2024

            Crafted wealth intelligence

            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

            Gain additional insights into the trends shaping wealth in the US and around the world.

            Download the report

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $5.8+ trn

            UBS Group invested assets
            As of 03/31/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

            Insights