Tailored wealth advice

Professional guidance that helps inspire confidence

About us

In today’s complex markets, disciplined financial guidance is essential. The CD Emerson Wealth Management team builds long-term client relationships and serves as a trusted advisor through every stage of life.

We advise high-net-worth and ultra-high-net-worth individuals, families, and family offices, delivering customized solutions aligned with each client’s objectives, values, and long-term goals. Our expertise spans diversified portfolio construction and management across equities, fixed income, and alternative investments, including private equity, hedge funds, real estate, private infrastructure, and cash management.

Leveraging the global resources of UBS, we take a holistic, collaborative approach—working closely with specialists across the firm to deliver integrated investment management, pre-liquidity and business exit planning, estate and tax strategies, and philanthropic planning through donor-advised funds.

Every relationship begins with a conversation. We invite you to connect with us.

Connect with us

Cory Emerson

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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 serves as a financial advisor to high-net-worth and ultra-high-net-worth individuals, families, entrepreneurs, and family offices. He brings a deep understanding of global macroeconomic dynamics and asset allocation, applying these insights to the construction and management of diversified portfolios across equities, fixed income, hedge funds, private equity, private credit, real estate, and cash management solutions.

Cory and his team take a highly personalized approach guided by three guiding principles: Liquidity, Longevity, and Legacy. By aligning investment strategies with each client’s goals, risk tolerance, and time horizon, the team seeks to manage volatility and optimize risk-adjusted returns.

With a background in private equity and as a co-founder of an outdoor consumer products brand, Cory brings an entrepreneurial perspective to client relationships. Leveraging UBS’s global resources, he collaborates with specialists across the firm to deliver integrated solutions spanning estate and tax planning, family office services, investment banking, lending, and philanthropy through donor-advised funds.

Cory holds Series 7 and 66 licenses, along with general insurance licenses, and is a FINRA Registered General Securities Representative and Investment Adviser. He 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 their two daughters reside in the Park Cities community of Dallas. Outside the office, the family spends time together in the Roaring Fork Valley or back in Texas riding cutting horses, where Cory actively competes in the National Cutting Horse Association and the 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 Fowler

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- DC
- FL
- GA
- IL
- MI
- MO
- NC
- NE
- NJ
- NM
- OH
- OK
- PA
- PR
- TN
- TX
- UT
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 Stathakis

Senior Wealth Strategy Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- MD
- ME
- MI
- MN
- MS
- NC
- NE
- NJ
- NM
- NY
- OH
- OK
- PA
- PR
- TN
- TX
- UT
- VA
- VT
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

View bio

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

View bio

Titus Song is an Executive Director of Alternative Investments for UBS Financial Services. His role is to assist financial advisors and clients in understanding the role that alternative investments (hedge funds, private equity, private credit and private real estate) can play in a diversified portfolio through non-correlated returns, exposure to non-traditional assets and higher returns through the illiquidity premium.

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 36-year career in financial services, Titus has worked at various national 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 Management at the University of Minnesota.

Licenses and Certifications
Titus holds Series 7, 31 and 66 licenses.
Christiaan van Driel

Director

Client Solutions Specialist, Family Office Solutions

View bio

Professional history
Christiaan is a Director and Client Solutions Specialist in the Family Office Solutions team, established to holistically serve $100 million+ net worth families and family offices, in partnership with Private Wealth Advisors.

Christiaan has been advising UHNW clients and their family offices, their businesses, and charitable foundations for over 15 years. He has worked 5 years in Investment Banking, 10 years in Private Wealth Management, and has resp. advised on over $10bln of corporate transaction value, and on over $25bln of client assets. Christiaan joined UBS in 2015 and he has worked since then in Amsterdam, Milan, Paris, Zurich, and New York.

Publications
UBS Global Family Office Report 2024, one of our most-read publications with insights from 320 institutional single family offices, ranging from asset allocation, portfolio diversification, and alternative investments, to family office professionalization, costs, risks, staffing, and governance.

Education
Christiaan holds a dual Bachelor’s degree in Economics and Business Economics, and a Master’s degree in Financial Economics from the Erasmus University Rotterdam, as well as executive degrees in Leadership and Organizational Agility from Harvard University, his Series 7 and Series 66 licenses, and banking licenses in 15 European jurisdictions.
Matthew Copeland, CFA

Executive Director

Regional Sales Director, GWM Client Coverage

View bio

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.
Kevin Walsh

NMLS #652372

Senior Wealth Management Banker, UBS Bank USA

View bio

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

Cory Emerson

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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 serves as a financial advisor to high-net-worth and ultra-high-net-worth individuals, families, entrepreneurs, and family offices. He brings a deep understanding of global macroeconomic dynamics and asset allocation, applying these insights to the construction and management of diversified portfolios across equities, fixed income, hedge funds, private equity, private credit, real estate, and cash management solutions.

Cory and his team take a highly personalized approach guided by three guiding principles: Liquidity, Longevity, and Legacy. By aligning investment strategies with each client’s goals, risk tolerance, and time horizon, the team seeks to manage volatility and optimize risk-adjusted returns.

With a background in private equity and as a co-founder of an outdoor consumer products brand, Cory brings an entrepreneurial perspective to client relationships. Leveraging UBS’s global resources, he collaborates with specialists across the firm to deliver integrated solutions spanning estate and tax planning, family office services, investment banking, lending, and philanthropy through donor-advised funds.

Cory holds Series 7 and 66 licenses, along with general insurance licenses, and is a FINRA Registered General Securities Representative and Investment Adviser. He 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 their two daughters reside in the Park Cities community of Dallas. Outside the office, the family spends time together in the Roaring Fork Valley or back in Texas riding cutting horses, where Cory actively competes in the National Cutting Horse Association and the 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 Fowler

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- DC
- FL
- GA
- IL
- MI
- MO
- NC
- NE
- NJ
- NM
- OH
- OK
- PA
- PR
- TN
- TX
- UT
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 Stathakis

Senior Wealth Strategy Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- MD
- ME
- MI
- MN
- MS
- NC
- NE
- NJ
- NM
- NY
- OH
- OK
- PA
- PR
- TN
- TX
- UT
- VA
- VT
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

View bio

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

View bio

Titus Song is an Executive Director of Alternative Investments for UBS Financial Services. His role is to assist financial advisors and clients in understanding the role that alternative investments (hedge funds, private equity, private credit and private real estate) can play in a diversified portfolio through non-correlated returns, exposure to non-traditional assets and higher returns through the illiquidity premium.

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 36-year career in financial services, Titus has worked at various national 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 Management at the University of Minnesota.

Licenses and Certifications
Titus holds Series 7, 31 and 66 licenses.
Christiaan van Driel

Director

Client Solutions Specialist, Family Office Solutions

View bio

Professional history
Christiaan is a Director and Client Solutions Specialist in the Family Office Solutions team, established to holistically serve $100 million+ net worth families and family offices, in partnership with Private Wealth Advisors.

Christiaan has been advising UHNW clients and their family offices, their businesses, and charitable foundations for over 15 years. He has worked 5 years in Investment Banking, 10 years in Private Wealth Management, and has resp. advised on over $10bln of corporate transaction value, and on over $25bln of client assets. Christiaan joined UBS in 2015 and he has worked since then in Amsterdam, Milan, Paris, Zurich, and New York.

Publications
UBS Global Family Office Report 2024, one of our most-read publications with insights from 320 institutional single family offices, ranging from asset allocation, portfolio diversification, and alternative investments, to family office professionalization, costs, risks, staffing, and governance.

Education
Christiaan holds a dual Bachelor’s degree in Economics and Business Economics, and a Master’s degree in Financial Economics from the Erasmus University Rotterdam, as well as executive degrees in Leadership and Organizational Agility from Harvard University, his Series 7 and Series 66 licenses, and banking licenses in 15 European jurisdictions.
Matthew Copeland, CFA

Executive Director

Regional Sales Director, GWM Client Coverage

View bio

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.
Kevin Walsh

NMLS #652372

Senior Wealth Management Banker, UBS Bank USA

View bio

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

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

Watch the replay of the CIO House View monthly livestream for a conversation with David Lefkowitz, Head of US Equities; Kurt Reiman, Head of Fixed Income; and Jay Dobson, US Energy & Utilities Strategist; where they discussed the latest developments of the Middle East escalation, AI disruption, updates on tariffs, and the market implications of these topics as well as what it all means for your portfolio. The discussion was hosted by Nadia Lovell, Head of Global Equity Strategy & Management.

March 05, 2026

A leading global wealth manager

Clarity in a rapidly changing world

We’re here to help guide you through uncertain times

Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

Let’s create a path together so you can move forward with confidence, no matter what comes next.

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Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Tailored wealth advice

About us

Cory Emerson

Gretchen Fowler

Maria Stathakis

Christopher Palamara

Titus Song

Christiaan van Driel

Matthew Copeland, CFA

Kevin Walsh