Experience

• AK
• AL
• AZ
• CA
• CO
• CT
• DE
• FL
• HI
• IL
• IN
• KS
• LA
• MD
• MI
• MO
• MS
• NC
• NE
• NJ
• NY
• OH
• OK
• PA
• TN
• TX
• UT
• WA
• WI

Michael began investing more than 22 years ago while earning both his Chartered Financial Analyst® (CFA) designation and his M.B.A. Today, as the lead of one of the largest teams in Private Wealth Management at UBS, he applies his passion for investing and his expertise in markets and asset allocation to his work for the benefit of his clients.

A 1995 graduate of The University of Texas at Austin, Michael earned his B.A. in Economics with a minor in Business. He returned to McCombs for his M.B.A and graduated with honors in 2003. Today, Michael is a member of the MBA Advisory Board at the McCombs School of Business, the Advisory Board for the Master of Science in Finance program, the McCombs Wealth Management Advisory Board and the Executive Committee for the Chancellor's Council at The University of Texas. Through his involvement and guidance, the McCombs Wealth Management Advisory Board designed relevant curriculum for the newly established, undergraduate track.

Michael joined UBS in 2009, having gained a range of experience at Morgan Stanley dating back to 2002. In 2017, Michael was appointed to the UBS Financial Advisor Advisory Council (FAAC) and eventually served as Co-Chair from 2020-2022. The FAAC is a select group of 14 Financial Advisors who represent all UBS Advisors to address the critical issues and concerns pertinent to providing excellent client service.

Outside of the office, Michael enjoys spending time with his family and volunteering at his church. He lives in Southside Place with his wife, Jennifer, and three children, Walker, Reid and Megan. Michael is a former President of the West University Little League, one of the largest leagues in the country. Prioritizing an active lifestyle, Michael has completed eight marathons and dozens of triathlons, including Ironman Coeur d’Alene in 2005. He serves on the Finance Committee at his church and is an active member of both the CFA Institute and the Houston Society of Financial Analysts.

• University of Texas at Austin, M.B.A.: 2001 - 2003
• University of Texas at Austin, B.A. Economics: 1991 - 1995

• Chartered Financial Analyst®

• AZ
• CA
• CO
• CT
• DE
• FL
• GA
• HI
• IN
• KS
• LA
• MD
• MI
• MO
• MS
• NC
• NE
• NY
• OH
• OK
• PA
• TN
• TX
• UT
• WI

Rob has over 35 years in the investment business and specializes in advising institutions and families that require experience, sophistication, and the global capabilities and resources of UBS' Private Wealth Management offerings.  In 1982, he graduated cum laude from Georgetown University with an honors degree in Finance.  While at Georgetown, Rob worked in Congress for a member of the U.S. House of Representatives (1979-1981) on their legislative staff.  He earned his CIMA (Certified Investment Management Analyst) from the Wharton School of Business at the University of Pennsylvania in 1988.

Prior to merging his practice in 2019, Rob founded and led one of UBS’ top institutional consulting teams advising on over $5 billion in assets with a focus on foundations, endowments, pension plans, healthcare and insurance companies.  Throughout his career at UBS, Rob has served as President and Co-Chair of UBS’ Institutional Consulting Advisory Committee where he's been a member for more than 25 years. He was also appointed to the UBS Financial Advisor Advisory Council (FAAC) in 2014 and served as its Co-Chair in 2016.  The FAAC, a select group of 14 Financial Advisors who represent all UBS Advisors, address the critical issues and concerns pertinent to providing excellent client service.

In addition to his professional service, Rob is committed to serving his community.  He currently serves on the University of Texas Chancellor's Council Executive Committee and has previously served as a board member for the Trinity Episcopal School and the Metropolitan Area Committee.  Prior to his move to Houston, Rob was a founding member of the Young Leadership Council.

Rob, Elisabeth and their two children, Reese and Will, moved to Houston in 2005 after Hurricane Katrina.  They are devoted travelers and sports enthusiasts.  Rob is an avid tennis player and wine enthusiast and takes great joy participating in River Oaks Country Club tennis and wine events throughout the year.

• Barron's Top 1,000 Financial Advisors, 2010, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 100 Institutional Consultants, 2021The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 

• Georgetown University, BSBA Finance: 1979 - 1982

• AZ
• CA
• CO
• CT
• DE
• FL
• HI
• IN
• KS
• LA
• MD
• MI
• MS
• NC
• NE
• NY
• OH
• OK
• PA
• TN
• TX
• WI

A former professional basketball player with a number of international teams, Bill is equally passionate about his wealth management practice. For the last 28 years, Bill has provided clients with comprehensive planning and investing advice. He joined UBS with his team in 2009, and gained a range of experience at both Morgan Stanley and Goldman Sachs dating back to 1994.

Bill graduated from the University of Nebraska–Lincoln in 1986. He earned a full scholarship in basketball playing four years of varsity ball, first at Duke University, and then at the University of Nebraska. He played professional basketball with teams in the United States, Spain, New Zealand, Venezuela, Colombia and Mexico. He later earned his M.B.A. from the University of Chicago Booth School of Business in 1995.

Outside the office, Bill enjoys athletic endeavors and traveling with his three children, Maisie, William, and Thomas. He has traveled extensively in all 50 states and over 110 countries. He enjoys giving back to the community and currently serves on the University of Nebraska Foundation Board of Directors. Bill previously served as Chair of the Foundation.  He also serves on the Board of Directors of the Goodyear Cotton Bowl Athletic Association and the Board of Directors of the Cotton Bowl Foundation.

• University of Nebraska - Lincoln, B.S. Finance: 1983 - 1987
• University of Chicago - Booth School of Business, M.B.A.: 1993 - 1995
• Duke University: 1982 - 1983

• AL
• AZ
• CA
• CO
• CT
• DE
• FL
• HI
• IN
• LA
• MA
• MD
• MI
• MS
• NC
• NE
• NY
• OH
• OK
• PA
• TN
• TX
• WI

Zachary has over eight years of experience in the investment management industry, specializing in advising families and institutions with complex financial situations. He shares his passion and proficiency with one of the largest, multigenerational teams in Private Wealth Management at UBS. With experience at Bessemer Trust Company and the Private Bank at J.P. Morgan, Zachary has served clients in trust and estate management, complex investment analysis, liquidity events, and portfolio management. In 2023, Zachary earned the designation of UBS Institutional Consultant, which supports Financial Advisors who have a focused institutional business practice and demonstrated a high level of experience and expertise. He maintains the Series 7, 63, and 66 Licenses. He also holds the Certified Trust & Financial Advisor (CTFA) designation with the American Bankers Association and maintains his Chartered Financial Analyst® (CFA) designation with the CFA Institute. Zachary is also a member of the CFA Society of Houston.

A graduate of Wesleyan University in Middletown, CT, Zachary earned his B.A. in History while playing on the men’s varsity lacrosse team for four years, earning Academic All-Conference honors. In addition, he earned his M.B.A. from the University of Texas at Austin, where he graduated with honors, receiving the Dean’s Award for Academic Excellence, and served as an equity portfolio analyst for the McCombs MBA Investment Fund, LLC.

Beyond his professional work, he stays active running, cycling, golfing and traveling with his wife, Sammy, and son, George. Born and raised in Houston, Zachary is a graduate of St. John’s School, where he previously coached for the Boys Lacrosse team. An Eagle Scout, he supports the Boy Scouts of America, and co-chairs the Titans of Investing Annual Dinner.

• University of Texas at Austin, M.B.A.: 2018 - 2020
• Wesleyan University, B.A. History: 2010 - 2014

• Chartered Financial Analyst®

• AL
• AZ
• CA
• CO
• CT
• DE
• FL
• HI
• IL
• LA
• MD
• MI
• MO
• NC
• NE
• NJ
• NY
• OH
• OK
• PA
• TN
• TX
• WA

Brooke began her financial services career in 1987 as a marketing specialist for an international money manager in Boston, MA. After moving back to Texas and working a number of years at both Goldman Sachs and Morgan Stanley, in 2009, Brooke joined UBS. She serves as the team’s operating officer and as an investment associate is responsible for performance and asset allocation reviews.

A graduate of Southwestern University, in Georgetown, TX, Brooke earned a B.A. in international studies and a minor in economics. She also holds her Series 7, 63 and 65 securities licenses. Outside of work, Brooke is involved with The Children's Defense Fund 'Beat the Odds' scholarship program. She lives in Houston with her husband Greg and they have two children.

• Southwestern University, B.A. International Studies: 1983 - 1987

• AZ
• CA
• CO
• CT
• DE
• FL
• GA
• HI
• IL
• LA
• MA
• MD
• MI
• MO
• MS
• NC
• NE
• NJ
• NY
• OH
• OK
• PA
• TN
• TX
• UT
• VA
• WA
• WY

Sharon joined UBS in 2001 in the New Orleans’ office. She has been with the Institutional Consulting Team since 2005 and has over 35 years investment and client service experience. She started her career in 1982 with a local bond house in New Orleans and later worked as a discount broker and fixed income trader with First Commerce Investment Services in New Orleans. She holds her Series 7, 63 and 66 licenses. Her primary duties include servicing institutional clients with account onboarding, allocation changes/rebalancing, and advisory account establishment and maintenance. 

Sharon and her family moved to Katy Texas after Hurricane Katrina where she currently resides. Outside of the office she enjoys spending quality time with her three children, visiting her family in New Orleans, and watching her favorite sports teams.

• AL
• AZ
• CA
• CO
• CT
• DE
• FL
• HI
• IL
• IN
• LA
• MD
• MI
• MO
• NC
• NE
• NJ
• NM
• NY
• OH
• OK
• PA
• TN
• TX
• WA

Cherrie began her financial services career in 1997 with PaineWebber. Her current responsibilities within the team include advisory account management and reporting and performance and asset allocation reviews. Cherrie also assists with ongoing general account maintenance and client requests as needed.

She holds the Chartered Retirement Plans Specialist (CRPS) Designation as well as the Series 7, 63, and 65 Licenses.

Outside of the office Cherrie enjoys playing golf and attending sporting and concert events.

• Chartered Retirement Plans Specialist℠

• AL
• AZ
• CA
• CO
• CT
• DE
• FL
• HI
• IL
• IN
• LA
• MD
• MI
• MO
• NC
• NE
• NJ
• NM
• NY
• OH
• OK
• PA
• TN
• TX
• WA

Maren entered the financial services industry in 2006 at Edward Jones. Two years later she joined Morgan Stanley and along with the team, endured the financial crisis later that year.  She and the team, joined UBS in 2009. Her responsibilities on the team include advisory account management and reporting as well as performance and asset allocation reviews. Maren enjoys working with clients to solve their day-to-day needs as well as long term philanthropic and generational family goals.

She is a graduate of Harding University and holds her Series 7 and 66 licenses. Her outside passions include music, running, and family. As trained Soprano, she has been a member of the Houston Masterworks Chorus and the Bay Area Chorus of Greater Houston; and on occasion has had the opportunity to accompany choral performances as a flautist. She enjoys running and competing in the Aramco Houston Half Marathon annually.   Maren, her husband, and two children live in Bellaire, TX.

• Harding University, B.A. Music: 1998 - 2002

• AK
• AZ
• CA
• CO
• CT
• DE
• FL
• GA
• HI
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MS
• MT
• NC
• NE
• NH
• NJ
• NY
• OH
• OR
• PA
• TN
• TX
• UT
• WA
• WI

Madeline began her career at UBS in November 2021. Her primary responsibilities on the team include asset allocation studies, performance review, and business development initiatives. She graduated summa cum laude from Texas A&M University in May 2021 with a B.B.A. in Business Honors and Finance. While at Texas A&M, she served as a Senior Fellow for the Mays Business School, Treasurer for Kappa Kappa Gamma sorority, and a teaching assistant for the Business Honors Program. During the summer of 2019, Madeline studied international finance at the Universitat Pompeu Fabra in Barcelona, Spain. Prior to working at UBS, she began her career in investment banking. She holds her Series 7, 79, 66, and 63 licenses. Madeline is an avid outdoorswoman enjoying snow skiing, scuba diving, lake sports, fly fishing, and other fitness activities.

• Texas A&M University, B.B.A. Business Honors and Finance: 2017 - 2021

• LA
• TX

Christine has been with UBS’ Institutional Consulting Team since joining UBS in 2010. Her primary duties include servicing the Team’s institutional clients with performance reviews, manager searches, asset allocation studies, and risk management. She started her career in 1987 with a subsidiary of AON Corporation working with COBRA applications, and processing 401k and ESOP Plans and later worked at ADP Retirement Services where she was responsible for project management and client satisfaction for client 401k plans with assets more than $25 million dollars. A graduate of DePaul University in Chicago, IL, Christine earned a B.A. in Finance. She also holds her Series 7 and 66 licenses. Outside of work, Christine enjoys hiking and fishing with her husband Cliff and their two grown children. She is also a director of her town’s Mardi Gras Association where she is responsible for the coordination of the children’s wagon parade.

• DePaul University, B.A. Finance: 1988 - 1992