Experience

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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®

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• 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

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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 served on the University of Nebraska Foundation Board of Directors for 12 years, where he recently served as Chair of the Foundation.  He also serves on the Executive Committee and the Board of Directors of the Goodyear Cotton Bowl Athletic Association and on 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

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Zachary has over ten 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, philanthropy, executive compensation, 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 enjoys cooking, staying active and travelling 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 previously co-chaired 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®

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Madeline joined the team at UBS in 2021 and served as the team's analyst for three years. During this time, she managed investment selection and monitoring, asset allocation studies, customized reporting, marketing, and business development initiatives. She is proud to be a member of one of the largest, multi-generational teams at UBS with $9Bn in assets under management and is thrilled to serve the next generation of clients.

Throughout her tenure at UBS, Madeline has advised families and institutions on various aspects of portfolio management, trust and estate considerations, pre-sale planning strategies, philanthropic initiatives, and investment policy statements. Her passion lies in delivering an unrivaled client experience, ranging from account servicing to financial education.

Madeline graduated summa cum laude from Texas A&M University's Business Honors program with a B.B.A. in Finance. While at Texas A&M, she distinguished herself by serving as a Senior Fellow for the Mays Business School, a teaching assistant for the Business Honors program, and Treasurer of Kappa Kappa Gamma sorority. Prior to her role at UBS, Madeline began her career in energy investment banking at Evercore. She maintains her Series 7, 79, 66, and 63 licenses.

Outside of the office, Madeline serves as Secretary for the Houston Women's Finance Exchange Board and volunteers as a mentor for the Business Fellows program at Texas A&M. She is an avid outdoorswoman who enjoys snow skiing, scuba diving, lake sports, and fly fishing.

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

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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. She lives in Houston with her husband Greg and they have two children.

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

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Following four years as a music director, Maren began her career in financial services in 2006 with Edward Jones where she discovered her enthusiasm for wealth management. She transitioned into Private Wealth Management two years later when she joined the team at Morgan Stanley. In 2009, Maren moved to UBS alongside the team where her roles include focusing on advisory account management, performance reviews, and asset allocation. She takes pride in assisting clients with both their immediate financial needs and long-term philanthropic and generational goals.

Maren earned her degree from Harding University and holds Series 7, 63 and 66 licenses. Outside of work, she is passionate about music, running, and spending time with her family. As a trained soprano, Maren has performed with the Houston Masterworks Chorus and the Bay Area Chorus of Greater Houston, and has occasionally accompanied choral performances as a flautist. She also competes annually in the Aramco Houston Half Marathon. Maren resides in Bellaire, TX with her husband and two children.

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

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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℠

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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.

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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 holds her Series 7 and Series 66 licenses. Outside of work, Christine enjoys hiking and fishing with her husband Cliff and their two grown children. She serves as a director with Louisiana Folk Roots, promoting camps for children and adults which offer the opportunity to learn from gifted Louisiana folk musicians/instructors about the music, language, and traditions of Creole culture.

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

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Jake joined UBS in 2018 after earning his Bachelor of Science in Geology from Texas A&M University. Committed to continuous learning and professional development, he pursued and obtained a Master of Science in Global Energy Management from the University of Houston while advancing his career here at UBS. Jake's principal responsibilities encompass in-depth asset allocation studies, performing comprehensive performance reviews, and assisting in strategic business development initiatives. He holds his Series 7 and 66 licenses. Outside the office, Jake maintains an active lifestyle, enjoys playing golf, and has a keen interest in restoring classic cars and motorcycles.

• Texas A&M University, B.S. Geology: 2016
• University of Houston, M.S. Global Energy Management: 2021