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Jason joined UBS Private Wealth Management in 2009 and has more than 20 years of private wealth management experience. His previous work experience includes seven years at Goldman Sachs, following six years at Morgan Stanley. Currently, Jason serves on the campaigns committee of the North Texas Food Bank. He received his B.B.A. from Southern Methodist University and his M.B.A. from Owen Graduate School of Management at Vanderbilt. His licenses include: Series 3, 7, 63, 65 and life insurance.

Greg joined UBS Private Wealth Management in 2009 and has more than 20 years of private wealth management experience. Previously, he worked for 15 years at Goldman Sachs after spending five years with Conoco as an oil trader implementing risk management strategies. Greg is the lead portfolio manager for the team’s proprietary $500 million Master Limited Partnership portfolio strategy. He received his B.S. from Louisiana State University and his M.B.A. from Harvard Business School. His licenses include: Series 3, 7, 63, 65 and life insurance.

Kerry joined UBS Private Wealth Management in 2009 after spending 11 years at Goldman Sachs, following five years working for GE Capital in London, Amsterdam, Strasbourg and New York. She is the VP of Finance for UTD‘s Callier Center for Communication Disorders Foundation and serves on the World Affairs Council Advisory Board. Kerry received her B.S. in business administration from The University of North Carolina at Chapel Hill and her M.B.A. from The Sloan School of Management at MIT. Her licenses include: Series 3, 7, 63, 65 and life insurance.

Amy established her career at Goldman Sachs, where she spent 10 years, before joining UBS Private Wealth Management in 2009. She received a Bachelor of Arts in psychology from The University of Texas at Austin. Her licenses include: Series 7 and 63.

Brooks joined UBS Private Wealth Management in 2016 after working a year in our Charlotte office, following four years at Vanguard. She received a Bachelor of Arts in language and international trade from Clemson University. Her licenses include: Series 6, 7, 63 and 66.

Tyler joined UBS Private Wealth Management in 2021 after working for two years as the UBS North Texas Wealth Planning Associate. He graduated from Boise State University with a Bachelor of Science in Health Sciences with a minor in Business Management. His licenses include: Series 7,63,66 and is recognized as a Certified Financial Planner ™.

Shannon joined UBS Private Wealth Management in 2021. She received a Bachelor of Arts in Business Administration/Marketing and a minor in Communications from Ouachita Baptist University. As well as graduating with honors, she also played all four years on the volleyball team.