Let's move forward. Together.

Jason Devening

Managing Director–Wealth Management

Financial Advisor

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.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY
100 Crescent Court
Dallas, TX 75201

Email Me

jason.devening@ubs.com
Jason Devening
100 Crescent Court,Dallas,TX,75201

Gregory Pieroni

Managing Director–Wealth Management

Financial Advisor

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.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • LA
  • MA
  • MO
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
100 Crescent Court
Dallas, TX 75201

Email Me

greg.pieroni@ubs.com
Gregory Pieroni
100 Crescent Court,Dallas,TX,75201

Kerry Fagelman

Managing Director–Wealth Management

Financial Advisor

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.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY
100 Crescent Court
Dallas, TX 75201

Email Me

kerry.wildenthal@ubs.com
Kerry Fagelman
100 Crescent Court,Dallas,TX,75201

Amy Sorensen

Associate Director

Investment Associate

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.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • ID
  • IL
  • IN
  • LA
  • MA
  • MO
  • MS
  • NC
  • NE
  • NH
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
100 Crescent Court
Dallas, TX 75201

Email Me

amy.sorensen@ubs.com
Amy Sorensen
100 Crescent Court,Dallas,TX,75201

Katherine Whitted Groetzinger

Senior Wealth Strategy Associate

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.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • ID
  • IL
  • IN
  • LA
  • MA
  • MO
  • MS
  • NC
  • NE
  • NH
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
6100 Fairview Road
Suite 900
Charlotte, NC 28210

Email Me

brooks.whitted@ubs.com
Katherine Whitted Groetzinger
6100 Fairview Road,Charlotte,NC,28210

Tyler Wood

Senior Wealth Strategy Associate

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 ™.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • ID
  • IL
  • IN
  • LA
  • MA
  • MO
  • MS
  • NC
  • NE
  • NH
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA

Credentials

  • CERTIFIED FINANCIAL PLANNER®
100 Crescent Court
Dallas, TX 75201

Email Me

tyler.wood@ubs.com
Tyler Wood
100 Crescent Court,Dallas,TX,75201

Shannon Hogan

Wealth Strategy Associate

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.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • ID
  • IL
  • IN
  • LA
  • MA
  • MO
  • MS
  • NC
  • NE
  • NH
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
100 Crescent Court
Dallas, TX 75201

Email Me

shannon.l.hogan@ubs.com
Shannon Hogan
100 Crescent Court,Dallas,TX,75201