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$6 trn
UBS Group invested assets
As of 12/31/2024
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Managing Director–Wealth Management
Liz has spent the last three decades with UBS, where she has cultivated a specialization in private clients, their families and their foundations. She was selected to serve on the UBS Financial Advisor Advisory Council for three years and served on a UBS Strategic Planning Committee. She also participates in an ongoing research panel at the University of Texas.
Liz holds Series 7, 65 and 66 securities licenses and is accredited to offer insurance. Liz has appeared on the Houston edition of CNBC’s "Street Signs" and in the Barron’s video, "How to Smooth the Market Roller Coaster." She has received the Women’s Leadership Award for the Texas region and is a member of the UBS Chairman’s Council.
Liz is a native Houstonian with a B.B.A. in finance from the University of Texas. She is married and has two daughters.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Managing Director–Wealth Management
Liz has spent the last three decades with UBS, where she has cultivated a specialization in private clients, their families and their foundations. She was selected to serve on the UBS Financial Advisor Advisory Council for three years and served on a UBS Strategic Planning Committee. She also participates in an ongoing research panel at the University of Texas.
Liz holds Series 7, 65 and 66 securities licenses and is accredited to offer insurance. Liz has appeared on the Houston edition of CNBC’s "Street Signs" and in the Barron’s video, "How to Smooth the Market Roller Coaster." She has received the Women’s Leadership Award for the Texas region and is a member of the UBS Chairman’s Council.
Liz is a native Houstonian with a B.B.A. in finance from the University of Texas. She is married and has two daughters.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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