An experienced and committed team

As a Managing Director of the team, David has over 30 years of experience advising high-net-worth individuals on all aspects of their wealth.  David is the lead portfolio manager for the team's proprietary concentrated equity and private equity strategy.  He specializes in collaborating with business owners and entrepreneurs on pre-liquidity and post-liquidity events.

Past experience

• Managing Director, Private Banking at Lehman Brothers and Credit Suisse

Education

• B.A., Economics, University of Mississippi  He enjoys spending time with his wife and three kids as well as fishing at his ranch in East Texas.   

Life

• David resides in Dallas, TX with his wife and has three children
• He enjoys fishing, developing world-class bass lakes, and traveling
• David's grandfather (Tad Smith) was the Athletic Director at Ole Miss

As a Senior Vice President for the team, Nat has over 42 years of experience managing investments for affluent individuals, families, and institutions.  Nat leads the institutional level portfolio research and analytics for our team that is aligned with UBS's proprietary intellectual property.  He has been with UBS for over 34 years. 

Past experience

• Senior Vice President Lehman Brothers and E.F Hutton

Education

• University of Mississippi
• Certified Investment Management Analyst - CIMA® designation

Life

• Nat resides in Dallas, TX with his wife and has five children and eight grandchildren
• He is very active in the Dallas community.  He is on the advisory board and a mentor for the Men of Nehemiah, Root Cause, Forefront Living, and Parent Compass

As a Financial Advisor, Jordan focuses on investment strategy due diligence as well as constructing and managing concentrated equity holdings for the team.  He began his career as an M&A analyst, gaining 5 years of investment banking experience in the healthcare sector.  After leading several transactions, Jordan ventured into entrepreneurship and was a small business owner in the Dallas area.  Subsequent to a successful exit, he was led back to finance where his deep knowledge of financial modeling and private company valuation serves the team's sophisticated clients.

Past experience

• Senior M&A Analyst at Encompass Health
• Vice President - Finance, Comerica Bank 
• Small business owner

Education

• B.A., Financial Management, Abilene Christian University 

Life

• Jordan resides in Fort Worth, TX, with his wife and two daughters
• He enjoys traveling with his wife and having a ton of fun being a girl-dad 
• Jordan sits on the board for two 501(c)3 ministries as well as on the Finance Committee for Dallas Arboretum and Botanical Gardens

As a Financial Advisor, Saman focuses on providing wealth strategies for the team's High-Net-Worth clients.  His primary focus on the team is to evaluate and source Direct Private Equity offerings vetted by the UBS Investment Bank.  Saman works closely with business owner clients on pre-liquidity and post-liquidity situations leveraging UBS's broad set of global capabilities to create and expand their wealth.  He takes pride in being a "connector" to our clients - delivering the access, advice, and expertise they need across the firm and our extensive network to simplify their lives.   

Past experience

• Director of Development at ClubCorp
• Small business owner 
• Tennis Professional

Education

• Dual Major: B.A., Business Administration and B.A., Communication, Cameron University
• M.S., Kinesiology, University of Central Oklahoma
• Certified Exit Planning Advisor - CEPA designation

Life

• Saman resides in Dallas, TX with his wife
• He enjoys traveling with his wife, cooking, and playing sports
• NCAA All-American Tennis Player - 2008 and 2009
• Competed to earn a world ranking on the International Tennis Federation (ITF) tour representing his native country of Sweden

As an Authorized Officer, Heather focuses on managing the team's cash management, trading (equity and options), and operational needs and has over 25 years of industry experience as a Financial Advisor.  She is committed to providing a smooth execution of all facets of the client experience.  Heather combines both wealth management insights with high-touch relationship building. 

Past experience

• Financial Advisor at Morgan Stanley and Lehman Brothers
• Senior Relationship Manager at Credit Suisse

Education

• B.A., Economics, University of North Texas  

Life

• Heather resides in Plano, TX and has two children
• She enjoys being an empty nester, playing tennis and golf, and traveling
• Member of Alpha Phi sorority 

As a registered Client Associate, Henry focuses on providing business analytics, project management, and wealth strategies for the team's High-Net-Worth clients.  He is responsible for all client-service efforts and serves as a liaison connecting clients to the vast global resources of the UBS platform. 

Education

• Dual Major: B.S., Finance and B.S., Accounting, University of Colorado - Leeds School of Business

Life

• Henry resides in Dallas, TX and enjoys playing frisbee with his dog Pierre
• He enjoys rock climbing, tennis, golf, and skiing
• Three time State Champion with the Highland Park HS tennis team
• Founder of Boulder Hidden Gems, an organization with the University of Colorado