Managing Director–Wealth Management
Financial Advisor
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
Education
Life
Recognized as an industry leader:
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.
Managing Director–Wealth Management
Financial Advisor
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
Education
Life
Recognized as an industry leader:
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.
Senior Vice President–Investments
Financial Advisor
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
Education
Life
Credentials
Senior Vice President–Investments
Financial Advisor
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
Education
Life
Credentials
Vice President–Wealth Management
Financial Advisor
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
Education
Life
Vice President–Wealth Management
Financial Advisor
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
Education
Life
Financial Advisor
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
Education
Life
Credentials
Financial Advisor
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
Education
Life
Credentials
Authorized Officer
Senior Wealth Strategy Associate
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
Education
Life
Authorized Officer
Senior Wealth Strategy Associate
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
Education
Life
Client Associate
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
Life
Client Associate
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
Life
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.
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.
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