Executive wealth solutions

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Mr. Green is a Senior Vice President at UBS Financial Services - Private Wealth Management in Houston. Previously, he was a Director in the Houston Private Banking North America business of Credit Suisse Securities. Michael began his career in 1996 as a Personal Business Manager for Austin Entrepreneur, Lowell Lebermann, and later as a research analyst for a Dallas based hedge fund. He received both a BBA and an MBA in Finance from the University of Texas at Austin.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Mr. Hood is a Senior Vice President at UBS Financial Services - Private Wealth Management in Houston, he has over 40 years experience in the investment industry. He graduated from the United States Military Academy, West Point, N.Y. and holds an MBA from Columbia University. After leaving West Point, he served two combat tours in South Vietnam as an infantry officer and was awarded a Silver Star. Previously he was a director in the Houston Private Banking North America business of Credit Suisse Securities. Before that, he spent 20 years in the Private Client Group at Goldman Sachs in Houston. In addition to his current duties, he serves as Civilian Aide to the Secretary of the Army. Mr. Hood also serves on the board of The TRIAD Foundation, a fund dedicated to the assistance of Iraq and Afghan veterans and their families in Texas through the Dallas Foundation.

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Mrs. Sonnier has been in the financial services industry for 16 years. She began her career as a Branch Office Administrator with UBS Financial Services in Lafayette, LA, after receiving a Bachelor's Degree in Finance from the University of Louisiana at Lafayette in 2003. Shortly after moving to Houston in 2012, she joined our team at Credit Suisse as a Registered Associate where she managed all administrative and operational functions. After the team's move to the Private Wealth Management division of UBS in 2015, she assumed the role of Team Administrator overseeing daily operations and portfolio management.

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Ms. Herbert began her career in Private Wealth Management when she joined our team as a Client Service Associate in 2016. Her focus is on client reporting and business development as well as clients' day-to-day operational requests. Previously she worked in Retail Property Management at Weingarten Realty Investors. Mary received a Bachelor of Science from the University of Texas at Austin in 2004.