Experience

With more than 24 years in the financial services industry, Kyle learns all he can about his clients, so he may thoughtfully address both their financial and life goals. After earning his finance degree from Nicholls State University, Kyle began his career in 1991 with Banc One’s Institutional Fixed Income Group. In 1994 he moved to Austin to lead its Private Wealth development. Kyle’s track record of building long-lasting, meaningful client relationships is anchored in a personalized strategy that brings value and confidence to both his clients and their families. He guides clients through the various stages of their liquidity events: from addressing their estate/tax planning and ownership structure, to evaluating strategic financing solutions. This specialty, coupled with comprehensive investment planning and executive services, enables Kyle to help clients quantify and simplify the complexities of their wealth. 

For 20 years, Sean has advised wealthy families and institutions, specializing in pre-M&A planning and post-recapitalization investment. Sean works closely with our investment bank tending to our clients’ commercial and corporate financing needs. He began his career in finance at Goldman Sachs in their private client group in Houston, TX. Sean received a B.B.A. in finance from the University of Texas at Austin and an M.B.A. from Duke University’s Fuqua School of Business. He resides in Austin with his wife, Melyssa, and their three boys.

Anne Watkins joined UBS as a Client Services Associate in early 2021. Prior to that, she spent almost two years in the finance and fundraising departments within Texas government. Her donor relations skills transferred well to UBS, diligently taking care of her team’s clients. At UBS, she supports the financial advisors with portfolio management, business development, and client services.

Anne Watkins was born and raised in Columbia, South Carolina. She attended the University of Mississippi, earning a B.S. in Integrated Marketing Communications, with minors in Art and Business Administration. In college, she was a member of the Sally McDonnell Barksdale Honors College, and was involved on and off campus. Anne Watkins has lived in Austin with her husband, Andrew, ever since. Outside of the office, she is usually found walking around Town Lake trail or trying the newest spots on the Austin restaurant scene.