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William is a Managing Director and Portfolio Manager with UBS Private Wealth Management in Atlanta with years of experience at both UBS and its predecessor firms. William attended college at South Dakota School of Mines and Technology, where he obtained his Bachelor of Science degree in Chemical Engineering. After a tour of duty as an officer in the Combat Corps of Engineers, he continued his education at Emory University, where he received his MBA in Finance. He later attended the Wharton School of Business to become a Certified Investment Management Analyst (CIMA®).

William and Debbie have two daughters and two grandchildren. William has been very active with the Atlanta Opera, the Alliance Theatre and has served as the Chair for the Presbytery of Greater Atlanta. They attend the Peachtree Presbyterian Church. William enjoys tennis, golf, bird shooting and fly fishing.

• South Dakota School of Mines and Technology, B.S. Chemical Engineering
• Emory University, M.B.A. Finance

• Certified Investment Management Analyst®
• Private Wealth Advisor

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Tee is a Senior Vice President with UBS Private Wealth Management in Atlanta and part of the UBS Global Family Office Group. As a principal of a 5 person team, Tee serves as a senior advisor to wealthy families, family office groups and foundations/endowments. He specializes in Investment Strategy, Portfolio Manager Selection and Alternative Investments. Tee began his investment career at Donaldson, Lufkin and Jenrette in 1997 which was acquired by Credit Suisse in 2000. Prior to joining UBS, he was a Vice President at Credit Suisse Private Bank in Atlanta.

He and his wife Leigh have two children; Emma (15) and Charlotte (11). A native of Baton Rouge, Tee received his BA from Southern Methodist University and MIM from Thunderbird School of Business. He is a member of the firm's Advisory Council for Alternative Investments. Tee serves on numerous committees at his children's school and is actively involved with the start up Kairos Church. In his spare time, Tee enjoys playing golf and is an avid wing shooter.

• Southern Methodist University, B.A.
• Thunderbird School of Business, M.I.M.

• Private Wealth Advisor

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• AL
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• CA
• CO
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• DE
• FL
• GA
• IL
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• LA
• MA
• MD
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• MS
• MT
• NC
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• NM
• NV
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• OH
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• WI

Wil is a Senior Vice President with UBS Private Wealth Management in Atlanta and part of the UBS Global Family Office Group. As a principal of a 5 person team, Wil serves as a senior advisor to wealthy families, family office groups and foundations/endowments. He covers some of the most significant Family Office clients of the firm in the Southeast and specializes in Business Development, Portfolio Manager Selection and Lending. Prior to joining UBS, he was a Vice President at Credit Suisse Private Bank in Atlanta.

He and his wife Elizabeth have three children; Wilson (13), Ella (12), and Carter (4) and reside in Atlanta, GA. A native of Charlotte, Wil received his BA in Economics from Hampden-Sydney College and MBA from the University of North Carolina. Wil is an avid golfer and has been active in several civic organizations, including Woodberry Forest School and Buckhead Baseball.

• Hampden-Sydney College, B.A. Economics
• University of North Carolina, M.B.A.

• Private Wealth Advisor

• AK
• AL
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• CA
• CO
• CT
• FL
• GA
• IL
• IN
• KY
• LA
• MA
• MD
• MI
• MO
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• NC
• NJ
• NM
• NV
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Jettie joined UBS in May 2009 following a 7-year tenure with Credit Suisse Private Client Services. Jettie specializes in client reporting and restricted insider advisory and focuses on equity, bond & option trading for clients. Jettie has earned the FINRA licenses Series 7 & 66.

Jettie is a graduate of North Carolina State University and currently resides in Dunwoody, GA with her husband, Wally and son Jay (3).

• North Carolina State University

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