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Highbridge Wealth Management

  • Mark Kever

    Mark Kever

    Managing Director–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IA
    • IL
    • KS
    • LA
    • MA
    • MD
    • MI
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    Insight grounded in experience

    An industry veteran since 1984, Mark has been dedicated to helping his clients achieve their financial goals through the development of a strategic financial plan and tactical portfolio construction. Focused on sound principles of risk and reward, Mark anchors investment strategies with macroeconomic insights to provide consultative, customized advice. The senior member of a multigenerational team, he is a UBS Managing Director.

    Additionally, as a Senior Portfolio Manager, Mark oversees several customized equity, exchange traded funds, and institutional mutual fund models.

    Mark is a recognized industry leader

    – Barron's Top 1,000 Financial Advisors, 2010, 2011

    – Barron's Top 1,200 Financial Advisors, 2014, 2016, 2017, 2018, 2019

    The Barron’s rating is awarded annually in March and based on information from the prior year Q3.

    – Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022

    The Forbes rating is awarded annually in November and based on information from March of the prior year to March of the award year.

    – Forbes Best-in-State Wealth Management Teams, 2023

    The Forbes rating is awarded annually in January and based on information from March of the prior year to March of the award year.

    The ratings are based on quantitative factors and are not necessarily related to the quality of the investment advice.

    For more information on third party rating methodologies, please visit ubs.com/us/en/designationdisclosures.

    Education
    Mark received his B.A. in finance from Texas A&M University and also received his M.B.A., from The University of North Texas.

    Outside of UBS
    Mark lives in McKinney with his wife, Geralyn, and have three married adult children and eight grandchildren. Mark is an avid early Texas art collector, supports a number of nonprofits and raises Texas Longhorns.

    • Barron's Top 1,000 Financial Advisors, 2010, 2011The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2016, 2017, 2018, 2019
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

    • The University of North Texas, M.B.A.
      7250 Dallas Parkway
      Suite 1200
      Plano, TX 75024
    • Mark William Hagan

      Mark William Hagan, CFP, CAP, EFC

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • IA
      • IL
      • KS
      • LA
      • MA
      • MD
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • SC
      • TN
      • TX
      • VA
      • VT
      • WA
      • WI
      • WY

      As a founding partner of Highbridge Wealth Management, Mark brings more than 27 years of industry experience to his practice. As a member of the team he brings his extensive experience in financial planning, portfolio management, and corporate retirement planning tools.

      Mark's personal commitment to giving back to his community has truly differentiated his work with clients, and provided him with a unique ability to help them talk through and understand their charitable planning goals.  Mark is the founder of Emily's Place, a nonprofit dedicated to helping survivors of domestic violence.  His charitable giving experience continues to be a trusted source of knowledge and insight for his team and to the community he serves.

      Mark is a graduate of The University of North Florida where he played tennis on a scholarship and obtained his Bachelor of Arts degree.

      • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

      • The University of North Florida, B.A.
      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Advisor in Philanthropy®
      • Institutional Consultant, UBS Institutional Consulting Program
      7250 Dallas Parkway
      Suite 1200
      Plano, TX 75024
    • Shawn G. Nicholas

      Shawn Nicholas, CEPA

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AR
      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • IA
      • IL
      • KS
      • KY
      • LA
      • MA
      • MD
      • MI
      • MN
      • MO
      • MT
      • NC
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • SC
      • TN
      • TX
      • VA
      • VT
      • WA
      • WI

      As a founding partner of Highbridge Wealth Management, Shawn brings over 28 years of experience tending to the needs of clients through a variety of markets.  He is committed to helping clients pursue their financial goals through a common sense approach to successful investing.  Shawn delivers tactical asset management, investment manager due diligence, cash-flow based planning, asset and liability management, and estate planning strategies. We are focused on our client's financial goals and objectives and communicate openly and frankly to help them make the best choices for their needs 

      In addition to his career, Shawn is committed to making his community better whether through mentoring, coaching youth, or providing financial resources to worthy charities.  He served as a member of the Board and Audit Committee for Big Brothers Big Sisters.  He and his wife live in Plano, Texas, with their two daughters.

      Shawn holds a B.B.A. from Texas A&M University in accounting and finance.

      • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
      • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

        • Certified Exit Planning Advisor
        • Senior Portfolio Manager
        7250 Dallas Parkway
        Suite 1200
        Plano, TX 75024
      • Megan Portacci Profile Photo

        Megan Portacci

        Account Vice President

        Financial Advisor

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        • AR
        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • IA
        • IL
        • KS
        • LA
        • MA
        • MD
        • MI
        • MO
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • WA
        • WI

        With a consultative approach, Megan provides investment planning and comprehensive wealth management services to professionals and families. She is a founding member of Highbridge Wealth Management, a seven-member multi-generational team. Megan and her partners currently customize advice and solutions to manage and allocate approximately $1.6 billion in capital globally. 


        Prior to joining UBS, Megan spent over ten years on Wall Street. She launched her career as an investment banker in J.P. Morgan’s global investment bank. Later, she led Investor Relations for a publicly traded financial services company. With a background steeped in diverse markets across multiple asset classes, she recognizes the importance of capital preservation and downside risk reduction.

        Megan is a recognized industry leader

        This year, Megan and her team have been named to Forbes inaugural “Best in State Wealth Management Team”.

        The Forbes rating is awarded annually in January and based on information from March of the prior year to March of the award year.

        The ratings are based on quantitative factors and are not necessarily related to the quality of the investment advice.

        For more information on third party rating methodologies, please visit ubs.com/us/en/designationdisclosures.

        Education
        Megan earned her Bachelor’s degree in Finance from the University of Texas at Austin where she was a member of the Women’s Rowing team.

        Outside of UBS
        Megan and her husband, Adam, live in Dallas with their daughters.

        • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

        • University of Texas at Austin, B.B.A. Finance, with Honors
          7250 Dallas Parkway
          Suite 1200
          Plano, TX 75024
        • Lisa Faye Sherrod

          Lisa Sherrod

          Investment Associate

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          • MD
          • TX

          With more than 25+ years of experience in the financial services industry, Lisa brings a wealth of knowledge to the team. She began her career at Merrill Lynch and joined UBS in 1999. Lisa holds the Series 7 and 63 securities licenses.

          Lisa manages Highbridge Wealth Management's team office operations, account administration, and provides a range of client relation services. She works in partnership with the clients to define their future and long-term goals, and seeks to understand the client's needs and to maintain relationships. Lisa understands the importance of providing exceptional client service based on integrity, reliability, and professionalism.

          When Lisa is not working she enjoys spending time with friends and family, attending various family sporting events and serving as a volunteer at Emily’s Place, Inc. She is also an avid reader and enjoys keeping up with current events.

                7250 Dallas Parkway
                Suite 1200
                Plano, TX 75024
              • Tim Sherrod

                Timothy Sherrod

                Senior Client Associate

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                  Having joined UBS in 1994, Tim has more than 35+ years of experience in the financial services industry. He began his career with Merrill Lynch in 1982 before joining UBS in 1994.

                  Tim is responsible for Highbridge Wealth Management's handling of any administrative questions or support procedures necessary for our clients and is dedicated to providing world-class service. He focuses on the client's non-investment related requests and services adding value to the client' experience.

                  Outside of UBS, Tim enjoys golfing, hunting and barbecuing. Tim and his wife, Lisa, have three children and three grandchildren.

                        7250 Dallas Parkway
                        Suite 1200
                        Plano, TX 75024

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