Experience

Ira started his career in the financial services industry in1982, and joined UBS in 2008.  He  leads an experienced, multigenerational wealth planning team, The Kravitz Group. Through a comprehensive planning process, Ira and his team help successful families identify life's goals and provide the resources and solutions to achieve them.

Ira earned a B.B.A. degree from Emory University, and has since completed programs at the University of Chicago’s Graduate School of Business, the Wharton School of Business, and Columbia University. He is a former board member and longtime supporter of Vogel Alcove, a non-profit organization benefiting homeless children.

Ira has two adult daughters, Alexa and Jayme, with his wife, Lisa. His passions include hiking, reading, traveling, and playing with his goldendoodle, Kira.

Harry has been a financial professional for three decades working with families. He helps them protect, grow their wealth, and create a legacy for future generations. Through a deeper understanding of family dynamics and overall objectives, Harry serves as an integral member of the professional team that the Kravitz Group clients require.

Harry attained his B.S. degree from City College of New York. Since becoming a financial professional, he has earned the CERTIFIED FINANCIAL PLANNER™ designation through course work at University of North Texas, the Certified Private Wealth Advisor designation at the University of Chicago's Graduate School of Business and has completed programs at the American College at Bryn Mawr University.

Harry is an active member of his community, serving in many capacities. His contributions range from chair role in nonprofits such as CASA of Collin County to current membership in the Plano Metro Rotary Club. Harry’s most meaningful contribution to service was serving eight years as the Mayor of Plano, Texas from 2013 to 2021. In addition to traveling to new places with his wife, Tracy, and his two daughters, Harry enjoys working out and golfing.

Jayme joined UBS and The Kravitz Group in 2018. She works with multigenerational families to uncover and define their values and goals. This allows her to develop and deliver comprehensive planning advice in collaboration with The Kravitz Group clients’ other trusted advisors. She then constructs portfolios designed to align the clients’ investments with their goals and risk tolerance.

Jayme graduated from Vanderbilt University with a Bachelor of Engineering in Mechanical Engineering. In 2020, Jayme achieved her CERTIFIED FINANCIAL PLANNER™ designation after completing coursework through SMU.

Jayme lives in Dallas, TX with her husband, Cameron, and their dog, Bella. She is a mentor with Big Brothers Big Sisters and Young Women’s Preparatory network. Jayme enjoys attending sporting events, reading, and playing tennis.

Michael joined UBS and The Kravitz Group in 2016. He specializes in accumulating, preserving and transferring wealth for high-net-worth and ultra-high-net-worth individuals and families. Michael takes a proactive approach to collaborating with the Kravitz Group clients’ tax advisors, trust and estate  attorneys, and other trusted advisors to manage his clients’ wealth in a manner that is aligned with their business, personal, and financial goals. Michael has built his service model around a philosophy of trust, transparency, and accountability.

Michael earned his Bachelors of Finance from Texas Christian University. In addition to his role at UBS, Michael serves on the finance committee of the School Advisory Council at Prince of Peace Catholic School in Plano. He is also an active volunteer with the First Tee of Dallas, a development program that teaches life skills and leadership through golf to underprivileged youth.

Michael lives in Plano, TX and enjoys all things sports and the outdoors. He spends most of his free time with his family and friends, playing golf, and traveling.

Susan has worked in the investment industry for over three decades and exclusively with The Kravitz Group for the past 38 years.  In addition to managing much of the day-to-day business operations, she is responsible for establishing and maintaining the exceptional level of client service for which The Kravitz Group is known.

Susan earned a Bachelor of Science degree from Texas A&M University.  Susan enjoys traveling, gardening, and spending time with her family and friends.  

Nick joined The Kravitz Group in 2019 and has been with UBS since 2014.  He started in the financial industry in 2008 and brings a variety of experience having served in numerous roles throughout the past 15 years. He supports the team in the areas of financial planning and portfolio analysis.

Nick earned a Bachelor of Science degree from University of Utah in the field of Family & Consumer Studies with an emphasis in Financial Planning.  In 2015, Nick earned his CERTIFIED FINANCIAL PLANNER™ designation.

Nick lives in McKinney, TX with his wife, Jen, and their 5 children. He enjoys spending time with his family, training Jiu Jitsu, reading, meditating, & listening to a good podcast in his free time.

Michael joined The Kravitz Group in 2005 and has over 40 years of branch experience in numerous aspects of the investment industry. He is responsible for handling daily operations and for delivering an unsurpassed degree of client service.

Michael enjoys Broadway musicals, traveling, and spending time with family and friends.

Sandra joined The Kravitz Group in 2018 and has a decade of experience in the financial services industry. She ensures client portfolios are reviewed on a regular basis and assists in daily business operations while maintaining a high level of service.

Sandra earned a Bachelor's degree in International Business - Administration from the University of Texas at Arlington in 2016. Sandra is bilingual in Spanish and English. She enjoys spending time with her husband and son planning outdoor activities and traveling to beaches.

Geoff came to the Kravitz Group in 1997 and serves as the team’s Portfolio and Performance Analyst. He manages personalized performance reporting and integration and application of software solutions for performance tracking and reporting. Geoff earned a Bachelor of Science in Advertising from the University of Texas at Austin and has garnered national recognition for developing results-oriented marketing programs for Fortune 500 companies.

An avid fan of college sports, Geoff also enjoys spending time in the great outdoors and is a PADI certified diver.