A legacy for generations

Lift ascending the mountains

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Young family at the beach

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Ryan Long

    Ryan Long

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • LA
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    • RI
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    • WY

    Experience to guide you forward

    With over 20 years of experience in wealth management, Ryan joined UBS in 2002 following graduation from the University of Texas at Austin with a degree in economics. He is a Private Wealth Advisor at UBS, having completed the program focused on the specific planning and advisory needs of ultra high net worth clients and their families. Additionally, Ryan has successfully completed UBS training in the Portfolio Management Program to earn the Senior Portfolio Manager designation.

    Recognized for an accomplished career and commitment to service, Ryan was named to the influential UBS Financial Advisor Advisory Council (FAAC) in 2016 and chosen as cochair of the council in the fall of 2017 until his term expired in January 2020. The FAAC is a select group of 15 Financial Advisors who represent all UBS advisors, addressing critical issues and concerns that ultimately help them better serve their clients.

     

    Education and credentials

    – Series 7, 63 and 65 securities licenses and the general lines insurance license

    – B.S., Economics, University of Texas at Austin


    Outside of UBS

    Ryan is an avid golfer & sports fan, and coaches several of his children’s sports teams. In addition, he serves on the Capital Campaign Committee at Trinity Christian Academy. He resides in Dallas with his wife Danielle, their three children—Bentley, Farrah and Channing—and their two golden retrievers, Tucker and Bailey.

    • Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes America’s Top Wealth Management Teams, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes America's Top Wealth Advisors, 2022, 2023The 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 Advisors, 2018, 2019, 2020, 2021, 2022, 2023The 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, 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.
    • On Wall Street – Top 40 Advisors Under 40, 2018, 2019, 2020The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.

    • B.S., Economics, University of Texas at Austin
    • Private Wealth Advisor
    • Series 7, 63 and 65 securities licenses
    • General lines insurance license
    100 Crescent Court
    Dallas, TX 75201
  • Bradford Bernstein

    Brad Bernstein, CFP, CPWA, CIMA

    Managing Director–Wealth Management

    Financial Advisor

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    Experience to guide you forward

    For over two decades, Brad has provided comprehensive wealth management advice to clients ranging from the emerging affluent to the ultra-high net worth. He is a passionate problem solver, and provides critical insight and solutions for his clients’ complex wealth management needs.

    Brad has held a number of leadership roles within UBS. From 2014 to 2015, he was a member of the UBS FA Advisory Council, a select group of 14 advisors chosen to represent all UBS advisors firm wide. The council focuses on shaping the firm's wealth management strategies. Brad has also been recognized within UBS as a lecturer on practice management and financial advisor development. Brad is a distinguished member of the UBS Pinnacle Council, which represents an exclusive group of the firm's top advisors.

    Brad is a frequent commentator on wealth management issues for the media, and has been a guest on Yahoo! Finance's "The Final Round" and SiriusXM Satellite Radio's "Behind the Markets". He has also been featured in The Wall Street Journal, Barron’s, Bloomberg BusinessWeek, USATODAY, Investor's Business Daily, Fox Business News, The Philadelphia Inquirer, amongst other publications.

    Professional Achievements and Education

    • CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor® Certified Investment Management Analyst®
    • B.A., Boston University

    Outside of UBS

    Brad lives in the suburbs of Philadelphia with his wife Ariann, and their two children Alexa and Trevor. He is actively involved in his local community. In addition, he serves on The Corporate Council of The Children's Hospital of Philadelphia composed of top executives from the region. 

    • Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America’s Top Wealth Management Teams, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The 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, 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.

    • Boston University, B.A.
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Analyst®
    • Private Wealth Advisor
    1735 Market Street
    Mellon Bank Center
    Philadelphia, PA 19103
  • Louise Gunderson

    Louise Gunderson

    Managing Director–Wealth Management

    Private Wealth Advisor

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    Louise Gunderson has distinguished herself as one of UBS’s most successful Financial Advisors and is the top female at the firm. She brings more than 40 years of experience helping sophisticated clients meet their most meaningful—and often complex—personal wealth goals. Louise provides advice and solutions beyond investing to address all areas of her clients’ lives— from investment management and asset allocation, to longevity and multigenerational estate planning, as well as banking and real estate financing.

    A wealth manager with extensive banking and investment experience

    Prior to joining UBS, Louise spent 6 years with Merrill Lynch Global Wealth Management as a Managing Director of Investments. Her experience also includes 10 years with Bernstein Investment Research and Management, serving as a Senior Financial Advisor and Principal, managing over $1 billion of client assets. She previously spent 18 years at Chemical Bank in its credit, private banking and retail divisions, as well as 5 years as head of private banking at Republic National Bank and Banca della Svizzera Italiana (BSI).

    Local and national media have consistently recognized Louise for her experience and dedication to her clients

    Louise has been featured in The Wall Street Journal, The New York Times, Bloomberg News, Forbes, Barron's and The Financial Times and as a guest speaker on Fox News and CNBC.

    Licenses and Education

    • Series 7 and 66 securities licenses
    • B.S., Political Science, Trinity University

    Outside of UBS

    Louise actively serves on the Northwell Health Auxiliary for Lenox Hill Hospital in New York City. She is a member of C200, which is a community of the most successful women in business driven to advance current and future female leaders. In addition, Louise is a senior mentor for the UBS women’s network. She is an active alumnus with her alma mater Trinity University in Washington, DC, and has served on the Wake Forest Parent’s Council and Duke University’s Cancer Center board. 

    • Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Barron's Hall of Fame, 2019
      The Barron's rating is awarded annually in October and is based on Barron's ratings received over the prior 10 years.
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Women Advisors, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
    • Forbes America’s Top Wealth Management Teams, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes America's Top Wealth Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023The 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 Advisors, 2018, 2019, 2020, 2021, 2022, 2023The 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, 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.
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

    • Trinity Washington University, Bachelor’s Degree, Political Science
    • Private Wealth Advisor
    • Series 7 and 66 securities licenses
    1285 Avenue Of The Americas
    New York, NY 10019
  • Nina Gunderson

    Nina Gunderson, CDFA®

    Account Vice President

    Financial Advisor

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    • MN
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    • NH
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    • NV
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    Relationships come first

    By joining The Gunderson Group, Nina adds a multigenerational dimension to the team. As a Financial Advisor, Nina works with families and the team to create customized investment plans to help grow and protect clients’ wealth. These plans focus on ensuring clients will be able to meet their needs for the future they envision for themselves and their families. Because deep and meaningful relationships are a true differentiator across the entire team, Nina focuses on connecting with the next generation. By doing so, she can further reassure clients that the team is a resource for their entire family.

    Experience to guide you forward

    Nina brings to The Gunderson Group a passion for working with clients and UBS. She earned the opportunity to participate in the firm’s highly selective, two-year Graduate Talent Program and has worked across the firm. Over the two years, she gained firsthand experience with clients and UBS professionals in areas such as wealth management research, advanced planning and field development. Nina developed an expertise in millennials and their behavior as it pertains to investing, creating tailored content to increase the generation’s level of financial literacy.

    The credentials that build confidence

    • Series 7 and 66 securities licenses, as well as life, accident and health insurance licenses
    • B.A., political science; minor in entrepreneurship, Wake Forest University

    Living her passions

    Nina is committed to giving back to the community. She helped found the Wake Forest Emerging Leaders Board and sits on the Wake Forest New York Alumni Board, as well as New York’s Chapin School Alumnae Development Committee and The New Leadership Council for Lenox Hill Hospital. She also enjoys photography and travel, having visited 25 countries to date. With a passion for sports, Nina is an avid runner for the New York Athletic Club and enjoys golf, field hockey and tennis. She lives in Manhattan.

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

    • Wake Forest University, B.A., political science; minor in entrepreneurship
    • Series 7 and 66 securities licenses
    • Life, accident and health insurance licenses
    1285 Avenue Of The Americas
    New York, NY 10019
  • Barry Kemball-Cook

    Barry Kemball-Cook

    Managing Director–Wealth Management

    Financial Advisor

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    Experience to guide you forward

    Barry has devoted his 28 years in the financial services industry to UBS and its predecessor firms, earning particular experience in the area of portfolio management. He successfully completed UBS training in the Portfolio Management Program to earn the Senior Portfolio Manager designation.

    Professional achievements and education

    • B.B.A., Finance
    • M.B.A., Financial Planning, University of Dallas

    Outside of UBS

    In his free time, Barry enjoys Baylor football, golfing and spending time at his ranch with his family. He also serves annually as a Gallery Guard at the Masters Golf Tournament. Barry lives in Plano with his wife, Kimberly, and their two sons, Cross and Reece.

      • B.B.A., Finance
      • M.B.A., Financial Planning, University of Dallas
        100 Crescent Court
        Dallas, TX 75201
      • david greenman

        David Greenman

        Senior Vice President

        Financial Advisor

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        David Greenman is a Senior Vice President and Senior Portfolio Manager with UBS Financial. In 1999, he and Don Donnally formed the Donnally Greenman Group to assist high net worth individuals, families, and family offices with their investments.

        With over 30 years of financial services experience, David brings a dedicated perspective to his clients, emphasizing a disciplined investment style and a high-touch, premium level of service. He is able to nurture long-term, multi-generational relationships by understanding each client's goals. David is a Senior Portfolio Manager which is a select group of advisors who have met a rigorous screening process to manage discretionary assets and have on-going quantitative and qualitative reviews.

        David grew up in the investment management industry, as his father and four uncles were investment advisors. After graduating from the University of Colorado- Boulder with a B.A. degree in History, David joined Smith Barney in Miami in 1992, and moved to their Dallas office in 1994 as Managing Director. He and Don transitioned to J.P. Morgan Securities' predecessor firm, Bear Stearns, in 2005. He now proudly represents UBS Financial Services.

              100 Crescent Court
              Dallas, TX 75201
            • Allen Dogger

              Allen Dogger, CFP

              Senior Vice President–Wealth Management

              Financial Advisor

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              Allen joined the securities business in 1974 and became a Certified Financial Planner in 1980. He attained a B.A. in Speech Drama from Beloit College and an M.S. in TV-Radio from Syracuse University. He has collaborated in community service and leadership in the Metroplex including the Baylor University Parents League, as a Board Member of the Fellowship of Christian Athletes and as a Life Member of the Greater Dallas Chamber of Commerce.

                    100 Crescent Court
                    Dallas, TX 75201
                  • Neil Newman

                    Neil Newman

                    Senior Vice President–Wealth Management

                    Financial Advisor

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                    • NC
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                    • PA

                    Experience to guide you forward

                    Neil began his career in one of the equity market's most tumultuous months on record – and over the past 40 years he has helped clients manage their wealth throughout good times and bad. Neil joined UBS in 2009 after 21 years at Smith Barney.

                    With his clients, Neil emphasizes asset allocation and total portfolio management with a focus on retirement income planning; he also helps with education funding, structures for charitable giving, and estate planning.

                    Professional Achievements and Education

                    • Series 7 and 63 securities licenses
                    • Licenses for life, accident and health insurance, and variable annuities
                    • B.S., Finance from Thomas Jefferson University

                    Outside of UBS

                    Neil and his wife live in Fort Washington and have just welcomed their first grandchild Skylar.

                      • Thomas Jefferson University, B.S., Finance
                      • Series 7 and 63 securities licenses
                      • Licenses for life, accident and health insurance, and variable annuities
                      1735 Market Street
                      Mellon Bank Center
                      Philadelphia, PA 19103
                    • Richard Schutt

                      Richard Schutt

                      Senior Vice President–Wealth Management

                      Financial Advisor

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                      • DC
                      • DE
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                      • MT
                      • NC
                      • NH
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                      • NV
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                      • WA

                      Experience to guide you forward

                      Over the last four decades, Richard has helped his clients navigate the ever-changing financial markets with his sound investment advice and guidance. His systemic approach to investing ensures his clients' portfolios are aligned with their investment goals and risk tolerance.

                      Richard began his career at Merrill Lynch, where he worked for 10 years prior to joining UBS in 1986. He specializes in the fixed income markets with a focus on municipal bonds.

                      Professional Achievements and Education

                      • B.S., Accounting, from Kent State University.

                      Outside of UBS

                      He lives in Lake Worth, Florida with his wife, Tracy. They have a daughter Blair, who is a manager, Sales & Catering at Gurney's Resorts in Montauk, New York.

                        • Kent State University, B.S., Accounting
                          1735 Market Street
                          Mellon Bank Center
                          Philadelphia, PA 19103
                        • Howell Harralson

                          Howell Harralson

                          First Vice President–Wealth Management

                          Financial Advisor

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                          Experience to guide you forward

                          Howell is a 49 year veteran of UBS Financial Services, Inc. and its predecessor firms, beginning his career in the summer of 1968 after receiving his BBA from Southern Methodist University that same year. Howell takes great pride in providing a consistent level of service to all his clients. He makes it a top priority with each client to meet and understand every individual's expectations and risk objectives. He really enjoys each individual relationship and strives to create lifelong partnerships with his clients.

                          Professional achievements and education

                          • B.B.A., Finance, Southern Methodist University
                          • Series 7, 63 and general securities license

                          Outside of UBS

                          Howell is a member of the Salesmanship Club of Dallas, the Dallas Country Club, the Little Sandy Hunting & Fishing Club, and he serves on SMU's planned giving council. He is a former member of the SMU Alumni Association board, the City of University Park Employee Benefits and Finance Committee, a former Chairman for the Salesmanship Club Foundation and was on the Episcopal Foundation of Dallas Board. Howell and his wife Nancy have three children and five grandchildren. He and Nancy are members of the St. Michael and All Angels Episcopal Church. In his time away from the office, Howell enjoys spending time with his grandchildren, hunting, fishing and traveling with his family. Howell and Nancy live in University Park.

                            • Southern Methodist University, B.B.A., Finance
                            • Series 7, 63 and general securities licenses
                            100 Crescent Court
                            Dallas, TX 75201
                          • Gary Smith

                            Gary Smith

                            Vice President–Wealth Management

                            Financial Advisor

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                            Experience to guide you forward

                            Gary has been with UBS and its predecessor firms since September 1980. He started with the Dallas branch of Paine Webber and was hired by manager Myron Bond. Gary partnered with Myron in 2013. With over 36 years of experience in wealth management, Gary has extensive knowledge of individual stock, bonds, mutual funds as well as insurance and estate planning.

                            Outside of UBS

                            While attending UNT he played football under Coach Hayden Fry and was team captain in 1977. Today, Gary still enjoys sports, spending time outdoors, carpentry and being with his family. He is an active member of Highland Park Presbyterian Church and enjoys singing in the choir. Gary lives in Preston Hollow with his wife, Martha. They have two grown children and three grandchildren.

                              • University of North Texas, B.B.A., Marketing
                              • Series 7, 63, commodities licenses
                              • General lines insurance license
                              100 Crescent Court
                              Dallas, TX 75201
                            • cory

                              Cory Emerson

                              Financial Advisor

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                              Before entering the public markets arena, Cory spent over fifteen years in the real estate and oil & gas private equity markets. He holds Series 7 and 66 licenses and is a FINRA-Registered General Securities Representative and Registered Investment Advisor Representative. Cory received a Bachelor of Administration (BBA) degree in Finance and Marketing from Texas Tech University and a Master of Business Administration (MBA) degree in Finance from Baylor University’s Hankamer School of Business. Cory, his wife Christina, and two daughters, reside in Dallas. Outside of the office, you will find the family together, either in Colorado or back in Texas riding cutting horses, where Cory competes within the National Cutting Horse Association.

                                    100 Crescent Court
                                    Dallas, TX 75201
                                  • Scott Atkins

                                    Scott T. Atkins

                                    Associate Director

                                    Financial Advisor

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                                    Experienced, engaged, forward-thinking

                                    Scott began his career at UBS in 2011 within the Alternative Investment Group at the Wealth Management Americas Headquarters in New Jersey. He then moved on to the Asset Management Group in New York City and San Francisco before joining the Philadelphia office in Global Wealth Management. Working across the country in multiple business units has given him knowledge and experience to educate his clients on the global resources of UBS.

                                    As someone who has always been passionate about building meaningful relationships, Scott works closely with professional athletes, entrepreneurs, business owners and high net-worth families with a focus on planning, asset management and banking. He is high-energy, forward-thinking and engaged in helping his clients achieve their financial goals.

                                    Credentials that build confidence

                                    • Series 7 and 66 securities licenses
                                    • Life and health insurance licenses
                                    • B. S. in Finance & Economics, University of Delaware
                                    • MBA in Finance, Fordham University, Summa Cum Laude

                                    Outside of UBS

                                    Scott is a talented singer/songwriter/musician who also collects watches and is a car enthusiast. He and his wife Eileen live in Wayne, PA and enjoy being active and social in the Greater Philadelphia community.

                                          1735 Market Street
                                          Mellon Bank Center
                                          Philadelphia, PA 19103
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                                          Reid Kruger

                                          Vice President–Wealth Management

                                          Financial Advisor

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                                          Experience to guide you forward

                                          Today, Reid works with successful entrepreneurs and business owners, bringing extensive experience and skills to help maximize the value of their businesses at all stages of growth.  He understands that each decision can have far-reaching implications for your future and takes a truly holistic approach to managing the personal and professional aspects of your financial life.  From disciplined financial planning to proactively managing the complexities of a business succession plan, he has the experience and knowledge to bring you important insights and tailored solutions - so that you can move forward with confidence.

                                          Professional Achievements and Education

                                          • B.B.A., Texas A&M University
                                          • M.S., Texas A&M University
                                          • Series 7, 31, 63 and 66 securities licenses

                                          Outside of UBS

                                          Reid is originally from Austin, Texas and now resides in Dallas, Texas.  He enjoys golf, the outdoors and watching his sports teams (mostly) lose.  He is active in his local church and serves with various non-profit organizations in the DFW Metroplex

                                           

                                            • Texas A&M University, B.B.A
                                            • Texas A&M University, M.S.
                                            • Series 7, 31, 63 and 66 licenses
                                            100 Crescent Court
                                            Dallas, TX 75201
                                          • Bryce Mandzuk

                                            Bryce Mandzuk, CFP®, CRPC®

                                            Authorized Officer

                                            Senior Wealth Strategy Associate

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                                            Bryce’s primary focus is providing clients with customized investment solutions and formal financial planning. Combining his passion for investing with his attention to detail, his role is to analyze all aspects of the portfolio and prepare tailored advice based on each client’s personal objectives.

                                            He is responsible for investment due diligence, understanding the fundamentals of each investment and recognizing opportunities. Bryce also leads the team investment committees, which review market conditions, consider new investments and set individual asset allocations.

                                            Bryce creates customized financial plans to help each client quantify their financial goals and analyze their financial situation. This provides a road map leading up to and through retirement and allows our team to better understand each client’s unique financial picture. The process provides an efficient and truly holistic advisory approach that carries through to the transition of your wealth to the next generation.

                                            Bryce was previously an investment associate with a boutique hedge fund, LC Management. Prior to that, he was an account executive with Worldwide Wealth Management, handling portfolios for high net worth individuals.

                                            In addition to being a varsity lightweight crew team member, Bryce graduated with a B.A. in economics and mathematics from Columbia University. He is a Certified Financial Planner™ and a Chartered Retirement Planning Counselor.

                                            A native of Ontario, Canada, Bryce currently resides in Brooklyn with his wife, Maria, and his children Chloe and Davis.

                                                  1285 Avenue Of The Americas
                                                  New York, NY 10019
                                                • Emily Reed

                                                  Emily Reed

                                                  Authorized Officer

                                                  Senior Wealth Strategy Associate

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                                                  Experience to guide you forward

                                                  Emily joined the firm in 1999 as a Client Service Associate (CSA), rising to Senior Registered Client Service Associate throughout the years. In 2012, she broadened her responsibilities within Park Cities Wealth Management to become a Wealth Strategy Associate focusing more on client analytics, trading and planning.

                                                  Having earned both Series 7 and 66 securities licenses, she provides greater insight into helping her clients make more informed decisions. UBS has recognized Emily's hard work and commitment to clients with the UBS Service Excellence Award for 2009—an honor given to only four candidates each year, company-wide. Since then Emily has become a role model and mentor for other CSAs across UBS. She has been a CSA coach since inception in 2010 and has been on the CSA Coach Advisory Council from 2014 – 2016. This select group of 10 members serves as the collective voice of all UBS CSAs as they address important topics and concerns that can help them better serve their clients.

                                                  Professional achievements and education

                                                  • B.A., Psychology, Texas Tech University
                                                  • Series 7 and 66 securities licenses

                                                  Outside of UBS

                                                  Outside of the office, Emily enjoys reading, spending time with family and friends, and playing soccer. In her spare time, she enjoys traveling to new places. Emily and her husband John reside in Dallas.

                                                    • Texas Tech University, B.A., Psychology,
                                                    • Series 7 and 66 securities licenses
                                                    100 Crescent Court
                                                    Dallas, TX 75201
                                                  • Chewen Yarng

                                                    Chewen "Steven" Yarng, CFA, CFP

                                                    Senior Wealth Strategy Associate

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                                                    Experience to guide you forward

                                                    Steve has been in the financial services industry since 2007. He began his career at Lincoln Financial Group, where he was recruited to their highly competitive Leadership Preparation Program. As part of this program, Steve completed rotations in different positions across the company while receiving extensive professional development training. Upon completing the program, he worked as a corporate finance analyst supporting Lincoln's retirement division prior to joining UBS in 2014.

                                                    Professional Achievements and Education

                                                    • Chartered Financial Analyst®
                                                    • CERTIFIED FINANCIAL PLANNER™
                                                    • B.S., Economics and minors in Psychology and Chinese, Duke University

                                                    Outside of UBS

                                                    In his spare time, Steve enjoys reading, traveling, and working out. He resides in Philadelphia with his dog, Namuun.

                                                      • Duke University, B.S., Economics and minors in Psychology and Chinese
                                                      • Chartered Financial Analyst®
                                                      • CERTIFIED FINANCIAL PLANNER™
                                                      1735 Market Street
                                                      Mellon Bank Center
                                                      Philadelphia, PA 19103
                                                    • gretchen

                                                      Gretchen Fowler

                                                      Senior Wealth Strategy Associate

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                                                      Gretchen Fowler oversees client administration. She has earned her Series 7 and 66 licenses. Gretchen has more than 27 years experience in the financial services industry. She received a B.A. degree from Rutgers University.

                                                            100 Crescent Court
                                                            Dallas, TX 75201
                                                          • Maria

                                                            Maria Stathakis

                                                            Senior Wealth Strategy Associate

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                                                            Maria Stathakis assists to oversee client administration. She has earned her Series 7 and 66 licenses. Maria has more than 10 years experience in the financial services industry. She received a B.S. degree from the University of North Texas.

                                                                  100 Crescent Court
                                                                  Dallas, TX 75201
                                                                • TC

                                                                  TC Green

                                                                  Senior Wealth Strategy Associate

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                                                                  TC has been in the financial industry for 25+ years, having worked for several well known firms, including TIAA for over 10 years prior to joining UBS in 2021.  He spent 9 of those years as an analyst/trader for two top performing hedge funds. TC takes a data based approach to investing while incorporating client’s risk tolerance, goals, and long term security as the primary components of successful planning. TC is a veteran of the US Navy.  He enjoys securities analysis and blending portfolios that will see the client to and through retirement. TC is married to his wife Carol and they have three grown children. They also have 3 dogs and a cat and TC enjoys spending his free time with friends and family, playing golf, reading and the NFL.  

                                                                        100 Crescent Court
                                                                        Dallas, TX 75201
                                                                      • Nancy Chen

                                                                        Nancy Chen

                                                                        Authorized Officer

                                                                        Team Administrator

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                                                                        As The Gunderson Group’s Head of Operations, Nancy is committed to providing a white-glove client experience. Her areas of responsibilities include account opening and transfers, disbursement requests, implementation of asset allocations and trading. In addition, she helps find unique solutions to client needs, such as securities-backed lending and letters of credit.

                                                                        With over 18 years of industry experience that began on the institutional desk at Bear Stearns, Nancy’s attention to detail, pursuit of perfection and genuine passion for people have fostered her close relationships and trust with her clients. Nancy was one of an elite group of her peers to create the Coach Network, where the best minds can come together to share ideas. She was also selected to represent the UBS Americas Headquarters at the annual leadership conference where she had met with UBS senior management and presented her feedback and insight.

                                                                        Nancy is a graduate of SUNY Binghamton where she earned a B.S. in financial economics. She is also fluent in Chinese. Outside of UBS, Nancy enjoys snowboarding and cycling. She lives in Long Island with her husband, John, and their daughter Amelia.

                                                                              1285 Avenue Of The Americas
                                                                              New York, NY 10019
                                                                            • Stephanie Reiner

                                                                              Stephanie Reiner

                                                                              Wealth Strategy Associate

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                                                                              Experience to guide you forward

                                                                              Stephanie has 10 years of experience in wealth management. As the team's Relationship Manager, she is a highly capable professional who serves as a liaison between you and your Financial Advisor. Stephanie has responsibilities in new relationship development and working with clients to assure all their business and personal needs are met. She offers both administrative and client support while ensuring customer satisfaction.

                                                                              Prior to joining UBS, Stephanie worked on the trading desk at JP Morgan's headquarters in New York City. Stephanie joined UBS with considerable knowledge and experience within the securities industry.

                                                                              Professional Achievements and Education

                                                                              • Series 7, Series 63 and Series 66 securities licenses
                                                                              • B.S., in Finance and minors in Economics, International Business, and Spanish from the University of Delaware

                                                                              Outside of UBS

                                                                              Stephanie currently lives in Voorhees, NJ with her Fiance. She spends most of her summers down at the beach between Avalon, NJ and Long Beach Island, NJ. Stephanie was a nationally ranked athlete in college where she developed her competitive drive for success.

                                                                                • University of Delaware, B.S., in Finance and minors in Economics, International Business, and Spanish
                                                                                • Series 7, Series 63 and Series 66 securities licenses
                                                                                1735 Market Street
                                                                                Mellon Bank Center
                                                                                Philadelphia, PA 19103
                                                                              • Matt Jambor

                                                                                Matthew Jambor

                                                                                Wealth Strategy Associate

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                                                                                Matt focuses on providing thoughtful investment solutions and bespoke customer service to clients. He tracks financial markets across all asset classes, assists with manager due diligence, with a specific focus given to Alternative Investments, and consistently searches for robust investment opportunities. Additionally, his responsibilities include capital raises, fund disbursements and portfolio allocations.

                                                                                Prior to joining UBS, Matt graduated from College of the Holy Cross with a B.A. in economics. He was a member the men’s rugby team, the Student Investment Fund and various volunteer organizations. He still works closely with Holy Cross Career Services to mentor aspiring financial professionals. He is an avid New York sports fan and loves all physical activity, including but not limited to running, biking, basketball, softball and snowboarding. A frequent passenger of the Metro North train line, Matt recently moved from Milford, CT to Manhattan.

                                                                                Matt joined UBS in 2020 as a member of the prestigious Graduate Talent Program. After passing the Series 7 and 66 exams, he worked with the International Sales Team, the Equity Advisory Group and, of course, The Gunderson Group. Being exposed to so many areas of the firm allowed him to build a strong network, closely examine capital markets and understand the full capabilities of UBS.

                                                                                      1285 Avenue Of The Americas
                                                                                      New York, NY 10019
                                                                                    • Meghan

                                                                                      Meghan McGowan

                                                                                      Wealth Management Associate

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                                                                                      Experience to guide you forward

                                                                                      Meghan McGowan has been with UBS Financial Services, Inc. since 2015. She joined the team in 2023 as a Wealth Management Associate. She was previously employed by Virtua Medical Group as an Administrative Assistant.  Meghan is a graduate of Fairleigh Dickinson University with a B.A. in Business and Technology.  Her responsibilities on our team include client service and assisting in various administrative and operational issues. 

                                                                                      Professional Achievements and Education

                                                                                      • Series 7 and 66 licenses
                                                                                      • New Jersey Life and Health Insurance licenses
                                                                                      • B.A. degree in business and technology from Fairleigh Dickinson University

                                                                                      Outside of UBS

                                                                                      Meghan lives in Runnemede, NJ with her husband and their 2 dogs. She looks forward to summer all year long.  Meghan loves to read, traveling to new cities, and enjoys watching the Philadelphia Eagles win!

                                                                                            1735 Market Street
                                                                                            Mellon Bank Center
                                                                                            Philadelphia, PA 19103
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                                                                                            Tucker Wadkins

                                                                                            Wealth Strategy Associate

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                                                                                            Experience to guide you forward:

                                                                                            Tucker joined our team in January 2021 as a Wealth Strategy Associate. He was born in Dallas, Texas and completed his bachelor’s degree in Marketing from the University of Arizona. Upon graduation Tucker started his career as a  Financial Advisor at Merrill Edge in Chandler, AZ in 2016.  Having earned both Series 7 and 66 securities licenses, he joins our team with considerable knowledge of trading and portfolio management.

                                                                                            Outside of UBS

                                                                                            Outside of the office Tucker enjoys competitive golf. A former professional golfer, he had won the PNC Father/Son challenge on PGA Tour Champions with his father in 2015. Afterward Tucker joined the PGA tour Canada from 2017 to 2020 . He enjoys tennis, and spending time with family and friends.

                                                                                                  100 Crescent Court
                                                                                                  Dallas, TX 75201
                                                                                                • Annemarie Rose Dim

                                                                                                  Annemarie Rose Dim

                                                                                                  Client Associate

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                                                                                                  As a Client Service Associate, Annemarie is dedicated to delivering comprehensive service to our valued clients by attending to their account management needs, essential to the white-glove tailored client experience. Her responsibilities include executing requests for capital, account opening and maintenance, processing transfers, and any additional account related administrative matters.

                                                                                                  Prior to joining UBS, Annemarie held the position of Client Relationship Manager, while working with a Managing Director at American Portfolios. She brings with her over 16 years of experience in the financial services industry, providing high level client support and cultivating close client relationships with high net worth families and individuals.

                                                                                                  Annemarie attended Baruch College with a concentration in Business Management. She has been recognized as a Partner in Education for her work with Virtual Enterprises International, mentoring and training New York City high school student interns in anticipation of their entering the professional business world. She is an avid fisherwoman with a love for the outdoors, who counts snowboarding and cycling among her hobbies. A native New Yorker, Annemarie currently resides on Long Island.

                                                                                                        1285 Avenue Of The Americas
                                                                                                        New York, NY 10019
                                                                                                      • Meghan Harrison

                                                                                                        Meghan LeStrange

                                                                                                        Client Associate

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                                                                                                        Meghan is responsible for all day-to-day administrative duties, works closely with the team on portfolio reviews and provides excellent client service, assisting with any client requests and queries. Efficient and detail-oriented, she confirms and oversees all scheduled client reviews. Her supervision of this process ensures that each client is receiving the service they deserve.

                                                                                                        Always focused on deepening clients’ experience and relationships with the team, Meghan manages all marketing and communications initiatives. She provides creative client outreach solutions and is also the team’s main coordinator for planning and organizing client events.

                                                                                                        Meghan graduated from Fairfield University, earning a bachelor’s degree in international business. A passionate supporter of Swim Across America, which is dedicated to raising money and awareness for cancer research, Meghan participates in the organization’s annual Greenwich–Stamford open water swim. She is also involved in Fairfield University’s Manhattan Alumni Chapter. She resides in Westchester, NY with her husband, Ken

                                                                                                              1285 Avenue Of The Americas
                                                                                                              New York, NY 10019
                                                                                                            • Julie Norman

                                                                                                              Julie A. Norman

                                                                                                              Client Associate

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                                                                                                                Experience to guide you forward

                                                                                                                Julie has over 30 years' experience at UBS as a Senior Branch Service Associate in the operations area working with systems, processes and clients to create and maintain a streamlined infrastructure within the branch. Julie is an indispensable part of the team because of her focus on accurate and timely execution of requests and transactions along with her client-centered work ethic. Her skills and abilities serve the team and their clients better as they continue to expand. Julie resides in Midlothian.

                                                                                                                      100 Crescent Court
                                                                                                                      Suite 400
                                                                                                                      Dallas, TX 75201
                                                                                                                    • Myron Bond

                                                                                                                      Myron Bond

                                                                                                                      Client Associate

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                                                                                                                      Experience to guide you forward

                                                                                                                      Myron has been with UBS Financial Services, Inc., and its predecessor firms beginning in 1968. The 49-year veteran started in Houston as a Financial Advisor and entered branch management in 1970. Later in 1972, he took over the Dallas branch where he served 18 years. During his time in the management position, Myron served on the Branch Management Advisory Council from 1980-1989, the Focus List Committee from 1982-2003, and a member of the National Association of Securities Dealers District Board for District 6 from 1994-1996.

                                                                                                                      Professional achievements and education

                                                                                                                      • B.S. and M.S., Petroleum Engineering, University of Oklahoma, Summa Cum Laude

                                                                                                                      Outside of UBS

                                                                                                                      Myron was listed in Who's Who in America in 2000 and in Who's Who in the World in 2005. Myron and his wife Janice reside in Highland Park where he is a member of Brook Hollow Golf Club and the Dallas Country Club. They have two adult children, Richard and Lori, and five grandchildren.

                                                                                                                        • University of Oklahoma, Summa Cum Laude, B.S. and M.S., Petroleum Engineering
                                                                                                                          100 Crescent Court
                                                                                                                          Dallas, TX 75201
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                                                                                                                          Rachel Parkes

                                                                                                                          Client Associate

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                                                                                                                            Experience to guide you forward

                                                                                                                            Rachel joined the team in February 2022. In her role as a client service associate she provides detailed customer service and assists with various client requests.

                                                                                                                            Her background in operations gives her unique knowledge of the industry as well as excellent problem solving skills and the ability to handle operational inquiries.

                                                                                                                             Outside of UBS

                                                                                                                             In her free time, Rachel enjoys spending time with family and friends, cooking, traveling and watching Buffalo Bills games.

                                                                                                                             

                                                                                                                                  100 Crescent Court
                                                                                                                                  Suite 400
                                                                                                                                  Dallas, TX 75201
                                                                                                                                • Matt Gibson Headshot

                                                                                                                                  Matthew Gibson

                                                                                                                                  Client Associate

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                                                                                                                                    Experience:

                                                                                                                                     Matthew joined our team in December 2023 as a Client Associate focused on deepening his knowledge of private wealth management services and practices. While pursuing his degree in Finance at Oklahoma State University, Matthew worked as a UBS Private Wealth Management Intern for over a year. During this tenure, Matthew built his foundation on client service, wealth preservation, and portfolio management. Upon graduation from Oklahoma State University in 2022 Matthew worked for Goldman Sachs as a Commodities Confirmations Analyst, giving him a broadened viewpoint on the Financial Services Industry.

                                                                                                                                     

                                                                                                                                    Outside of UBS:

                                                                                                                                     Originally from Tulsa, Oklahoma Matthew is constantly exploring Dallas. Outside the office, Matthew is a frequent visitor at the gym, an avid chess player, and enjoys going to local concerts and sports events.

                                                                                                                                     

                                                                                                                                          100 Crescent Court
                                                                                                                                          Suite 400
                                                                                                                                          Dallas, TX 75201
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                                                                                                                                          Kelly Lane

                                                                                                                                          Investment Associate

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                                                                                                                                          • AZ
                                                                                                                                          • CA
                                                                                                                                          • CO
                                                                                                                                          • FL
                                                                                                                                          • GA
                                                                                                                                          • MA
                                                                                                                                          • MD
                                                                                                                                          • MO
                                                                                                                                          • NC
                                                                                                                                          • NE
                                                                                                                                          • NJ
                                                                                                                                          • NY
                                                                                                                                          • OH
                                                                                                                                          • OK
                                                                                                                                          • TX
                                                                                                                                          • VA
                                                                                                                                          • VT
                                                                                                                                          • WA

                                                                                                                                          37 years experience assisting clients with managing and analyzing equity and fixed income products. Specialized in Taxable and Tax-Free Fixed Income investments, Equities, and Mutual Funds. Series 7 and 63 licensed since 1987. Research and evaluate equity, debt, money market and mutual fund portfolios.

                                                                                                                                          Experience with corporate, individual, trust, estate and retirement plan accounts.

                                                                                                                                                100 Crescent Court
                                                                                                                                                Dallas, TX 75201
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                                                                                                                                                Mitchell Ross

                                                                                                                                                Director

                                                                                                                                                WMA Salesperson

                                                                                                                                              • Debra Phares, CAP®

                                                                                                                                                Executive Director

                                                                                                                                                Senior Strategist - Family Advisory and Philanthropy Services

                                                                                                                                                Professional History
                                                                                                                                                As part of the UBS Family Advisory and Philanthropy Services team, Debra serves as a thought partner to advisors and their client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

                                                                                                                                                Prior to joining UBS Financial Services, Debra was with Bank of America Private Bank where she spent eight years as a Senior Vice President and Philanthropic Director managing philanthropy services for the South Central region of the U.S. Debra worked with high net worth and ultra-high net worth individuals and families, private foundations, and nonprofit organizations delivering best practices in charitable giving and philanthropy. Including directing grantmaking for private foundations and charitable trusts for which the Bank serves as Trustee or co-Trustee. Before Bank of America, Debra held various leadership roles in nonprofit management, beginning her career working in the museum industry; joining the Dallas Museum of Art in 1994. Following her career in the arts, Debra worked for the Communities Foundation of Texas and Parish Episcopal School.

                                                                                                                                                Community Involvement
                                                                                                                                                Debra currently serves as a Vice President of the Board of the Aaron Family Jewish Community Center. She is also a member of the Development Committee of The Senior Source of Dallas, whose mission is to enhance the quality of life and empower all older adults in Dallas to thrive.

                                                                                                                                                Education
                                                                                                                                                Debra is a graduate of The University of Texas at Austin with a Bachelors of Arts in Art History, and she holds the Chartered Advisor in Philanthropy® designation from the American College of Financial Services. Debra lives in Dallas, Texas with her two teenage sons and her mini dachshund.
                                                                                                                                              • Jennifer Lan

                                                                                                                                                Executive Director

                                                                                                                                                Senior Wealth Strategist

                                                                                                                                                Jennifer works with ultra-high net worth clients of UBS and their advisors on issues involving estate and tax planning, business succession, wealth transfer and philanthropic objectives. Jennifer focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. She also reviews clients’ estate planning documents to help ensure that the plan accurately reflects the family’s philosophy, needs and objectives.

                                                                                                                                                Prior to joining UBS, Jennifer practiced law at Kroney Morse Lan, PLLC, Lan Smith Sosolik, PLLC, and Haynes and Boone, LLP. Her practice ranged from estate and trust planning, charitable planning, probate, asset protection, general business transactions, and tax controversy matters.

                                                                                                                                                Jennifer received a B.S. from Duke University and her J.D. from Southern Methodist University Dedman School of Law, where she was the Managing Editor of the Law and Business Review of the Americas for the SMU International Law Review Association.

                                                                                                                                                Jennifer is admitted to practice law in the State of Texas and before the U.S. Tax Court.

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                                                                                                                                                Kevin Walsh

                                                                                                                                                Director

                                                                                                                                                Senior Wealth Management Banker

                                                                                                                                                Current role and areas of expertise

                                                                                                                                                Kevin joined UBS Bank USA in 2017 and he is currently a Senior Wealth Management Banker covering the Texas Market.

                                                                                                                                                Kevin has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

                                                                                                                                                Professional history

                                                                                                                                                Kevin began his career in financial services in 2000. Prior to joining UBS, Kevin worked as a Qualified Retirement Planning Specialist at Putnam Investments and Wealth Management Banker at Merrill Lynch.

                                                                                                                                                Education and personal information

                                                                                                                                                In Kevin’s role as a Senior Wealth Management Banker his NMLS # is 652372. He holds his Series 7 and 63 securities licenses. He also holds a Bachelors Degree from Bridgewater State University.

                                                                                                                                                Outside of the office, he enjoys spending time with his wife Elle and two children, Maddy and Landon, traveling and sporting events.

                                                                                                                                                Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender

                                                                                                                                                 

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                                                                                                                                                Robin Sabat

                                                                                                                                                Director

                                                                                                                                                Senior Wealth Management Banker

                                                                                                                                                Current role and areas of expertise

                                                                                                                                                Robin Sabat joined UBS Bank USA in 2009 and she is currently a Senior Wealth Management Banker covering the Philadelphia/DC, Mid-Atlantic and New England markets.

                                                                                                                                                Robin has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives. 

                                                                                                                                                Professional history

                                                                                                                                                Robin began her career in financial services in 2004. Prior to joining UBS, Robin worked in mortgage services originating loans.

                                                                                                                                                Education and personal information

                                                                                                                                                In Robin’s role as a Senior Wealth Management Banker her NMLS # is 33770.  She holds her Series 7 and 66 securities licenses.  She also holds a BS from Temple University.

                                                                                                                                                Outside of the office, Robin enjoys gardening, snowboarding and reading. 

                                                                                                                                                Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

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