A legacy for generations

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.

Get started on your financial plan

Ryan Long, Brad Bernstein and Louise Gunderson have been recognized as a Barron's Top 1,200 Financial Advisor for 2022.

The Barron's rating is awarded annually in March and is based on information from the prior year Q3. The advisors paid a fee to display the rating logo in connection with the award.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

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

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Experience to guide you forward

With over 18 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, a program focused on 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 earning 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 Co-Chair of the Council in the Fall of 2017 until his term expired in January of 2020. The FAAC is a select group of 15 Advisors who represent all UBS Advisors, addresses critical issues and concerns that ultimately help Advisors better serve their clients.

Outside of UBS

Ryan is a member of Northwood Country Club in Dallas and a member of Austin Golf Club and Spanish Oaks Golf Club in Austin. In addition, he serves on the Capital Campaign Committee at Trinity Christian Academy. Ryan is an avid sports fan, and coaches several of his children's sports teams. He resides in Dallas with his wife Danielle and their three children, Bentley, Farrah, Channing and their two golden retrievers Tucker & Bailey.
- Barron’s Top 100 Private Wealth Advisory Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022
  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 Advisors, 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 Advisors, 2018, 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.
- On Wall Street – Top 40 Advisors Under 40, 2018, 2019, 2020The Financial Planning rating is awarded annually in January or February and is based on information from October to December of the award 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
Brad Bernstein, CFP, CPWA, CIMA

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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

He lives in Penn Valley with his wife Ariann, and children Alexa and Trevor. Brad is actively involved in his local community. 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 Advisory Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022
  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, 2018, 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.
- 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

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- TN
- TX
- VA
- VT
- WA
- WY
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 Advisory Teams, 2022The Barron's rating is awarded annually in March and is 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
  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, 2022The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
- Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022, 2023The 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, 2017, 2018, 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 Advisors, 2018, 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 Women Wealth Advisors, 2020, 2021, 2022, 2023The 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/SHOOK Top 100 Wealth Advisors, 2016The Forbes rating is awarded annually in August or September and is based on information from March of the prior year to March of the award 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, CDFA®

Account Vice President

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WY
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.
- 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

Managing Director–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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

Senior Vice President

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IA
- IL
- IN
- MD
- MI
- MN
- MS
- NC
- NJ
- NM
- NY
- OK
- OR
- PR
- SC
- TN
- TX
- VA
- VT
- WA
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

Mitchell Ross

Director

WMA Salesperson

View bio
Debra Phares

Executive Director

Senior Strategist - Family Advisory and Philanthropy Services

View bio

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

Director

Senior Wealth Strategist

View bio

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.
Kevin Walsh

Director

Senior Wealth Management Banker

View bio
Robin Sabat

Director

Senior Wealth Management Banker

View bio

Ryan Long

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Experience to guide you forward

With over 18 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, a program focused on 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 earning 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 Co-Chair of the Council in the Fall of 2017 until his term expired in January of 2020. The FAAC is a select group of 15 Advisors who represent all UBS Advisors, addresses critical issues and concerns that ultimately help Advisors better serve their clients.

Outside of UBS

Ryan is a member of Northwood Country Club in Dallas and a member of Austin Golf Club and Spanish Oaks Golf Club in Austin. In addition, he serves on the Capital Campaign Committee at Trinity Christian Academy. Ryan is an avid sports fan, and coaches several of his children's sports teams. He resides in Dallas with his wife Danielle and their three children, Bentley, Farrah, Channing and their two golden retrievers Tucker & Bailey.
- Barron’s Top 100 Private Wealth Advisory Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022
  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 Advisors, 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 Advisors, 2018, 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.
- On Wall Street – Top 40 Advisors Under 40, 2018, 2019, 2020The Financial Planning rating is awarded annually in January or February and is based on information from October to December of the award 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
Brad Bernstein, CFP, CPWA, CIMA

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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

He lives in Penn Valley with his wife Ariann, and children Alexa and Trevor. Brad is actively involved in his local community. 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 Advisory Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022
  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, 2018, 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.
- 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

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- SC
- TN
- TX
- VA
- VT
- WA
- WY
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 Advisory Teams, 2022The Barron's rating is awarded annually in March and is 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
  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, 2022The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
- Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022, 2023The 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, 2017, 2018, 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 Advisors, 2018, 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 Women Wealth Advisors, 2020, 2021, 2022, 2023The 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/SHOOK Top 100 Wealth Advisors, 2016The Forbes rating is awarded annually in August or September and is based on information from March of the prior year to March of the award 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, CDFA®

Account Vice President

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WY
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.
- 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

Managing Director–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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

Senior Vice President

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IA
- IL
- IN
- MD
- MI
- MN
- MS
- NC
- NJ
- NM
- NY
- OK
- OR
- PR
- SC
- TN
- TX
- VA
- VT
- WA
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

Mitchell Ross

Director

WMA Salesperson

View bio
Debra Phares

Executive Director

Senior Strategist - Family Advisory and Philanthropy Services

View bio

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

Director

Senior Wealth Strategist

View bio

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.
Kevin Walsh

Director

Senior Wealth Management Banker

View bio
Robin Sabat

Director

Senior Wealth Management Banker

View bio

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Multigenerational planning

Investment management

Money management that puts your best interests first

Our disciplined planning process drives a highly personalized investment strategy. Serving as your discretionary portfolio manager or working with select third-party investment managers, we offer timely perspectives, customized portfolios and a fully integrated suite of financial solutions.

A focus on asset allocation and risk management. By listening and aligning with your objectives, we can craft an asset allocation based on your family’s goals, growth and income needs. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

Your personalized portfolio. Many clients prefer to delegate the day-to-day management of their assets. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks. When we take on discretionary management of your portfolio, we are transparent about our fiduciary responsibility.

Open access and analysis. Through our open platform, we can offer premium financial solutions both within and outside of UBS. This access, along with a disciplined process, ensures we develop customized strategies based on highly-focused analysis.

Insights for each generation. We offer timely perspectives that drive a fully integrated suite of financial solutions. We help prepare each family member to collectively manage, sustain and grow their wealth across multiple generations and we will work with your tax and legal advisors to develop tax-advantaged solutions.

Tailored lending and cash management

Backed by the strength of UBS

A global leader in wealth management

^$2.8 trillion

In invested assets globally
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

A legacy for generations

Request your report

Error

Thank you!

Pursuing your goals together

Ryan Long

Brad Bernstein, CFP, CPWA, CIMA

Louise Gunderson

Nina Gunderson, CDFA®

Barry Kemball-Cook

David Greenman

Mitchell Ross

Debra Phares

Jennifer Lan

Kevin Walsh

Robin Sabat