Experience

Makes all the difference

Shawn Nicholas, CEPA

Senior Vice President–Wealth Management

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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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.

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

Education

  • Texas A&M University, B.B..A. in Accounting and Finance

Credentials

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

Email Me

shawn.nicholas@ubs.com
Shawn Nicholas, CEPA
7250 Dallas Parkway,Plano,TX,75024

Mark William Hagan, CFP, CAP, EFC

Senior Vice President–Wealth Management

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

Mark is a recognized industry leader

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

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

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

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

Education

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

Outside of UBS

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

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

Recognized as an industry leader:

  • 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.

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

Education

  • The University of North Florida, B.A.

Credentials

  • CERTIFIED FINANCIAL PLANNER™
7250 Dallas Parkway
Suite 1200
Plano, TX 75024

Email Me

mark.hagan@ubs.com
Mark William Hagan, CFP, CAP, EFC
7250 Dallas Parkway,Plano,TX,75024

Megan Portacci

Senior Vice President–Wealth Management

Financial Advisor

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

Recognized as an industry leader:

  • 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.

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

Education

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

Email Me

megan.portacci@ubs.com
Megan Portacci
7250 Dallas Parkway,Plano,TX,75024

Lisa Sherrod

Investment Associate

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

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

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

Registered States:
  • MD
  • TX
7250 Dallas Parkway
Suite 1200
Plano, TX 75024

Email Me

lisa.sherrod@ubs.com
Lisa Sherrod
7250 Dallas Parkway,Plano,TX,75024

Timothy Sherrod

Senior Client Associate

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

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

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

7250 Dallas Parkway
Suite 1200
Plano, TX 75024

Email Me

timothy.sherrod@ubs.com
Timothy Sherrod
7250 Dallas Parkway,Plano,TX,75024

Grace Ku

Senior Wealth Strategy Associate

Grace Ku joins Highbridge after 11 years with J.P. Morgan Wealth Management, where as a Senior Client Associate, she worked hand in hand with clients in the execution of their financial planning goals.  Prior to J.P. Morgan, Grace held client servicing roles with Stifel, Nicolaus & Company in its Silicon Valley office.  She began her career in financial services at A.G. Edwards.  For our clients, Grace will be a resource in providing curated solutions to any servicing request or inquiries.  

Born and raised in Saratoga, California, Grace graduated from the University of California, Davis.  Grace currently resides in Plano, Texas, with her husband and 2 daughters.  She speaks English, Spanish, Mandarin Chinese, and Korean.  

Registered States:
  • TX
7250 Dallas Parkway
Suite 1200
Plano, TX 75024

Email Me

grace.ku@ubs.com
Grace Ku
7250 Dallas Parkway,Plano,TX,75024