Experience

Insight grounded in experience

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

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

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

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

With a consultative approach, Megan provides investment planning and comprehensive wealth management services to professionals and families. Megan and her team focus on customize advice and solutions to manage and allocate approximately $1.6 billion in capital globally. 

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

Arkansas insurance license #22090770

Education

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

Outside of UBS

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

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 the 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.

Grace joined UBS Financial Services in 2021 and is a Senior Wealth Strategy Associate. She provides ongoing administrative and operational client service such as new client orientation and onboarding, account maintenance and client requests. She recognizes that exceptional client service is the backbone of our practice and enjoys working with our clients to ensure their needs are fulfilled in a seamless and organized manner. Her primary focus is to deliver her very best to each and every client and as a result, she has built strong relationships with clients over the years.

Born and raised in Saratoga, California, Grace graduated from the University of California, Davis.  She speaks English, Spanish, Mandarin Chinese, and Korean. Grace has a long history of delivering high quality, efficient client service - prior to joining UBS, she worked with clients at J.P. Morgan Wealth Management and Stifel, Nicolaus & Company in its Silicon Valley office.

Grace currently resides in Plano, Texas, with her husband and two daughters. 

Shae is a Senior Wealth Strategy Associate with UBS Private Wealth Management, where he works with high-net-worth individuals and families to address complex financial needs. Prior to joining UBS, he worked at Goldman Sachs, gaining experience serving high-net-worth clients and family offices. He has passed Levels I and II of the CFA Program and is currently a Level III candidate. Based in Dallas, Texas, Shae is focused on building long-term relationships with clients and their families.