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$6 trn
UBS Group invested assets
As of 12/31/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
Michael graduated from Louisiana State University in 1977 with a B.S. in Accounting and in 1979 with an M.S. in Finance.
He worked for Barclays American Commercial in the asset based lending/factoring business from October 1980 to April 1985, in their Credit Department and then in Business Development. From April 1985 to June 1986, he was with First City Bank – Addison, as a Vice–President, where he was involved in Commercial Lending and Business Development for the bank. In June 1986, he joined Paine Webber (subsequently bought out by UBS Group AG, in November 2000).
Michael grew up in St. Louis, Missouri and lives in Plano Texas, with his wife, Lynette, their two sons, Matthew and Andrew, and their two Golden Retrievers.
Michael's favorite hobbies are playing golf, boating, travelling and spending time with his family and their friends.
Education
Senior Vice President–Wealth Management
Financial Advisor
Michael graduated from Louisiana State University in 1977 with a B.S. in Accounting and in 1979 with an M.S. in Finance.
He worked for Barclays American Commercial in the asset based lending/factoring business from October 1980 to April 1985, in their Credit Department and then in Business Development. From April 1985 to June 1986, he was with First City Bank – Addison, as a Vice–President, where he was involved in Commercial Lending and Business Development for the bank. In June 1986, he joined Paine Webber (subsequently bought out by UBS Group AG, in November 2000).
Michael grew up in St. Louis, Missouri and lives in Plano Texas, with his wife, Lynette, their two sons, Matthew and Andrew, and their two Golden Retrievers.
Michael's favorite hobbies are playing golf, boating, travelling and spending time with his family and their friends.
Education
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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