Experience

Nat joined UBS in 1989. Prior to UBS Nat spent seven years at E.F.Hutton / Shearson Lehman Brothers and four years  with Hanifen Imhoff and T.J. Rainey. He has been active in the securities industry for over 37 years, advising a diverse domestic and foreign institutional client base, and in more recent years, a select group of high-net worth families. He received his Certified Investment Management Analyst designation in 2006, and attended the University of Mississippi.

John has been with UBS since 1994 and active in the Securities industry since 1992.  Clients include Affluent Families, Executives, Entrepreneurs, and Institutions. He was with PaineWebber Dallas at the time it was acquired by UBS in 2000 following previous service with Kidder Peabody, which began in 1994. He started his career with Hibernia National Bank Dallas where he was a Bond Trader in their Capital Markets Division. John earned a BBA in Finance from the University of Texas at Austin.

Jim has been with UBS for over 27 years and active in the securities industry for over 50 years with a diverse institutional background in portfolio management, technical analysis, institutional consulting, and in more recent years advising high-net worth families. He was with PaineWebber Dallas at the time it was acquired by UBS in 2000. Jim received his BBA and MBA degrees with concentration in Finance from Southern Methodist University.