Managing Director
Market Director
Craig Vandegrift has spent more than 30 years partnering with financial advisors and clients to build, grow, and preserve wealth through a thoughtful, holistic approach tailored to each client’s unique goals. His career spans roles at American Express, Merrill Lynch, Morgan Stanley, and UBS, where he spent 19 years in senior leadership overseeing financial advisors and supporting complex client relationships.
After years of leading and coaching advisors, Craig has returned to private practice, bringing his extensive experience directly to clients once again. He holds a Bachelor of Business degree from the University of Dayton and is a graduate of the Wharton Executive Business Program.
Based in Houston, Texas, Craig is deeply committed to family and community. He serves on the board of The Francis Ward Paine Foundation and is an active supporter of Susan G. Komen, where he was recognized as a VIPink Ambassador. He lives with his wife Molly, their three children—Madeleine, Emmett, and Elizabeth—and their Labradoodle, Charlotte.
Managing Director
Market Director
Craig Vandegrift has spent more than 30 years partnering with financial advisors and clients to build, grow, and preserve wealth through a thoughtful, holistic approach tailored to each client’s unique goals. His career spans roles at American Express, Merrill Lynch, Morgan Stanley, and UBS, where he spent 19 years in senior leadership overseeing financial advisors and supporting complex client relationships.
After years of leading and coaching advisors, Craig has returned to private practice, bringing his extensive experience directly to clients once again. He holds a Bachelor of Business degree from the University of Dayton and is a graduate of the Wharton Executive Business Program.
Based in Houston, Texas, Craig is deeply committed to family and community. He serves on the board of The Francis Ward Paine Foundation and is an active supporter of Susan G. Komen, where he was recognized as a VIPink Ambassador. He lives with his wife Molly, their three children—Madeleine, Emmett, and Elizabeth—and their Labradoodle, Charlotte.
Senior Registered Client Associate
Celine has been working in the industry for 30 years. She is Senior Client Service Associate, and holds her Series 7, 63, 66 licenses. She is responsible for providing world-class service for our clients' inquiries and service related needs. Celine is in charge of managing all aspects of account administration, including operational support. Her area of focus has been service to the clients and her attention to detail is an attribute that is appreciated by our clients. In her spare time, Celine enjoys discovering new restaurants in the Austin Metro area, working out, the outdoors and spending time with family.
Senior Registered Client Associate
Celine has been working in the industry for 30 years. She is Senior Client Service Associate, and holds her Series 7, 63, 66 licenses. She is responsible for providing world-class service for our clients' inquiries and service related needs. Celine is in charge of managing all aspects of account administration, including operational support. Her area of focus has been service to the clients and her attention to detail is an attribute that is appreciated by our clients. In her spare time, Celine enjoys discovering new restaurants in the Austin Metro area, working out, the outdoors and spending time with family.
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.
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.
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