Senior Vice President–Wealth Management
Tee is a Senior Vice President with UBS Private Wealth Management in Atlanta and part of the UBS Global Family Office Group. As a principal of a 5 person team, Tee serves as a senior advisor to wealthy families, family office groups and foundations/endowments. He specializes in Investment Strategy, Portfolio Manager Selection and Alternative Investments. Tee began his investment career at Donaldson, Lufkin and Jenrette in 1997 which was acquired by Credit Suisse in 2000. Prior to joining UBS, he was a Vice President at Credit Suisse Private Bank in Atlanta.
He and his wife Leigh have two children; Emma (15) and Charlotte (11). A native of Baton Rouge, Tee received his BA from Southern Methodist University and MIM from Thunderbird School of Business. He is a member of the firm's Advisory Council for Alternative Investments. Tee serves on numerous committees at his children's school and is actively involved with the start up Kairos Church. In his spare time, Tee enjoys playing golf and is an avid wing shooter.
Education
Senior Vice President–Wealth Management
Tee is a Senior Vice President with UBS Private Wealth Management in Atlanta and part of the UBS Global Family Office Group. As a principal of a 5 person team, Tee serves as a senior advisor to wealthy families, family office groups and foundations/endowments. He specializes in Investment Strategy, Portfolio Manager Selection and Alternative Investments. Tee began his investment career at Donaldson, Lufkin and Jenrette in 1997 which was acquired by Credit Suisse in 2000. Prior to joining UBS, he was a Vice President at Credit Suisse Private Bank in Atlanta.
He and his wife Leigh have two children; Emma (15) and Charlotte (11). A native of Baton Rouge, Tee received his BA from Southern Methodist University and MIM from Thunderbird School of Business. He is a member of the firm's Advisory Council for Alternative Investments. Tee serves on numerous committees at his children's school and is actively involved with the start up Kairos Church. In his spare time, Tee enjoys playing golf and is an avid wing shooter.
Education
Senior Vice President–Wealth Management
Wil is a Senior Vice President with UBS Private Wealth Management in Atlanta and part of the UBS Global Family Office Group. As a principal of a 5 person team, Wil serves as a senior advisor to wealthy families, family office groups and foundations/endowments. He covers some of the most significant Family Office clients of the firm in the Southeast and specializes in Business Development, Portfolio Manager Selection and Lending. Prior to joining UBS, he was a Vice President at Credit Suisse Private Bank in Atlanta.
He and his wife Elizabeth have three children; Wilson (13), Ella (12), and Carter (4) and reside in Atlanta, GA. A native of Charlotte, Wil received his BA in Economics from Hampden-Sydney College and MBA from the University of North Carolina. Wil is an avid golfer and has been active in several civic organizations, including Woodberry Forest School and Buckhead Baseball.
Education
Senior Vice President–Wealth Management
Wil is a Senior Vice President with UBS Private Wealth Management in Atlanta and part of the UBS Global Family Office Group. As a principal of a 5 person team, Wil serves as a senior advisor to wealthy families, family office groups and foundations/endowments. He covers some of the most significant Family Office clients of the firm in the Southeast and specializes in Business Development, Portfolio Manager Selection and Lending. Prior to joining UBS, he was a Vice President at Credit Suisse Private Bank in Atlanta.
He and his wife Elizabeth have three children; Wilson (13), Ella (12), and Carter (4) and reside in Atlanta, GA. A native of Charlotte, Wil received his BA in Economics from Hampden-Sydney College and MBA from the University of North Carolina. Wil is an avid golfer and has been active in several civic organizations, including Woodberry Forest School and Buckhead Baseball.
Education
Senior Wealth Strategy Associate
Jettie joined UBS in May 2009 following a 7-year tenure with Credit Suisse Private Client Services. Jettie specializes in client reporting and restricted insider advisory and focuses on equity, bond & option trading for clients. Jettie has earned the FINRA licenses Series 7 & 66.
Jettie is a graduate of North Carolina State University and currently resides in Dunwoody, GA with her husband, Wally and son Jay (3).
Education
Senior Wealth Strategy Associate
Jettie joined UBS in May 2009 following a 7-year tenure with Credit Suisse Private Client Services. Jettie specializes in client reporting and restricted insider advisory and focuses on equity, bond & option trading for clients. Jettie has earned the FINRA licenses Series 7 & 66.
Jettie is a graduate of North Carolina State University and currently resides in Dunwoody, GA with her husband, Wally and son Jay (3).
Education
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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