Your serious questions. Our serious answers.

You’ve attained what you have by making good decisions. When you decide to work with our team, you have our commitment to providing the answers you need to help address your serious questions—about your financial life today and for the future.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Darrell S. Rosenthal, CIMA, CDFA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- FL
- GA
- IL
- IN
- KS
- LA
- ME
- MI
- MT
- NJ
- NM
- NV
- NY
- OR
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- WA
- WI
4400 Post Oak Parkway
17th Floor
Houston, TX 77027

darrell.rosenthal@ubs.com

Darrell S. Rosenthal, CIMA, CDFA

4400 Post Oak Parkway,Houston,TX,77027
Stephen Cordill

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- FL
- GA
- HI
- IL
- IN
- KS
- LA
- ME
- MI
- MT
- NJ
- NM
- NV
- NY
- OR
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Steve has more than 30 years of wealth management and investment experience. He is a graduate of the Indiana University School of Business, holds a Juris Doctor from the University of Notre Dame Law School, and a Masters of Law in Taxation from the DePaul University School of Law. In terms of his professional credentials, he was a Certified Public Accountant at Touche Ross & Co., and presently holds the professional designation of Certified Investment Management Analyst®. Prior to teaming with Mike Dawson at Merrill Lynch and Deutsche Bank, his investment career has included Alliance Capital, Managing Director at Oppenheimer & Co., and President of the Wealth Management at Sanders Morris Harris.
4400 Post Oak Parkway
20th Floor
Houston, TX 77027

stephen.cordill@ubs.com,kendyl.howard@ubs.com

Stephen Cordill

4400 Post Oak Parkway,Houston,TX,77027
Michael Dawson

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- FL
- GA
- HI
- IL
- IN
- KS
- LA
- ME
- MI
- MT
- NJ
- NM
- NV
- NY
- OR
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Mike has over 45 years of private wealth management and investment experience. He received both a BBA & MBA degree in Finance from The University of Texas - Austin. He has been professionally recognized as one of the Top 100 Financial Advisors in the country three times. He began his career as a Private Wealth Advisor at Goldman Sachs, where he spent 30 years. He has also been a Private Wealth Advisor at Merrill Lynch PBIG, and a Director at Deutsche Bank. He has worked at UBS for more than 10 years.
4400 Post Oak Parkway
20th Floor
Houston, TX 77027

mike.dawson@ubs.com

Michael Dawson

4400 Post Oak Parkway,Houston,TX,77027
Andrew Kaminsky

Financial Advisor
View bio
- AK
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TX
- VA
- VT
- WA
- WI
- WV
Andrew Kaminsky has worked in financial services for over 20 years. He studied at Brandeis University Waltham, MA and has BA in American Studies

Andrew and wife Heidi of 7 years have a son Oliver who is 6-year-old. Outside of the office, Andrew enjoys Golf, basketball, softball, coaching Oliver’s sports teams, traveling, and spending time with his family.
4400 Post Oak Parkway
17th Floor
Houston, TX 77027

andrew.kaminsky@ubs.com

Andrew Kaminsky

4400 Post Oak Parkway,Houston,TX,77027
Cristobal Cantu

Senior Client Associate
View bio
- FL
- TX
4400 Post Oak Parkway
17th Floor
Houston, TX 77027

cris.cantu@ubs.com

Cristobal Cantu

4400 Post Oak Parkway,Houston,TX,77027
Kendyl Howard

Client Associate
View bio
- CA
- CO
- CT
- DE
- FL
- HI
- IA
- IL
- LA
- MA
- MS
- NV
- NY
- OR
- PA
- SC
- TN
- TX
- WY
Kendyl Smith oversees client administration for the Dawson Cordill team. She has earned her Series 7, 66, and Insurance licenses. Kendyl has more than 5 years experience in the financial services industry. She received a B.S. in Commerce and Business from Rhodes College in Memphis, TN.
4400 Post Oak Parkway
20th Floor
Houston, TX 77027

kendyl.smith@ubs.com

Kendyl Howard

4400 Post Oak Parkway,Houston,TX,77027

Darrell S. Rosenthal, CIMA, CDFA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- FL
- GA
- IL
- IN
- KS
- LA
- ME
- MI
- MT
- NJ
- NM
- NV
- NY
- OR
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- WA
- WI
4400 Post Oak Parkway
17th Floor
Houston, TX 77027

darrell.rosenthal@ubs.com

Darrell S. Rosenthal, CIMA, CDFA

4400 Post Oak Parkway,Houston,TX,77027
Stephen Cordill

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- FL
- GA
- HI
- IL
- IN
- KS
- LA
- ME
- MI
- MT
- NJ
- NM
- NV
- NY
- OR
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Steve has more than 30 years of wealth management and investment experience. He is a graduate of the Indiana University School of Business, holds a Juris Doctor from the University of Notre Dame Law School, and a Masters of Law in Taxation from the DePaul University School of Law. In terms of his professional credentials, he was a Certified Public Accountant at Touche Ross & Co., and presently holds the professional designation of Certified Investment Management Analyst®. Prior to teaming with Mike Dawson at Merrill Lynch and Deutsche Bank, his investment career has included Alliance Capital, Managing Director at Oppenheimer & Co., and President of the Wealth Management at Sanders Morris Harris.
4400 Post Oak Parkway
20th Floor
Houston, TX 77027

stephen.cordill@ubs.com,kendyl.howard@ubs.com

Stephen Cordill

4400 Post Oak Parkway,Houston,TX,77027
Michael Dawson

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- FL
- GA
- HI
- IL
- IN
- KS
- LA
- ME
- MI
- MT
- NJ
- NM
- NV
- NY
- OR
- PA
- PR
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Mike has over 45 years of private wealth management and investment experience. He received both a BBA & MBA degree in Finance from The University of Texas - Austin. He has been professionally recognized as one of the Top 100 Financial Advisors in the country three times. He began his career as a Private Wealth Advisor at Goldman Sachs, where he spent 30 years. He has also been a Private Wealth Advisor at Merrill Lynch PBIG, and a Director at Deutsche Bank. He has worked at UBS for more than 10 years.
4400 Post Oak Parkway
20th Floor
Houston, TX 77027

mike.dawson@ubs.com

Michael Dawson

4400 Post Oak Parkway,Houston,TX,77027
Andrew Kaminsky

Financial Advisor
View bio
- AK
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TX
- VA
- VT
- WA
- WI
- WV
Andrew Kaminsky has worked in financial services for over 20 years. He studied at Brandeis University Waltham, MA and has BA in American Studies

Andrew and wife Heidi of 7 years have a son Oliver who is 6-year-old. Outside of the office, Andrew enjoys Golf, basketball, softball, coaching Oliver’s sports teams, traveling, and spending time with his family.
4400 Post Oak Parkway
17th Floor
Houston, TX 77027

andrew.kaminsky@ubs.com

Andrew Kaminsky

4400 Post Oak Parkway,Houston,TX,77027
Cristobal Cantu

Senior Client Associate
View bio
- FL
- TX
4400 Post Oak Parkway
17th Floor
Houston, TX 77027

cris.cantu@ubs.com

Cristobal Cantu

4400 Post Oak Parkway,Houston,TX,77027
Kendyl Howard

Client Associate
View bio
- CA
- CO
- CT
- DE
- FL
- HI
- IA
- IL
- LA
- MA
- MS
- NV
- NY
- OR
- PA
- SC
- TN
- TX
- WY
Kendyl Smith oversees client administration for the Dawson Cordill team. She has earned her Series 7, 66, and Insurance licenses. Kendyl has more than 5 years experience in the financial services industry. She received a B.S. in Commerce and Business from Rhodes College in Memphis, TN.
4400 Post Oak Parkway
20th Floor
Houston, TX 77027

kendyl.smith@ubs.com

Kendyl Howard

4400 Post Oak Parkway,Houston,TX,77027

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Who are we?

The River Oaks Wealth Management Group is a boutique comprehensive financial planning and wealth management team within UBS Financial Services. We deliver personalized, small-firm service with the resources of a global wealth management leader. Our principals have more than 70 years of combined experience in portfolio and risk management, tax and financial planning and banking, enabling our clients to receive the full range of advice, resources and experience that today’s complex financial world demands.

Who are our clients?

What do we do for our clients?

We begin with an intense discussion of your goals and objectives including a candid conversation about family dynamics. Since we take an integrated view, we consider your assets, liabilities, income and expenses including any assets held away from UBS. We can then produce a multi-year financial model that leads to an appropriate portfolio and improved liability structures. We collaborate with your other financial professionals to refine your estate planning strategy and to create a more tax-efficient investment plan. We are also active in life, disability and long-term healthcare and insurance planning. Our clients appreciate our ability to provide multiple solutions through a comprehensive approach.

What are the benefits of our relationship?

You will receive the insights you need to navigate difficult markets from our partnering with an elite group of highly trained specialists inside and outside of UBS, nationally and globally. You’ll benefit from our experience in asset management, liability strategies and financial planning as well as private investor research and trading—areas of expertise usually reserved for institutional and corporate clients. You’ll be part of a network of those like yourselves that are invited to exclusive networking and educational events. In sum, your financial lives will have the advantage of a comprehensive approach supported by global resources and locally delivered by knowledgeable professionals.

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Your serious questions. Our serious answers.

Pursuing your goals together

Darrell S. Rosenthal, CIMA, CDFA

Stephen Cordill

Michael Dawson

Andrew Kaminsky

Cristobal Cantu

Kendyl Howard