Be global. Feel local.

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As a Managing Director of the team, David has over 30 years of experience advising high-net-worth individuals on all aspects of their wealth.  David is the lead portfolio manager for the team's proprietary concentrated equity and private equity strategy.  He specializes in collaborating with business owners and entrepreneurs on pre-liquidity and post-liquidity events.

Prior to UBS, David was a Managing Director in Private Banking at Lehman Brothers and Credit Suisse.  

David earned his B.A in Economics from the University of Mississippi.  He enjoys spending time with his wife and three kids as well as fishing at his ranch in East Texas.   

• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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As a Senior Vice President for the team, Nat has over 42 years of experience managing investments for affluent individuals, families, and institutions.  Nat leads the institutional level portfolio research and analytics for our team that is aligned with UBS's proprietary intellectual property.

Nat holds the Certified Investment Management Analyst - CIMA® designation.  Prior to UBS, Nat was a Senior Vice President at Lehman Brothers and Hanifen, Imhof, Inc. 

Nat attended the University of Mississippi.  He is on the Advisory Board and a mentor and teacher for the Men of Nehemiah.  Nat is also on the Advisory Board for Root Cause, Forefront Living, and Parent Compass. 

• Certified Investment Management Analyst®

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As a Financial Advisor, Jordan focuses on investment strategy due diligence as well as constructing and managing concentrated equity holdings for the team.  He began his career as an M&A analyst, gaining 5 years of investment banking experience in the healthcare sector.  After leading several transactions, Jordan ventured into entrepreneurship and was a small business owner in the Dallas area.  Subsequent to a successful exit, he was led back to finance where his deep knowledge of financial modeling and private company valuation serves the team's sophisticated clients.

Jordan sits on the board for two 501(c)3 ministries as well as on the Finance Committee for Dallas Arboretum and Botanical Gardens.

Jordan earned his B.A. in Financial Management from Abilene Christian University.  In his spare time he enjoys traveling with his wife and having a ton of fun being a girl-dad to his two daughters. 

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As a Financial Advisor, Saman focuses on providing business analytics, project management, and wealth strategies for HNW clients.  His primary focus on the team is to evaluate and source Direct Private Equity offerings vetted by the UBS Investment Bank.  Saman works closely with business owner clients on pre-liquidity and post-liquidity situations leveraging UBS's broad set of global capabilities to expand their wealth.

Saman holds the Certified Exit Planning Advisor - CEPA designation, uniquely equipped to advise business owner clients and prospects with strategies on business transitions and exit options.  

Prior to UBS, Saman was a Tennis Professional representing his native country of Sweden.  Saman earned his B.A in Business Administration and M.S in Kinesiology from the University of Central Oklahoma.  He enjoys spending time with his wife, cooking, and traveling.   

• Certified Exit Planning Advisor

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As an Authorized Officer, Heather focuses on managing the team's cash management, trading, and operational needs and has over 25 years of industry experience.  She is committed to providing a smooth execution of all facets of the client experience.  Heather maintains ongoing communication with portfolio managers and investment product specialists to ensure our clients receive transparent and cost effective investment management.

Prior to UBS, Heather was a Financial Advisor at Morgan Stanley, Lehman Brothers, as well as a Senior Relationship Manager at Credit Suisse.

Heather earned her B.A in Economics from the University of North Texas.  She enjoys spending time with her kids, playing tennis, and traveling.