Meaningful connections for your lifelong plan

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Grant is a Financial Advisor, Managing Director in the Private Wealth Management division of UBS where he provides advice and guidance to several multi-generational, Ultra High Net Worth families.

Prior to joining UBS, Grant was a Private Wealth Advisor at Morgan Stanley in Houston. While at Morgan Stanley, Grant was selected for a leadership position on the Private Wealth Management Council where he worked alongside other successful PWA's from across the country to provide valuable advice and guidance to senior management. Prior to Morgan Stanley, Grant was a Private Wealth Advisor in the Merrill Lynch Private Banking and Investment Group.

Before his career as a Private Wealth Advisor, Grant was an Investment Banker with ABN AMRO in San Francisco where he provided capital markets advice and guidance to senior executives of public and private multi-billion dollar technology companies.

Grant received his B.A. from The University of Texas at Austin and his M.B.A in Finance from Texas Christian University. Grant has served on several executive and advisory boards including Texas Children's Cancer Center, Young Life Greater Houston, and St. Francis Episcopal Church. He is married to Lee Shropshire Fortney of Fort Worth and has two lovely daughters named Claire and Marguerite.

• TCU, Master of Business Administration: 1998 - 2000
• The University of Texas at Austin, Bachelor of Arts: 1989 - 1994

• Portfolio Manager

• AR
• CA
• CO
• FL
• GA
• LA
• MT
• NY
• OK
• TN
• TX

Scott is a Financial Advisor, Managing Director in the Private Wealth Management division of UBS.

Prior to joining UBS, Scott was a Private Wealth Advisor at Morgan Stanley in the Private Wealth Management office in Houston. Prior to Morgan Stanley, Scott was a Private Wealth Advisor for the Merrill Lynch Private Banking and Investment Group in Houston 

Scott received his B.A. from The University of Texas and is involved in many charitable organizations and leadership roles in the community. He has two sons named Walt and Tanner and a daughter named Tatum.

• The University of Texas at Austin, Bachelor of Arts: 1987 - 1991

• AR
• CA
• CO
• FL
• GA
• LA
• MT
• NY
• OK
• TN
• TX

Michael is a Financial Advisor, Senior Vice President in the Private Wealth Management division of UBS.

Prior to joining UBS, Michael worked for Morgan Stanley in the Private Wealth Management office in Houston where he achieved the designation of Private Wealth Advisor and Family Wealth Director.

Prior to Morgan Stanley, Michael worked for Merrill Lynch Private Banking and Investment Group as a Private Wealth Management Analyst.

Michael received his B.B.A. in Finance from the McCombs School of Business at The University of Texas. He is married to Lindsey Nichley and they have a son named Britton and two daughters named Virginia and Eva Jane. Michael holds the Chartered Financial Analyst designation and is a member of the CFA Institute. He is also an Eagle Scout.

• The University of Texas at Austin, Bachelor of Business Administration: 2005 - 2009

• Chartered Financial Analyst®
• Portfolio Manager

• AR
• CA
• CO
• GA
• LA
• MT
• NY
• SC
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• TX

Tami has been passionate about servicing the complex needs of Ultra High Net Worth families for over 30 years.

Along with her desire to deliver an exceptional client experience, Tami has honed her extraordinary skill set to cater to the needs of Private Wealth Management clients and their families. These clients ultimately come to rely on her expertise to successfully manage their very busy lives, both personally and professionally. 

Specifically, Tami has years of experience working with corporate executives of public companies, business owners, entrepreneurs, and multi-generational families. In this capacity, Tami often works closely with clients' attorneys, accountants and family offices to facilitate seamless coordination for the client.

Tami is a native Houstonian and has successfully raised two wonderful and brilliant daughters.