Together matters.

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David provides families and private foundations with over 30 years of experience in wealth management and perspective gained from multiple market cycles.  His career began in the 1980's during the Texas energy, banking, and real estate crisis and evolved for the next 28 years within Bank of America and its predecessor banks.  His experience spans the capital markets - commercial corporate lending in Houston, syndicated real estate restructuring in Washington D.C., and private banking in Dallas and Houston.  In 1994, he joined Bank of America's Private Bank in Dallas, bringing his insight to high net worth families and private foundations.  Later in 2000, David was asked to become Market Executive to lead the Private Bank in Houston, New Mexico, Louisiana, and the International Private Bank.

In 2007, David formed a team with Whitney Randolph within Bank of America's Family Wealth Advisors Group.  Only 14 teams were invited to join this exclusive, New York-based division, serving ultra high net worth families and private foundations.  In 2010, Creasey Randolph Wealth Consulting joined UBS Private Wealth Management to provide ultra high net worth families with an intimate, family office experience, backed by the capabilities of UBS, a world leader in wealth management, with over 150 years serving some of the world's wealthiest familities.

David is FINRA licensed holding the Series 7, 24, 53, 65 and 66 securities licenses.  He earned a B.B.A. from Baylor University and an M.B.A. from Baylor in 1982.  Deeply committed to his community, he is on the Board and the Executive Committee of the Sam Houston Area Council for the Boy Scouts of America and is chairman of its Investment Committee.  He has served on the Board, Executive Committee and Investment Committee for the Alley Theatre and chairs the Education and Community Engagement Committee.  David also serves as a Counselor to the Aim Investment Research Center's Cougar Fund Graduate Program at the University of Houston.

 

 

• Forbes Best-in-State Wealth Advisors, 2024The 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.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Baylor University, B.B.A.
• Baylor University, M.B.A.

• Private Wealth Advisor

4400 Post Oak Parkway
20th Floor
Houston, TX 77027

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Whitney has twenty years of experience working in Private Wealth Management. In 2010, she joined UBS Private Wealth Management to provide ultra-high net worth families and private foundations an intimate, family office experience, drawing from the global resources of a firm with over 150 years serving some of the world's wealthiest families.

Whitney started her career just prior to the Tech Bubble bursting in 2000.  With interests in both the quantitative and qualitative aspects of risk management, she served as Bank of America's regional Asset Allocation Specialist and later a Portfolio Manager within its trust division.  Market events during this period only reinforced her appreciation of the importance of fundamentals in identifying bubbles and managing risk.    In 2007, she and David Creasey joined the firm's Family Wealth Advisors Group - a select wealth management division, headquartered in New York and dedicated to serving families and private foundations with investment assets in excess of $50 million. 

Whitney is FINRA licensed, holding Series 7 and 66 securities licenses. She holds the Certified Investment Management Analyst (CIMA®) designation through Yale's School of Management, as well as the Endowment & Foundation Consultant designation.  She holds a B.A. from Rice University and a Master of Science in Finance from the Bauer College at the University of Houston.  Since 2007, she has been a member of the Society of Fellows at the Aspen Institute.  She serves as a Trustee for the Rockwell Fund foundation and is a member of its Investment Committee.  She also enjoys serving on the Board of Directors to the University of Houston's Cougar Investment Fund.  With a strong interest in helping the next generation, she is a counselor to Bauer College's graduate level finance students at the Aim Investment Research Center's Cougar Fund.

• Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes America's Top Women Wealth Advisors Best-in-State, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2019, 2021, 2022, 2023, 2024The 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.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Rice University, Bachelor of Arts
• Bauer College at the University of Houston, Master of Science, Finance

• Senior Portfolio Manager
• Certified Investment Management Analyst®
• Accredited Endowment & Foundation Consultant (E&FC)
• Investment Fiduciary® (AIF®)
• Institutional Consultant, UBS Institutional Consulting Program

4400 Post Oak Parkway
20th Floor
Houston, TX 77027

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Jon has over 30 years of experience working with institutions. The Willhite Institutional Consulting Group, which was founded by Jon in 1995, was recognized by PLANSPONSORS magazine as a finalist for "Retirement Plan Advisory Team of the Year" in 2012, 2013 and 2014 and has also been named one of PLANADVISOR'S Top 100 Retirement Plan Advisers from 2012 through 2015. Jon was granted the 401(k) Advisor Leadership Award by the National Association of Plan Administrators in 2012 and 2013.

As a member of the select UBS Institutional Consulting Group, a Senior Institutional Consultant and a Senior Retirement Plan Consultant, he serves a variety of cities, unions, non-profits, corporations, hospitals and insurance companies. Jon is a member of the Illinois Public Pension Advisory Committee. 

Jon graduated from the Texas State University with a B.A. in Finance, and later earned the designation of Certified Investment Management Analyst (CIMA®) through the Wharton School of Business. Through the Center for Fiduciary Studies at the Katz Graduate School of Business, University of Pittsburgh, Jon achieved the Accredited Investment Fiduciary (AIF®) designation.

Jon serves as a lead consultant on the team and attends Investment Committee meetings and quarterly performance reviews.  His primary responsibilities include assistance with committee and governance structure development, investment policy development, asset allocation analysis, investment committee education, investment structure reviews and coordination and oversight of all investment consulting services.

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• PLANADVISER Top Retirement Plan Advisers, 2013, 2014, 2015, 2016, 2017, 2018The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
• PLANADVISER Top Retirement Plan Advisers, 2021The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.

• Texas State University, B.A., Finance

• Certified Investment Management Analyst®
• Investment Fiduciary® (AIF®)

1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200
The Woodlands, TX 77380

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Jamicia Ware is a native of Houston, who began her career in Finance 9+ years ago at Wells Fargo Bank.

Previously, Jamicia served as a leader in consumer banking holding various job roles, including Senior Premier Banker.  She specializes in industry innovation, and in fostering team development through her ingenuity, creativity,  and compassion.

Jamicia currently serves as Team Business Manager, guiding a high-performing Private Wealth Management team.  She emphasizes on account operations, including leading and managing overall client requests, financial activities, and firm operations and capabilities.  She acts as specialist and liaison of client relationships with the UBS credit and lending branch, including facilitating mortgages, Ag Ranch Loans, and other unique credit needs, such as unsecured Lines of Credit, and yacht or airplane loans.  Jamicia also uses her highly developed marketing skill to provide strategic guidance and development for the team branding and continued national industry recognition.  She is a critical contributor to the team’s growing success.

Jamicia is currently working towards completing her Masters in Business Administration (MBA) at the University of Houston – Downtown.  She is FINRA Licensed, holding her Series 6, 7, 66, 65 and Life agent designations.  Jamicia earned her Bachelor of Science degree in Retail Consumer Science with a concentration in Business Marketing at the University of Houston, Bauer College of Business. 

Outside of work, Jam is stays active in her community. She volunteers at events throughout Houston, primarily focused on addressing children in poverty and assisting them to help become secure contributors to their families and communities as adults by providing professional clothing, career mentoring, and teaching essential life-skills.

4400 Post Oak Parkway
20th Floor
Houston, TX 77027

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Lindsi is a Wealth Strategy Associate and Tactical Portfolio Manager who works closely with Financial Advisors in Private Wealth Management.  She performs daily tasks related to client’s portfolios including rebalancing, distributions, and cash management. 

 

Her primary responsibilities on the team include performance review and reporting, portfolio investment proposal and implementation, and business development.

 

Lindsi has more than four years in the financial services industry. Before coming to UBS, she worked as a financial strategist for a Certified Financial Planning firm and a portfolio analyst, then later portfolio manager, for the Cougar Investment Fund, LLC at the University of Houston - C.T. Bauer.  She holds her Series 7, 63, and 66, along with both life and health insurance licenses.  She is currently studying for the CIMA exam to earn her designation as Certified Investment Management Analyst.  Lindsi received a B.S. in Microbiology from Texas State University and a M.S. in Finance from University of Houston. 

 

Lately, in her free time, Lindsi works with local organizations to rescue, rehabilitate, foster, and rehome orphaned, injured, and homeless cats in Houston.  She is interested in international relations and sustainable development.

4400 Post Oak Parkway
20th Floor
Houston, TX 77027

John is a Client Service Associate with UBS’s Private Wealth Management division, serving ultra-high net worth and high net worth families and their private foundations. 

He provides portfolio analytics and research for UBS’s BTN Partnership. This partnership has over 100 years of combined experience serving the wealth management needs of ultra-high net worth and high net worth families and individuals.  His day-to-day contributions include working with the investment team to provide portfolio analytics, creating investment proposals, conducting portfolio stress tests and scenario analysis, as well as working on quantitative analytics, modeling and development projects. His work in these areas makes him a key team member providing data and analytics that inform investment decisions.

Passionate about disruptive technologies and its potential impact on global economics, society and the future, he participates in the team’s Beyond the Noise Investment Circle. In this role, he is responsible for covering topics of Strategic Notice, long-term dynamics that present both opportunity for investing, but also the potential for structural shifts in risk. He is currently pursuing a Bachelor of Science degree at the University of Houston, where he is majoring in Finance.

4400 Post Oak Parkway
20th Floor
Houston, TX 77027