Deep roots. Forward thinking.

Private Wealth Management

At Young Lockwood Sauer Wealth Management, we believe that in a rapidly changing world, continuity is more important than ever. We are a UBS Private Wealth Management team with a 35-year, continuous history of working together. Our roots run deep at UBS—the firm that we chose to begin our careers and to us, the firm where our clients, their families and their businesses are best served. While decades of experience enable us to confidently problem solve with tailored advice and solutions, we are constantly challenging ourselves to learn more and to bring forward thinking and new ideas to our conversations. There’s no greater priority than to build trusted relationships that evolve and endure—over time and across generations.

What's your vision?

We can help you bring your vision to life.

Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

Pursuing your goals together

In today's economy, good financial advice is critical. That’s why it’s important to work with a team of dedicated Financial Advisors committed to listening to you, understanding your concerns, and helping you make sure all aspects of your financial life are aligned. We strive to provide advice tailored to your individual circumstances and all you'd like your wealth to achieve.

Talk to us about how we can help you embrace your financial future with confidence.

John "Barry" Young Jr., CIMA

Managing Director–Wealth Management
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
“With my training and extensive experience with the markets, we use the firm’s global access to a wide range of resources to anticipate the needs of business owners and get them the individual attention that is critical to facing their crucial financial decisions.”
– Barry Young

Barry has spent more than 30 years with UBS providing comprehensive guidance to exceptional multigenerational families and business owners. These clients count on Barry for the advice they need to help preserve wealth through an integrated investment strategy. Specifically, his custom portfolios are built on a foundation of diversification. Helping clients meet challenges—from complicated wealth transfer structures to concentrated stock positions—allows Barry and his team to maintain the highest standards of integrity and professionalism in their relationships.

Certified as a UBS Private Wealth Advisor and Family Office Consultant, Barry provides deep access to the firm’s global resources. Focusing on tailored, tax-aware investment management and estate planning, his goal-oriented planning and objective investment guidance has made a real impact in the lives of his clients.

Life
- Barry is the past chairman of Coastal Conservation Association’s STAR Tournament.
- He serves on the modern and contemporary selections committee at the Museum of Fine Arts, Houston.
- He is a member of the Menil Society and Menil Contemporaries patrons group and serves on the Menil Collection's development committee.
- Houston Methodist Surgical Innovations Task Force at Methodist Hospital.
- Barry and his wife, Elizabeth, have two daughters, Isabel and Sophia.
- Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- University of Georgia, B.A. in History and Economics
- Certified Investment Management Analyst®
- Private Wealth Advisor
- UBS Family Office Consultant
- UBS Chairman’s Council member
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Elizabeth Gillean Lockwood

Managing Director–Wealth Management
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
“All of our private clients and their families enjoy a customized financial plan specific to their risk tolerance, time horizon and long-term goals.”
– Liz Lockwood

Liz has spent her entire career—the last three and a half decades—with this team at UBS. She has cultivated a specialization in private clients, their families and foundations. As a Private Wealth Advisor who has earned the UBS business designation of Family Office Consultant for her focus on exceptional families, Liz provides deep access to the global resources, solutions and services of the firm. With a disciplined focus on investment management, analysis and research, she offers a highly personalized investment strategy and service experience for each client.

Because of her success and the lasting relationships she has built with clients, Liz was selected to serve on the UBS Financial Advisor Advisory Council (FAAC), as well as the firm’s Strategic Planning Committee. A sought-after authority on the markets, Liz has appeared on the Houston edition of CNBC’s Street Signs and has been featured in the Barron’s video “How to Smooth the Market Roller Coaster.”

Life
- Liz enjoys spending time with family and friends in the Austin community.
- She is married and has two daughters.
- She is an active participant in the ongoing research panel at the University of Texas.
- Barron's Hall of Fame, 2019
  The Barron's rating is awarded annually in October and is based on Barron's ratings received over the prior 10 years.
- Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Women Advisors, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
- Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 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 Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The 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 Women Wealth Advisors, 2020, 2021, 2022, 2023The 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.
- University of Texas, B.B.A. in Finance
- Private Wealth Advisor
- Senior Portfolio Manager
- UBS Family Office Consultant
- Series 7, 65 and 66 securities licenses and insurance licenses
- UBS Chairman’s Council member
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Brian Sauer, CFP

Managing Director–Wealth Management
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
“I consider myself an entrepreneur. So when it comes to seeing my clients’ big picture and helping them pursue their goals, I understand the entrepreneurial drive.”
– Brian Sauer

Brian is a fourth-generation Houstonian. With more than 20 years of investment management experience, he has earned the UBS business designation of Family Office Consultant for his focus on helping exceptional families. He specializes in financial planning, portfolio management and asset allocation.

Working directly with a diverse group of successful entrepreneurs and business owners going through the sale or transition of their business, Brian has extensive experience with private equity and uncommonly complex investment needs. Brian believes that clients are friends, first and foremost. Serving as the team lead on legacy and multigenerational planning, he creates, reviews and tracks comprehensive wealth plans and builds highly customized financial strategies.

Life
- Brian is an active member of the Houston community and is an involved parent.
- Brian and his wife are active in Small Steps Nurturing Center, an organization that operates two preschools for economically at-risk children living in the Fifth Ward and surrounding areas of inner-city Houston, TX. The organization provides two- to six-year-old children a high-quality education, social and emotional support, transportation and nutritious meals in a nurturing Christian environment.
- He serves on the University of Texas Medical Branch Development Board in Galveston and on the board of directors for the Galveston Bay Foundation. Brian is also ambassador of the Congaree Golf Foundation, which provides resources for educational and vocational mentorship opportunities to help shape the lives of underserved and ambitious youths who share a passion for golf.
- Brian and his wife, Stephanie, have two children, Lindsay and Hunter.
- Barron's Top 1,200 Financial Advisors, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The 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.
- Texas Tech University, B.B.A. in Marketing
- Senior Portfolio Manager
- CERTIFIED FINANCIAL PLANNER™
- UBS Chairman’s Council member
- UBS Family Office Consultant
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Charles Litton, CFA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
Charles Litton joined our group as a Financial Advisor and Investment Analyst in 2011. As a Chartered Financial Analyst®, Charles is the team’s dedicated analyst and focuses on asset allocation, manager due diligence and portfolio analytics. He graduated from Rice University's Jesse H. Jones Graduate School of Business, where he earned his Masters of Business Administration. Prior to his graduate course work, Charles worked in the Corporate Lending group at Amegy Bank in Houston. He holds an undergraduate degree in economics from University of Virginia and attended The Kinkaid School here in Houston. Charles holds Series 7 and Series 66 securities licenses. Outside the office, he enjoys playing golf and spending time with friends and family. He and his wife Laura have two children, Cecilia and Thomas.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Rice University's Jesse H. Jones Graduate School of Business, Masters of Business Administration
- University of Virginia, Economincs
- Chartered Financial Analyst®
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Greg Eknoyan

First Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Greg Eknoyan joined UBS in 2006 and joined our team in 2021 as a Financial Advisor. With over 29 years of investment experience, Greg began his career at Paine Webber in 1991 and also worked for several years at Oppenheimer Inc. prior to moving to UBS. In 2009, he earned the UBS Wealth Advisor designation.

From retirement, estate, and overall financial planning to bespoke wealth management solutions, Greg brings diverse experience to his practice across the spectrum of clients’ needs. He specializes in financial planning, portfolio management and asset allocation. He holds the Series 7 and 66 securities licenses and is accredited to offer insurance.

Greg graduated in 1991 from Texas A&M University with a degree in Philosophy. He enjoys college football and spending time in the country at his in-laws’ farm near Weimar, Texas. Greg and his wife Leah have two children: Sarah, a junior at Vanderbilt University, and Will, a senior at Lamar High School. Greg has served with Leah as the President of the Briargrove Elementary Parent Teacher Organization (PTO) and as the President of Tanglewood Middle School PTO. Greg is a native Houstonian and attended St. Thomas Episcopal from Kindergarten through High School.
- Texas A&M University, Philosophy
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Elizabeth DeMontrond

Account Vice President

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
Liz DeMontrond joined our group as a Financial Advisor in 2019. Before UBS, Liz spent four years at Goldman, Sachs & Company in the Investment Management Division as a Private Wealth Advisor in Houston. Liz graduated from the University of Virginia's Darden Graduate School of Business, where she earned her Masters of Business Administration. Before her graduate work, Liz worked for IBERIA Capital Partners, an energy-focused brokerage group within IBERIABANK in New Orleans. After attending St. Agnes Academy High School in Houston, Liz went to Princeton University and graduated with a B.A. in Art History in 2011. She played varsity volleyball at Princeton for four years and captained the team her Senior Year. Liz holds her Series 7, Series 66, and Series 3 securities licenses. Liz resides in Houston with her husband, George, and their Bernedoodle puppy Bear. She is on the board of the Princeton Alumni Association of Houston and is on the Corporate Committee of the Menil Collection.
- Virginia's Darden Graduate School of Business, Masters of Business Administration
- Princeton University , B.A. in Art History
4400 Post Oak Parkway
17th Floor
Houston, TX 77027

John "Barry" Young Jr., CIMA

Managing Director–Wealth Management
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
“With my training and extensive experience with the markets, we use the firm’s global access to a wide range of resources to anticipate the needs of business owners and get them the individual attention that is critical to facing their crucial financial decisions.”
– Barry Young

Barry has spent more than 30 years with UBS providing comprehensive guidance to exceptional multigenerational families and business owners. These clients count on Barry for the advice they need to help preserve wealth through an integrated investment strategy. Specifically, his custom portfolios are built on a foundation of diversification. Helping clients meet challenges—from complicated wealth transfer structures to concentrated stock positions—allows Barry and his team to maintain the highest standards of integrity and professionalism in their relationships.

Certified as a UBS Private Wealth Advisor and Family Office Consultant, Barry provides deep access to the firm’s global resources. Focusing on tailored, tax-aware investment management and estate planning, his goal-oriented planning and objective investment guidance has made a real impact in the lives of his clients.

Life
- Barry is the past chairman of Coastal Conservation Association’s STAR Tournament.
- He serves on the modern and contemporary selections committee at the Museum of Fine Arts, Houston.
- He is a member of the Menil Society and Menil Contemporaries patrons group and serves on the Menil Collection's development committee.
- Houston Methodist Surgical Innovations Task Force at Methodist Hospital.
- Barry and his wife, Elizabeth, have two daughters, Isabel and Sophia.
- Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- University of Georgia, B.A. in History and Economics
- Certified Investment Management Analyst®
- Private Wealth Advisor
- UBS Family Office Consultant
- UBS Chairman’s Council member
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Elizabeth Gillean Lockwood

Managing Director–Wealth Management
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
“All of our private clients and their families enjoy a customized financial plan specific to their risk tolerance, time horizon and long-term goals.”
– Liz Lockwood

Liz has spent her entire career—the last three and a half decades—with this team at UBS. She has cultivated a specialization in private clients, their families and foundations. As a Private Wealth Advisor who has earned the UBS business designation of Family Office Consultant for her focus on exceptional families, Liz provides deep access to the global resources, solutions and services of the firm. With a disciplined focus on investment management, analysis and research, she offers a highly personalized investment strategy and service experience for each client.

Because of her success and the lasting relationships she has built with clients, Liz was selected to serve on the UBS Financial Advisor Advisory Council (FAAC), as well as the firm’s Strategic Planning Committee. A sought-after authority on the markets, Liz has appeared on the Houston edition of CNBC’s Street Signs and has been featured in the Barron’s video “How to Smooth the Market Roller Coaster.”

Life
- Liz enjoys spending time with family and friends in the Austin community.
- She is married and has two daughters.
- She is an active participant in the ongoing research panel at the University of Texas.
- Barron's Hall of Fame, 2019
  The Barron's rating is awarded annually in October and is based on Barron's ratings received over the prior 10 years.
- Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Women Advisors, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
- Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 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 Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The 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 Women Wealth Advisors, 2020, 2021, 2022, 2023The 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.
- University of Texas, B.B.A. in Finance
- Private Wealth Advisor
- Senior Portfolio Manager
- UBS Family Office Consultant
- Series 7, 65 and 66 securities licenses and insurance licenses
- UBS Chairman’s Council member
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Brian Sauer, CFP

Managing Director–Wealth Management
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
“I consider myself an entrepreneur. So when it comes to seeing my clients’ big picture and helping them pursue their goals, I understand the entrepreneurial drive.”
– Brian Sauer

Brian is a fourth-generation Houstonian. With more than 20 years of investment management experience, he has earned the UBS business designation of Family Office Consultant for his focus on helping exceptional families. He specializes in financial planning, portfolio management and asset allocation.

Working directly with a diverse group of successful entrepreneurs and business owners going through the sale or transition of their business, Brian has extensive experience with private equity and uncommonly complex investment needs. Brian believes that clients are friends, first and foremost. Serving as the team lead on legacy and multigenerational planning, he creates, reviews and tracks comprehensive wealth plans and builds highly customized financial strategies.

Life
- Brian is an active member of the Houston community and is an involved parent.
- Brian and his wife are active in Small Steps Nurturing Center, an organization that operates two preschools for economically at-risk children living in the Fifth Ward and surrounding areas of inner-city Houston, TX. The organization provides two- to six-year-old children a high-quality education, social and emotional support, transportation and nutritious meals in a nurturing Christian environment.
- He serves on the University of Texas Medical Branch Development Board in Galveston and on the board of directors for the Galveston Bay Foundation. Brian is also ambassador of the Congaree Golf Foundation, which provides resources for educational and vocational mentorship opportunities to help shape the lives of underserved and ambitious youths who share a passion for golf.
- Brian and his wife, Stephanie, have two children, Lindsay and Hunter.
- Barron's Top 1,200 Financial Advisors, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The 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.
- Texas Tech University, B.B.A. in Marketing
- Senior Portfolio Manager
- CERTIFIED FINANCIAL PLANNER™
- UBS Chairman’s Council member
- UBS Family Office Consultant
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Charles Litton, CFA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
Charles Litton joined our group as a Financial Advisor and Investment Analyst in 2011. As a Chartered Financial Analyst®, Charles is the team’s dedicated analyst and focuses on asset allocation, manager due diligence and portfolio analytics. He graduated from Rice University's Jesse H. Jones Graduate School of Business, where he earned his Masters of Business Administration. Prior to his graduate course work, Charles worked in the Corporate Lending group at Amegy Bank in Houston. He holds an undergraduate degree in economics from University of Virginia and attended The Kinkaid School here in Houston. Charles holds Series 7 and Series 66 securities licenses. Outside the office, he enjoys playing golf and spending time with friends and family. He and his wife Laura have two children, Cecilia and Thomas.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Rice University's Jesse H. Jones Graduate School of Business, Masters of Business Administration
- University of Virginia, Economincs
- Chartered Financial Analyst®
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Greg Eknoyan

First Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Greg Eknoyan joined UBS in 2006 and joined our team in 2021 as a Financial Advisor. With over 29 years of investment experience, Greg began his career at Paine Webber in 1991 and also worked for several years at Oppenheimer Inc. prior to moving to UBS. In 2009, he earned the UBS Wealth Advisor designation.

From retirement, estate, and overall financial planning to bespoke wealth management solutions, Greg brings diverse experience to his practice across the spectrum of clients’ needs. He specializes in financial planning, portfolio management and asset allocation. He holds the Series 7 and 66 securities licenses and is accredited to offer insurance.

Greg graduated in 1991 from Texas A&M University with a degree in Philosophy. He enjoys college football and spending time in the country at his in-laws’ farm near Weimar, Texas. Greg and his wife Leah have two children: Sarah, a junior at Vanderbilt University, and Will, a senior at Lamar High School. Greg has served with Leah as the President of the Briargrove Elementary Parent Teacher Organization (PTO) and as the President of Tanglewood Middle School PTO. Greg is a native Houstonian and attended St. Thomas Episcopal from Kindergarten through High School.
- Texas A&M University, Philosophy
4400 Post Oak Parkway
17th Floor
Houston, TX 77027
Elizabeth DeMontrond

Account Vice President

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
Liz DeMontrond joined our group as a Financial Advisor in 2019. Before UBS, Liz spent four years at Goldman, Sachs & Company in the Investment Management Division as a Private Wealth Advisor in Houston. Liz graduated from the University of Virginia's Darden Graduate School of Business, where she earned her Masters of Business Administration. Before her graduate work, Liz worked for IBERIA Capital Partners, an energy-focused brokerage group within IBERIABANK in New Orleans. After attending St. Agnes Academy High School in Houston, Liz went to Princeton University and graduated with a B.A. in Art History in 2011. She played varsity volleyball at Princeton for four years and captained the team her Senior Year. Liz holds her Series 7, Series 66, and Series 3 securities licenses. Liz resides in Houston with her husband, George, and their Bernedoodle puppy Bear. She is on the board of the Princeton Alumni Association of Houston and is on the Corporate Committee of the Menil Collection.
- Virginia's Darden Graduate School of Business, Masters of Business Administration
- Princeton University , B.A. in Art History
4400 Post Oak Parkway
17th Floor
Houston, TX 77027

Over 35

Years in business as a team

11 person

seasoned team

Backed by the strength of UBS

A global leader in wealth management

Global Equity Research

Institutional Investor, 2021 Global Rankings

More than 150 years

offering financial advice

Global leader

UBS is a world-leading wealth manager