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He is on the Finance Committee at his church, a member of the CFA Institute and the Houston Society of Financial Analysts.Registered States: AK, AL, AZ, CA, CO, DE, FL, LA, NC, NE, NJ, OK, PA, TN, TX, UT A former professional basketball player with a number of international teams, Bill is equally passionate about his wealth management practice.Outside of the office, Michael is very involved with his family and his church. Beyond his celebrated military career and professional commitments, Rob is an avid golfer and fisherman.He lives in Southside Place with his wife, Jennifer, and three children, Walker, Reid and Megan. He resides in Houston with Valerie and their three children, Abby, Emma, and Ben.He played professional basketball with teams in the United States, Spain, New Zealand, Venezuela, Colombia and Mexico. After 16 years' combined experience with first Goldman Sachs and then Morgan Stanley, Brooke joined UBS in 2009.She and her husband Greg have two children Jacob (17) and Kathryn (15).We strive to develop client relationships that extend beyond the patriarch/matriarch. Army as a Platoon Leader, Company Executive Officer and UH-1 Helicopter Pilot, earning the Bronze Star during combat operations in Western Iraq. Rob is a member of the CFA Institute, the Houston Society of Financial Analysts and the West Point Society of Greater Houston. After college, he spent six years at a privately held vascular access device company, where he managed a sales force of 14 covering seven states with approximately million in revenues.Our fundamental thought when working with clients is summarized in the following statement: 'Our clients are extremely wealthy. Rob also serves on the Board of Directors at Lakeside Country Club. Today, as a member of one of the largest teams in Private Wealth Management at UBS, he is able to apply his passion for investing and his expertise in asset allocation and equity manager evaluation to his work on behalf of clients. Michael currently sits on the Alumni Board at the Mc Combs School of Business and The University of Texas Chancellors Council Executive Committee.
Registered States: AL, AZ, CA, CO, DE, FL, HI, LA, NE, NJ, OK, TN, TX Maren entered the financial services industry in 2006 at Edward Jones.
In fact, upon completing his service to his country, Rob spent the last 20 years developing his skills in asset allocation, portfolio management and fixed income portfolio construction to meet the diverse needs of the team’s clients. He joined UBS with his team in 2009, and gained a range of experience at both Morgan Stanley and Goldman Sachs dating back to 1994.
In 2009, he and his team joined UBS, having gained a range of experience at Morgan Stanley and Goldman Sachs dating back to 1994. Bill graduated from the University of Nebraska–Lincoln in 1986. from the University of Chicago Booth School of Business in 1995.
He manages and is the President for the West University Little League (one of the largest Little Leagues in the country). He currently serves as a board member of Lakeside Country Club.
Active himself, Michael has completed eight marathons and dozens of triathlons, including Ironman Coeur d’Alene in 2005. Army as a Platoon Leader, Company Executive Officer, and UH-1 Helicopter Pilot, earning the Bronze Star Medal and Air Medal during combat operations in Western Iraq. Rob is a member of the CFA Institute, the Houston Society of Financial Analysts, the West Point Society of Greater Houston and Chapelwood United Methodist Church.