Knowledge, experience, leadership And the confidence to pursue your goals
With more than 40 years of experience in advising high net worth individuals on their wealth management issues including investment planning, estate planning, philanthropy, liability management and entity creation, I bring the knowledge, experience and judgement to be the primary source of wealth management advice coordinating with your other advisors. My clients include current or retired business owners and sellers, executives, professionals, and those that have gained wealth through inheritance or divorce.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Wealth Management |
Houston, TX |
March 2012 - Present |
Bernstein Global Wealth Management |
Principal - Senior Investment Advisor Group |
Houston, TX |
September 2003 - March 2012 |
KPMG LLP |
Tax Partner |
Houston, TX |
February 1979 - July 2003 |
Continental Illinois National Bank |
Financial Counseling Officer |
Chicago, IL |
June 1974 - February 1979 |
IIT - Chicago Kent College of Law |
Part Time Faculty |
Chicago, IL |
September 1977 - February 1979 |
Accomplishments
- Chairman, Executive Committee, AICPA Personal Financial Planning Division
- Speaker and author on tax and estate planning topics at the local, regional and national levels
- 2003 Distinguished Service Award from the AICPA Personal Financial Planning Division
Education
- Knox College, B.A.
- Cornell Law School J.D.
- University of Chicago Booth School of Business
Personal & Community
- Past Chairman Houston Jewish Communty Foundation
- Past Chairman, President and Treasurer Contemporary Arts Museum of Houston
Registered States:
AR, AZ, FL, GA, MD, MT, NC, NM, NY, PA, SC, TN, TX, VA