A partnership to pursue what matters most

At UBS, we understand what it takes to run a successful business - it begins with dedicated individuals inspired to be the best and achieve the best for their company.

That's why when it comes to providing the best solution to administering an equity compensation plan, it's more important than ever to choose the right business partner.

We deliver administration and participant support services that help you manage your plans with confidence. Our goals are clear: improving your plan’s flexibility and efficiency, while simplifying your daily involvement. We want your company’s experience with us to be nothing less than exceptional.

It is important for participants to understand the role equity compensation plays in their overall wealth management and the decisions that may be appropriate for their circumstances. At UBS, we offer a fully integrated set of products and services to address the needs of plan participants and their families. For plan participants who choose to expand their relationship with UBS, our Advisors are available to provide the guidance and direction needed to address their most complex financial objectives.

Bobby Fisher and Gregory Klenke have been recognized as industry leaders.

Financial Times Top 400 Financial Advisor, 2015
Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013
Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016
WealthManagement.com Top 100 Wirehouse Advisors, 2014

Investment Insights


Houston Financial Advisors, Fisher, Klenke and Hull

1000 Main Street
26th Floor
Houston, TX 77002


Allan J. Klenke

Senior Vice President – Wealth Management
Senior Portfolio Manager
Edgar D. "Deven" Hull

Vice President – Wealth Management
Chartered Retirement Plans Specialist (CRPS®)
Portfolio Manager
Corporate Stock Benefit Consultant
Timothy L. O'Connor

Account Vice President
Financial Advisor
Gregory Owen "Greg" Klenke

Managing Director – Wealth Management
V. Robert "Bobby" Fisher Jr.

Managing Director – Investments
Mark Kaye

Vice President – Wealth Management
Corporate Stock Benefit Consultant
Kevin Birkner

Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)
Corporate Stock Benefit Consultant
M. Denaee Eastwood

Associate Director
Tracey Palacios

Team Administrator
Chad W. Irwin

Investment Associate
Lyndsay Schick

Client Service Associate
Wendy J. Walker

Senior Client Service Associate
Tamila J. "Tami" Ingle

Senior Client Service Associate
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