Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Michael William Green

Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
713-350-8100

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Mr. Green is a Senior Vice President at UBS Financial Services - Private Wealth Management in Houston. Previously, he was a Director in the Houston Private Banking North America business of Credit Suisse Securities. Michael began his career in 1996 as a Personal Business Manager for Austin Entrepreneur, Lowell Lebermann, and later as a research analyst for a Dallas based hedge fund. He received both a BBA and an MBA in Finance from the University of Texas at Austin.


Registered States:
AR, AZ, CA, FL, IL, KS, KY, LA, MA, MT, NM, NV, NY, OK, TX, WA


Michael Hood

Senior Vice President - Wealth Management
Financial Advisor
713-350-8102

email



Mr. Hood is a Senior Vice President at UBS Financial Services - Private Wealth Management in Houston, he has over 40 years experience in the investment industry. He graduated from the United States Military Academy, West Point, N.Y. and holds an MBA from Columbia University. After leaving West Point, he served two combat tours in South Vietnam as an infantry officer and was awarded a Silver Star. Previously he was a director in the Houston Private Banking North America business of Credit Suisse Securities. Before that, he spent 20 years in the Private Client Group at Goldman Sachs in Houston. In addition to his current duties, he serves as Civilian Aide to the Secretary of the Army. Mr. Hood also serves on the board of The TRIAD Foundation, a fund dedicated to the assistance of Iraq and Afghan veterans and their families in Texas through the Dallas Foundation.


Registered States:
AR, AZ, CA, FL, IL, KS, KY, LA, MA, MT, NM, NV, NY, OK, TX, WA


William Campbell Nixon

Vice President - Wealth Management
Financial Advisor
214-965-6168

email



Mr. Nixon is a Vice President at UBS Financial Services - Private Wealth Management in Dallas. Prior to that he served as Executive Director and Head of Office for Vontobel Swiss Wealth Advisors.  Will also spent 8 years as Vice President of Marketing and Client Services for The Mitchell Group Inc., a Houston based R.I.A. specializing in energy equities, and served as the Senior Adviser to the American Ambassador to Switzerland and Liechtenstein.  He was awarded the U.S. Department of State’s Meritorious Service Award for building key relationships in the Swiss Banking and Insurance industries.  Will studied Business Administration at the University of Texas at Austin and earned his MBA from IMD, in Lausanne, Switzerland. He is currently a member of the board of the American Swiss Foundation in New York.

 

 


Registered States:
CA, LA, OK, TX


Jakob Markus Schroeter

Vice President - Wealth Management
Financial Advisor
214-981-0597

email



Mr. Schroeter serves as Vice President of UBS Private Wealth Management in Dallas. He advises  ultra-high net worth individuals, families and foundations by providing tailored financial solutions.  Jakob has more than 13 years of international experience in Wealth Management and Investment Banking with assignments in the US, Switzerland and Europe. Prior to joining UBS PWM, Jakob worked at Vontobel Swiss Wealth Advisors Ltd, BNP Paribas, UBS Investment Bank and Citigroup.  He received his BS in International Economics & Business from the University of Groningen, before receiving his MS in Econometrics with a specialization in Quantitative Finance from Erasmus University Rotterdam, the Netherlands. He also received a Certificate in Management from the Southern Methodist University - Cox School of Business and is a Trusted Estate Practitioner (TEP) and Full Member of the Society of Trust and Estate Practitioners.


Registered States:
CA, IL, LA, NY, TX


Christina Ann Sonnier Smith

Authorized Officer
Team Administrator
713-350-8109

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Mrs. Sonnier has been in the financial services industry for 16 years. She began her career as a Branch Office Administrator with UBS Financial Services in Lafayette, LA, after receiving a Bachelor's Degree in Finance from the University of Louisiana at Lafayette in 2003. Shortly after moving to Houston in 2012, she joined our team at Credit Suisse as a Registered Associate where she managed all administrative and operational functions. After the team's move to the Private Wealth Management division of UBS in 2015, she assumed the role of Team Administrator overseeing daily operations and portfolio management.

 


Registered States:
AR, AZ, CA, IL, KS, KY, LA, MA, MT, NM, NV, NY, OK, TX, WA


Mary Beaver Herbert

Client Service Associate
713-350-8119

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Ms. Herbert began her career in Private Wealth Management when she joined our team as a Client Service Associate in 2016. Her focus is on client reporting and business development as well as clients' day-to-day operational requests. Previously she worked in Retail Property Management at Weingarten Realty Investors. Mary received a Bachelor of Science from the University of Texas at Austin in 2004.


Registered States:
AR, AZ, CA, IL, KS, KY, LA, MA, MT, NM, NV, NY, OK, TX, WA