Rob and his team were hired by UBS in 2008 as the inaugural Private Wealth Management team for the opening of the Dallas Private Wealth Management office. Rob focuses on relationships with private business owners undertaking pre-sale or pre-IPO planning, multi-generational family planning, private foundations, family offices, and individuals with significant wealth.

With more than 26 years' experience in the financial services industry, Rob has earned several notable recognitions, including: 2019 Barron's Top 1,200 Financial Advisors in the U.S., 2019 Financial Time's 400 Top Financial Advisors, and #5 on 2020 Forbes Best-In-State Wealth Advisors. He was also named as a Top 250 Advisor in the United States by Forbes for 2019.

In addition to his role at UBS, Rob serves on the Investment Committee for The Catholic Foundation, a $225 million Dallas Charitable Endowment Fund, and served as Chairman of the Committee from 2017-2018. Rob also sits on the Mendoza College of Business Advisory Council at The University of Notre Dame, where he served as Student Body President.

Prior to this role, Rob spent 12 years at Goldman Sachs Private Wealth Management. Rob earned his B.B.A in finance from the University of Notre Dame and his M.B.A. from Southern Methodist University. Rob is an avid golfer, having competed in the Pebble Beach Pro-Am, has a rescue dog named Bogey and enjoys spending time travelling around the world.

Registered States:
AL, CA, CO, DE, FL, GA, LA, MT, NC, NJ, NM, NV, NY, OH, OK, OR, TN, TX, UT, VA, WA

• B.S., Dallas Baptist University
• Hired by UBS in 2008 as the inaugural Private Wealth Management team for the opening of the Dallas Private Wealth Management office
• More than 34 years experience in the financial services industry
• Goldman Sachs Private Wealth Management, 1975 – 2008
• Focus: Anna manages the team’s cash management, administrative and operational issues. She is highly experienced in filings for restricted stock positions, including Section 16 and Rule 144/145 issues. Her deep industry experience allows her to efficiently service many different types of accounts.

Registered States:
CA, CO, DE, FL, GA, LA, MT, NJ, NM, NY, OH, TN, TX, UT, VA, WA

• Assoc.  Degree, Ryerson University
• Over 15 years of financial services experience working for various financial firms, including Smith Barney and Morgan Stanley
• Over 6 years with UBS Financial Services in both Dallas and New York
• Focuses on all aspects of client service, operations, client reporting, data management and administration and helps lead our team in providing the highest level of service to our clients.

Registered States:
CA, DE, FL, GA, NJ, NY, TX, VA

• B.A. Finance, minor in Economics from University of Houston
• Began journey in wealth management in 2013 with Merrill Lynch Private Banking and Investment Group in Houston
• Continued path in wealth management by working as a financial advisor at a boutique firm and served exclusively physicians and dentists in Houston
• Joined UBS as the wealth planner for the Texas Rockies Private Wealth Management division in 2018
• Focus: Jalen utilizes his wealth planning experience to think comprehensively about all aspects of our clients’ financial lives including cash flow analysis, risk and liability management, charitable giving strategies, estate and multigenerational planning to name a few.  Jalen believes strongly in the value of strategic thinking and collaboration to optimize each client’s financial position over time.  He uses this framework to assist with making tailored recommendations for client portfolios and investment implementation.  Jalen also thoroughly enjoys breaking down the world of personal finance to anyone willing to listen.  He remains committed to the phrase education is empowerment.  He plays an active role in educating clients and their children about their finances and structures the discussions so they can learn at their own pace.  When not in the office, you may find Jalen on a tennis court and dreaming of being a Grand Slam Champion!

Registered States:
AL, CA, CO, DE, FL, GA, LA, MT, NC, NJ, NM, NY, OH, OK, OR, TN, TX, UT, VA, WA