Jason joined UBS Private Wealth Management in 2009 and has more than 20 years of private wealth management experience. His previous work experience includes seven years at Goldman Sachs, following six years at Morgan Stanley. Currently, Jason serves on the campaigns committee of the North Texas Food Bank. He received his B.B.A. from Southern Methodist University and his M.B.A. from Owen Graduate School of Management at Vanderbilt. His licenses include: Series 3, 7, 63, 65 and life insurance.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Greg joined UBS Private Wealth Management in 2009 and has more than 20 years of private wealth management experience. Previously, he worked for 15 years at Goldman Sachs after spending five years with Conoco as an oil trader implementing risk management strategies. Greg is the lead portfolio manager for the team’s proprietary $500 million Master Limited Partnership portfolio strategy. He received his B.S. from Louisiana State University and his M.B.A. from Harvard Business School. His licenses include: Series 3, 7, 63, 65 and life insurance.

Registered States:
AR, AZ, CA, CO, CT, DC, DE, FL, HI, ID, IL, LA, MA, MO, MS, NC, NE, NH, NM, NY, OH, OK, OR, PA, PR, SC, SD, TX, UT, VA, WA, WI

Kerry joined UBS Private Wealth Management in 2009 after spending 11 years at Goldman Sachs, following five years working for GE Capital in London, Amsterdam, Strasbourg and New York. She is the VP of Finance for UTD‘s Callier Center for Communication Disorders Foundation and serves on the World Affairs Council Advisory Board. Kerry received her B.S. in business administration from The University of North Carolina at Chapel Hill and her M.B.A. from The Sloan School of Management at MIT. Her licenses include: Series 3, 7, 63, 65 and life insurance.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Amy established her career at Goldman Sachs, where she spent 10 years, before joining UBS Private Wealth Management in 2009. She received a Bachelor of Arts in psychology from The University of Texas at Austin. Her licenses include: Series 7 and 63.

Registered States:
AR, AZ, CA, CO, DC, DE, FL, ID, IL, LA, MA, MO, MS, NC, NE, NH, NM, NY, OH, OK, OR, PA, PR, SC, SD, TX, UT, VA, WA

Lauren started her career at Goldman Sachs before joining UBS Private Wealth Management in 2009. She graduated from The University of Texas at Austin with a Bachelor of Science in public relations and a concentration in business. Her licenses include: Series 7, 66 and life insurance.

Registered States:
AR, AZ, CA, CO, DC, DE, FL, ID, IL, LA, MA, MO, MS, NC, NE, NH, NM, NY, OH, OK, OR, PA, PR, SC, SD, TX, UT, VA, WA

Brooks joined UBS Private Wealth Management in 2016 after working a year in our Charlotte office, following four years at Vanguard. She received a Bachelor of Arts in language and international trade from Clemson University. Her licenses include: Series 6, 7, 63 and 66.

Registered States:
AR, AZ, CA, CO, DC, DE, FL, ID, IL, LA, MA, MO, MS, NC, NE, NH, NM, NY, OH, OK, OR, PA, PR, SC, SD, TX, UT, VA, WA