Experience Makes all the difference

Jim Lacamp

Senior Vice President - Wealth Management
Senior Portfolio Manager
817-347-3531
jim.lacamp@ubs.com

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Jim Lacamp is a Senior Vice President and Senior Portfolio Manager with MacroPortfolio Wealth Management at UBS Financial Services Inc. He has been in the investment management business since 1985 and is a graduate of Baylor University with a double degree in economics and finance.

You may have seen Jim as a frequent guest on CNBC, Fox News, or Fox Business. He and his partner, Pat Reddell, also a Senior Vice President and Senior Portfolio Manager at UBS Financial Services Inc., have a long-running financial radio show in the Dallas-Fort Worth area. Their show "Money-Sense" airs from 7:00 - 9:00 AM Central Time on 620 AM.

With a combined 64 years of experience, Jim and Pat are highly engaged in the financial markets. They bring a holistic approach to meeting their clients' needs; everything from financial planning to estate planning strategies and portfolio management.

Jim is active in the Fort Worth Community. He serves on the Board of the Presbyterian Night Shelter and the Fort Worth Club. Jim plays in a band, The Hardcore Troubadors. He is a devoted father to his two daughters, Ashley and Hannah.


Registered States:
AL, AR, AZ, CA, CO, FL, GA, HI, IN, KS, KY, MD, ME, MI, MN, MO, NC, NM, NY, OH, OK, PA, TX, VA, WA, WV


Pat Reddell

Senior Vice President - Wealth Management
Senior Portfolio Manager
817-347-3533
pat.reddell@ubs.com

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Pat Reddell began his career in the money management industry in 1983. In 1987, Pat formed a partnership with Jim Lacamp. Their team, MacroPortfolio Wealth Management, consists of six fully registered associates providing high net worth individuals, families, family offices and businesses a complete array of financial services.  They specialize in all aspects of planning and investing while frequently working with CPAs, Attorneys, Bankers, Real Estate Professionals and other money managers to provide the highest level of service for their clients.

Pat is a co-host of the Money-Sense radio show.  The show focuses on Global Macro Economics as well as financial planning and investments.  Money-Sense can be heard each day in the Dallas Fort Worth Metroplex from 7:00 - 9:00 AM Central Time on 620 AM.  Pat has been a nationally featured market analyst on America's News Radio Network and has provided analysis for television stations NBC, CBS and FOX in the Dallas Fort Worth Metroplex.  He has also provided the Fort Worth Star Telegram and Dallas Morning News with market commentary.

Pat graduated from the University of Arkansas with a B.S. Degree in Finance and an MBA.  Pat currently serves on the board of the American Heart Association and has served on the board of the YMCA in Fort Worth.  He has also been involved with "A Wish with Wings" via their home run matching program with the Fort Worth Cats baseball team.  He has been married to his wife Cindy for 27 years and they have two children, Alex and Will.


Registered States:
AL, AR, AZ, CA, CO, FL, GA, HI, IN, KS, KY, MD, ME, MI, MN, MO, NC, NM, NY, OH, OK, PA, TX, VA, WA, WV


Ashley Lacamp

Wealth Planning Associate
817-347-3565
ashley.lacamp@ubs.com

Ashley Lacamp is a Wealth Planning Analyst for the MacroPortfolio Wealth Management Team.  She has earned her Series 7 and Series 66 licenses and passed the Certified Financial Planner exam.  Ashley graduated from the University of North Texas with a Bachelor's Degree in Economics and a minor in Financial Services. 

She focuses on creating, updating, and monitoring financial plans for the team.


Registered States:
OK, TX


Kristi Traylor, CRPS®

Wealth Strategy Associate
Chartered Retirement Plans Specialist (CRPS®)
817-347-3561
kristi.traylor@ubs.com

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Kristi began her career in the financial services industry in 1978. She received her Series 7 license in 1983 and began working with Jim and Pat in 1999. She helps develop proposals and asset allocation models to implement personalized investment strategies.  Kristi is married with one daughter.


Registered States:
TX


Sherie Wyatt

Senior Client Service Associate
817-347-3553
sherie.wyatt@ubs.com

Sherie is a Senior Registered Client Service Associate. Sherie began her career in the financial industry in 1995. She is registered with the Series 7 and Series 63. Sherie has been with the MacroPortfolio Wealth Management team for 20 years.  Sherie manages all administrative and operational functions for our team and our clients, by providing comprehensive account administration, customer service and operational support.  Sherie's primary goal is to deliver an exceptional client service experience.

 

Sherie and her husband, Casey live in Brock, TX with their two children. She loves outdoor recreational sports and spending quality time with her family.

 

 


Registered States:
TX


Daisy Cournan, CRPC®

Senior Client Service Associate
Chartered Retirement Planning Counselor (CRPC®)
817-347-3569
daisy.cournan@ubs.com

Daisy began her career in the financial industry in 2010 after receiving an M.B.A from Niagara University in New York. She is fully registered with Series 7 and Series 66 and obtained the Chartered Retirement Planning Counselor (CRPC) designation in 2017. Daisy joined UBS in September 2017 bringing her commitment to integrity and serving clients with excellence. Currently, she manages day-to-day operations, account administration, marketing and radio show for the team.

 

Daisy currently resides in Fort Worth with her husband Kevin and her baby Isabella. She loves to cook and enjoys running, gym classes, hiking, home decorating and trying out different cuisines.

 


Registered States:
TX