Executive Director
Market Director
Kristen is currently a Senior Market Director for UBS in Houston, managing both the Private Wealth and Wealth Management businesses. Before becoming a Senior Market Director, Kristen was a Branch Manager for the Houston Private Wealth Management office. Prior to making the move to Houston, Kristen served in a variety of roles in both private wealth and wealth management in Dallas, Texas. She started her career at UBS in 2011 as a Client Service Associate. She rose steadily, taking on management responsibilities as Executive Team Assistant and then as Administrative Manager. In 2016, Kristen joined Private Wealth Management as a Supervisory Officer, eventually rising to become the Assistant Market Head for the Texas Region.
Kristen received her B.S. in Economics from Pennsylvania State University where she competed in Division I soccer. Outside of UBS, Kristen has served on the Council for the Goodyear Cotton Bowl Athletic Association and is a CFA Level III candidate.
Executive Director
Market Director
Kristen is currently a Senior Market Director for UBS in Houston, managing both the Private Wealth and Wealth Management businesses. Before becoming a Senior Market Director, Kristen was a Branch Manager for the Houston Private Wealth Management office. Prior to making the move to Houston, Kristen served in a variety of roles in both private wealth and wealth management in Dallas, Texas. She started her career at UBS in 2011 as a Client Service Associate. She rose steadily, taking on management responsibilities as Executive Team Assistant and then as Administrative Manager. In 2016, Kristen joined Private Wealth Management as a Supervisory Officer, eventually rising to become the Assistant Market Head for the Texas Region.
Kristen received her B.S. in Economics from Pennsylvania State University where she competed in Division I soccer. Outside of UBS, Kristen has served on the Council for the Goodyear Cotton Bowl Athletic Association and is a CFA Level III candidate.
Associate Director
Executive / Team Assistant
Clint Roberts supports UBS Financial Advisors and Team Associates as they grow their businesses as part of the management team across The Woodlands, Beaumont, and Houston River Oaks offices. Prior to joining UBS, Clint worked at Raymond James. Additionally, he spent 11 years as a commercial real estate broker and managed a real estate company for eight years. He has served on the Rotary Lombardi Award Committee and the Board of Directors for the Rotary Club of Houston. Roberts holds a BA from the University of Texas at Austin.
Associate Director
Executive / Team Assistant
Clint Roberts supports UBS Financial Advisors and Team Associates as they grow their businesses as part of the management team across The Woodlands, Beaumont, and Houston River Oaks offices. Prior to joining UBS, Clint worked at Raymond James. Additionally, he spent 11 years as a commercial real estate broker and managed a real estate company for eight years. He has served on the Rotary Lombardi Award Committee and the Board of Directors for the Rotary Club of Houston. Roberts holds a BA from the University of Texas at Austin.
Director
Supervisory Officer
Director
Supervisory Officer
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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