-

Bill Frisco Joins UBS as a Financial Advisor in Houston

HOUSTON--(BUSINESS WIRE)--UBS Wealth Management US today announced that William (Bill) Frisco has joined the firm as a Private Wealth Advisor and Senior Portfolio Manager in Houston. He is responsible for managing approximately $700 million in assets for ultra-high net worth individuals and families.

“We are thrilled to welcome Bill to the UBS family,” said Craig Vandegrift, Senior Market Director for Houston at UBS. “His vast experience and unwavering dedication to client education are invaluable assets. His addition strengthens our ability to deliver personalized advice and helps us continue to meet the evolving needs of our clients with care and precision.”

Bill has over 43 years of experience working with high net worth and ultra-high net worth clients, assisting them in achieving their financial objectives through education, advice and investment management. He holds a Bachelor of Arts in Economics from Duke University and a Master of Business Administration from Tulane. He also holds the Certified Financial Planner designation. Bill is a strong advocate for educating women on financial issues and actively supports The Women’s Institute of Houston as well as The Houston Food Bank and Rice Continuing Studies.

Bill is joined by Client Service Associate Mayra Mendez. They join UBS from Morgan Staney and will be based in the Houston River Oaks office, which is led by Senior Market Director Kristen Sprenger.

Mayra earned a Bachelor of Arts in communications from the University of Houston. Within the team, she focuses on providing exceptional and detailed customer service.

Notes to Editors

About UBS

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. UBS manages 6.1 trillion dollars of invested assets as per fourth quarter 2024. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

https://www.ubs.com

© UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

Contacts

Christina Aquilina
Christina.aquilina@ubs.com

Industry:

UBS

NYSE:UBS
Details
Headquarters: Zurich, Switzerland
CEO: Sergio Ermotti
Employees: 72,000
Organization: PUB
Release Versions
English

Contacts

Christina Aquilina
Christina.aquilina@ubs.com

Social Media Profiles
UBS
More News From UBS

UBS Announces Redemption of Seven ETNs

NEW YORK--(BUSINESS WIRE)--UBS AG announced today that it will redeem all of the outstanding securities in each of the seven series of UBS-issued exchange traded notes set forth in the following table (collectively, the “ETNs”), which are currently listed on NYSE Arca. UBS AG expects to deliver redemption notices with respect to each of the ETNs to holders of the applicable ETNs with Call Settlement Dates as set forth in the table below. Table-1 ETN Ticker ETN Name and Prospectus Supplement [1]...

UBS Welcomes Financial Advisor Samuel Duckett to Austin Office

AUSTIN, Texas--(BUSINESS WIRE)--UBS today announced that Samuel Duckett has joined the firm as a Financial Advisor in its Austin, Texas office. Samuel joins UBS’s Central Region, led by Jon Ramey, and will report to Market Executive Tommy Stacy and Market Director Jeff Bidstrup. Samuel joins UBS from Morgan Stanley, where he spent the past six years advising individuals and families on wealth management strategies. At UBS, he will partner with Financial Advisor Will Lawes, who joined the firm t...

UBS Declares Coupon Payments on 12 ETRACS Exchange Traded Notes

NEW YORK--(BUSINESS WIRE)--UBS Investment Bank today announced coupon payments for 9 ETRACS Exchange Traded Notes traded on the NYSE Arca and expected coupon payments for 3 ETRACS Exchange Traded Notes traded on NASDAQ (together, the “ETNs”). NYSE Ticker ETN Name and Prospectus Supplementa Coupon Valuation Date Ex-Date Record Date Payment Date Coupon Amount Payment Schedule Current Yield (annualized) MLPBb ETRACS Alerian MLP Infrastructure Index ETN Series B 6/30/2026 7/14/2026 7/14/2026 7/22/2...
Back to Newsroom