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Bill Frisco Joins UBS as a Financial Advisor in Houston

1. Bill Frisco joins UBS as Private Wealth Advisor in Houston. 2. He will manage approximately $700 million for ultra-high net worth clients. 3. Frisco's experience strengthens UBS's personalized client advisory capabilities. 4. He is dedicated to educating clients, especially women on financial issues. 5. Mayra Mendez joins as Client Service Associate to enhance client services.

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FAQ

Why Bullish?

The addition of experienced personnel can attract more high-net-worth clients. Historical trends show that staffing improvements often correlate with growth in AUM and profitability.

How important is it?

High relevance due to the acquisition of a key advisor managing significant assets. Frisco's reputation can enhance UBS's brand in the competitive wealth management market.

Why Short Term?

Immediate impact expected as Frisco integrates into UBS and attracts clients. Previous hires with strong clientele have shown quick results in assets under management growth.

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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.

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