{"id":860439,"date":"2025-06-13T11:58:03","date_gmt":"2025-06-13T15:58:03","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/bill-frisco-joins-ubs-as-a-financial-advisor-in-houston\/"},"modified":"2025-06-13T11:58:03","modified_gmt":"2025-06-13T15:58:03","slug":"bill-frisco-joins-ubs-as-a-financial-advisor-in-houston","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/bill-frisco-joins-ubs-as-a-financial-advisor-in-houston\/","title":{"rendered":"Bill Frisco Joins UBS as a Financial Advisor in Houston"},"content":{"rendered":"

<\/p>\n

Bill Frisco Joins UBS as a Financial Advisor in Houston<\/b><\/p>\n

HOUSTON–(BUSINESS WIRE<\/a>)–
\nUBS 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.<\/p>\n

\n\u201cWe are thrilled to welcome Bill to the UBS family,\u201d said Craig Vandegrift, Senior Market Director for Houston at UBS. \u201cHis 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.\u201d<\/p>\n

\nBill 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\u2019s Institute of Houston as well as The Houston Food Bank and Rice Continuing Studies.<\/p>\n

\nBill 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.<\/p>\n

\nMayra earned a Bachelor of Arts in communications from the University of Houston. Within the team, she focuses on providing exceptional and detailed customer service.<\/p>\n

Notes to Editors<\/b><\/p>\n

About UBS<\/b><\/p>\n

\nUBS 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).<\/p>\n

https:\/\/www.ubs.com<\/a><\/p>\n

\n\u00a9 UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.<\/p>\n

\"\"<\/p>\n

View source version on businesswire.com: <\/span>https:\/\/www.businesswire.com\/news\/home\/20250613995238\/en\/<\/a><\/span><\/p>\n

\nChristina Aquilina
\n
Christina.aquilina@ubs.com<\/a><\/p>\n

KEYWORDS:<\/b> United States North America Texas<\/p>\n

INDUSTRY KEYWORDS:<\/b> Banking Asset Management Professional Services Finance<\/p>\n

MEDIA:<\/b><\/p>\n\n\n\n\n
Logo<\/b><\/font><\/td>\n<\/tr>\n
\"Logo\"<\/td>\n<\/tr>\n
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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. \u201cWe are thrilled to welcome Bill to the UBS family,\u201d said Craig Vandegrift, Senior Market Director for Houston at UBS. \u201cHis 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.\u201d Bill has over 43 years of experience working with … <\/p>\n

Continue reading “Bill Frisco Joins UBS as a Financial Advisor in Houston”<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-860439","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"\nBill Frisco Joins UBS as a Financial Advisor in Houston - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/bill-frisco-joins-ubs-as-a-financial-advisor-in-houston\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Bill Frisco Joins UBS as a Financial Advisor in Houston - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"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. \u201cWe are thrilled to welcome Bill to the UBS family,\u201d said Craig Vandegrift, Senior Market Director for Houston at UBS. \u201cHis vast experience and unwavering dedication to client education are invaluable assets. 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