Patti Trieglaff is the branch manager of the firm’s Houston and Austin offices and has been in the financial services industry for over 35 years. She spent 22 years at UBS, with earlier positions at Drexel Burnham Lambert and Smith Barney. For much of her time in the industry she has created branch office environments where advisors and their teams are enabled to provide best-in-class service and investment solutions to their clients. She holds FINRA Series 7, 8, 63 and 65 securities licenses, in addition to an insurance license.
Patti earned a Bachelor of Business Administration degree from Texas A&M University at College Station. She’s held athletic club board positions and contributes to a variety of nonprofit organizations in the Houston area.
