Patricia S. Trieglaff

Senior Managing Director

Branch Manager - Houston

Mrs. Trieglaff has been in the financial services industry for over 28 years.  She spent 22 years at UBS, with earlier positions at Drexel Burnham Lambert and Smith Barney.  Mrs. Trieglaff has spent the last decade as a Branch Manager creating branch office environments where advisors and their teams provide customized service and investment solutions to their clients.  She holds FINRA Series 7,8,63 and 65 securities licenses, in addition to an insurance license. 

Mrs. Trieglaff 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 non-profit organizations and charities.  She and her husband live in Houston and have 2 sons.