Committees Houston

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Houston City Head

Sheel Patel Board Member & Houston City Head

Sheel is an experienced executive with a record of leading strong finance and accounting operations and collaborating with clients and cross-functional teams. Her versatile skillset has allowed her to quickly adapt to various industries and new or changing environments.

She started her career at PricewaterhouseCoopers, where she spent almost eleven years and advanced to senior manager. She is a CPA with a Master’s in Accounting from the University of Texas at Austin and a Bachelor of Business Administration from Kent State University.

Sheel has experience working with nonprofits, both at PricewaterhouseCoopers and more recently as CFO for one of TIAA’s endowment management businesses, Covariance Capital Management, which partnered with nonprofits to operate as their full-service outsourced chief investment officer.

Sheel is currently Board of Trustee for the Houston Ballet and serves on the Investment Committee. She is serving as Houston City Head for TXWSW. After growing up in the Midwest, she now calls Houston home, where she lives with her husband, two children and goldendoodle.

Education

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Networking

Lidiya Deane Director - Valuation & Financial Opinions, Stout, Co-Head of Programming, Houston

Lidiya Deane is a Director in the Houston Valuation Advisory group with Stout. She has extensive experience in transaction support services, business valuation disputes, corporate transactions, financial reporting, shareholder and succession planning, and trust and estate. She has substantial experience providing valuation services for fairness opinions, estate and gift taxation, board of director’s advisory services, shareholder and corporate transaction disputes, and divorce litigation. Her client base ranges private equity funds, hedge funds, private and public clients, law firms, accountants, and financial institutions. She earned an M.B.A (Finance Concentration) from University of Houston and B.B.A (Finance and Banking) from Sam Houston State University.

Victoria Ridgway Investment Advisor, Head of Client Service & Technology, Champion Advisors LLC, Houston

Victoria is a licensed Investment Advisor Representative & has been with the wealth management firm Champion Advisors LLC since 2014. She graduated from the University of Texas at Austin with a Bachelor of Arts in Art History & is currently working through Creighton University’s graduate program in Behavioral Finance & Financial Psychology. 

Donette Stubblefield Managing Executive, Wealth Management, American Bank, Co-Head of Programming, Houston

As a senior executive in the Wealth Management, Private Banking and Fiduciary Services industry, Donette Stubblefield Manley has demonstrated an impressive ability to build and lead complex teams to ensure that high net worth clients receive the understanding, commitment and insight needed to grow and protect their assets. In her current role as Managing Executive, Wealth Management, at American Bank, she is focused on developing and implementing the bank’s significant Wealth Management strategy, including Trust and Financial Planning, Wealth Advisory, Investment Management and Private Banking.

Donette brings experience from other large regional banks, most recently serving as Houston Global Wealth Market Executive and Chief Fiduciary Officer for a large Texas regional bank. 

Stubblefield continues to be involved in the Houston community, serving several boards and non-profits, both within the financial and fine arts communities. 

Kristen Sprenger Branch Manager, UBS Private Wealth Management, Houston

Kristen started her career at UBS in 2011 as a Client Service Associate after graduating from Penn State University with a degree in economics. She rose steadily, taking on management responsibilities as Executive Team Assistant and then as Administrative Manager.

In 2016, Kristen joined Private Wealth Management as a Supervisory Officer eventually rising to become the Assistant Market Head for the Texas region. In April 2020 Kristen was promoted to Branch Manager of the Houston Private Wealth Management office where she works with Private Wealth Advisors to deliver the full range of UBS' capabilities, expertise, and solutions to ultra-high net worth clients.

Kristen’s experience playing Division I soccer at Penn State helps her juggle the multitude of responsibilities that come with the job. Outside the office, Kristen serves on the Council for the Goodyear Cotton Bowl Athletic Association, is an active member at the George W. Bush Presidential Center.

Philanthropy

Jahaira Lazo Vice President, Wealth Advisor, Regions Private Wealth Management, Head of Philanthropy & Volunteerism, Houston

Jahaira Lazo is a Wealth Advisor in the Regions Private Wealth Management group.  As part of the Private Wealth Management group, she draws on her extensive banking background, which includes working with affluent, high-net-worth individuals as well as mid-size commercial businesses.  Her experience has provided her with the knowledge and skills to understand not only the personal financial needs of her clients, but also the business and economic trends that affect them.  Prior to joining Regions Private Wealth Management, Jahaira spent 5 years with Chase and 8 years with BBVA, where she was exposed to Commercial, Retail and Wealth lines of business.  She received a Bachelor in Business Administration in Finance from the University of Houston.  She is married and has three sons. 

Sonja Massak Vice President, Wealth Advisor, Regions Private Wealth Management, Houston

Sonja Massak is a Wealth Advisor with Regions Private Wealth Management. Sonja takes an unbiased approach to designing a customized wealth plan for her clients. She builds long lasting relationships with all her clients, which in turn, lets Sonja build a legacy of clients. Prior to Regions, Sonja worked as a Private Banker for Frost Bank for almost 7 years. She also worked at BBVA. Her career in banking began at Chase Bank in 2005. Sonja understands the value of a genuine and personal relationship with her clients. Sonja worked in luxury retail at Neiman Marcus before joining the financial services industry.  Sonja is a proud Aggie, where she received her B.A. She also completed her Masters at the University of Houston. Sonja is fluent in German, being a native of Vienna, Austria. She lives in Houston with her fur babies, Howard and Fiona.

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