Building relationships. Globally.

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Having joined UBS Private Wealth Management in 2002, Franco founded The Estrada Group in 2013. He works closely with a select group of highly successful individuals and families, guiding them through a broad range of complex challenges and financial decisions.

Franco co-leads the team’s investment management committee and—along with Jorge Rodriguez—oversees the team’s portfolio management construction process. As Team Head, Franco is responsible for the overall business and drives the team’s multigenerational strategic plan. Franco is accountable for all client onboarding and business development, much if not all of which comes from the referrals of his long-term clients. Franco was appointed to the influential UBS Financial Advisor Advisory Council (FAAC) in 2025. Franco also regularly speaks on a variety of industry conferences like for example Barrons Top Teams and Forbes Top Advisors Summit.

Past experience

• Franco began his career in the UBS New Financial Advisor development program in Boston, MA two months after graduating from college. He joined UBS Private Wealth Management in 2002.

Education and credentials

• B.S., Entrepreneurship and Finance, Babson College
• Chartered Financial Analyst® (CFA®) designation
• Certified Investment Management Analyst® (CIMA®) at The Wharton School, University of Pennsylvania
• Member, CFA Institute, the Boston Security Analysts Society and the Investments and Wealth Institute

Personal life

• Franco was born and raised in Caracas, Venezuela, and went to college in Boston, Massachusetts where he lived for 11 years.
• He lives in San Juan, PR with his wife, Cristina, and daughters, Andrea and Valentina.
• Franco devotes his free time to mostly serving as an advisor and board member for local nonprofits including PR Dermatology Foundation, Casa Nueva Vida and the Hispanic American Chamber of Commerce.
• Franco loves to practice sports such as tennis, padel, cycling and running— this last one often alongside his daughter Andrea.

• Financial Planning Top 40 Financial Advisors Under 40, 2020, 2021The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2019, 2020The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• UBS Wealth Management Chairman’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
• UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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Munish Dhall is a Financial Advisor at UBS International in New York, focusing on global families requiring cross-regional coverage, often working in collaboration with colleagues in APAC and EMEA

Munish joined UBS Investment Banking in 1997. He was a member of the UBS Asset Management team that launched open fund architecture at UBS in 2000. His other past roles at UBS include Head of WM Business strategy, Zurich.

Since 2009, Munish has focused on the Family Office segment in senior roles across WM Zurich, Singapore and New York. He was responsible for setting up the Global Family Office (GFO) unit, launched in 2011. Subsequently, he led the growth of this business in South-East Asia as the head of the GFO team in Singapore from 2016-2018. He relocated to New York in 2018, where he was head of GFO US team till end 2022.

In between two stints at UBS, Munish worked as a strategy consultant at Bain & Co, London, from 2001-2005, where his work included strategic due diligence of European buy-out targets for leading global PE firms

Munish holds an MBA from the Indian Institute of Management and a Bachelor in Engineering from the Indian Institute of Technology.

• Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Jorge joined UBS in 2009 and The Estrada Group in 2015. He co-manages, together with Franco, the team’s investment management strategy and portfolio construction process.

Jorge oversees new and existing product due diligence and is in constant communication with fund managers as the team’s portfolio manager. He conducts regular reviews of client’s holdings, both traditional and alternatives. Jorge also leads ongoing dealings with key client relationship stakeholders such as family offices, estate planning attorneys and accountants.

Past experience

• Prior to joining The Estrada Group, Jorge served as Co-Head of the Consulting Division at UBS Financial Services Inc. of Puerto Rico, focused on the ultra high net worth (UHNW) space.
• From 2001 to 2009, Jorge served in the treasury department of Oriental Financial Group, ultimately as assistant treasurer of the bank holding company and member of the assets and liabilities committee, managing a securities portfolio of $4.5 billion.
• Jorge began his career at the Government Development Bank of Puerto Rico, where he worked in the treasury division for four years.

 Education and credentials

• B.S., business administration and finance, cum laude, Sagrado Corazon University
• Series 7 and 66 securities licenses

Personal life

• Jorge lives in San Juan, PR with his wife, Margari, and their two children, Jorge and Juliana.
• He played golf competitively in college and has a one handicap.

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Artur joined UBS in 2014 and The Estrada Group in 2016. As the junior advisor in our Private Wealth Management practice, Artur holds investment management responsibilities that are both strategic and tactical.

On the strategy side, Artur works together with Franco and Jorge in portfolio construction and rebalancing, liability management, and co-managing and developing new discretionary mandates. He leads the team’s monthly investment management committee meeting as a member of the team’s investment committee. On the tactical side, Artur is responsible for the development, execution and regular updates of timely and tailored trade ideas and supports Franco with holistic client reviews.

Past experience

• Prior to joining The Estrada Group, Artur was part of the two-year rotational Graduate Training Program (GTP) offered by UBS in New York. The program allowed Artur to rotate through six different groups within the Wealth Management Americas division.

Education and credentials

• B.S., finance and marketing, Georgetown University in Washington, DC
• Chartered Financial Analyst® (CFA®) designation
• Series 7 and 66 securities licenses

Personal life

• Artur was born in Buenos Aires, Argentina and raised in San Juan, PR.
• Artur enjoys surfing and playing padel during his free time.

• Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

With over two decades of experience in the financial services industry, Norjinette Acevedo has built a reputation for excellence, efficiency, and client dedication. She joined UBS in 2007 and has been part of The Estrada Group since 2015, where she plays a key role in ensuring a seamless onboarding experience for clients and maintaining the integrity of account documentation throughout their relationship with the firm.

As one of the most experienced members of the team, Norjinette serves as a trusted resource for colleagues and has also coached and trained other Client Service Associates across different UBS teams. Her deep understanding of internal processes, attention to detail, and proactive approach allow her to deliver tailored solutions and exceptional service to both clients and advisors.

Past Experience

• Over 20 years of experience in the financial services industry
• Joined UBS in 2007 after seven years with Citibank/Smith Barney

Personal Life

Norjinette lives in San Juan, Puerto Rico with her husband, Víctor, and their two children, Yadiel and Diego. Passionate about connecting with people, she enjoys traveling, the beaches of her island, exploring new restaurants and creating memorable moments with family and friends. She also nurtures her creative side through design and personal projects that allow her to express her passion for fashion, art and detail.

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Dagmarie Feliciano has been a valued member of UBS and The Estrada Group since 2022. She collaborates closely with Norjinette Acevedo and Nabila Silvestry to deliver tailored solutions that meet the diverse needs of clients. Her responsibilities span a wide range of essential functions, including daily account servicing, card services, payment processing, KYC reviews, and other operational support activities.

Past experience

• Prior to joining UBS, she spent eight years at Citibank’s International Financial Services in San Juan, PR, where she held roles such as Registered Client Service Associate and AVP Operational Senior Risk Analyst.
• From 2001 to 2014, she served as a Registered Sales Assistant at Santander Securities, also based in San Juan, PR.

Education and credentials

• B.A., Human Resources, Inter American University of Puerto Rico.
• Series 7 & Series 66 securities license

Personal life

• Dagmarie was a member of the Puerto Rico National Swimming team for seven years.
• She lives in San Juan, PR with her husband, Daniel and their two children, Sebastián and Daniela.

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Scarlett Xing is a Senior Wealth Strategist at UBS International in New York, focusing on global families requiring cross-regional coverage, often working in collaboration with colleagues in APAC and EMEA.

Scarlett joined UBS Hong Kong office in 2020 through the Graduate Talent Program (GTP), after she graduated from Columbia University. After the training period, she became a Client Advisor at the Global Family and Institutional Wealth (GFIW) team, focusing on ultra high net worth clients and family offices clients. In June 2023, Scarlett relocated to UBS International in New York, where she teamed up with Munish Dhall to offer wealth management solutions to clients in different regions.

Education and credentials

• M.A., International Finance and Economic Policy, Columbia University in the City of New York
• Chartered Financial Analyst® (CFA®) designation
• Series 7 and 66 securities licenses

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As a Senior Wealth Strategist, Nabila supports the team’s leading advisors in client conversations by providing analytical insights and helping uncover each client’s unique goals. She plays a key role in relationship-building efforts, business development initiatives, and the interpretation of portfolio performance reviews. In addition to her primary responsibilities, she also provides support and assistance in the team's operations and customer service.

Nabila is deeply committed to helping clients navigate complex financial decisions with clarity and confidence. Her thoughtful approach and attention to detail make her a trusted resource for both clients and colleagues.

Past experience

Nabila began her career in 2014 as a Financial Analyst at Corujo Advisory Group, where she developed a strong foundation in financial planning and client service.

Education and credentials

• Nabila graduated from the Interamerican University of San German- Bachelor of Science
• Series 7

Personal life

• Nabila was born and raised in Cabo Rojo, PR.
• She lives in San Juan, PR with her life partner, and 3 beloved furry companions.
• Inspired by her father, a retired dentist and avid runner, Nabila discovered her passion for marathon running.
• She enjoys spending her free time on the sunny beaches of Puerto Rico’s west coast with family and friends.