Building relationships. Globally.

Private Wealth Management

With all that you have accomplished in life, you may still have questions about how to navigate today's global markets, create lifetime income, transition a business and set your estate for future generations. In today’s complex economy, you need the close relationship of a Private Wealth Advisor more than ever.

As a young, accomplished and driven team, we provide direct access to the global resources, thought leaders and senior decision-makers of UBS, the largest wealth manager in the world.¹ We work with a select group of exceptional, multigenerational families, providing a highly tailored, white glove experience.

Whether we’re advising international families, clients based in the US or those looking to relocate to Puerto Rico, we place personal relationships, integrity and trust at the center of our practice. By providing a defined process that drives specific investments strategies, we can help you and your family meet today's liquidity needs, pursue tomorrow's goals and set your plan for future generations.

¹Scorpio Partnership, Global Private Banking Benchmark, 2018.

Our deep relationships with our clients comes from years of building trust and listening to them. We are proud of being consistently resourceful and reliable. In my 20 years at UBS I have learned time and again putting clients first is the recipe for success.
- Franco Estrada

Your values, your vision

Providing services directly or coordinating with the head of your family office, we are a boutique team within the exclusive Private Wealth Management division at UBS. Distinguished by our training, access and understanding of complex wealth, we develop planning and investment solutions that are unique to each family member and support your overall family vision.

Private Wealth Advisors

Franco Estrada

Managing Director–Wealth Management

Financial Advisor
Franco Estrada

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, 81808

787-250-3659
View bio Industry recognition
- AL
- CA
- CT
- FL
- GA
- IA
- MA
- MI
- NC
- NJ
- NY
- PR
- SC
- TN
- TX
- VI
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. He is responsible for the overall business and drives the team’s multigenerational strategic plan. Franco is accountable for all client onboarding, much of which comes from the referrals of his loyal and long-term clients.

Past experience
- Franco began his career in the UBS New Financial Advisor development program in Boston, MA. 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®), 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.
- 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.
- He is an art enthusiast and trains regularly in a wide array of sports including beach tennis, golf and wing foil.
- Franco is also an amateur chess competitor and involved with the Puerto Rico Chess Federation.
- 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 Septermber 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 between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September 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, 2023The 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.
- On Wall Street – Top 40 Advisors Under 40, 2017, 2020The Financial Planning rating is awarded annually in January or February and is based on information from October to December of the award year.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, 81808

Strategic Partners

Jorge L. Rodriguez

Executive Director

Financial Advisor
Jorge L. Rodriguez

Executive Director
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

787-250-2379
View bio
- AL
- CA
- CT
- DC
- FL
- GA
- IL
- LA
- MA
- MD
- MI
- NJ
- NY
- PA
- PR
- SD
- TX
- UT
- VI
A part of UBS Private Wealth Management since 2009, Jorge joined 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918
Sofia Febres

Team Administrator
Sofia Febres

Authorized Officer
Team Administrator

UBS Financial Services Inc.

Private Wealth Management

250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

787-250-2390
View bio
- AL
- CA
- CT
- FL
- GA
- IA
- MA
- MI
- NC
- NJ
- NY
- PR
- SC
- TN
- TX
- VI
Sofia has been a part of UBS Private Wealth Management since 2009 and joined The Estrada Group, where she oversees all client services and operational responsibilities, in 2013. She manages the client onboarding process, which includes multicurrency account setup, securities-backed credit line account opening, mortgage applications and many other essential activities.

Sofia administers all existing client account updates and leads all back-end team operation processes, including incoming and outgoing cash and security transfers. Counted on by clients and team members alike, Sofia leads the daily staff meetings, runs all team coaching efforts and delegates operational activities.

Past experience
- Prior to UBS, Sofia worked at Citibank’s International Wealth Management Division in San Juan, PR for four years.
Education and credentials
- M.B.A., finance, Inter American University of Puerto Rico
- B.S., foreign languages, University of Puerto Rico
- Series 7, 9 and 66 securities licenses
Personal life
- Sofia was part of the track and field team during her college years.
- She lives in San Juan, PR with her son, Andres.
- Sofia and her son both practice martial arts competitively.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918
Artur Jotic

Financial Advisor Associate
Artur Jotic

Authorized Officer
Financial Advisor Associate

UBS Financial Services Inc.

Private Wealth Management

250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

787-773-3830
View bio
- AL
- CA
- CT
- FL
- GA
- IA
- MA
- MI
- NC
- NJ
- NY
- PR
- SC
- TN
- TX
- VI
A part of UBS Private Wealth Management since 2014, Artur joined The Estrada Group in 2016. As the Private Wealth Management analyst for the team, 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918
Norjinette Acevedo

Client Associate
Norjinette Acevedo

Client Associate

UBS Financial Services Inc.

Private Wealth Management

250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

787-775-4359
View bio
A part of UBS Private Wealth Management since 2007, Norjinette joined the The Estrada Group in 2015. She works hand-in-hand with Sofia Febres in providing tailored solutions to all client requests. Norjinette’s responsibilities include account opening and maintenance, daily client requests, lending, card services, issuing checks, ACHs and wire transfers.

Past experience
- Norjinette has been in the financial services industry since the year 2000.
- Prior to joining UBS, Norjinette worked at Smith Barney for seven years.
Personal life
- Norjinette lives in San Juan, PR with her husband, Victor
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918
Dagmarie Feliciano Quiñones

Client Associate
Dagmarie Feliciano Quiñones

Client Associate

UBS Financial Services Inc.

Private Wealth Management

250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

787-250-2037
View bio
- FL
- PR
Dagmarie has been a part of UBS Private Wealth Management and The Estrada Group since 2022. She works hand-in-hand with Sofia Febres and Norjinette Acevedo in providing tailored solutions to all client requests. Dagmarie’s responsibilities include account opening and maintenance, daily client requests, card services, issuing checks, ACHs, wire transfers and many other essential activities.

Past experience
- Dagmarie has been in the financial services industry since the year 2001.
- Prior to UBS, Dagmarie worked at Citibank’s International Financial Services in San Juan, PR for eight years. During that time, she held different positions such: Licensed Client Associate and AVP Operational Senior Risk Analyst.
- From 2001 to 2014, Dagmarie worked at Santander Securities in San Juan, PR as Registered Sales Assistant.
Education and credentials
- B.A., Human Resources, Inter American University of Puerto Rico.
- Series 7 securities license
Personal life
- Dagmarie was part 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Private Wealth Advisors

Franco Estrada

Managing Director–Wealth Management

Financial Advisor
Franco Estrada

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, 81808

787-250-3659
View bio Industry recognition
- AL
- CA
- CT
- FL
- GA
- IA
- MA
- MI
- NC
- NJ
- NY
- PR
- SC
- TN
- TX
- VI
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. He is responsible for the overall business and drives the team’s multigenerational strategic plan. Franco is accountable for all client onboarding, much of which comes from the referrals of his loyal and long-term clients.

Past experience
- Franco began his career in the UBS New Financial Advisor development program in Boston, MA. 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®), 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.
- 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.
- He is an art enthusiast and trains regularly in a wide array of sports including beach tennis, golf and wing foil.
- Franco is also an amateur chess competitor and involved with the Puerto Rico Chess Federation.
- 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 Septermber 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 between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September 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, 2023The 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.
- On Wall Street – Top 40 Advisors Under 40, 2017, 2020The Financial Planning rating is awarded annually in January or February and is based on information from October to December of the award year.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, 81808

Strategic Partners

Jorge L. Rodriguez

Executive Director

Financial Advisor
Jorge L. Rodriguez

Executive Director
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

787-250-2379
View bio
- AL
- CA
- CT
- DC
- FL
- GA
- IL
- LA
- MA
- MD
- MI
- NJ
- NY
- PA
- PR
- SD
- TX
- UT
- VI
A part of UBS Private Wealth Management since 2009, Jorge joined 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918
Sofia Febres

Team Administrator
Sofia Febres

Authorized Officer
Team Administrator

UBS Financial Services Inc.

Private Wealth Management

250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

787-250-2390
View bio
- AL
- CA
- CT
- FL
- GA
- IA
- MA
- MI
- NC
- NJ
- NY
- PR
- SC
- TN
- TX
- VI
Sofia has been a part of UBS Private Wealth Management since 2009 and joined The Estrada Group, where she oversees all client services and operational responsibilities, in 2013. She manages the client onboarding process, which includes multicurrency account setup, securities-backed credit line account opening, mortgage applications and many other essential activities.

Sofia administers all existing client account updates and leads all back-end team operation processes, including incoming and outgoing cash and security transfers. Counted on by clients and team members alike, Sofia leads the daily staff meetings, runs all team coaching efforts and delegates operational activities.

Past experience
- Prior to UBS, Sofia worked at Citibank’s International Wealth Management Division in San Juan, PR for four years.
Education and credentials
- M.B.A., finance, Inter American University of Puerto Rico
- B.S., foreign languages, University of Puerto Rico
- Series 7, 9 and 66 securities licenses
Personal life
- Sofia was part of the track and field team during her college years.
- She lives in San Juan, PR with her son, Andres.
- Sofia and her son both practice martial arts competitively.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918
Artur Jotic

Financial Advisor Associate
Artur Jotic

Authorized Officer
Financial Advisor Associate

UBS Financial Services Inc.

Private Wealth Management

250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

787-773-3830
View bio
- AL
- CA
- CT
- FL
- GA
- IA
- MA
- MI
- NC
- NJ
- NY
- PR
- SC
- TN
- TX
- VI
A part of UBS Private Wealth Management since 2014, Artur joined The Estrada Group in 2016. As the Private Wealth Management analyst for the team, 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918
Norjinette Acevedo

Client Associate
Norjinette Acevedo

Client Associate

UBS Financial Services Inc.

Private Wealth Management

250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

787-775-4359
View bio
A part of UBS Private Wealth Management since 2007, Norjinette joined the The Estrada Group in 2015. She works hand-in-hand with Sofia Febres in providing tailored solutions to all client requests. Norjinette’s responsibilities include account opening and maintenance, daily client requests, lending, card services, issuing checks, ACHs and wire transfers.

Past experience
- Norjinette has been in the financial services industry since the year 2000.
- Prior to joining UBS, Norjinette worked at Smith Barney for seven years.
Personal life
- Norjinette lives in San Juan, PR with her husband, Victor
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918
Dagmarie Feliciano Quiñones

Client Associate
Dagmarie Feliciano Quiñones

Client Associate

UBS Financial Services Inc.

Private Wealth Management

250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

787-250-2037
View bio
- FL
- PR
Dagmarie has been a part of UBS Private Wealth Management and The Estrada Group since 2022. She works hand-in-hand with Sofia Febres and Norjinette Acevedo in providing tailored solutions to all client requests. Dagmarie’s responsibilities include account opening and maintenance, daily client requests, card services, issuing checks, ACHs, wire transfers and many other essential activities.

Past experience
- Dagmarie has been in the financial services industry since the year 2001.
- Prior to UBS, Dagmarie worked at Citibank’s International Financial Services in San Juan, PR for eight years. During that time, she held different positions such: Licensed Client Associate and AVP Operational Senior Risk Analyst.
- From 2001 to 2014, Dagmarie worked at Santander Securities in San Juan, PR as Registered Sales Assistant.
Education and credentials
- B.A., Human Resources, Inter American University of Puerto Rico.
- Series 7 securities license
Personal life
- Dagmarie was part 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

The entire firm for your entire family

Planning

Your family's financial security may depend not only on how you manage your wealth today, but also how you preserve it for the future. We help bridge the generations within your family and deliver cash flow and wealth planning structures that focus on preserving wealth, seizing opportunity and creating continuity.

Sophisticated lending solutions
Estate and legacy planning strategies
Succession planning

An integrated model for families

Family office

Family offices and their beneficiaries hold varied and often complex forms of wealth, each distinguished by their individual needs and characteristics. Our access to the UBS global investment bank means we can provide thoughtful advice, efficient execution and a creative approach to tapping world capital markets.

Family Office Solutions Group
UBS Global Family Office
Family Advisory and Philanthropy

Innovative strategies for your complex situation

Investment management

As active investors, our clients encounter substantial cash flow, risk management and tax mitigation challenges. Whether you're looking to access liquidity, reassess short-term cash flow, execute a particular investment strategy or build a tax-efficient wealth transfer plan, our team can provide highly tailored solutions for your most complex needs.

Discretionary money management
Alternative investments
Sustainable investing

You. Connected.

Private Wealth Management

As part of Private Wealth Management, we are able to connect you to firmwide experts, thought leaders and premier resources.

Get in touch

Trends and perspectives

Franco Estrada

Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022
The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. The advisor paid a fee to display the rating logo in connection with the award.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

A global leader

UBS, a worldwide wealth manager

^$3.9 trillion

In invested assets globally
As of 12/31/2022

Global leader

UBS is a world-leading wealth manager

14.2%

CET1 capital ratio
UBS is one of the world’s best-capitalized banks

UBS Financial Reporting as of 12/31/2022

Building relationships. Globally.

The Estrada Group

Your values, your vision

Private Wealth Advisors

Franco Estrada

Strategic Partners

Jorge L. Rodriguez

Sofia Febres

Artur Jotic

Norjinette Acevedo

Dagmarie Feliciano Quiñones

Private Wealth Advisors

Franco Estrada

Strategic Partners

Jorge L. Rodriguez

Sofia Febres

Artur Jotic

Norjinette Acevedo

Dagmarie Feliciano Quiñones

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The entire firm for your entire family

An integrated model for families

Innovative strategies for your complex situation

You. Connected.

Trends and perspectives

Franco Estrada

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UBS, a worldwide wealth manager

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