Managing Director–Wealth Management
Financial Advisor
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.
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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
Executive Director
Financial Advisor
As part of UBS 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.
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Team Administrator
As part of UBS since 2009, Sofia 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.
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Financial Advisor
As part of UBS since 2009, 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.
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Client Associate
As part of UBS 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.
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Client Associate
Dagmarie has been a part of UBS 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
Education and credentials
Personal life