Experience

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.

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.

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.

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.

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

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.