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. 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
Education and credentials
Personal life
Recognized as an industry leader:
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.
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. 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
Education and credentials
Personal life
Recognized as an industry leader:
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.
Managing Director
Financial Advisor
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.
Recognized as an industry leader:
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.
Managing Director
Financial Advisor
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.
Recognized as an industry leader:
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
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
Education and credentials
Personal life
Let's connect
Executive Director
Financial Advisor
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
Education and credentials
Personal life
Let's connect
Account Vice President
Financial Advisor
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
Education and credentials
Personal life
Recognized as an industry leader:
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.
Account Vice President
Financial Advisor
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
Education and credentials
Personal life
Recognized as an industry leader:
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.
Client Associate
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
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.
Let's connect
Client Associate
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
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.
Let's connect
Registered Client Associate
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
Education and credentials
Personal life
Let's connect
Registered Client Associate
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
Education and credentials
Personal life
Let's connect
Associate Director
Senior Wealth Strategy Associate
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
Associate Director
Senior Wealth Strategy Associate
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
Senior Wealth Strategy Associate
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
Personal life
Senior Wealth Strategy Associate
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
Personal life
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.
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.
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