Experience

Investment acumen
J. Vincent Chung’s career in international wealth management spans more than two decades, and his extensive investment management experience is put to good use with the team’s ultra-high net worth clients. He works closely with each client to provide a broad spectrum of tailored investment ideas and strategies, using his technical expertise and knowledge of investment markets to help each client optimize their wealth plan and align their business and wealth management needs. 

Vincent particularly focused on supporting all aspects of the team’s discretionary investment management, specializing in complex and highly technical investment strategies. He is well versed in integrating these strategies into a broader, holistic wealth plan for each client, taking into consideration their individual priorities and circumstances.

Past experience
After an initial three-year stint working at UBS beginning in 2003, Vincent returned to the firm in 2015 as a Senior Vice President and Portfolio Manager. He previously held senior investment roles at the J.P. Morgan Private Bank in various locations including Geneva, Switzerland and New York, and at Citibank and Brazil’s Banco Itaú.

Life
Vincent, the proud father of two college-age children, has a keen interest in classic sports cars and trucks.

Insight and experience
Bill brings three decades of experience working with many of Latin America’s premier businesses, families and successful individuals to his current role as a principal in Nuval Partners. His background in corporate and investment banking allows him to think strategically and creatively when he works with entrepreneurs, founders and multigenerational families—assisting them with holistic plans and targeted solutions for their wealth.

As an integral member of a team of highly experienced advisors, Bill focuses on building relationships grounded in trust and transparency, superior service and a deep understanding of the opportunities and challenges faced by his clients. 

Past experience
Before joining UBS in 2013, Bill had a career in private wealth management included working as an International Financial Advisor at Morgan Stanley, and, prior to that, as a Private Banker with J.P. Morgan’s Latin America Private Bank. Previously, Bill spent two decades garnering a wealth of experience as a corporate and investment banker specializing in institutional business. In these roles and others with the corporate banking and treasury departments, Bill had the opportunity to work closely with many of Latin America’s largest corporations, central banks and Fortune 100 global multinationals.

Bill has also been interviewed by The Economist Intelligence Unit (EIU), Barron's, Financial Times, Valor Econômico, Bloomberg as well as on live television by CNN en Español. 

Life
Bill is the proud father of two adult children, Chrissy and John. Bill has lived and worked for many years in multiple countries across Latin America and is fluent in both Spanish and Portuguese. He has served as a board member of Pro Mujer, a nonprofit that provides financial, health and education programs to low-income women in Latin America, and, during his time working at J.P. Morgan, was active in supporting the firm’s foundation in Latin America.

Strategic thinking for you
José has over two decades of experience advising and guiding successful investors and wealthy families on all aspects of their banking, asset management and wealth needs. He has deep knowledge of institutional markets and sophisticated investments, including private equity and hedge funds.

José’s wide-ranging experience and deep industry knowledge allow him to work closely with clients to provide strategic guidance and help them build an investment portfolio that is closely aligned with their goals—and freeing them up to pursue what’s most important to them. In addition, his extensive background in working with institutional investors—on both the private and public sides—and family offices across Latin America make him ideally suited to advise the team’s client base of highly successful C-suite executives, entrepreneurs and multigenerational families. He is passionate about being available to clients whenever they need him.

Past experience
Prior to joining UBS, José was a Senior Managing Director at Sciens Capital, where he was responsible for selling private equity, aviation and hedge fund solutions to families and institutional investors in both North and South America. Before joining Sciens, he worked at Arden Asset Management, where he was a Managing Director in Business Development and advised institutional investors across Latin America as well as family offices globally. José started his career at Citigroup, where he held several senior roles. While at Citi, he also helped establish a co-investment business for ultra high net worth clients.

Life
José, the proud father of three adult children, lives with his wife Jacqueline in Old Greenwich, CT. Outside the office, he enjoys sailing, tennis and golf, and is an avid traveler. He is chair of the board of the Hostos Community College Foundation, and is also active in a number of civic organizations, including the American Council on Germany and the Pilgrims of the United States.

A planning approach
Dolores is a Senior Wealth Strategy Associate with over 20 years of experience. She began her career at Merrill Lynch, where she learned the domestic aspect of the business during her eight years. She later joined Morgan Stanley’s Private Wealth Management division, where she became well versed in the international sphere, specializing in Latin American families and ultra high net worth individuals. Dolores (Loli) is fluent in Spanish and conversant in French.

At Nuval Partners, Dolores plays a key role helping create the financial and estate plans that serve as the cornerstone of their clients’ financial lives. She anchors planning in a deep understanding of what each client wants to accomplish over the near and long term. She works closely with clients to build a comprehensive financial plan and then carefully tracks progress—ensuring that the plan remains aligned with their overall goals and objectives over time.

Life
- Dolores resides in East Elmhurst, NY, with her husband Eriberto and two college-aged daughters, Ixchel and Veronica.
- She loves to dance, enjoys reading and makes sure to grab some culture on any of her travels.
- She is an avid supporter of New York City’s Mexican artists in several art forms and serves on Ursinus College’s Parent Leadership Council.

Passionate about financial markets

Armando has almost two decades of experience gained though his employment at our UBS office in Mexico, and other institutions.  These experiences have provided him with the knowledge required to perform as a Senior Wealth Strategy Associate. His relocation to the United States in 2022 has helped him gain a broader understanding of cross border investment and international wealth management client needs. His knowledge of UBS’ products, services and solutions make him a valuable asset to the team.

Past experience

While working as an Execution Trader at our subsidiary in Mexico, Armando acted as Subject Matter Expert on trading flow. He developed a strong understanding of financial markets and learned how to effectively collaborate between different branches our global organization.

During his tenure as a trader, he managed security flows, and buying and selling of securities with branches in Mexico, New York, Zurich, and London. Additionally, he was responsible for organizing the weekly Central Bank Mexican Bonds auction positions in the name of UBS Bank Mexico by covering local trading positions, strategies, client’s requirements, executing market orders.

Life

Armando has lived in London, Buenos Aires, Mexico City and New York. Outside the office he enjoys traveling, sports, and photography.

Registered States:

CA, CT, DE, FL, MA, NC, NJ, NY, NV, TX, VA, WY

Pursuing her passion
Nellie brings over 20 years’ experience in financial services, delivering solutions and providing support to individual and institutional clients.

She joined UBS in 2006 after working for corporate and institutional banking at HSBC, providing relationship management services to the insurance sector. Nellie started her career at Smith Barney assisting ultra high net worth clients. She found her passion for working with people and the markets, and enthusiastically launched her career in wealth management.

Today as a Senior Wealth Strategy Associate, Nellie plays a key role with Nuval Partners, working with clients and senior partners on investment analysis and portfolio construction. She also manages the team investments operations. Supporting clients in pursuing their investment objectives motivates Nellie every day, and she takes pride in putting clients’ needs first, always striving to achieve the best possible outcomes.    

Life
Nellie lives on Manhattan’s Upper East Side with her husband Christopher and son Mason. In her free time, she enjoys baking, traveling to new destinations and volunteering in her local community.