Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Family selfie

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Multigenerational planning

Multigenerational planning

Your life, wealth and future

Your life, wealth and future

Our Process

Our Process

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Enrique Stieglitz

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CT
    • DE
    • FL
    • IL
    • MI
    • ND
    • NJ
    • NY
    • SD
    • TX

    Co-leader and co-founder of the team, responsible for the coordination of the client-management, client-servicing and marketing for the team. Member of the Investment Committee.

    Enrique has worked in the financial services industry for 20 years. He started his career in 1994 in the corporate banking division of Banco Mexicano. In 1998, Enrique moved to San Diego, CA where he obtained his MBA from the University of San Diego. Upon completion, he joined Merrill Lynch as a Financial Advisor covering the Mexican market. In December 2002 Enrique moved to Merrill Lynch in New York joining the Ultra High Net Worth division as partner of one the top advisory teams. In 2004, Enrique shifted to UBS International where he was tasked with growing the Mexican efforts out of the New York office and after 5 successful years, he joined Credit Suisse with the task of developing their NY LatAm office. After successfully developing the task at Credit Suisse, he re-joined UBS on November 2015 as Managing Director.

    • Forbes Best-in-State Wealth Advisors, 2022The 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. 

        1285 Avenue Of The Americas
        New York, NY 10019
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        Juan Diez de Bonilla

        Managing Director–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CT
        • DE
        • FL
        • IL
        • MI
        • ND
        • NJ
        • NY
        • SD
        • TX

        Co-leader and co-founder of the team, responsible for the coordination of the client-management, client-servicing and marketing for the team. Member of the Investment Committee.

        Juan Diez de Bonilla has worked in the Investment Management industry for over 20 years. Before joining UBS, he served as Managing Director and Relationship Manager at Credit Suisse. He also served as Managing Director and co-Head of Citi Private Bank’s New York office covering Latin America (ex-Brazil). Previously, Mr. Diez de Bonilla had been in charge of the Latin America Institutional Asset Management Business for both Citibank and Western Asset Management. Mr. Diez de Bonilla served as Vice President of Asset Management for Acciones y Valores (Accival), one of the leading financial groups in Mexico. Mr. Diez de Bonilla holds a Master’s Degree from Columbia University in International Finance & Business and a BA in Economics from Instituto Tecnológico Autónomo de México (ITAM).

        • Forbes Best-in-State Wealth Advisors, 2022The 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. 

            1285 Avenue Of The Americas
            New York, NY 10019
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            Samuel Blankenship

            Senior Wealth Strategy Associate

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            • AZ
            • CA
            • CO
            • CT
            • DE
            • FL
            • IL
            • NJ
            • NY
            • SD
            • TX

                  1285 Avenue Of The Americas
                  New York, NY 10019
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                  Mario Gutierrez

                  Senior Wealth Strategy Associate

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                  • AZ
                  • CA
                  • CO
                  • CT
                  • DE
                  • FL
                  • IL
                  • ND
                  • NJ
                  • NY
                  • SD
                  • TX

                  Mario's responsibilities include trading across multiplatform portfolio strategies, review portfolios, prepare performance reports and scenario analysis. Conduct due diligence with external fund managers, ensuring alignment with investment strategy. In charge of client reports and sophisticated client proposals.

                  Mario has over 11 years of experience in the financial industry, having worked for BBVA Corporate & Investment Banking in the Financial Institutions Group in Madrid Spain, covering international banks in Europe and LatAm. Mario holds a Bachelor’s Degree in International Business from the University of Valladolid (Spain) / San Diego State University and an MBA from NYU Stern School of Business with concentrations in Banking, Corporate Finance, and Financial Instruments & Markets. Prior to UBS, Mario worked as a Wealth Advisory Associate at Morgan Stanley International Wealth Management division for 2 years, focusing on asset allocation, portfolio risk analysis and market research. He is originally from Madrid, Spain. Licensed in Series 7 and 66.

                        1285 Avenue Of The Americas
                        New York, NY 10019
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                        David Mendieta

                        Senior Wealth Strategy Associate

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                        • AZ
                        • CA
                        • CO
                        • CT
                        • DE
                        • FL
                        • IL
                        • NJ
                        • NY
                        • SD
                        • TX

                        David is in charge of Onboarding, Account-opening, KYC and AML processes. David also leads the lending efforts that include, among others, origination, reporting, break-ups, FX, etc.  David is the first point of contact for compliance and legal.

                        With over 13 years of banking experience, David joined UBS in July 2018. Previously he worked in the Private Bank division of JP Morgan Chase N.A. as an Investor Professional, covering European, Asian and Middle-Eastern clients . His previous roles include; Senior Client Service Associate for Latin America at JP Morgan Private Bank, Relationship Banker for  JP Morgan Chase N.A, as a well as a  Relationship Manager Associate for Citibank N.A. International Division. David graduated with a Bachelor of Science in Business Administration and Accounting from Bernard Baruch College on May 2012. He currently holds the series 6, 7, 63 and 65 licenses. He is originally from Colombia.

                              1285 Avenue Of The Americas
                              New York, NY 10019
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                              Diana Veras

                              Client Associate

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                              • AZ
                              • CA
                              • CT
                              • FL
                              • IL
                              • NJ
                              • NY
                              • SD
                              • TX

                              Diana leads our client's day to day needs when it comes to transfers, deposits, wires and operational tasks. She coordinates our marketing and client's events, invitations and follow ups. Diana is in charge of the monthly tracking and analysis of the business and our Travel and Expense processes. Diana supports with Onboarding, Account Opening and KYC.

                              Diana joined UBS on February 2020 as a Client Service Associate. Prior to UBS, Diana worked as a Senior Client Service Associate for Latin America at JP Morgan Private Bank covering Mexico. Her previous roles include Private Client Banker and Small Business Specialist at JP Morgan Chase N.A. She began her career in the financial services industry in 2009 and currently holds the series 6, 63 and 7. Diana graduated from Baruch College in New York with a BBA in Finance on May 2010. She is originally from New York.

                                    1285 Avenue Of The Americas
                                    New York, NY 10019