Global insight for complex wealth

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Ángel is a Managing Director and International Private Wealth Advisor at UBS International, based in New York, since March 2015.

With more than 30 years of experience in the financial sector across Spain and the United States, he has served as Director of Analysis and International Business at MG Valores SVB; Director of International Markets at Ahorro Corporación Gestión S.G.I.I.C., S.A.; Director of Investments and Chief Executive Officer of Banesto Banca Privada Gestión S.G.I.I.C., S.A.; Director of International Private Banking at Banco Español de Crédito S.A. (BANESTO); CEO of Banesto Securities Inc.; Director of Banco Santander International, New York Branch; CEO of Santander International Securities Inc.; and Deputy Head of Private Wealth at Banco Santander International.

He holds a degree in Economics and Business Administration from the Universidad Pontificia de Comillas ICAI-ICADE (E-2) and has completed numerous specialized courses in advanced financial products, wealth management, and management at the Escuela de Finanzas Aplicadas (AFI) and IFM Business School (Geneva). He also holds the following licenses: General Securities Principal (Series 24), General Securities Sales Supervisor (Series 10), Equity Trader (Series 55), General Securities Representative (Series 7), Uniform Adviser Law Examination (Series 65), and Uniform Securities Agent State Law Examination (Series 63).

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Javier is a Senior Vice President and International Private Advisor at UBS International, based in New York, since March 2015.

He holds a degree in Business Administration and Management from the University of Cantabria and a degree in Economics from Leeds University. He has developed his professional career since 1999 at Banco Español de Crédito S.A. (Banesto), serving as Deputy Representative of the Banesto Representative Office in Frankfurt, Deputy Representative of the Banesto Representative Office in Santiago, Chile, and as a Financial Advisor at Banesto Securities Inc. in New York and Banco Santander International New York. 

Javier holds the General Securities Representative (Series 7) and Uniform Securities Agent State Law Examination (Series 63) licenses.

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Prior to joining UBS, Dea Paris Caldas built a solid career in the financial sector, with experience at large global financial institutions. She began and developed her professional trajectory at organizations such as Banco Santander, Citibank, and J.P. Morgan, where she gained relevant experience in highly regulated, performance-driven environments.

Over more than a decade at J.P. Morgan and JPMorgan Chase Bank, she worked across multiple locations, including Rio de Janeiro, Miami, and New York, acquiring extensive exposure to international financial structures, high-net-worth client coverage, and support for complex financial solutions. This experience contributed to the development of a global business perspective, strong analytical capabilities, and a high level of operational discipline.

Her professional background also includes experience within Brazilian financial institutions, further strengthening her understanding of emerging markets, local banking structures, and client relationships across diverse economic and cultural contexts.

This professional foundation, combined with her academic background in Business Administration and an MBA in Finance, supported her transition to UBS, where she currently serves as a Financial Advisor, maintaining a strong focus on professional excellence, ethical conduct, and alignment with global best practices in the financial industry.

Dea holds the General Securities Representative (Series 7), Uniform Investment Adviser Law Examination (Series 65), and Uniform Securities Agent State Law Examination (Series 63) licenses.

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Albanery (Alba) Román is a Director and Senior Wealth Strategy Associate at UBS International, based in New York. She has worked at UBS since June 2008.

She holds a bachelor’s degree in Economics from Columbia University and an MBA in Finance from Columbia Business School. With more than two decades of experience in the financial sector, she has worked as a financial advisor for U.S. and international clients at Morgan Stanley, Citigroup, JPMorgan Chase, and UBS AG Private Banking.

Alba holds the General Securities Representative (Series 7), Uniform Combined State Law Exam (Series 66), and New York State Life Insurance licenses.

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Alberto is an Associate Director and Senior Wealth Strategy Associate at UBS International, based in New York, since January 2013.

Alberto began his career in the financial services industry in 2002 with Merrill Lynch. His areas of focus include client onboarding, relationship management, and operations. He holds a degree in Finance and International Business from New York University (NYU), Stern School of Business. He also holds a Master’s degree in Theology from St. Joseph’s Seminary and College in New York.

Alberto holds the General Securities Representative (Series 7) and Uniform Combined State Law Exam (Series 66) licenses.

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Felipe Tymonczak works in International Wealth Management division of UBS Financial Services. He has over 8 years of Financial Services experience. He has moved from Private Banking to Wealth Management, what gave him optimal exposure to a wide range of financial markets and regulations in the field. Prior to UBS, Felipe worked at IDB Bank of NY as Private Bank Analyst for 3 years, Morgan Stanley as Wealth Management Associate for over 1 year and UBS Financial Services for over 4 years as Senior Registered Client Associate.

Throughout his career, Felipe covered clients (high and ultra-high net worth individuals, and Family Offices) from Brazil, as well as South and Central America, and Europe; addressing strategic financial clients’ needs in accounts and capital markets using his tri-language skills – Portugues, Spanish and English.

He earned a Bachelor of Arts at FAAP (Fundacao Armando Alvares Penteado) in Sao Paulo, Brazil; and obtained his MBA in Finance at Fordham Gabelli School of Business in New York city, after living experiences in London and Tokyo.

Felipe holds the General Securities Representative (Series 7), Uniform Combined State Law Examination (Series 66) and Uniform Securities Agent State Law Examination (Series 63) licenses.

• Senior Registered Client Associate