Trust. Experience. Confidence.

A planning-based approach with an emphasis on risk management

Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.

mountain climbers

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.

  • henry Malpartida

    Henry Malpartida

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image

      Henry Malpartida joined UBS in 2006 from Smith Barney private branch Miami, where he was responsible for developing the trading desk exclusively for the Citigroup Private Bank. He also worked at Merrill Lynch and Barclays Bank where he started his career in international banking. Over the last 29 years, he has put his experience to work with high net worth families from Latin America. Although he delivers comprehensive wealth management, Henry focuses on business succession planning; and building strong relationships and becoming the families trusted advisor. He currently serves on the UBS International Advisor Advisory Council (IAAC).

      Henry earned a B.A. in Business Administration with a concentration in International Finance and Marketing at the University of Miami. He also holds a Series 7, 66 and life, health and variable annuities licenses. He currently lives in Miami where he relocated after New York. Outside the office, Henry enjoys biking, boating, and traveling.

      • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

          100 SE 2nd Street
          Suite 2500
          Miami, FL 33131
          henry.malpartida@ubs.com
          Henry Malpartida
          100 SE 2nd Street,Miami,FL,33131
        • image

          Jose Cacicedo

          Senior Vice President–Wealth Management

          Financial Advisor

          • image
          • image
          • image
          • CA
          • CO
          • DC
          • DE
          • FL
          • MA
          • NY
          • PR
          • SD
          • TX

          Jose has 40 years of experience in the financial services industry. Started his career at UBS in March of 2009 and was and intracule part of creating the Omega Wealth Management Team in 2019. His broad and diverse background in client acquisition, personal development, business growth and strategy are invaluable when helping clients achieve their long-term goals. He is proud to connect clients to the global resources of UBS. In addition, he serves as a coach to the advisors he works with to help them create a vision for their team and a plan to execute that vision.

                100 SE 2nd Street
                Suite 2500
                Miami, FL 33131
                jose.cacicedo@ubs.com
                Jose Cacicedo
                100 SE 2nd Street,Miami,FL,33131
              • picture 2

                Delia Espinosa-Narus

                First Vice President–Wealth Management

                Financial Advisor

                • image
                • image
                • AZ
                • CA
                • CO
                • DC
                • DE
                • FL
                • MA
                • ME
                • MN
                • NJ
                • NY
                • PR
                • SD
                • TX

                Delia joined UBS in 2007 and has had various roles within the firm. She started her UBS career in Weehawken in the National Sales group and in 2010 moved to Miami to fulfill the role of Branch Sales Manager for the UBS AG Private Bank Branch on Brickell. Since 2013, Delia has been in the front office as Client Advisor having transitioned to a Financial Advisor in 2019.

                Currently Delia and her team manage clients across most Spanish speaking markets, with a broad footprint in Latin America. Generally, the team has concentrations in Peru, Ecuador, Mexico, Colombia, Dominican Republic, Spain and Central America with a significant business for US clients with nexus outside of the US. Delia concentrates her travel efforts within Peru, Ecuador, Mexico and Colombia for the team. Delia is also the Co-Chairperson for the International Advisor Advisory Council a group that seeks to provide ongoing feedback and support to the home office from an FA perspective.

                Prior to UBS, Delia worked in the alternative investments business with experience at both a hedge fund and a top tier private equity shop. Delia is from New Jersey and enjoys spending time with her small children, frequently playing tennis, hiking, travel, cooking and spending time in New England.

                      100 SE 2nd Street
                      Suite 2500
                      Miami, FL 33131
                      delia.espinosa-narus@ubs.com
                      Delia Espinosa-Narus
                      100 SE 2nd Street,Miami,FL,33131
                    • image

                      Abelardo Sanchez Maitret

                      Vice President–Wealth Management

                      Financial Advisor

                      • image
                      • image
                      • CA
                      • CO
                      • DC
                      • DE
                      • FL
                      • MA
                      • MN
                      • NJ
                      • NY
                      • PR
                      • SD
                      • TX

                            100 SE 2nd Street
                            Suite 2500
                            Miami, FL 33131
                            abelardo.sanchez@ubs.com
                            Abelardo Sanchez Maitret
                            100 SE 2nd Street,Miami,FL,33131
                          • image

                            Guillermina Alonso, CIMA®

                            Account Vice President

                            Financial Advisor - International

                            • image
                            • image
                            • image
                            • AZ
                            • CA
                            • CO
                            • CT
                            • DC
                            • DE
                            • FL
                            • MA
                            • NY
                            • OH

                            Guillermina Alonso is a Financial Advisor at UBS with over 15 years of experience in the industry. She provides Wealth Management and Advisory services to personal, institutional, UHNW investors as well as family offices. Guillermina holds a Bachelor’s Degree in International Finance and Marketing as well as a CIMA® Certification from an Executive education program at Wharton School of Business. She is also FINRA Series 7, 3 and 66 licensed. Her hobbies are traveling, soccer, music and volunteering.

                             

                                  100 SE 2nd Street
                                  Suite 2500
                                  Miami, FL 33131
                                  guillermina.alonso@ubs.com
                                  Guillermina Alonso, CIMA®
                                  100 SE 2nd Street,Miami,FL,33131
                                • Mateo Borja

                                  Mateo Borja, AAMS®

                                  Associate Director

                                  Senior Wealth Strategy Associate

                                  • image
                                  • image
                                  • AK
                                  • AL
                                  • AR
                                  • AZ
                                  • CA
                                  • CO
                                  • CT
                                  • DC
                                  • DE
                                  • FL
                                  • GA
                                  • HI
                                  • IA
                                  • ID
                                  • IL
                                  • IN
                                  • KS
                                  • KY
                                  • LA
                                  • MA
                                  • MD
                                  • ME
                                  • MI
                                  • MN
                                  • MO
                                  • MS
                                  • MT
                                  • NC
                                  • ND
                                  • NE
                                  • NH
                                  • NJ
                                  • NM
                                  • NV
                                  • NY
                                  • OH
                                  • OK
                                  • OR
                                  • PA
                                  • PR
                                  • RI
                                  • SC
                                  • SD
                                  • TN
                                  • TX
                                  • UT
                                  • VA
                                  • VI
                                  • VT
                                  • WA
                                  • WI
                                  • WV
                                  • WY

                                  Mateo Borja joined UBS in 2022 from Jefferies. He serves as the team’s investment strategist, crafting tailored ideas for clients and overseeing trading.

                                  With almost ten years of industry experience, Mateo has honed his expertise through previous roles at Credit Agricole and Jefferies. A graduate from Tulane University, Mateo holds his Series 7 and 66 licenses.  Mateo is a Miami native who fervently supports his hometown sports teams. He enjoys an active lifestyle, embracing activities that keep him energized and engaged.

                                   

                                        100 SE 2nd Street
                                        Suite 2500
                                        Miami, FL 33131
                                        mateo.borja@ubs.com
                                        Mateo Borja, AAMS®
                                        100 SE 2nd Street,Miami,FL,33131
                                      • Carlos Tovar

                                        Carlos Tovar

                                        Associate Director

                                        Senior Wealth Strategy Associate

                                        • image
                                        • image
                                        • image
                                        • AZ
                                        • CA
                                        • CO
                                        • DC
                                        • DE
                                        • FL
                                        • IL
                                        • MA
                                        • MN
                                        • NJ
                                        • NY
                                        • OH
                                        • PR
                                        • SD
                                        • TX
                                        • VA
                                        • WY

                                        Carlos joined UBS in July 2018 after 8 years at JPM as Private Client Banker and as a Financial Advisor for domestic clients. Carlos was born in NYC to Cuban and Colombian parents and moved to Miami when he was 5 years old. After high school, Carlos was honorably discharged upon serving 4 years active duty in the US Marine Corps from 1998-2002. He is a die-hard Miami Hurricanes football fan and enjoys grilling on his BBQ for his children, family and friends.

                                              100 SE 2nd Street
                                              Suite 2500
                                              Miami, FL 33131
                                              carlos-a.tovar@ubs.com
                                              Carlos Tovar
                                              100 SE 2nd Street,Miami,FL,33131
                                            • image

                                              Yisell Berines Gonzalez

                                              Client Associate

                                              • image
                                              • image

                                                Yisell Berines joined UBS in 2017 from Citibank NA.

                                                Over the last 12 years she has worked in the financial industry (focusing) on international banking. Yisell has worked alongside Henry Malpartida for the past 2 years (overseeing) the day-to-day operations of the team and ensures we exceed our client's expectations. She was born in Cuba and holds a B.A. in accounting from Universidad Ignacio Agramonte Loynaz. Outside the office Yisell enjoys traveling, yoga, and the theater.

                                                      100 SE 2nd Street
                                                      Suite 2500
                                                      Miami, FL 33131
                                                      yisell.berinesgonzalez@ubs.com
                                                      Yisell Berines Gonzalez
                                                      100 SE 2nd Street,Miami,FL,33131
                                                    • image

                                                      Baltazar Sayan

                                                      Client Associate

                                                      • image
                                                      • image

                                                        Baltazar Sayan joined UBS in 2024, he previously worked in a fund management company responsible for maintaining an efficient rate on the collections, focused on improving and developing operational processes.  Now at UBS, Baltazar is focused on trading and administrative operations of the team, maintaining and improve an excellent service to our clients and make our day-to-day processes more effective and professional.

                                                        He is currently holding the Series 7 and Series 66 Licenses. Baltazar enjoys running, playing piano and paddleboarding on the weekends.

                                                              100 SE 2nd Street
                                                              Suite 2500
                                                              Miami, FL 33131
                                                              baltazar.sayan@ubs.com
                                                              Baltazar Sayan
                                                              100 SE 2nd Street,Miami,FL,33131
                                                            • Beatriz Mas

                                                              Beatriz Mas

                                                              Associate Director

                                                              Client Associate

                                                              • image
                                                              • image
                                                              • FL
                                                              • MA
                                                              • MN
                                                              • NJ
                                                              • NY
                                                              • PR
                                                              • TX

                                                              Beatriz, who we affectionately call Betty, has been working at UBS since 2013 after joining us from Banco Santander. She spent 18 years at Banco Santander and was previously at Banco Exterior de España. Betty has worked alongside the team since 2014 focused on Mexican, Colombian, Ecuadorian, Spanish and US clients. Betty is a native of Miami and  has seen the city change and evolve over the last many years. She is a devoted mother and grandmother and enjoys trips with her husband and family to near and far places.  

                                                                    100 SE 2nd Street
                                                                    Suite 2500
                                                                    Miami, FL 33131
                                                                    beatriz.mas@ubs.com
                                                                    Beatriz Mas
                                                                    100 SE 2nd Street,Miami,FL,33131
                                                                  • Claudia De La Espreilla

                                                                    Claudia De La Espriella

                                                                    Associate Director

                                                                    Client Associate

                                                                    • image
                                                                    • image
                                                                    • FL

                                                                    Claudia has been working alongside Marion Bleck since she joined UBS in 2010. She joined UBS from a similar role at Standard Chartered bank which acquired American Express Private Bank where she started her career in 2004 shortly after having moved from her native Colombia. Claudia hails from Baranquilla and still has strong ties to the area.  She is an attentive mother and grandmother, and she is passionate about spending time with her family. 

                                                                          100 SE 2nd Street
                                                                          Suite 2500
                                                                          Miami, FL 33131
                                                                          claudia.delaespriella@ubs.com
                                                                          Claudia De La Espriella
                                                                          100 SE 2nd Street,Miami,FL,33131
                                                                        • image

                                                                          Lucia Valdes

                                                                          Associate Director

                                                                          Client Associate

                                                                          • image
                                                                          • image
                                                                          • CO
                                                                          • FL

                                                                          Lucia is an industry veteran much like her colleagues in the Omega support staff. She has been working directly with Jose Cacicedo for over 20 years and has transitioned to UBS from American Express Private Bank along with him in 2009. She was born in Cuba and was raised in both Spain and Miami. Lucy, as she is widely known, is a doting mother and has the pleasure of sharing a beautiful life with her husband a retired police officer.

                                                                                100 SE 2nd Street
                                                                                Suite 2500
                                                                                Miami, FL 33131
                                                                                lucia.valdes@ubs.com
                                                                                Lucia Valdes
                                                                                100 SE 2nd Street,Miami,FL,33131
                                                                              • image

                                                                                Marion Bleck

                                                                                Managing Director–Wealth Management

                                                                                Financial Advisor

                                                                                • image
                                                                                • image
                                                                                • CA
                                                                                • CO
                                                                                • DC
                                                                                • DE
                                                                                • FL
                                                                                • MA
                                                                                • NY
                                                                                • PR
                                                                                • SD
                                                                                • TX

                                                                                Marion is an industry veteran with over 30 years of experience managing client assets for offshore clients. She joined UBS in the Private Bank on Brickell in 2005 coming to UBS after the integration of Dresdner Bank Lateinamerika /Dresdner Lateinamerika Financial Advisors where she started her career in the industry.

                                                                                Currently Marion and her team manage clients across most Spanish speaking markets, with a broad footprint in Latin America. Generally, the team has concentrations in Peru, Ecuador, Mexico, Colombia, Dominican Republic, Spain and Central America with a significant business for US clients with nexus outside of the US. Marion concentrates her travel efforts primarily into Peru which is the most significant concentration of assets and revenues for Omega Wealth Management. Marion has been honored on the recognition council for various years and has been on both President and Chairman’s council.

                                                                                Marion joined the industry shortly after moving to Florida from Germany and her hometown is Essen where she still has close family. She enjoys travel, spending time with family and her dog and has an extensive network of friends across the globe

                                                                                      100 SE 2nd Street
                                                                                      Suite 2500
                                                                                      Miami, FL 33131
                                                                                      marion.bleck@ubs.com
                                                                                      Marion Bleck
                                                                                      100 SE 2nd Street,Miami,FL,33131

                                                                                    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.

                                                                                    Three generations in apple orchard

                                                                                    Turn possibilities into a plan

                                                                                    House View Monthly

                                                                                    Mountain climbers on peak at sunrise

                                                                                    A leading global wealth manager

                                                                                    couple on beachfront

                                                                                    UBS Wealth Way

                                                                                    Wealth from your point of view

                                                                                    An approach that works for your entire financial life
                                                                                    Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

                                                                                    A leader in wealth management

                                                                                    Backed by the strength of our parent company, UBS AG

                                                                                    $5.9+ trn

                                                                                    UBS Group invested assets
                                                                                    As of 06/30/2024

                                                                                    51 countries

                                                                                    Our global footprint

                                                                                    #1

                                                                                    for High Net-Worth clients

                                                                                    Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

                                                                                    Insights