Guiding endowments and foundations forward

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Richard Suss is an Executive Director and Institutional Consultant of UBS Wealth Management.  With over 30 years of wealth management and banking experience, Richard brings experience and understanding to the private and institutional clients we serve.

Richard and his team, Biscayne Wealth Management, have been together since 2010.  Their advisory and institutional consulting practice is focused on asset management, estate and financial planning, and the business banking needs of entrepreneurs.  Richard also specializes in not-for profit organizations as an Institutional Consultant for UBS.  He provides insight and advice to investment committees and governing bodies of diverse not-for-profit clients—foundations, endowments, institutions and associations—to help them navigate their fiduciary challenges with greater confidence and ease. 

Richard is an Executive Director at UBS and has served in various leadership roles for the firm.  During his tenure, he has achieved national recognition multiple times as a member of UBS Leadership Council  and twice has been named UBS Branch Manager of the Year (2013, 2015). 

In his community, Richard served the Board of Broward College Foundation (Honorary), University of Florida's Parent & Family Philanthropy Council, UF Pi Kappa Alpha Alumni Board, and the Centered Heart Foundation.

Richard is a graduate of the Warrington Business School at the University of Florida, having earned a B.S. degree in Business Administration, and was honored with selection into the prestigious leadership honorary, Florida Blue Key.  Also, he completed the Certified Financial Planning Program at Barry University and has been a Certified Financial Planner since 2006.

Personal & Community  

• Broward College Foundation (Honorary)
• University of Florida Parent & Family Leadership Council
• University of Florida Pi Kappa Alpha Alumni Advisory Board
• Centered Heart Foundation

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Warrington Business School at the University of Florida, B.S. degree in Business Administration

• CERTIFIED FINANCIAL PLANNER™
• Endowment & Foundation Consultant
• Portfolio Manager

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Barry is a 40-year veteran of the financial services industry and joined UBS in 2013.  From his experience helping wealthy multi-generational families, entrepreneurs, corporate executives, and business owners over the years, Barry has developed a deep and varied expertise across all areas of wealth management that enables him to deliver pragmatic, proven advice for his clients' unique financial needs and goals.  He also has an extensive background in qualified corporate retirement plans, having built a national 401k practice which he ultimately sold to Nationwide Insurance.

Barry uses a disciplined, yet intuitive approach to Wealth Management, with a keen focus on delivering sound solutions and strategies that preserve assets while creating growth opportunities.  He enjoys building fulfilling relationships with his clients, and looks forward to his interactions with them every day.  Barry takes great pride in his ability to add value to his clients' lives by maintaining a high standard of support, collaboration, and knowledge in every one of his relationships.

Barry is a graduate of the University of Cincinnati, majoring in Economics.  He has been married for 47 years and has two grown children and three grandchildren.  He is very dedicated to supporting his community.  Barry is a Past President of Temple Judea in Coral Gables, and has served as the Vice-Chairman of the Board of Trustees of Friends of WLRN, Inc., Treasurer of the Alpha Epsilon Pi Foundation and past President of the Alpha Epsilon Pi Fraternity.  He currently serves on the Community Advisory Board for radio/TV of the Miami-Dade Public School system, and the Board of Trustees of Hillel for Palm Beach/Broward Counties.  A Viet-Nam era Veteran of the U.S. Coast Guard, Barry also has a Commercial pilot's license.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Ron joined UBS as a Financial Advisor in 2021 after a more than three decade-long distinguished career in financial services. At UBS, he is a trusted Private Wealth Advisor to high-net-worth executives, entrepreneurs, and their families, where he specializes in creating bespoke solutions that satisfy his clients' unique and complex investment and financial planning needs.

Prior to joining UBS, Ron held a variety of senior executive roles across several prestigious financial institutions, including having served for nearly a decade as Managing Director and Head of Technology Investment Banking at J.P. Morgan. He earned a BSE from the Wharton School at the University of Pennsylvania and an MBA from the UCLA Graduate School of Management, where he was a Venture Fellow.

Ron is on the Advisory Board of Athletes for Israel. AFI’s mission is to combat antisemitism and racism by bringing collegiate and professional athletes to Israel to promote peace and understanding through participatory programs. He is also an active member of Miami Angels, an angel network dedicated to investing in early-stage tech companies based in Florida.

Sally Schwartz is a Client Service Associate with UBS Financial Services in Miami, FL, functioning as the Marketing Coordinator for Biscayne Wealth Management. In this capacity, she provides our clients with up to date information on present world and financial conditions, as well as adding the personal touch of holiday and birthday greetings. Sally helps our clients stay connected with their UBS Financial Advisors in an ongoing program to enhance the Client experience.

Luz Gil is a Registered Branch Office Administrator with UBS Financial Services in Miami, Florida. As BOA, she works with both the Management Team and Financial Advisors. Luz develops, maintains, and executes various strategies to provide operational support to clients from both a management and administrative perspective.

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As our Team Administrator, Marisol focuses on all aspects of team operations and account maintenance.

With more than 15 years of industry experience, her core competency is compliance and risk management with a strong focus on client service, having held related roles with Merrill Lynch, HSBC Private Bank International and EFG Capital International. Marisol holds an Associate's degree in Business Administration from Miami Dade College.

Marisol lives in Coral Gables, FL and enjoys traveling and the performing arts. She is an active member of the Junior League of Miami, which promotes community volunteerism.