Global insight. Opportunities worldwide.

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Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Oculus NYC

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.

  • Paula Alcantara

    Paula Alcantara, CFP

    Financial Advisor

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    • CA
    • FL
    • NY

    Paula W. Alcantara has close to 30 years of experience in the financial services industry and Wealth Management.

    She started her career at Banco Frances e Brasileiro SA in Brazil as an Account Manager for individual and corporate clients. Later, she worked as a Private Banker at Banco CCF Brazil, ABN Amro Bank, Banco Itaú and Credit Suisse.

    In 2011, she joined JP Morgan in São Paulo where she developed her business of Brazilian clients seeking both onshore and offshore investments. She relocated to the United States in 2014 to help on the growth of the offshore Brazil UHNWclient base.

    Paula joined UBS International in January 2021 as a Financial Advisor. She is fluent in Portuguese and English.

    She earned her Bachelor’s degree at Faculdades Metropolitanas Unidas and a MBA from Pontificia Universidade Catolica, PUC São Paulo.

    Paula is CFP (Certified Financial Planner) in Brazil and is FINRA-registered and holds Series 7, 63 and 65 securities licenses.

      • Faculdades Metropolitanas Unidas , Bachelor’s Degree
      • Pontificia Universidade Catolica, PUC São Paulo, MBA
      • CERTIFIED FINANCIAL PLANNER™
      Financial planning
      Investing
      Sustainable investing
      Impact investing
      100 SE 2nd Street
      Suite 2500
      Miami, FL 33131
    • Marina Castro Monoli

      Marina Castro Monoli

      Financial Advisor

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      • CA
      • FL
      • NY

      Marina Castro Monoli has over 15 years of experience in the financial services industry.

      She started her career at Banco Espirito Santo de Investimento in Institutional Sales at the Investment Bank in Lisbon, Portugal. In 2008,she transitioned to Wealth Management where she worked for BB Securities Ltd, a subsidiary of Banco do Brasil in London, UK.

      In 2010, she joined JP Morgan Private Bank in the U.S. where she became a specialist in Alternative Investments and also actedas a Client Advisor responsible for building and maintaining relationships with ultra and high net worth Brazilian clients.

      She left JP Morgan in 2018 to start in a new position working for Banco Santander in Sao Paulo, Brazil. In her role she was a prospector and specialist in offshore investmentsactively engaged in fundraising assets of ultra and high net worth Brazilian individuals together with the local and offshore bankers for the Santander’s offshore platform.

      Marina joined UBS International in November 2020 as a Financial Advisor. She is fluent in Portuguese and English.

      She has a degree in Business Administration from Fundacão Armando Alvares Penteado, São Paulo and a Post-graduate degree in Finance from IBMEC Business School, São Paulo.

      Marina is FINRA-registered and holds Series 7 and 66 securities licenses.

        • Fundacão Armando Alvares Penteado, São Paulo , Degree in Business Administration
        • IBMEC Business School, São Paulo, Post-graduate Degree in Finance
          Banking
          Investing
          Asset allocation
          Alternative investments
          Sustainable investing
          Impact investing
          100 SE 2nd Street
          Suite 2400
          Miami, FL 33131
        • Karina Vaz

          Karina Vaz Ivkovic

          Associate Director

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          • CA
          • FL
          • NY

          Karina Vaz Ivkovic is a Finance Professional with over 18 years of experience in Client Services.

          She started her career at Banco do Brasil NY office, where she helped individual and institutional clients on the day to day operations of Retail Branch and Corporate Services.In 2005, she joined JPMorgan Chase Bank N.A. where she was a Vice-President / Client Service Specialist for the Ultra High Net Worth clients.

          Her extensive knowledge and excellence in service resulted in her being awarded with the J.P. Morgan Pierpont Leadership Award.

          Karina holds a degree in Journalism from Universidade Federal do Para - UFPA. She is fluent in Portuguese and English, with a good understanding of Spanish.

          She is FINRA-registered with Series 7 and 63 securities licenses.

            • Universidade Federal do Para - UFPA, Degree in Journalism
              100 SE 2nd Street
              Suite 2500
              Miami, FL 33131
            Global Visionaries

            Global Visionaries

            Multigenerational wealth planning

            Multigenerational wealth planning

            Your life, wealth and future

            Your life, wealth and future

            What's your vision?

            We can help you bring your vision to life.

            Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

            Backed by the strength of UBS

            A global leader in wealth management

            Best

            Global private bank services, 2016-2022
            Euromoney Private Banking and Wealth Management Survey, 2022

            Global leader

            UBS is a world-leading wealth manager

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022