Experience

Anita is a graduate of Regis College; with a concentration in Economics and Political Science. Upon graduation, she joined the investment industry in 1978 at Blyth Eastman Dillon, who was succeeded as PaineWebber, and later joined Shearson Lehman Brothers and continued in its successor firms. At Salomon Smith Barney, Anita was Vice President and Senior Consultant, and was an integral part of the firm’s Consulting Group Institutional Services Division, serving as consultant to $5 billion in public and private funds.

In 2000, Anita rejoined PaineWebber, now as UBS. She has built a very successful team, joining her partner, Jorge Rodriguez, to form Brennan Rodriguez Wealth Management. Importantly, some of Anita’s clients go all the way back to the start of her career, relationships of over 40 years, exemplary of the bonds she creates with clients.

During her 40+ years career, Anita has consistently proven to be a leader in the industry, reaching levels and receiving accolades as a woman leader in Puerto Rico. Amongst those, she was a Founding Member of the PR Investment Management Society. Also, Anita was the first woman in UBS’s 50+ years history in PR to be named a member of the prestigious Chairman’s Club.

Anita has always been active with various charitable organizations and boards; having served as President of Hogar Santa María de Los Angeles (who provide support services to teenage, unwed expectant mothers) and as Vice President of the Board of Directors of the Puerto Rico Corporation for Public Broadcasting (WIPR); serving in its executive committee.

Currently, she is a member of the Board of Trustees of Regis College in Weston, Massachusetts, serving in its finance and investment committees.  She has also been a  member of the Board of Directors of United Way of Puerto Rico.

Anita lives in Guaynabo, Puerto Rico, but also spends time in Boston, visiting her daughter, son-in-law, and three grandchildren. 

Over the past 26 years, I have helped institutions and personal clients manage their wealth through good times and bad. I joined UBS in 2009 after 8 years at the Oriental Group, and a prior 4 year tenure at the Government Development Bank for Puerto Rico (GDB). My experience in the Treasury functions at GDB and Oriental have provided an invaluable risk management experience, which we utilize for our clients’ wealth management needs.

As Treasurer of Oriental’s International Bank, and a member of the Assets and Liabilities Committee of the Group in the midst of the Financial Crisis provided an invaluable experience, one which provides a better wealth manage framework for our clients.

I joined Anita Brennan in forming the Brennan Rodriguez Wealth Management team in 2015. Together with our staff, Magda Broco and Sofia Quilichini, Anita and I serve high net worth clients, ensuring they are educated in the opportunities we identify and execute on, and emphasizing the risk management aspects of asset allocation and portfolio construction.

In my free time, I am deeply devoted to my family, blessed with two wonderful children, Jorge Luis and Juliana, and my dear wife Margari. I also enjoy taking on sporting challenges, having completed the Bryce Canyon Ultra Marathon 50k in Utah, and recently picking up racket sports: beach tennis and pickleball. I also enjoy a competitive round of golf, maintaining a 3 handicap index.

Magda began her carrier at UBS in 1999, working for PaineWebber as a Client Service Associate. She became an Investment Associate in 2002, and in 2019 she joined Brennan Rodriguez Wealth Management as a Wealth Management Associate.

Magda is our Team Administrator, serving as an integral component of Brennan Rodriguez Wealth Management’s success. She has a good understanding of the requirement of clients in the private wealth management segment, bringing years of experience and knowledge in financial services and products to her position. Magda manages trading and allocation implementation duties, from the simple to more complex executions. She also assists Anita and Jorge in identifying solutions for the benefit for our clients’ financial plans.

She has a B.A. in Hotel & Restaurant Administration from University of Puerto Rico and a Master’s Degree in Finance. Holds Series 7, and 63 securities registrations as well as licenses for life insurance and variable annuities.

She lives in San Juan with husband José, and son Xavier. In her free time she enjoys art,  painting, and spending time at the beach.

Sofia Quilichini graduated from the Pontificia Universidad Católica de Puerto Rico with a B.A. in Finance in 1998.   Sofia joined UBS Financial Services Inc of PR in August of 1999, as a Senior Client Service Associate. In 2008, Sofia began working with Anita Brennan, remaining with Anita when the Brennan Rodríguez Wealth Management team was formed in 2015.

Sofia delivers quality client service for our clients, paying particular attention to detail and delivering her services with a friendly tone. She works closely with our Advisors to respond to client service requests in a timely manner.

Outside of work, Sofia enjoys traveling, and spending time with her family and friends.