$7 trn
UBS Group invested assets
As of 12/31/2025
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
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.
Peter Zubizarreta has more than 35 years of wealth management experience. Zubizarreta earned a B.S. degree in management from Nova Southeastern University, and subsequently the distinction of being a University of Pennsylvania Wharton School of Business Certified Investment Analyst, University of Chicago Booth School of Business Certified Private Wealth Advisor®, and a Certified Exit Planning Advisor®. Before joining UBS, Zubizarreta held positions with Prudential Securities, Chase Investment Services and Citigroup Global Markets. Fluent in Spanish, he serves the wealth management needs of small business owners, entrepreneurs, doctors, attorneys, retirees throughout the United States and Latin America. Zubizarreta volunteers as a board member for the Lowe's Art Museum, and the Coral Gables Community Foundation. He has volunteered as a board member of the University of Miami Amigos of the Cuban Heritage Collection, St. Thomas Episcopal Parish School, and Nova Southeastern University Honors College. He and his wife, Aymee, have four children.
Manuel Coroalles has over 20 years of experience in the Financial Industry and joined UBS in 2002. Prior to UBS, Coroalles held positions at the University of Miami as an Adjunct Professor, Barclays as a Private Banker and Credit Analyst, and Merrill Lynch as an Investment Associate. Manuel has a B.B.A. in Finance and a M.B.A. in Finance with an International Business concentration from the University of Miami. He is a Certified Financial Planner, Certified UBS Wealth Advisor, and a UBS Retirement Plan Consultant. Manuel has received the award for Forbes/SHOOK Best-in-State Wealth Advisors for 2019, 2020, 2021, 2022, 2023, 2024, and 2025. He is an active participant on the UM Citizens Board, the Belen Jesuit Prep Advisory Council, the City of Hope Latin Entertainment Industry Executive Committee, the Financial Planning Association of South Florida, and the Miami Chamber of Commerce. Manuel also serves as the Bristol Tower Board President, the UBS Miami Coordinator for the Juvenile Diabetes Research Foundation, and is a Miami Herald Contributor. He enjoys spending time with his wife and son, being a spectator at his son's soccer games, traveling, and tennis. Manuel is fluent in both English and Spanish.
John Beggs joined Bridgelane Wealth Management in 2015. Beggs earned a B.A. in economics and business from Virginia Military Institute and a M.B.A. degree from the University of Maryland's R.H. Smith School of Business. Beggs joined UBS in 2007 from JPMorgan Chase where he was a solution consultant in their international trade services business. Prior to that, he was engaged as a supply chain and operations consultant with IBM, formerly PriceWaterhouse Coopers, and served in the United States Air Force achieving the final rank of Captain. He and his wife, Maria, have two children.
Geneva Goedhart joined Bridgelane Wealth Management in 2008. She has over 25 years of experience in the financial services industry. She earned a B.A. degree from Trinity International University and a M.B.A. degree from Nova Southeastern University. Geneva is responsible for account maintenance, relationship building and providing clients with a high level of service. She currently holds her series 7, 66, and 31 licenses.
Josh is a Wealth Strategy Associate and Authorized Officer that holds the FINRA Series 7, 66, and Florida 2-15 Life, Health, and Variable Annuity licenses. He began his career with UBS in 2016 as a Private Wealth Management Intern and has since held various roles with his team. Josh assists High and Ultra-High Net Worth families with trade requests, designing and implementing tailored investment strategies, and operational support while providing the personalized, white glove service his team has become known for.
Josh earned a B.B.A. in Business Management and a Certificate in International Trade & Investment from the FIU Honors College.
Josh is actively involved in the Miami community, serving as President of the FIU Honors College Alumni Community Board, Executive Committee member of FIU Young Alumni, and as co-chair of the UBS Young Professionals Network (YPN) Miami chapter. He also leads local UBS volunteer initiatives as a Season of Service Co-Captain, supporting organizations like The Chapman Partnership, United Way of Miami, Actor’s Playhouse of Coral Gables, and Global Empowerment Mission.
Outside of the office, Josh enjoys fitness, tennis, basketball, and exploring South Florida’s culinary gems with his wife, Maydee. He’s also a proud dog dad to Zoey and “Uncle Josh” to his many nieces and nephews.
Emily joined Bridgelane Wealth Management in March 2020 as a Global Wealth Management Intern and transitioned to a Client Service Associate upon graduation. She received her B.A. in International Business with a minor in Economics from Rollins College in Winter Park, FL. Emily is an alumna of the Sigma Kappa sorority, through which she is strongly linked to organizations such as the Alzheimer's Association. Her responsibilities include client services and administration, financial goal analysis, and marketing. Emily currently holds her Series 7 and Series 66 licenses. She enjoys cooking, painting, and spending time with friends and family. Emily speaks both English and Spanish.
Peter Zubizarreta has more than 35 years of wealth management experience. Zubizarreta earned a B.S. degree in management from Nova Southeastern University, and subsequently the distinction of being a University of Pennsylvania Wharton School of Business Certified Investment Analyst, University of Chicago Booth School of Business Certified Private Wealth Advisor®, and a Certified Exit Planning Advisor®. Before joining UBS, Zubizarreta held positions with Prudential Securities, Chase Investment Services and Citigroup Global Markets. Fluent in Spanish, he serves the wealth management needs of small business owners, entrepreneurs, doctors, attorneys, retirees throughout the United States and Latin America. Zubizarreta volunteers as a board member for the Lowe's Art Museum, and the Coral Gables Community Foundation. He has volunteered as a board member of the University of Miami Amigos of the Cuban Heritage Collection, St. Thomas Episcopal Parish School, and Nova Southeastern University Honors College. He and his wife, Aymee, have four children.
Manuel Coroalles has over 20 years of experience in the Financial Industry and joined UBS in 2002. Prior to UBS, Coroalles held positions at the University of Miami as an Adjunct Professor, Barclays as a Private Banker and Credit Analyst, and Merrill Lynch as an Investment Associate. Manuel has a B.B.A. in Finance and a M.B.A. in Finance with an International Business concentration from the University of Miami. He is a Certified Financial Planner, Certified UBS Wealth Advisor, and a UBS Retirement Plan Consultant. Manuel has received the award for Forbes/SHOOK Best-in-State Wealth Advisors for 2019, 2020, 2021, 2022, 2023, 2024, and 2025. He is an active participant on the UM Citizens Board, the Belen Jesuit Prep Advisory Council, the City of Hope Latin Entertainment Industry Executive Committee, the Financial Planning Association of South Florida, and the Miami Chamber of Commerce. Manuel also serves as the Bristol Tower Board President, the UBS Miami Coordinator for the Juvenile Diabetes Research Foundation, and is a Miami Herald Contributor. He enjoys spending time with his wife and son, being a spectator at his son's soccer games, traveling, and tennis. Manuel is fluent in both English and Spanish.
John Beggs joined Bridgelane Wealth Management in 2015. Beggs earned a B.A. in economics and business from Virginia Military Institute and a M.B.A. degree from the University of Maryland's R.H. Smith School of Business. Beggs joined UBS in 2007 from JPMorgan Chase where he was a solution consultant in their international trade services business. Prior to that, he was engaged as a supply chain and operations consultant with IBM, formerly PriceWaterhouse Coopers, and served in the United States Air Force achieving the final rank of Captain. He and his wife, Maria, have two children.
Geneva Goedhart joined Bridgelane Wealth Management in 2008. She has over 25 years of experience in the financial services industry. She earned a B.A. degree from Trinity International University and a M.B.A. degree from Nova Southeastern University. Geneva is responsible for account maintenance, relationship building and providing clients with a high level of service. She currently holds her series 7, 66, and 31 licenses.
Josh is a Wealth Strategy Associate and Authorized Officer that holds the FINRA Series 7, 66, and Florida 2-15 Life, Health, and Variable Annuity licenses. He began his career with UBS in 2016 as a Private Wealth Management Intern and has since held various roles with his team. Josh assists High and Ultra-High Net Worth families with trade requests, designing and implementing tailored investment strategies, and operational support while providing the personalized, white glove service his team has become known for.
Josh earned a B.B.A. in Business Management and a Certificate in International Trade & Investment from the FIU Honors College.
Josh is actively involved in the Miami community, serving as President of the FIU Honors College Alumni Community Board, Executive Committee member of FIU Young Alumni, and as co-chair of the UBS Young Professionals Network (YPN) Miami chapter. He also leads local UBS volunteer initiatives as a Season of Service Co-Captain, supporting organizations like The Chapman Partnership, United Way of Miami, Actor’s Playhouse of Coral Gables, and Global Empowerment Mission.
Outside of the office, Josh enjoys fitness, tennis, basketball, and exploring South Florida’s culinary gems with his wife, Maydee. He’s also a proud dog dad to Zoey and “Uncle Josh” to his many nieces and nephews.
Emily joined Bridgelane Wealth Management in March 2020 as a Global Wealth Management Intern and transitioned to a Client Service Associate upon graduation. She received her B.A. in International Business with a minor in Economics from Rollins College in Winter Park, FL. Emily is an alumna of the Sigma Kappa sorority, through which she is strongly linked to organizations such as the Alzheimer's Association. Her responsibilities include client services and administration, financial goal analysis, and marketing. Emily currently holds her Series 7 and Series 66 licenses. She enjoys cooking, painting, and spending time with friends and family. Emily speaks both English and Spanish.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Watch the replay of the CIO House View monthly livestream for a conversation with David Lefkowitz, Head of US Equities; Kurt Reiman, Head of Fixed Income; and Jay Dobson, US Energy & Utilities Strategist; where they discussed the latest developments of the Middle East escalation, AI disruption, updates on tariffs, and the market implications of these topics as well as what it all means for your portfolio. The discussion was hosted by Nadia Lovell, Head of Global Equity Strategy & Management.
March 05, 2026
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
Your values define you. But do your investments reflect who you are? We believe sustainability is relevant to how you manage your wealth. We invite you to discover the world of sustainable investing and the possibilities it offers you to pursue what matters most.
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
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