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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 and a University of Chicago Booth School of Business Certified Private Wealth 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 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.

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• Nova Southeastern University, B.S. in Management
• University of Pennsylvania Wharton School of Business, Certified Investment Analyst
• University of Chicago Booth School of Business, Certified Private Wealth Advisor

• Certified Private Wealth Advisor
• Certified Investment Management Analyst®
• International Private Wealth Advisor

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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, and 2022. 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.

• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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.
• Forbes Best-in-State Wealth Management Teams, 2023The 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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Ruben provides customized wealth management strategies to a select group of ultra-high net worth families, entrepreneurs and corporate executives. Ruben specializes in planning around liquidity events, complex financial modeling for multi-generational estates and investment manager evaluation. He is a former professional tennis player who competed in the ATP Tour and was a member of the Colombian Davis Cup Team. Ruben was a four-year Marks Scholar at the University of Southern California and graduated with a degree in Business Administration. During his time at USC, he was captain of the USC tennis team - capturing the NCAA title in 2002. Ruben is also the founder of "Tennis for Colombia", a nonprofit foundation that helps underprivileged Colombian children learn tennis and attend high school and college. A native of Colombia, Ruben is fluent in English, Spanish, French and Italian.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2022, 2023The 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.
• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• University of Southern California, Bachelors of Business Administration

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Clark specializes in delivering comprehensive wealth management strategies to high net worth families and individuals. He also advises and provides access to capital markets for institutional entities such as family offices, hedge funds and private equity firms. Clark previously worked in the Specialized Equity Transactions Group (SETG) at UBS, advising institutional clients on the sale of restricted equity positions. A native of Washington D.C., Clark graduated with a B.B.A from the Cox School of Business at Southern Methodist University in Dallas, Texas and is a member of the school's Alumni Board. Clark has worked with several non-profit organizations and currently serves on the Cedars-Sinai Medical Center Board of Governors.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• Southern Methodist University Cox School of Business, Bachelors of Business Administration

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Kate has over 35 years of experience in the Financial Services industry and joined UBS in 1988. Prior to UBS, she held positions at Smith Barney as Vice President, E.F. Hutton as an Investment Executive, South Caicos Reef Diving Lodge as a Limited Partner, and Warehouse Entertainment as a Complex Manager. Kate has a B.A. in Humanities from Dowling College. She received awards for Forbes/SHOOK Top Women Wealth Advisors in 2021 and 2022. She also received an award for Forbes/SHOOK Best-in-State Wealth Advisors in 2022, the City of Hope South Florida Business Women's Award for Philanthropy, and the Animal Welfare Humanitarian Award. Kate serves as the City of South Miami Pension Board Chair, a Miami-Dade County Beacon Council Trustee Member, the Banyans Townhomes Board President, a Sponsor and Organizer for the Women of Influence Award, and a Guest Panelist on the Miami Herald Money Symposium. She is also a board member for Children's Resources, the Women's Chamber of Commerce, the Greater Miami Chamber of Commerce, the International Women's Show, and the ARC of the United States. Kate enjoys animal rescue and welfare, architectural and interior design, travel, swimming, golf, and spending time between her New York and Miami residences. 

• Forbes America’s Top Women Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2022, 2023The 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.
• Forbes Best-in-State Wealth Management Teams, 2023The 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.
• Forbes Best-in-State Women Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

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Randall Bodner has more than 32 years of wealth management experience. Bodner earned a B.S./B.A degree in finance from the University of Florida. Prior his tenure at UBS, Bodner worked with Wells Fargo Advisors, JPMorgan Chase, and Morgan Stanley. His clientele includes business owners, entrepreneurs, doctors, attorneys, high level executives, and retirees. Bodner is active with the South Florida Advisory Council of the University of Florida, the Perez Art Museum Miami, the Miami Dade Gay and Lesbian Chamber of Commerce, and participates in many other South Florida non-profit organizations. During his free time, Bodner enjoys travel with family and friends, exercise, and fine dining.

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• University of Florida, B.S. in Finance

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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.

• Virginia Military Institute, B.A. in Economics
• University of Maryland R.H. School of Business, Masters of Business Administration

• CERTIFIED FINANCIAL PLANNER™

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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.

• Trinity International University, B.A.
• Nova Southeastern University, Masters of Business Administration

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Joshua joined UBS in 2016 as a Private Wealth Management Intern and upon graduation in 2017, he transitioned to a Client Service Associate. He has a B.A. in Business Management from the Florida International University Honors College. Joshua also has a Certificate for International Trade and Investment from Florida International University. He is a member of the Executive Committee of FIU's Young Alumni Network and serves on the Alumni Development Subcommittee, which focuses on networking and the professional development of young alumni. Joshua enjoys going to the gym, playing tennis and basketball, and exploring new restaurants. 

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Megan is responsible for providing administrative and operational support for the team. She facilitates and maintains general account maintenance, trading, customized reporting and product-related inquires. Megan earned her Bachelor of Science degree in Business Administration with an emphasis in Finance from the University of Southern California. She currently holds her Series 7 and 66 licenses. A native of Los Angeles, Megan is fluent in both English and Korean.

• University of Southern California, B.S. in Business Administration with an emphasis in Finance

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Nicholas joined Bridgelane Wealth Management in 2020. He received his B.S. in Finance from the Robert H. Smith School of Business at the University of Maryland. While at the University of Maryland, Nicholas was a student athlete on the football team and a member of the Pi Kappa Alpha fraternity. He is responsible for contributing to the team's client service and administration efforts. Nicholas approaches every relationship with empathy, understanding, and a commitment to helping clients achieve their financial goals. He currently holds his series 7, series 66, and SIE licenses. Notably, Nicholas is a multilingual South Florida native, speaking English and Spanish fluently, as well as conversational Hebrew.

• University of Maryland Robert H. Smith School of Business, B.S. in Finance

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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 SIE licenses. She enjoys cooking, painting, and spending time with friends and family. Emily speaks both English and Spanish.

Cristina joined Bridgelane Wealth Management in 2022. She graduated from Florida State University with a major in Finance. Cristina is a Miami native, fluent in both English and Spanish. She currently holds her Series 7 license. Cristina assists in the maintenance of client requests and relationships. 

Sydney joined UBS in 2022 as a Client Service Associate. She has a B.A. in History from the University of Pennsylvania. Sydney is involved in the Tropical Audubon Society in Miami, the Shelter Health Outreach Program, and Penn Appetit. She enjoys cooking and baking, playing soccer, traveling, and attending local farmer's markets. Sydney speaks both English and Spanish.