A legacy for generations

• AK
• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IA
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MT
• NC
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
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• PR
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• WI

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 in August based on information from a 12 month period ending in March of the award year.
• 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.

• Cox School of Business at Southern Methodist University in Dallas, Texas , B.B.A

• AK
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IA
• ID
• IL
• IN
• KS
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MT
• NH
• NJ
• NM
• NV
• NY
• OK
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• VI
• VT
• WA
• WI

Ruben provides customized wealth management strategies to a select group of ultra-high net worth families, entrepreneurs and corporate executives. Ruben focuses on 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 in August based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The 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, 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.

• University of Southern California , Degree in Business Administration

• UBS Athletes and Entertainers Consultant

• CA
• CO
• FL
• LA
• MO
• NJ
• NY
• OH
• PA
• TX
• VA
• WA

Megan is responsible for providing administrative and operational support for the team. She facilitates and maintains general account maintenance, trading, customized reporting, incoming/outgoing disbursements 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, Bachelor of Science degree in Business Administration with an emphasis in Finance

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