A legacy for generations

• AK
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• CO
• CT
• DC
• DE
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• HI
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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 in August based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2025The 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.

• 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 specializes in planning around liquidity events, complex financial modeling for multi-generational estates and investment manager evaluation.

A former professional tennis player, Ruben competed on the ATP Tour and represented Columbia in the Davis Cup. He graduated from the University of Southern California with a degree in Business Administration as a four-year Marks Scholar. During his time at USC, he was captain of the USC tennis team - capturing the NCAA title in 2002. 

Ruben is the founder of "Tennis for Colombia", a nonprofit foundation that empowers underprivileged Colombian children to learn tennis and attend high school and college. A native of Colombia, he is fluent in English, Spanish, French and Italian, bringing a global, relationship-driven approach to wealth advisory.

• 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, 2024, 2025The 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

• AK
• CA
• CO
• FL
• ID
• IL
• LA
• MA
• MN
• MO
• NC
• NJ
• NY
• OH
• PA
• TX
• VA
• WA

Megan focuses on comprehensive financial planning, tailored reporting and client relationship management for the team. She is also responsible for the implementation of asset allocations, performance reporting and addressing product-related inquiries, ensuring every interaction and strategy aligns with our clients' unique needs and goals.

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, Series 66 and Certified Financial Planner (CFP®) 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

• PR

Jasmin brings nearly 20 years of experience at UBS, where she plays an integral role in client service and administration. Jasmin focuses on general account maintenance and providing administrative and operational support for the team. Her responsibilities include trading, reporting and ensuring seamless operations.

Originally from New Jersey, Jasmin recently relocated to Miami from San Juan, Puerto Rico. Jasmin graduated from the University of Ana G. Mendez with a Bachelor Degree of Arts in Social Work.

Jasmin is also currently serving as the Global Diversity, Equity and Inclusion ambassador for the UBS Florida Market. She currently holds her Series 7 and Series 66 licenses.

In her free time, Jasmin enjoys volunteering and serving the community, traveling, outdoor activities and spending time with family, friends and her dog Coco.

Jasmin is fluent in both English and Spanish.

• Universidad Ana G. Mendez, Puerto Rico, Bachelors Degree in Liberal Arts, Social Work