Senior Vice President–Wealth Management
Financial Advisor
CA insurance license #0H13897
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
CA insurance license #0H13897
Education
Credentials
Vice President–Wealth Management
Financial Advisor
Education
Credentials
Vice President–Wealth Management
Financial Advisor
Education
Credentials
Executive Director
Financial Advisor
Rafael is an advisor in the New England market that works with clients to help them navigate and manage the complexities of family wealth. He has a background in advising family offices on their generational wealth framework and guiding business owners and partners through liquidity events. Rafael and his team work to help clients achieve successful outcomes for their unique aspirations and needs.
His experience across all asset classes and investment vehicles provides the ability to leverage the global capabilities of UBS to bring together the appropriate planning and investment solutions for clients. His primary focus is to connect the planning process with portfolio construction and implementation with a specialty in alternative investments. During his time with the UBS Portfolio Advisory Group, he worked on many of the firm’s most complicated business transitions and family office mandates.
Professional History
Related areas of UHNW Advisory:
Investment Management Experience: +25-years
Education
CA Ins Lic 4276307
Executive Director
Financial Advisor
Rafael is an advisor in the New England market that works with clients to help them navigate and manage the complexities of family wealth. He has a background in advising family offices on their generational wealth framework and guiding business owners and partners through liquidity events. Rafael and his team work to help clients achieve successful outcomes for their unique aspirations and needs.
His experience across all asset classes and investment vehicles provides the ability to leverage the global capabilities of UBS to bring together the appropriate planning and investment solutions for clients. His primary focus is to connect the planning process with portfolio construction and implementation with a specialty in alternative investments. During his time with the UBS Portfolio Advisory Group, he worked on many of the firm’s most complicated business transitions and family office mandates.
Professional History
Related areas of UHNW Advisory:
Investment Management Experience: +25-years
Education
CA Ins Lic 4276307
Senior Wealth Strategy Associate
Education
Credentials
Senior Wealth Strategy Associate
Education
Credentials
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.
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