Knowledge

Daniel joined UBS in 2004. For more than 20 years Daniel has worked with ultra high net worth clients in Europe to deliver wealth management solutions from the United States. Prior to his current role, Daniel was based in Switzerland for over 10 years where he worked with international private clients and families.

Daniel is passionate about delivering bespoke investment solutions to clients that meet their specific investment objectives in the tax and legal jurisdiction where they live.

Daniel earned a Federal Degree in Business Management and Economics from HFW Bern, Switzerland. Daniel is a CFA® charterholder. He is fluent in German.

Sean works with international Private Wealth clients and their family offices. He takes pride in being part of a team focused on guiding decision-making and helping families and their advisors confidently meet their goals and objectives. 

A natural problem solver, Sean has over two decades of experience with UBS in the US and Europe focused on leveraging the capabilities of UBS to deliver bespoke advice and solutions.

Sean has deep experience navigating the planning, strategy, and investment needs of international families as they navigate global markets. 

Sean received his B.A in Financial Services (Honors) from Napier University in Edinburgh, Scotland, and his MBA from Columbia University. Sean holds the UBS Family Office Consultant designation and is a CFA® charterholder.

Robert brings 20 years of experience in international wealth management to his work with ultra-high net worth clients and their family offices.

As part of a team in New York focused exclusively on working with families of significant means, Robert works with clients to help them navigate the complexities of managing family wealth across international jurisdictions.

He enjoys building relationships with clients focusing on education, advice led planning and the development of bespoke strategies to meet client’s wealth and philanthropic needs across family generations.

Robert joined UBS in 2010, prior to which he was a wealth management advisor and investment specialist with several global and boutique private wealth management institutions based in New York City and London, United Kingdom.

Robert graduated from the University of Cape Town in South Africa with an Honors degree in Business Science (Finance). Robert is a CFA® charterholder and member of the CFA Institute.

Francesco joined UBS in 2021 and has over 5 years of experience working in financial services. Prior to his current role he worked as a Client Associate at Merrill Lynch, Vanguard and JP Morgan.

In addition to supporting daily investment activities, Francesco is responsible for establishing and maintaining client accounts and for ensuring any client needs are met.

Francesco graduated from Drexel University in Philadelphia with a major in Finance and Entrepreneurship. He currently holds the series 7 & 66 licenses and is a designated CRPC.

Lisseth has over 8 years of experience in the financial services industry. A skillful problem-solver, she is a tremendous resource for all operational questions and issues. Working closely with advisors, drawing upon her deep knowledge of the financial industry she prides herself on finding the best client centric solution for each situation.

Lisseth holds a B.S. degree in Business Management and Entrepreneurship from Baruch College. Fluent in Spanish.

Jenny joined the UBS team in 2022. She has 10 years of experience in the finance industry in several client support roles. Jenny takes great pride in providing excellent customer service and works closely with other team members to ensure all client enquiries and operational needs are met.

Jenny has a bachelor’s degree in business administration. She currently holds the series 7, 63 and 65 licenses.  She is fluent in French.