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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.
Danilo joined UBS in 2007 after being Southern Cone Sales Manager with BankBoston International Wealth Management (subsequently Bank of America after their 2003 merger). In addition to his more than 11 years experience in the financial services industry, he was a Principal with PricewaterhouseCoopers Management Consulting providing strategic advice to Fortune 500 executives in the financial services industry, among others.
He received his M.B.A. from Harvard University and a B.S./B.A. from Georgetown University.
Danilo also holds a Foundation Certificate in International Trust Management from the Society of Trust and Estate Practitioners (STEP) and has his Series 7 and 66 securities licenses
Danilo is a fluent Spanish speaker and together with his wife and son resides in Key Biscayne. He is a member and former officer of the Harvard Business School Club of South Florida, a member of the Georgetown Club of Miami and Fabretto Children’s Foundation. Danilo is also a Development Committee member of the American Nicaraguan Foundation.
Education
Danilo joined UBS in 2007 after being Southern Cone Sales Manager with BankBoston International Wealth Management (subsequently Bank of America after their 2003 merger). In addition to his more than 11 years experience in the financial services industry, he was a Principal with PricewaterhouseCoopers Management Consulting providing strategic advice to Fortune 500 executives in the financial services industry, among others.
He received his M.B.A. from Harvard University and a B.S./B.A. from Georgetown University.
Danilo also holds a Foundation Certificate in International Trust Management from the Society of Trust and Estate Practitioners (STEP) and has his Series 7 and 66 securities licenses
Danilo is a fluent Spanish speaker and together with his wife and son resides in Key Biscayne. He is a member and former officer of the Harvard Business School Club of South Florida, a member of the Georgetown Club of Miami and Fabretto Children’s Foundation. Danilo is also a Development Committee member of the American Nicaraguan Foundation.
Education
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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