Trust. Experience. Confidence.

Private Wealth Management

Together, We Are AMD Wealth Partners

Our Team Name:

AMD Wealth Partners is a team of seasoned financial professionals with 70 years of combined experience in wealth management, AMD Wealth Partners brings a deeply integrated and client-focused approach to financial advising. Having worked together for many years, our team combines expertise in wealth advisory and investment management to provide tailored strategies for ultra-high-net-worth individuals. At UBS, we leverage our collective strengths to help clients navigate complex financial landscapes, build lasting relationships, and create opportunities for long-term success.

A stands for Ary and Advice versus product-driven.

M stands for Michael and Methodical approach to all aspects of investing and wealth planning.

D stands for David and total Devotion and loyalty to our clients.

Our Mission Statement:We strive to thrive as a wealth management team by excelling in four key areas:

• Clarity & Focus – Identifying the clients we serve best and dedicating our efforts to maximizing value for them.
• Client-Centered Approach – Deeply understanding our clients’ dreams, goals, and concerns to provide tailored solutions.
• Market Insight & Integrity – Leveraging our expertise and UBS’s vast resources to deliver thoughtful, ethical, and strategic advice.
• Enduring Relationships – Building long-term, mutually successful partnerships founded on trust, loyalty, and unwavering commitment.

Start the planning conversation

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

Creating a legacy for your family’s future

Dividing wealth across generations

Estate planning strategies

Investments and finances under one roof

Maximize your potential wealth

One relationship. All of Private Wealth Management.

Advice for business owners & entrepreneurs

Navigating opportunities across your enterprise

From success to succession

Family Office Services

Whether you are looking to develop a succession plan for your business or to design a family office, our multidisciplined team of professionals can help you think through important decisions and tailor strategies to your particular needs.

Tailored family office services

Tailored family office services

Family offices are as different as the families they serve—one size does not fit all. Our team brings decades of experience to helping navigate financial, business and family interests as you seek to align your investment management and planning.

To address the wide-ranging needs family offices face every day, we serve as your single point of contact, helping to coordinate resources and expertise from across the firm, including the Investment Bank and Asset Management divisions.

Provide clarity in a complex world

Provide clarity in a complex world

Our team will help you understand what is happening in the world, how it impacts you and your family, and what you may want to do about it. Our regular check-ins are designed to help preserve what you’ve earned and to work with you toward your long-term goals. The UBS House View helps provide actionable insights into how best to support your goals.

Tailored lending

Our experienced banking and credit teams offer potential solutions for a range of liquidity and capital funding needs. Expect bespoke strategies for concentrated and restricted stock loan strategies, unsecured loans, REIT operating units, hedge-fund backed loans and more.

Learn more

Ary Velasco

Managing Director–Wealth Management
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
With nearly four decades of experience, Ary focuses on delivering bespoke banking, lending, investment, insurance, and trust solutions to business owners, investors, and philanthropists across South Florida and beyond. His success stems from an unwavering commitment to providing advice that prioritizes his clients’ unique needs and goals. This client-first approach has earned him lasting trust and loyalty, enabling him to help preserve and grow wealth through various economic and geopolitical cycles and across generations.

Before joining UBS, Ary held leadership roles at Truist, Northern Trust, Lydian, Sabadell, and Citi. He earned a Bachelor of Science degree in Finance and a Master of Business Administration degree from Florida International University. Ary is also an alumnus of the National Trust School and National Graduate Trust School at Northwestern University in Evanston, IL.
- Florida International University , Master's of Business Administration
- Florida International University , Bachelor's of Business Administration
100 SE 2nd Street
Suite 2500
Miami, FL 33131

ary.velasco@ubs.com

Ary Velasco

100 SE 2nd Street,Miami,FL,33131
Michael von Borsig

Senior Vice President–Wealth Management

Chartered Financial Analyst®
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Michael von Borsig is a seasoned financial advisor dedicated to guiding affluent clients through the complexities of wealth management. As an original member of the AMD Wealth Partners Signature Team, he delivers high-touch, customized strategies that span the entire balance sheet—helping clients preserve their hard-earned wealth and build meaningful legacies.

With nearly two decades in the industry, Michael has advised clients across various industries and life stages, leveraging the global resources of an industry leader to provide sophisticated solutions. His international background has shaped his ability to navigate evolving financial landscapes, and he defines success as bringing clarity and confidence to his clients.

Michael began his wealth management career in 2005 and has held a

,dvisory roles at Citi, Barclays, Stifel, and UBS in New York City, as well as at Union Bancaire Privée in Geneva, Switzerland. He is fluent in Spanish and French and proficient in German.

He holds a B.B.A. in Finance from Southern Methodist University’s Cox School of Business and has earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. Additionally, he holds FINRA Series 7, 66, 57, and 3 licenses.

Outside of work, Michael enjoys spending time with his wife and cheering on their two young children at hockey and lacrosse games.
- Southern Methodist University's Cox School of Business, B.B.A. in Finance
- Chartered Financial Analyst®
- Chartered Alternative Investment Analyst®
100 SE 2nd Street
Suite 2500
Miami, FL 33131

michael.vonborsig@ubs.com

Michael von Borsig

100 SE 2nd Street,Miami,FL,33131
David Cardenas

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CO
- DE
- FL
- GA
- NC
- NJ
- NY
- PR
- TX
- VA
- WY
David has extensive experience in the private banking industry and has had the privilege of working with some of the most successful business owners, corporate executives and real estate investors in South Florida. David's commitment to his clients is purpose-driven, having a deep conviction that his role is to serve clients in their aim of creating a meaningful legacy for their family. David's differentiated approach to wealth management can be attributed to his educational background, subject matter research and life experiences in the realm of politics which has given him an interesting perspective and insights into the interplay of government and the markets.

David received his undergraduate degree from Duke University where he majored in political science and received a Certificate in Latin American Studies. David has a master's degree in international administration from the University of Miami, a program designed to blend international theory with practical application.

David has worked at several international wealth management firms including HSBC Private Bank, Bank of America Merrill Lynch and Citi Private Bank. David is currently a Young Founder at the Mt. Sinai Hospital Foundation. He resides in Miami Shores with his wife and children. David has a Series 7 and Series 66 securities license and the 2-15 Life, Health & Variable Annuities license in the state of Florida.
- University of Miami, Master's in International Administration
- Duke University , Bachelor's in Political Science
- Duke University, Certificate in Latin American Studies
100 SE 2nd Street
Suite 2500
Miami, FL 33131

david.cardenas@ubs.com

David Cardenas

100 SE 2nd Street,Miami,FL,33131
Mario Ros

Senior Wealth Strategy Associate
View bio
- FL
Mario Ros is a dedicated financial professional specializing in investment management and wealth strategy. As a Senior Wealth Strategy Associate at UBS, he partners with financial advisors to deliver tailored investment solutions while ensuring an exceptional client experience. With over seven years of experience in the financial industry, he plays a key role in portfolio analysis, trade execution, and cash flow management, helping clients navigate complex financial decisions with confidence.

Before joining UBS, Mario held investment and client service roles at Citi Private Bank, where he managed discretionary trust investments and worked closely with ultra-high-net-worth (UHNW) clients. His expertise extends beyond investment analysis to fostering meaningful client relationships, ensuring that each strategy aligns with their unique goals. His ability to blend technical investment knowledge with a client-centric approach sets him apart in the wealth management space.

Mario holds the CFA Charter and an MBA from Florida International University. He also earned a Bachelor of Science in Industrial Engineering from the Polytechnic Institute Jose A. Echeverria in Havana, Cuba. In addition to his academic and professional credentials, he holds FINRA Series 7 and Series 66 licenses. A native Spanish speaker, he is also fluent in English, allowing him to seamlessly engage with a diverse clientele.

Outside of work, Mario loves playing tennis and spending time with his fiancée.
- Florida International University , Master's of Business Administration
- Polytechnic Institute Jose A. Echeverria, Bachelor's of Science in Industrial Engineering
- Chartered Financial Analyst®
100 SE 2nd Street
Suite 2500
Miami, FL 33131

mario.e.ros@ubs.com

Mario Ros

100 SE 2nd Street,Miami,FL,33131
Kimberly Sanchez

Client Associate
View bio
Kimberly A Sanchez is a dedicated Client Service Associate with years of experience working at UBS, focusing on delivering exceptional support and building strong client relationships. Her professional journey includes a solid background in Credit and Alternative Investments, developed during her time at Santander Bank where she started her professional career. She holds a master’s degree in international business and finance from Florida International University (FIU). Additionally, her 4 years of service in the U.S Army Reserves instilled in her a strong sense of discipline, leadership, and teamwork that she applies in all aspects of her career. She is committed to contributing to the success of her team and providing outstanding client experience
- Florida International University , Master's in International Business and Finance
550 Biltmore Way
Coral Gables, FL 33134

kimberly.a.sanchez@ubs.com

Kimberly Sanchez

550 Biltmore Way,Coral Gables,FL,33134

Ary Velasco

Managing Director–Wealth Management
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
With nearly four decades of experience, Ary focuses on delivering bespoke banking, lending, investment, insurance, and trust solutions to business owners, investors, and philanthropists across South Florida and beyond. His success stems from an unwavering commitment to providing advice that prioritizes his clients’ unique needs and goals. This client-first approach has earned him lasting trust and loyalty, enabling him to help preserve and grow wealth through various economic and geopolitical cycles and across generations.

Before joining UBS, Ary held leadership roles at Truist, Northern Trust, Lydian, Sabadell, and Citi. He earned a Bachelor of Science degree in Finance and a Master of Business Administration degree from Florida International University. Ary is also an alumnus of the National Trust School and National Graduate Trust School at Northwestern University in Evanston, IL.
- Florida International University , Master's of Business Administration
- Florida International University , Bachelor's of Business Administration
100 SE 2nd Street
Suite 2500
Miami, FL 33131

ary.velasco@ubs.com

Ary Velasco

100 SE 2nd Street,Miami,FL,33131
Michael von Borsig

Senior Vice President–Wealth Management

Chartered Financial Analyst®
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Michael von Borsig is a seasoned financial advisor dedicated to guiding affluent clients through the complexities of wealth management. As an original member of the AMD Wealth Partners Signature Team, he delivers high-touch, customized strategies that span the entire balance sheet—helping clients preserve their hard-earned wealth and build meaningful legacies.

With nearly two decades in the industry, Michael has advised clients across various industries and life stages, leveraging the global resources of an industry leader to provide sophisticated solutions. His international background has shaped his ability to navigate evolving financial landscapes, and he defines success as bringing clarity and confidence to his clients.

Michael began his wealth management career in 2005 and has held a

,dvisory roles at Citi, Barclays, Stifel, and UBS in New York City, as well as at Union Bancaire Privée in Geneva, Switzerland. He is fluent in Spanish and French and proficient in German.

He holds a B.B.A. in Finance from Southern Methodist University’s Cox School of Business and has earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. Additionally, he holds FINRA Series 7, 66, 57, and 3 licenses.

Outside of work, Michael enjoys spending time with his wife and cheering on their two young children at hockey and lacrosse games.
- Southern Methodist University's Cox School of Business, B.B.A. in Finance
- Chartered Financial Analyst®
- Chartered Alternative Investment Analyst®
100 SE 2nd Street
Suite 2500
Miami, FL 33131

michael.vonborsig@ubs.com

Michael von Borsig

100 SE 2nd Street,Miami,FL,33131
David Cardenas

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CO
- DE
- FL
- GA
- NC
- NJ
- NY
- PR
- TX
- VA
- WY
David has extensive experience in the private banking industry and has had the privilege of working with some of the most successful business owners, corporate executives and real estate investors in South Florida. David's commitment to his clients is purpose-driven, having a deep conviction that his role is to serve clients in their aim of creating a meaningful legacy for their family. David's differentiated approach to wealth management can be attributed to his educational background, subject matter research and life experiences in the realm of politics which has given him an interesting perspective and insights into the interplay of government and the markets.

David received his undergraduate degree from Duke University where he majored in political science and received a Certificate in Latin American Studies. David has a master's degree in international administration from the University of Miami, a program designed to blend international theory with practical application.

David has worked at several international wealth management firms including HSBC Private Bank, Bank of America Merrill Lynch and Citi Private Bank. David is currently a Young Founder at the Mt. Sinai Hospital Foundation. He resides in Miami Shores with his wife and children. David has a Series 7 and Series 66 securities license and the 2-15 Life, Health & Variable Annuities license in the state of Florida.
- University of Miami, Master's in International Administration
- Duke University , Bachelor's in Political Science
- Duke University, Certificate in Latin American Studies
100 SE 2nd Street
Suite 2500
Miami, FL 33131

david.cardenas@ubs.com

David Cardenas

100 SE 2nd Street,Miami,FL,33131
Mario Ros

Senior Wealth Strategy Associate
View bio
- FL
Mario Ros is a dedicated financial professional specializing in investment management and wealth strategy. As a Senior Wealth Strategy Associate at UBS, he partners with financial advisors to deliver tailored investment solutions while ensuring an exceptional client experience. With over seven years of experience in the financial industry, he plays a key role in portfolio analysis, trade execution, and cash flow management, helping clients navigate complex financial decisions with confidence.

Before joining UBS, Mario held investment and client service roles at Citi Private Bank, where he managed discretionary trust investments and worked closely with ultra-high-net-worth (UHNW) clients. His expertise extends beyond investment analysis to fostering meaningful client relationships, ensuring that each strategy aligns with their unique goals. His ability to blend technical investment knowledge with a client-centric approach sets him apart in the wealth management space.

Mario holds the CFA Charter and an MBA from Florida International University. He also earned a Bachelor of Science in Industrial Engineering from the Polytechnic Institute Jose A. Echeverria in Havana, Cuba. In addition to his academic and professional credentials, he holds FINRA Series 7 and Series 66 licenses. A native Spanish speaker, he is also fluent in English, allowing him to seamlessly engage with a diverse clientele.

Outside of work, Mario loves playing tennis and spending time with his fiancée.
- Florida International University , Master's of Business Administration
- Polytechnic Institute Jose A. Echeverria, Bachelor's of Science in Industrial Engineering
- Chartered Financial Analyst®
100 SE 2nd Street
Suite 2500
Miami, FL 33131

mario.e.ros@ubs.com

Mario Ros

100 SE 2nd Street,Miami,FL,33131
Kimberly Sanchez

Client Associate
View bio
Kimberly A Sanchez is a dedicated Client Service Associate with years of experience working at UBS, focusing on delivering exceptional support and building strong client relationships. Her professional journey includes a solid background in Credit and Alternative Investments, developed during her time at Santander Bank where she started her professional career. She holds a master’s degree in international business and finance from Florida International University (FIU). Additionally, her 4 years of service in the U.S Army Reserves instilled in her a strong sense of discipline, leadership, and teamwork that she applies in all aspects of her career. She is committed to contributing to the success of her team and providing outstanding client experience
- Florida International University , Master's in International Business and Finance
550 Biltmore Way
Coral Gables, FL 33134

kimberly.a.sanchez@ubs.com

Kimberly Sanchez

550 Biltmore Way,Coral Gables,FL,33134

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

Global leader

UBS is a leading and truly global wealth manager

Financial strength

Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s

UBS AG, long-term senior secured debt rating. As of 03/31/2024

Trust. Experience. Confidence.

Private Wealth Management

AMD Wealth Partners

Together, We Are AMD Wealth Partners

Defining your priorities. Pursuing what matters.

Turn possibilities into a plan

Creating a legacy for your family’s future

Dividing wealth across generations

Estate planning strategies

Investments and finances under one roof

Maximize your potential wealth

One relationship. All of Private Wealth Management.

Advice for business owners & entrepreneurs

Navigating opportunities across your enterprise

From success to succession

Family Office Services

Family Office Services

Tailored family office services

Tailored family office services

Provide clarity in a complex world

Provide clarity in a complex world

Tailored lending

Tailored lending

Ary Velasco

Michael von Borsig

David Cardenas

Mario Ros

Kimberly Sanchez

Ary Velasco

Michael von Borsig

David Cardenas

Mario Ros

Kimberly Sanchez

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*

Education

Credentials

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Education

Credentials

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

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