Building relationships. Globally.

Private Wealth Management

With all that you have accomplished in life, you may still have questions about how to navigate today's global markets, create lifetime income, transition a business and set your estate for future generations. In today’s complex economy, you need the close relationship of a Private Wealth Advisor more than ever.

As a young, accomplished and driven team, we provide direct access to the global resources, thought leaders and senior decision-makers of UBS, the largest wealth manager in the world.1 We work with a select group of exceptional, multigenerational families, providing a highly tailored, white glove experience.

Whether we’re advising international families, clients based in the US or those looking to relocate to Puerto Rico, we place personal relationships, integrity and trust at the center of our practice. By providing a defined process that drives specific investments strategies, we can help you and your family meet today's liquidity needs, pursue tomorrow's goals and set your plan for future generations.

 

1Scorpio Partnership, Global Private Banking Benchmark, 2018.

Our deep relationships with our clients comes from years of building trust and listening to them. We are proud of being consistently resourceful and reliable. In my 20 years at UBS I have learned time and again putting clients first is the recipe for success.

- Franco Estrada
EstradaTeam-2022

Your values, your vision

Providing services directly or coordinating with the head of your family office, we are a boutique team within the exclusive Private Wealth Management division at UBS. Distinguished by our training, access and understanding of complex wealth, we develop planning and investment solutions that are unique to each family member and support your overall family vision.

  • Franco Estrada

    Franco Estrada

    Managing Director–Wealth Management

    Financial Advisor

    • image
    • image
    • AL
    • CA
    • CT
    • FL
    • GA
    • IA
    • MA
    • MI
    • NC
    • NJ
    • NY
    • PR
    • SC
    • TN
    • TX
    • VI

    Having joined UBS Private Wealth Management in 2002, Franco founded The Estrada Group in 2013. He works closely with a select group of highly successful individuals and families, guiding them through a broad range of complex challenges and financial decisions.

    Franco co-leads the team’s investment management committee and—along with Jorge Rodriguez—oversees the team’s portfolio management construction process. He is responsible for the overall business and drives the team’s multigenerational strategic plan. Franco is accountable for all client onboarding, much of which comes from the referrals of his loyal and long-term clients.

    Past experience

    • Franco began his career in the UBS New Financial Advisor development program in Boston, MA. He joined UBS Private Wealth Management in 2002.

    Education and credentials

    • B.S., entrepreneurship and finance, Babson College
    • Chartered Financial Analyst® (CFA®) designation
    • Certified Investment Management Analyst® (CIMA®), The Wharton School, University of Pennsylvania
    • Member, CFA Institute, the Boston Security Analysts Society and the
      Investments and Wealth Institute

    Personal life

    • Franco was born and raised in Caracas, Venezuela.
    • He lives in San Juan, PR with his wife, Cristina, and daughters, Andrea and Valentina.
    • Franco devotes his free time to mostly serving as an advisor and board member for local nonprofits including PR Dermatology Foundation, Casa Nueva Vida and the Hispanic American Chamber of Commerce.
    • He is an art enthusiast and trains regularly in a wide array of sports including beach tennis, golf and wing foil.
    • Franco is also an amateur chess competitor and involved with the Puerto Rico Chess Federation.

     

    • Financial Planning Top 40 Financial Advisors Under 40, 2020, 2021The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in Septermber of the prior year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2019, 2020The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The 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.
    • On Wall Street – Top 40 Advisors Under 40, 2017, 2020The Financial Planning rating is awarded annually in January or February and is based on information from October to December of the award year.

        250 Munoz Rivera Avenue
        A.I Plaza, 16th Floor
        San Juan, 81808
      • Jorge Rodriguez photo

        Jorge L. Rodriguez

        Executive Director

        Financial Advisor

        • image
        • image
        • image
        • AL
        • CA
        • CT
        • DC
        • FL
        • GA
        • IL
        • LA
        • MA
        • MI
        • NJ
        • NY
        • PA
        • PR
        • SD
        • TX
        • UT
        • VI

        A part of UBS Private Wealth Management since 2009, Jorge joined The Estrada Group in 2015. He co-manages, together with Franco, the team’s investment management strategy and portfolio construction process.

        Jorge oversees new and existing product due diligence and is in constant communication with fund managers as the team’s portfolio manager. He conducts regular reviews of client’s holdings, both traditional and alternatives. Jorge also leads ongoing dealings with key client relationship stakeholders such as family offices, estate planning attorneys and accountants.

        Past experience

        • Prior to joining The Estrada Group, Jorge served as Co-Head of the Consulting Division at UBS Financial Services Inc. of Puerto Rico, focused on the ultra high net worth (UHNW) space.
        • From 2001 to 2009, Jorge served in the treasury department of Oriental Financial Group, ultimately as assistant treasurer of the bank holding company and member of the assets and liabilities committee, managing a securities portfolio of $4.5 billion.
        • Jorge began his career at the Government Development Bank of Puerto Rico, where he worked in the treasury division for four years.

         Education and credentials

        • B.S., business administration and finance, cum laude, Sagrado Corazon University
        • Series 7 and 66 securities licenses

        Personal life

        • Jorge lives in San Juan, PR with his wife, Margari, and their two children, Jorge and Juliana.
        • He played golf competitively in college and has a one handicap.

              250 Munoz Rivera Avenue
              A.I Plaza, 16th Floor
              San Juan, PR 00918
            • Sofia Febres

              Sofia Febres

              Team Administrator

              • image
              • image
              • image
              • AL
              • CA
              • CT
              • FL
              • GA
              • IA
              • MA
              • MI
              • NC
              • NJ
              • NY
              • PR
              • SC
              • TN
              • TX
              • VI

              Sofia has been a part of UBS Private Wealth Management since 2009 and joined The Estrada Group, where she oversees all client services and operational responsibilities, in 2013. She manages the client onboarding process, which includes multicurrency account setup, securities-backed credit line account opening, mortgage applications and many other essential activities.

              Sofia administers all existing client account updates and leads all back-end team operation processes, including incoming and outgoing cash and security transfers. Counted on by clients and team members alike, Sofia leads the daily staff meetings, runs all team coaching efforts and delegates operational activities.

              Past experience

              • Prior to UBS, Sofia worked at Citibank’s International Wealth Management Division in San Juan, PR for four years.

              Education and credentials

              • M.B.A., finance, Inter American University of Puerto Rico
              • B.S., foreign languages, University of Puerto Rico
              • Series 7, 9 and 66 securities licenses

              Personal life

              • Sofia was part of the track and field team during her college years.
              • She lives in San Juan, PR with her son, Andres.
              • Sofia and her son both practice martial arts competitively.

               

                    250 Munoz Rivera Avenue
                    A.I Plaza, 16th Floor
                    San Juan, PR 00918
                  • Artur Jotik

                    Artur Jotic

                    Financial Advisor

                    • image
                    • image
                    • AL
                    • CA
                    • CT
                    • FL
                    • GA
                    • IA
                    • MA
                    • MI
                    • NC
                    • NJ
                    • NY
                    • PR
                    • SC
                    • TN
                    • TX
                    • VI

                    A part of UBS Private Wealth Management since 2014, Artur joined The Estrada Group in 2016. As the Private Wealth Management analyst for the team, Artur holds investment management responsibilities that are both strategic and tactical.

                    On the strategy side, Artur works together with Franco and Jorge in portfolio construction and rebalancing, liability management, and co-managing and developing new discretionary mandates. He leads the team’s monthly investment management committee meeting as a member of the team’s investment committee. On the tactical side, Artur is responsible for the development, execution and regular updates of timely and tailored trade ideas and supports Franco with holistic client reviews.

                    Past experience

                    • Prior to joining The Estrada Group, Artur was part of the two-year rotational Graduate Training Program (GTP) offered by UBS in New York. The program allowed Artur to rotate through six different groups within the Wealth Management Americas division.

                    Education and credentials

                    • B.S., finance and marketing, Georgetown University in Washington, DC
                    • Chartered Financial Analyst® (CFA®) designation
                    • Series 7 and 66 securities licenses

                    Personal life

                    • Artur was born in Buenos Aires, Argentina and raised in San Juan, PR.

                          250 Munoz Rivera Avenue
                          A.I Plaza, 16th Floor
                          San Juan, PR 00918
                        • Norjinette Acevedo

                          Norjinette Acevedo

                          Client Associate

                          • image
                          • image
                          • image

                            A part of UBS Private Wealth Management since 2007, Norjinette joined the The Estrada Group in 2015. She works hand-in-hand with Sofia Febres in providing tailored solutions to all client requests. Norjinette’s responsibilities include account opening and maintenance, daily client requests, lending, card services, issuing checks, ACHs and wire transfers.

                            Past experience

                            • Norjinette has been in the financial services industry since the year 2000.
                            • Prior to joining UBS, Norjinette worked at Smith Barney for seven years.

                            Personal life

                            • Norjinette lives in San Juan, PR with her husband, Victor

                                  250 Munoz Rivera Avenue
                                  A.I Plaza, 16th Floor
                                  San Juan, PR 00918
                                • Dagmarie Feliciano

                                  Dagmarie Feliciano Quiñones

                                  Client Associate

                                  • image
                                  • image
                                  • image
                                  • FL
                                  • PR

                                  Dagmarie has been a part of UBS Private Wealth Management and The Estrada Group since 2022. She works hand-in-hand with Sofia Febres and Norjinette Acevedo in providing tailored solutions to all client requests. Dagmarie’s responsibilities include account opening and maintenance, daily client requests, card services, issuing checks, ACHs, wire transfers and many other essential activities.

                                  Past experience

                                  • Dagmarie has been in the financial services industry since the year 2001.
                                  • Prior to UBS, Dagmarie worked at Citibank’s International Financial Services in San Juan, PR for eight years. During that time, she held different positions such: Licensed Client Associate and AVP Operational Senior Risk Analyst.
                                  • From 2001 to 2014, Dagmarie worked at Santander Securities in San Juan, PR as Registered Sales Assistant.

                                  Education and credentials

                                  • B.A., Human Resources, Inter American University of Puerto Rico.
                                  • Series 7 securities license

                                  Personal life

                                  • Dagmarie was part of the Puerto Rico National Swimming team for seven years.
                                  • She lives in San Juan, PR with her husband, Daniel and their two children, Sebastián and Daniela.

                                        250 Munoz Rivera Avenue
                                        A.I Plaza, 16th Floor
                                        San Juan, PR 00918
                                      Family photos

                                      The entire firm for your entire family

                                      UBS building

                                      An integrated model for families

                                      Model house

                                      Innovative strategies for your complex situation

                                      You. Connected.

                                      Private Wealth Management

                                      As part of Private Wealth Management, we are able to connect you to firmwide experts, thought leaders and premier resources.

                                      Trends and perspectives

                                      A global leader

                                      UBS, a worldwide wealth manager

                                      $2.8 trillion

                                      In invested assets globally 
                                      As of 06/30/2022

                                      Global leader

                                      UBS is a world-leading wealth manager

                                      15.0%

                                      CET1 capital ratio
                                      UBS is one of the world’s best-capitalized banks

                                      UBS Financial Reporting as of 12/31/2021