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Role: First Vice President Wealth Management

Education and Credentials: 

• B.S., Business Administration, Fordham University
• Series 7, Series 66-S63/65 Combo licenses

Professional History:

Joined UBS in 2003 and became a member of Lopez Wealth Management Group as a Financial Advisor. Having worked at UBS for over 20 years, Federico specializes in comprehensive financial planning, investment planning and investment management. His approach is client-centered, focusing on understanding each client’s unique financial situation and providing personalized strategies for long-term financial stability and success.

Federico holds industry licenses on a federal level since 2004, including series 7 and series 66. In Puerto Rico, he holds insurance and annuity licenses, including life, health, disability, and variable annuities.

Federico enjoys fishing with his son Sebastian and is an avid athlete.

Registered States:

CT
FL
GA
MA
NJ
NY
PA
PR
VA
VI

Role: Senior Wealth Strategy Associate

Responsibilities: Primarily covers economic research, investment analysis, portfolio reviews, and wealth planning.

Education: BA in Finance and Marketing from the University of Puerto Rico in 2002. Alumni of Colegio San Ignacio (1998).

Professional History:

Joined UBS in 2005 and became a member of Lopez Wealth Management Group in 2020 as a Senior Wealth Strategy Associate. Before, he was a consultant under the Puerto Rico Consulting Group, with an expertise in analysis of investment strategies, particularly third-party money management, and servicing High Net Worth clients.

His primary objective was to supervise the development and integration of Advisory Programs from a Global Wealth Management perspective into local client portfolios. Since 2003, he spent time between Maryland and Washington DC as a Grants Management Specialist for SAMHSA, a federal agency under the United States Department of Health and Human Services.

He holds industry licenses on a federal level since 2008, including series 7, series 66, and series 65. Locally, he holds insurance and annuity licenses since 2015, including life, health, disability, and variable annuities.

Personal Note: Born in Maracaibo, Venezuela and raised in San Juan, Puerto Rico. He is the oldest of 3 brothers. Currently lives in Weston, FL with his wife and 3 children.

• Role: Client Service Associate
• Responsibilities: 
  • With a legal background, Isabella's areas of expertise include records management, research and and data analysis, and account opening processes for personal, corporate and trust accounts. 
• Education:
  • Juris Doctor, University of Puerto Rico, School of Law, San Juan, PR (May 2015)
  • Bachelor of Arts in English and Women’s Studies Villanova University, Villanova, PA (May 2012)
• Professional History:
  
  • Before joining UBS in January 2020, Isabella dedicated her time to a non-profit organization dedicated to rebuilding houses after Hurricane Maria.
  • Isabella's experience include various internships in legal industry, as an associate in the Litigation Department at renowned Law Firm in Puerto Rico and Summer Associate the years prior. 

Role: First Vice President Wealth Management

Education and Credentials: 

• B.S., Business Administration, Fordham University
• Series 7, Series 66-S63/65 Combo licenses

Professional History:

Joined UBS in 2003 and became a member of Lopez Wealth Management Group as a Financial Advisor. Having worked at UBS for over 20 years, Federico specializes in comprehensive financial planning, investment planning and investment management. His approach is client-centered, focusing on understanding each client’s unique financial situation and providing personalized strategies for long-term financial stability and success.

Federico holds industry licenses on a federal level since 2004, including series 7 and series 66. In Puerto Rico, he holds insurance and annuity licenses, including life, health, disability, and variable annuities.

Federico enjoys fishing with his son Sebastian and is an avid athlete.

Registered States:

CT
FL
GA
MA
NJ
NY
PA
PR
VA
VI

Role: Senior Wealth Strategy Associate

Responsibilities: Primarily covers economic research, investment analysis, portfolio reviews, and wealth planning.

Education: BA in Finance and Marketing from the University of Puerto Rico in 2002. Alumni of Colegio San Ignacio (1998).

Professional History:

Joined UBS in 2005 and became a member of Lopez Wealth Management Group in 2020 as a Senior Wealth Strategy Associate. Before, he was a consultant under the Puerto Rico Consulting Group, with an expertise in analysis of investment strategies, particularly third-party money management, and servicing High Net Worth clients.

His primary objective was to supervise the development and integration of Advisory Programs from a Global Wealth Management perspective into local client portfolios. Since 2003, he spent time between Maryland and Washington DC as a Grants Management Specialist for SAMHSA, a federal agency under the United States Department of Health and Human Services.

He holds industry licenses on a federal level since 2008, including series 7, series 66, and series 65. Locally, he holds insurance and annuity licenses since 2015, including life, health, disability, and variable annuities.

Personal Note: Born in Maracaibo, Venezuela and raised in San Juan, Puerto Rico. He is the oldest of 3 brothers. Currently lives in Weston, FL with his wife and 3 children.

• Role: Client Service Associate
• Responsibilities: 
  • With a legal background, Isabella's areas of expertise include records management, research and and data analysis, and account opening processes for personal, corporate and trust accounts. 
• Education:
  • Juris Doctor, University of Puerto Rico, School of Law, San Juan, PR (May 2015)
  • Bachelor of Arts in English and Women’s Studies Villanova University, Villanova, PA (May 2012)
• Professional History:
  
  • Before joining UBS in January 2020, Isabella dedicated her time to a non-profit organization dedicated to rebuilding houses after Hurricane Maria.
  • Isabella's experience include various internships in legal industry, as an associate in the Litigation Department at renowned Law Firm in Puerto Rico and Summer Associate the years prior.