An experienced and committed team

Jose Joaquin was a Managing Director of Private Wealth Management in New York, International Client Advisor and a multi-year Member of the Chairman’s Club at Morgan Stanley. He started his career at Morgan Stanley in 1998 in the Geneva, Switzerland, subsidiary, Banque Morgan Stanley SA, and relocated to New York PWM in 2012. Prior to Morgan Stanley, José Joaquín worked for 8 years at J.P. Morgan New York and 4 years at J.P. Morgan (Suisse) in Geneva. José Joaquín earned his B.A. with Honors from Tulane University School of Arts & Sciences and his J.D. in International Comparative Law from Tulane University School of Law.

Armando joins UBS from Morgan Stanley Private Wealth Management in Miami. He relocated there from Morgan Stanley’s subsidiary in Switzerland in August 2015 after spending 8 years in Geneva. Armando originally joined Morgan Stanley New York in 2006 and completed Morgan Stanley’s Analyst and Associate Training Programs in London. Armando holds a Bachelor’s degree with honors in Economics with Financial Applications and a Bachelor degree with honors in Business Administration from Southern Methodist University.

Jose Maria was an Investment Advisor at Morgan Stanley working with high and ultra high net worth individuals.  Prior to this role, Jose Maria worked at Banco Santander (Suisse) S.A. at their Trading Execution Desk. Jose María is originally from Madrid, Spain and holds a B.A. (Hons) in business from the University of Portsmouth (UK).

Luis was at Morgan Stanley Private Wealth Management In New York prior to joining UBS. He started his career at Goldman Sachs where he worked with ultra high net worth individuals. He is a CFA charter holder and holds a Bachelor of Science degree with a concentration in finance from Babson College.

Sylvia joins us from Morgan Stanley where she supported FGG Wealth Management. Sylvia is based in Miami.

Andres joins us from Morgan Stanley where he supported FGG Wealth Management. Andres is based in New York City.