Managing Director–Wealth Management
Financial Advisor
Jorge joined PaineWebber in 1996 after a 14-year career in international banking and investing. In addition, he served on the prestigious FA Advisory Council (FAAC) as a representative voice for more than 6,000 Financial Advisors at UBS. He was also a member of the UBS Alternative Investment Advisory Council.
Professional credentials and education
Outside of UBS, Jorge is a past President of the University of Miami Citizens Board, and Ex-Officio member of the University Of Miami Board Of Trustees. He is a member of the Orange Bowl Committee serving as Vice Chairman of the Investment Committee and a member of the investment committee of Legal Services Chapter of Greater Miami.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Managing Director–Wealth Management
Financial Advisor
Jorge joined PaineWebber in 1996 after a 14-year career in international banking and investing. In addition, he served on the prestigious FA Advisory Council (FAAC) as a representative voice for more than 6,000 Financial Advisors at UBS. He was also a member of the UBS Alternative Investment Advisory Council.
Professional credentials and education
Outside of UBS, Jorge is a past President of the University of Miami Citizens Board, and Ex-Officio member of the University Of Miami Board Of Trustees. He is a member of the Orange Bowl Committee serving as Vice Chairman of the Investment Committee and a member of the investment committee of Legal Services Chapter of Greater Miami.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Managing Director–Wealth Management
Financial Advisor
William joined UBS in 2014 after working for three years in the hedge fund industry. Earlier in his career, William worked as an options trader and an investor relations/marketing professional for PEAK6.
Professional credentials and education
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Managing Director–Wealth Management
Financial Advisor
William joined UBS in 2014 after working for three years in the hedge fund industry. Earlier in his career, William worked as an options trader and an investor relations/marketing professional for PEAK6.
Professional credentials and education
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Authorized Officer
Senior Wealth Strategy Associate
Leidy joined UBS in May of 2005. She has continued to pursue knowledge and professional accreditation to deepen her understanding of her business and to serve her clients better.
Professional credentials and education
Authorized Officer
Senior Wealth Strategy Associate
Leidy joined UBS in May of 2005. She has continued to pursue knowledge and professional accreditation to deepen her understanding of her business and to serve her clients better.
Professional credentials and education
Authorized Officer
Wealth Strategy Associate
Ariel has over 3 years of industry experience. Ariel Joined UBS in 2016. After working at UBS for three years he joined our team as a registered CSA to assist in client servicing, trading execution and documentation. His expertise is in account opening for complex structures, as well as all other aspects of client servicing.
Professional credentials and education
Authorized Officer
Wealth Strategy Associate
Ariel has over 3 years of industry experience. Ariel Joined UBS in 2016. After working at UBS for three years he joined our team as a registered CSA to assist in client servicing, trading execution and documentation. His expertise is in account opening for complex structures, as well as all other aspects of client servicing.
Professional credentials and education
Authorized Officer
Registered Client Associate
Lisandra has over 5 years of industry experience. Lisandra joined UBS in 2015. She has extensive experience in client operations and is dedicated to providing world-class service to our clients.
Professional credentials and education
Authorized Officer
Registered Client Associate
Lisandra has over 5 years of industry experience. Lisandra joined UBS in 2015. She has extensive experience in client operations and is dedicated to providing world-class service to our clients.
Professional credentials and education
Executive / Team Assistant
Executive / Team Assistant
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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