Local focus. Global access.

• CA
• DC
• DE
• FL
• IL
• MA
• NC
• NY
• TX

Claudine delivers UBS’s capabilities and expertise across the firm’s global wealth management platform. She focuses on financing and advisory solutions for ultra-high net worth and high-net worth individuals, entities and foundations and offers tailored lending solutions and unique private investment opportunities for both her domestic and foreign clients.

Before assuming this position, Claudine was an Investment Manager with Credit Suisse where she served as Director. Prior to this role, Claudine had a long standing career at JP Morgan Private Bank where she served as an Investor and Vice President. In this role, she identified and distributed institutional-quality investment opportunities, including customized financing solutions, direct private equity, co-investments, and other alternative investments, for her clients. Claudine began her career at JP Morgan as an Investment Banking Analyst in London.

In addition to her extensive Investment Management expertise, Claudine also serves on the board of the Phil and Orianne Collins Little Dreams Foundation whose mission is to fulfill the dreams of young aspiring talents without financial means to achieve their goals in Music, Arts and Sports.

Claudine holds an MBA from University of Westminster and graduated from University College London with a BA in Finance. She is fluent in French, Spanish and English.

Claudine currently resides in Coral Gables with her two children, Sasha and Alexandre.

• Forbes America’s Top Women Wealth AdvisorsThe Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Women Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• CA
• FL
• NJ
• NY
• VT

David has over 17 years of global wealth and asset management experience, all at UBS. David oversees all sales prossesses internally and supervises execution of all transactions. David has Bachelor of Arts in History with a minor in Economics from Franklin & Marshall College in Lancaster, Pennsylvania, and a JD degree from the Benjamin N. Cardozo School of Law in New York City. He speaks English and Spanish.

Ekaterina has over seven years of business experience. Prior to UBS she was the head of HR at LUKOIL Lubricants Company, one of the largest independent oil and gas companies globally. During her tenure, she led a team responsible for controlling and executing all aspects of C&B: payroll budget planning, developing top management contracts, implementing new reward systems and motivational programs for employees. Prior to LUKOIL Ekaterina was HR Research Assistant at Lloyds Banking Corp in London UK.

Ekaterina holds Masters Degree in Human Recourse Management from the The University of Edinburgh, and a Bachelor Degree in Economics from Lomonosov Moscow State University. Ekaterina speaks English and Russian.