Local focus. Global access.

One relationship. All of UBS.

International space station

Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Claudine Choquette

    Claudine Choquette

    Senior Vice President

    Financial Advisor

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    • 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.

        550 Biltmore Way
        Coral Gables, FL 33134
      • David Fiestal

        David Fiestal

        Executive Director

        Financial Advisor

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        • 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.

              550 Biltmore Way
              Coral Gables, FL 33134
            • Ekaterina Sirotkina

              Ekaterina Sirotkina

              Client Associate

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                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.

                      Home Worker NJ
                      Home Worker NJ, NJ 000
                    • Wale Ogunleye

                      Executive Director

                      Business Strategist

                      Wale heads the UBS Sports and Entertainment business in the US. Prior to UBS, Wale was a professional football player at the NFL, playing for Miami Dolphins, Chicago Bears and Houston Texans.

                    • Todd Greenberg

                      Director

                      Senior Wealth Management Banker

                      Todd has over 15 years of experience in financial and related services. He helps clients with securities based landing, art, jet and yacht financing, and commercial and residential mortgages.

                    • Fernando Valsechi

                      Executive Director

                      Wealth Planner

                      Fernando has over 19 years of experience in estate planning, philanthropy and tax optimization strategies. Fernando is a STEP member –Society of Trust and Estate Practitioners, being a founding member of the STEP –Chapter Brazil. Fernando speaks English and Portuguese.

                    • Catherine McDermott

                      Executive Director

                      Senior Wealth Strategist

                      Catherine has over 24 years of wealth planning and legal experience. She helps our clients with comprehensive wealth, trust and estate planning, preservation, transfer and management of wealth.

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                      Neil S. Smith

                      Product Specialist

                    Global advice, local solutions

                    We provide an institutional investment, financial and risk management experience to globally based CEO Founders, Entrepreneurs, C-Suite Executives, Athletes and Entertainers, and Cross-Border Families.

                    We've been serving our clients through some of the best and worst markets of in history, with ultimate goal of principal preservation and achieving reasonable returns.

                    Our team members speak English, Russian, Spanish, Portuguese, and Hebrew.

                    Advice for business owners and entrepreneurs

                    Advice for business owners and entrepreneurs

                    Family offices

                    Family offices

                    Athletes and entertainers, let's talk legacy

                    Selling your business: Proceed with passion

                    UBS Business Transition Services can help unlock the possibilities

                    Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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