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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, 2023, 2024The 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

        First Vice President–Wealth Management

        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
            • Adewale Ogunleye

              Managing Director

              Head of Sports and Entertainment

              Wale Ogunleye leads the UBS Sports and Entertainment business for Wealth Management USA. As head of the division, Wale draws on his background as a college and professional football player to help Financial Advisors understand and address the needs of athletes and entertainers. The goal of the team is to facilitate holistic advice and planning for these high-profile individuals, and provide Financial Advisors who are focused on this segment with the resources they need to grow their business.

              Making a difference—beyond the game Wale notes that, far too often, we see our favorite athletes or entertainers in the news because they have made poor financial choices or listened to unsound advice. As an NFL player, he had the common experience of being offered a wide variety of financial opportunities without any context for how to evaluate them. After his football career, Wale pursued his interest in business by earning his M.B.A. He joined UBS in order to help make a positive impact on the lives of athletes and entertainers.

              Wale is a natural leader who was named Most Valuable Player by the Miami Dolphins in 2004. As the team captain for the Chicago Bears in 2006, he helped them win their conference title and reach Super Bowl XLI. He brings that leadership experience to UBS, working with Financial Advisors to harness the firm’s capabilities on behalf of their sports and entertainment clients.

              Wale is singularly focused on creating a division that is thoughtful in its approach, rigorous in its planning, grounded in integrity and dedicated to putting clients first. Wale’s goal is simple: to advise every client as if they were the CEO of a multimillion- dollar business. The team will also help student athletes prepare for life after college by educating them about personal financial topics.

               

            • Todd Greenberg

              Director

              Senior Wealth Management Banker

              Current role and areas of expertise

              Todd Greenberg joined UBS Bank USA in 2013 and he is currently a Senior Wealth Management Banker covering the South Florida Markets along with both Miami International Markets and Puerto Rico. Todd has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

              Professional history

              Todd began his career in financial services in 1999. Prior to joining UBS, he started his banking Career at NationsBank which quickly turned to Bank of America and then joined Merrill Lynch during the acquisition. During his tenor, he held positions including Vice President of Wealth Management Banking, Branch Leader, Senior Mortgage Consultant.  

              Education and personal information

              In Todd Greenberg’s role as a Senior Wealth Management Banker his NMLS # is 641853. He currently holds his Series 7, 63, and 66 securities licenses. Outside of the office, Todd is married to his best friend Melissa and they have three amazing children: Jordan, Alec, and Madolyn. In his spare time he enjoys spending time with family and is an avid sports fan. Todd is also an advocate and participant annually with March of Dimes Foundation.

              Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender

            • 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.

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            Athletes and entertainers, let's talk legacy

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