An experienced and committed team

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Antonio joined UBS in 2016 as a Managing Director, working with sophisticated offshore and domestic UHNW clients. 

From 2001 to 2016, Antonio was a Director at Credit Suisse, helping Latin American and domestic UHNW families attain their financial goals. Antonio’s almost 30-year career in Wealth Management began in 1994, when he joined the training program at Goldman Sachs in NY and later became a Senior VP, working with Latin American UHNW Families, first in Texas and then Miami, until his move to Credit Suisse in 2001.

Antonio earned an MBA from the Johnson School of Business at Cornell University in 1995, with a stint as an exchange student at Università Luigi Bocconi in Milano. As part of his MBA specialization, and prior to wealth management, Antonio worked at Morgan Stanley’s investment banking division in Milano, Italy. Antonio received his undergraduate degree in Agricultural Economics at Cornell University, while competing in their varsity tennis and soccer teams and earning All-American honors.

Born in Valencia, Venezuela, Antonio competed in the professional tennis circuit before moving to the USA. Aside from being a tennis pro, Antonio is a master cave diver and explorer, working with the State of Florida to complete a hydrological survey of its underwater cave systems. Antonio speaks four languages: English, Spanish, Italian and Portuguese. He holds his Series 7, 63, 65 and 3 licenses.

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Roberto Teofilo joined UBS in 2023 as a senior Financial Advisor covering Brazil’s ultra high net worth market. More recently, he was a Senior Banker at HSBC and JP Morgan advising Brazilian families.  His 23-year career in Wealth Management also includes 13 years as a Financial Advisor at Merrill Lynch and Credit Suisse.  Prior to that, he worked for 3 years in strategic planning at IBM’s headquarters in New York. 

Before embarking on a finance career, Roberto earned a Masters degree from Thunderbird School of Global Management in 1997, where he took advanced courses in corporate finance, accounting and investments.  Teofilo obtained his college degree at Auburn University, where he graduated summa cum laude and was named the student-athlete of the year in 1995.

Before moving to the US, Roberto competed in the ATP Tennis Tour from 1989-91 after reaching the Top 50 in the ITF World Junior Rankings in 1988. 

Teofilo is passionate about the idea of combining tennis and education to improve lives. He has served on the board of First Serve Miami, a nonprofit supported by the USTA Foundation. He also supports Rede Tenis Brasil, an organization aiming to massify the practice of tennis in public schools in Brazil.

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Jonathan joined UBS together with Antonio in 2016 as a Senior Vice President from Credit Suisse, where he started his banking career in 2011 after earning his MBA from the Sloan School of Management at MIT. For more than 11 years, Jonathan has been focused on helping UHNW families achieve their financial goals. Before his studies at MIT, Jonathan founded a company, QUIBOR, which harvested and processed sustainable wood to supply an artisan community in Northwestern Venezuela. Previously, he worked at Procter & Gamble Latin America as a Plant Finance Manager at a Pampers manufacturing facility.  He earned his BA in industrial Engineering at UCAB University in Venezuela.

Jonathan is passionate about giving back to his community. He has also been a volunteer with VIDA, an organization dedicated to the prevention and treatment of drug abuse in the Jewish community, and has taught basic education courses to the artisans in the community where QUIBOR operates. During his fellowship year at MIT, Jonathan focused on a venture that brought affordable housing to Venezuela’s poor, using innovative German technology to construct affordable and green housing using locally sourced wood in less than a day. Jonathan also enjoys traveling, playing soccer, and spending time with his 3 kids.

Jonathan speaks English and Spanish fluently, as well basic Hebrew. He holds the Series 7 and Series 66 licenses.

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Pietro is the Senior Wealth Strategist for the team, having joined UBS in 2018 as an analyst after completing his BA in International Relations with a concentration in International Finance at Tufts University. During his undergraduate career, Pietro worked for Morgan Stanley’s investment banking division in London as well as having an experience in consulting with Abt Associates in Boston. Pietro also has experience in the legislative sector, having worked for NY state senator Bill Perkins as a legislative aide.

Pietro prides himself in incorporating a deep-view in his analysis, often using his geopolitical expertise to bring an extra level of scrutiny to the financial markets.

An athlete,  Pietro was a varsity athlete in Track & Field, competing in the Pole Vault and 100m dash. He holds multiple NCAA honors as well as having been part of the Italy U18 Squad and scoring a podium finish at the 2012 Italian national championships in the Pole Vault. Pietro was also a semi-professional skier, competing in the FIS international race circuit for several years.

Pietro speaks four languages: Italian, English, French and Spanish. He holds his Series 7 and Series 66 licenses.

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From Ecuador, Soraya is the Senior Client Service Associate for the team. She has over 39 years of financial industry experience. Soraya started her career at Merrill Lynch, also worked at Goldman Sachs for over 15 years and 6 years at Credit Suisse. Soraya joined UBS together with Antonio Giorgetti and Jonathan Fleischer in 2016.

She has a plethora of experience in various roles, having worked as a bank financial advisor, and on the international fixed income trading desk. She served as training coordinator at Goldman Sachs. She also went through the Financial Advisors Development Program (FADP) at Morgan Keegan. Soraya holds a Hospitality Management and Travel & Tourism Degree. She is an animal lover and is married with one son. She holds series 7 and Series 63 licenses.

Amanda began her career working at Michelin and Odebrecht in Rio de Janeiro after earning her bachelor degree in Business Administration from Universidade Catolica de Brasilia.

In 2012, Amanda moved to the United States to attend Boston International Academy, where she earned a certification as a Customer Service Specialist.  Prior to joining UBS in 2021, Amanda gained experience as a Relationship Manager serving international and domestic clients at BB Americas Bank in Miami.

Amanda was a professional ballerina with years of experience performing shows around Brazil. She is married with two kids and enjoys to travel. She speaks Portuguese, English and Spanish.