An experienced and committed team

Roberto De Jesus Pou

Senior Vice President–Wealth Management

Registered States:
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • MA
  • MN
  • NC
  • NJ
  • NY
  • OH
  • PA
  • PR
  • SC
  • TX
  • VA
  • WV

Education

  • Catholic University of Puerto Rico, Bachelor- Finance: 1968 - 1972
  • Interamerican University of Puerto Rico, MBA: 1972 - 1974
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me

roberto.dejesus@ubs.com
Roberto De Jesus Pou
250 Munoz Rivera Avenue,San Juan,PR,00918

Edgardo Ferrer, CFP®

Senior Vice President–Wealth Management

Roberto began his career in 1987, during one of the equity market’s most tumultuous months on record. Over the past 37 years, he has helped clients manage their wealth through both prosperous and challenging times.

After working at Smith Barney for 16 years, he joined UBS in 2003. At UBS, Roberto applied his extensive experience to implement sophisticated wealth management strategies tailored to enhance the portfolios of clients according to their risk profiles.

 

Registered States:
  • CA
  • CO
  • DC
  • FL
  • GA
  • IL
  • MA
  • MN
  • NC
  • NJ
  • NY
  • OH
  • PA
  • PR
  • SC
  • TX
  • VA
  • WV

Education

  • University of Puerto Rico, Bachelor Degree- Accounting
  • University of Puerto Rico, MBA- Corporate Finance: 2021 - 2022

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Estate planning strategies
Business succession
Investing
Professional athletes
Professional entertainers
Business owners
Retirement Plan consulting
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me

edgardo.ferrer@ubs.com
Edgardo Ferrer, CFP®
250 Munoz Rivera Avenue,San Juan,PR,00918

Herminio J. Frontera, CFA, CIMA, CPWA

Vice President–Wealth Management

Chartered Financial Analyst®

Registered States:
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • MA
  • MN
  • NC
  • NJ
  • NY
  • OH
  • PA
  • PR
  • SC
  • TX
  • VA
  • WV

Education

  • Indiana University - Kelley School of Business, Finance / International Business: 2006 - 2010

Credentials

  • Chartered Financial Analyst®
  • Certified Investment Management Analyst®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Cash management
Financial planning
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me

herminio.frontera@ubs.com,julissa.figueroa@ubs.com
Herminio J. Frontera, CFA, CIMA, CPWA
250 Munoz Rivera Avenue,San Juan,PR,00918

Isabel Haigler

Authorized Officer

Senior Wealth Strategy Associate

Registered States:
  • CA
  • CO
  • FL
  • GA
  • IL
  • MA
  • NY
  • OH
  • PR
  • SC
  • TX
  • VA
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me

isabel.haigler@ubs.com
Isabel Haigler
250 Munoz Rivera Avenue,San Juan,PR,00918

Julissa Figueroa

Client Associate

250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me

julissa.figueroa@ubs.com
Julissa Figueroa
250 Munoz Rivera Avenue,San Juan,PR,00918

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