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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
I have more than 15 years in the financial services industry. Prior to join UBS, I worked as an internal auditor for Banco de Ponce, as an audit manager for García & Malavé Accounting Firm, and as an Executive Vice President for Banco Cooperativo.
My clients need to know that I understand their concerns and that I will conduct financial analysis to compute the effectiveness of the implemented financial strategies. I will do all necessary to help them navigate the uncertain times investments may offer. I monitor their financial well-being and provide them with information to make sure we have covered all details on the strategies discussed to ensure appropriate asset allocation as required to executing the set plans while observing their risk tolerance. I believe that the direct contact with my clients drives client satisfaction.
Education
Senior Vice President–Wealth Management
I have more than 15 years in the financial services industry. Prior to join UBS, I worked as an internal auditor for Banco de Ponce, as an audit manager for García & Malavé Accounting Firm, and as an Executive Vice President for Banco Cooperativo.
My clients need to know that I understand their concerns and that I will conduct financial analysis to compute the effectiveness of the implemented financial strategies. I will do all necessary to help them navigate the uncertain times investments may offer. I monitor their financial well-being and provide them with information to make sure we have covered all details on the strategies discussed to ensure appropriate asset allocation as required to executing the set plans while observing their risk tolerance. I believe that the direct contact with my clients drives client satisfaction.
Education
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
