Experience

John splits his time between Bethesda, Maryland and Palm Beach, FL.  With more than 25 years in the industry he targets Non-Traditional strategies to create long term wealth, especially during tough economic times.  John enjoys understanding Alternative and Private Investments, using UBS's global, comprehensive platform to offer sophisticated solutions.   John is resolute in the belief that all high net worth and ultra-high net worth investors need to consider them as a meaningful part of their portfolios (more on home page).

His oldest daughter works for a tech firm in Tysons, while the youngest just finished Georgetown and works for an OBGYN.  When not at work or with family, he can be found on the golf course (one Ace), playing pickle ball at Congressional C.C. or playing croquet at the NCC in West Palm.  

·         University of Maryland, B.S. in Economics (Go Terps!)

·         CERTIFIED FINANCIAL PLANNER ™

·         UBS Presidents Council

Gabriel is a Senior Registered Client Service Associate. He started his career in 2017 at Morgan Stanley’s Latin American Private Wealth Division in Miami. Prior to joining UBS, he worked for Merrill Lynch as a Registered Client Associate for their Wealth Management group where he partnered with Financial Advisors to manage client relationships.

Gabriel focuses on responding to client requests and assisting with team operations and account maintenance. He also assists with trading, performance reporting, and enhancing the client experience.

Gabriel graduated cum laude from Florida International University with a B.A. in Finance & Real Estate, and holds the Series 7, 66, and SIE licenses. Gabriel is also fluent in Spanish as a first generation Cuban-American and Miami native. He enjoys hikes with his dog, playing golf, and traveling.

Carrera joined UBS in 2021 as a Wealth Planning Associate and now covers Philadelphia, DC and the surrounding areas. She has significant experience in alternative investments having most recently worked in numerous roles within FS Investment Solutions for the past 6 years, including Strategy & Analytics. Originally from Delran, New Jersey, Carrera graduated in 2016 from Drexel University with a Bachelor of Science in Psychology. Carrera enjoys spending time down the Jersey shore, fixing up her new house in Cinnaminson, NJ, and playing with her adorable dogs named Ruca and Roxy.