Senior Vice President–Wealth Management
Financial Advisor
Ana Sofia is a Financial Advisor at UBS International Division in Miami. She has 3 decades of experience in finance providing strategic and tailored strategies to ultra high net worth individuals in Latin America and the US, with a specialty in serving those families with connections to the south cone of Latin America. Prior to UBS, she spent 18 years as a Private Banker at Citi Private Bank where she built and managed relationships with ultra high net worth clients, providing a range of wealth management services covering investment management, capital markets, banking, insurance, wealth planning and tailored lending. Early in her career, she was an Investment Representative at Lehman Brothers in Miami, and an International Private Banking Relationship Officer at Multi Credit Bank in Panama but began her career as a Corporate Credit Analyst at Banco Santander Central Hispano in Panama.
Ana Sofia holds an MBA from McDonough School of Business at Georgetown University, Executive Education Certificates on “Leading Strategic Change” from Columbia Business School, and on “Leading Through Personal Excellence” at Stanford University. She holds a Bachelor’s Degree in Business Administration from ULACIT Panama and Series 7, 63 & 65 Licenses.
Ana Sofia speaks English and Spanish fluently and is learning Portuguese. She is passionate about developing talent and is an advocate of women in finance. She co-led the female client segment in Latin America, where she organized client events and seminars catered to women who want to expand their knowledge on managing their finances, wealth planning, entrepreneurism, and philanthropy, and connect with other female leaders and entrepreneurs. She co-founded and co-led the internal women chapter and created and co-led the mentoring program for the Latin America private bank for the past 10 years.
Ana Sofia is originally from Colombia and loves to travel with her teenage daughter, reading, cooking, running and playing with her pug.
Senior Vice President–Wealth Management
Financial Advisor
Ana Sofia is a Financial Advisor at UBS International Division in Miami. She has 3 decades of experience in finance providing strategic and tailored strategies to ultra high net worth individuals in Latin America and the US, with a specialty in serving those families with connections to the south cone of Latin America. Prior to UBS, she spent 18 years as a Private Banker at Citi Private Bank where she built and managed relationships with ultra high net worth clients, providing a range of wealth management services covering investment management, capital markets, banking, insurance, wealth planning and tailored lending. Early in her career, she was an Investment Representative at Lehman Brothers in Miami, and an International Private Banking Relationship Officer at Multi Credit Bank in Panama but began her career as a Corporate Credit Analyst at Banco Santander Central Hispano in Panama.
Ana Sofia holds an MBA from McDonough School of Business at Georgetown University, Executive Education Certificates on “Leading Strategic Change” from Columbia Business School, and on “Leading Through Personal Excellence” at Stanford University. She holds a Bachelor’s Degree in Business Administration from ULACIT Panama and Series 7, 63 & 65 Licenses.
Ana Sofia speaks English and Spanish fluently and is learning Portuguese. She is passionate about developing talent and is an advocate of women in finance. She co-led the female client segment in Latin America, where she organized client events and seminars catered to women who want to expand their knowledge on managing their finances, wealth planning, entrepreneurism, and philanthropy, and connect with other female leaders and entrepreneurs. She co-founded and co-led the internal women chapter and created and co-led the mentoring program for the Latin America private bank for the past 10 years.
Ana Sofia is originally from Colombia and loves to travel with her teenage daughter, reading, cooking, running and playing with her pug.
Senior Vice President–Wealth Management
Financial Advisor
Jorge is a Financial Advisor at UBS Financial Services - International Division, based out of Miami and has over 15 years of experience in the financial industry. Before joining UBS, Jorge spent eight years at Citi Private Bank advising ultra-high net-worth clients across Latin America. He began his tenure in Houston, focusing on the Mexican market, and later relocated to Miami to cover clients from Argentina, Uruguay, Paraguay, and Peru. He provided multi-asset investment advice across fixed income, equities, alternatives, FX, and derivatives, while also helping to shape and communicate the firm’s investment outlook. Earlier in his career, Jorge worked at Banco de Galicia in Argentina, where he was responsible for treasury and balance sheet management, derivatives trading, and structured products. He began his career in corporate banking, building a strong foundation in credit analysis and client relationship management.
Jorge holds an MBA from NYU Stern School of Business, a Master in Advanced Finance from IE Business School in Madrid, and a Bachelor's in Business Economics from Universidad Torcuato Di Tella in Buenos Aires. He is fluent in Spanish and English and holds Series 7, 66, and 31 licenses.
Outside of work, Jorge enjoys sailing, skiing, and exploring new cultures—having
traveled to more than 30 countries.
Senior Vice President–Wealth Management
Financial Advisor
Jorge is a Financial Advisor at UBS Financial Services - International Division, based out of Miami and has over 15 years of experience in the financial industry. Before joining UBS, Jorge spent eight years at Citi Private Bank advising ultra-high net-worth clients across Latin America. He began his tenure in Houston, focusing on the Mexican market, and later relocated to Miami to cover clients from Argentina, Uruguay, Paraguay, and Peru. He provided multi-asset investment advice across fixed income, equities, alternatives, FX, and derivatives, while also helping to shape and communicate the firm’s investment outlook. Earlier in his career, Jorge worked at Banco de Galicia in Argentina, where he was responsible for treasury and balance sheet management, derivatives trading, and structured products. He began his career in corporate banking, building a strong foundation in credit analysis and client relationship management.
Jorge holds an MBA from NYU Stern School of Business, a Master in Advanced Finance from IE Business School in Madrid, and a Bachelor's in Business Economics from Universidad Torcuato Di Tella in Buenos Aires. He is fluent in Spanish and English and holds Series 7, 66, and 31 licenses.
Outside of work, Jorge enjoys sailing, skiing, and exploring new cultures—having
traveled to more than 30 countries.
Director
Senior Wealth Strategy Associate
Eduardo has over 15 years of experience in the wealth management of high-net-worth individuals and families. He joined the UBS Florida International Market in 2025, as a Senior Wealth Strategy Associate. Prior to joining UBS, Eduardo served as a Senior Associate Banker for Citi’s Private Bank in Miami, Florida, where he supported two banking teams in the South Cone Region, including clients in Argentina, Uruguay, Paraguay, and Peru.
Eduardo was born and raised in Colombia, and he is fluent in Spanish. He now resides in Bentonville, Arkansas with his wife and two kids. He holds a Bachelor of Business Administration from the University of South Florida and Series 7 and 66 financial securities licenses.
In his spare time, Eduardo enjoys playing and watching soccer, hiking, and fishing with his family, and spending quality time with friends.
Director
Senior Wealth Strategy Associate
Eduardo has over 15 years of experience in the wealth management of high-net-worth individuals and families. He joined the UBS Florida International Market in 2025, as a Senior Wealth Strategy Associate. Prior to joining UBS, Eduardo served as a Senior Associate Banker for Citi’s Private Bank in Miami, Florida, where he supported two banking teams in the South Cone Region, including clients in Argentina, Uruguay, Paraguay, and Peru.
Eduardo was born and raised in Colombia, and he is fluent in Spanish. He now resides in Bentonville, Arkansas with his wife and two kids. He holds a Bachelor of Business Administration from the University of South Florida and Series 7 and 66 financial securities licenses.
In his spare time, Eduardo enjoys playing and watching soccer, hiking, and fishing with his family, and spending quality time with friends.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
Email Me
