Experience

Mark E. Lilley is a Managing Director with UBS Financial Services, based in Puerto Rico, where he works with individuals, families, and institutions to help them navigate complex financial decisions with clarity and confidence. He takes a thoughtful, client-centered approach to wealth management, aligning investment strategies with clients’ long-term goals, risk tolerance, and evolving life priorities.

Mark began his career at PaineWebber in 1996 and brings 30 years of industry experience. His extensive background has equipped him with valuable insight in advising clients across a wide range of financial planning and investment needs. His tenure at a global financial institution has shaped his disciplined approach to portfolio construction, risk management, and long-term planning.

Mark is committed to building lasting relationships grounded in trust, transparency, and personalized service. He partners closely with clients and their trusted advisors to address areas such as investment management, retirement planning, education funding, and legacy considerations, while remaining attentive to changing market conditions and personal circumstances.

Serving clients in Puerto Rico, Mark brings an understanding of both global markets and the unique considerations facing individuals and families in the region. He is dedicated to delivering tailored strategies designed to help clients preserve and grow wealth across generations.

Gabriel B. Trigo is a Financial Advisor and Account Vice President with UBS
Financial Services in Puerto Rico, where he works closely with individuals, families,
and business owners to help them navigate their financial lives with clarity and
confidence. He takes a disciplined, client-focused approach to wealth management,
ensuring that financial strategies are aligned with each client’s long-term goals, risk
tolerance, and personal priorities.
With more than a decade of experience in the financial industry, Gabriel has built a
practice centered on core disciplines such as asset allocation, cross-border advisory
work, and global investment strategy. His extensive work with both domestic and
international clients has shaped a broad global market perspective and a deep
understanding of the diverse financial considerations that arise across geographies.
He advocates for a highly tailored investment approach—one that reflects each
client’s unique objectives, risk profile, and investment philosophy—while
maintaining a focus on long-term wealth building and preservation.
Gabriel is committed to fostering enduring client relationships grounded in trust,
transparency, and attentive service. He partners with clients on a wide range of
planning needs, including investment management, retirement strategies, education
funding, and legacy considerations, adapting his guidance as markets evolve and
personal circumstances change.

With more than two decades of experience in the financial services industry, Ivelisse Moreno Guzman brings deep expertise, professionalism, and a client‑first mindset to the Lilley & Trigo Investment Group. Her career began at UBS Financial (2004–2006) and continued with a successful 20‑year tenure at Merrill Lynch (2006–2026), where she developed strong client relationships and refined her passion for delivering exceptional service.

Ivelisse holds a BA in Business Administration from the Metropolitan University of Puerto Rico, a foundation that has supported her long-standing success in client service and advisory support. Ivelisse credentials include Series 7 and licenses.

A proud resident of Guaynabo, Puerto Rico, Ivelisse lives with her husband, Rafael Rodríguez. She is a devoted mother and finds great joy in the accomplishments of her children: Leandro R. Rodríguez Moreno, an Electrician Mate in the U.S. Coast Guard, and Melany Rodríguez Moreno, who is completing her Law studies.

Guided by her faith, Ivelisse embraces a life filled with gratitude, music, and service. She enjoys singing and finds purpose in helping others—values that shine through in her work and personal life.