An experienced and committed team

Our mission is to guide global families to manage and grow their wealth across generations through personalized, best-in-class advice grounded in trust, transparent communication, and exceptional service. We are committed to delivering lasting value, building enduring client relationships, and fostering a stable, collaborative team that clients can rely on through every stage of their financial journey.

Stefano Mascetti-Lazaro

Managing Director–Wealth Management

Financial Advisor

Stefano Mascetti‑Lazaro is a Managing Director and International Private Wealth Advisor at UBS Financial Services Inc., advising U.S. and global Ultra High Net Worth individuals and families from offices in Stamford and New York. He specializes in helping global families navigate the complexities of cross‑border wealth, investments, and long‑term legacy planning.

Stefano joined UBS in Geneva in 1998 and has worked in the United States since 2000. Over more than 28 years, he has advised global families across multiple jurisdictions, serving clients from New York, Stamford, and Miami. His career includes senior leadership roles as Local Market Head for the Private Bank’s Latin America and International businesses in both New York and Miami, giving him deep insight into the financial, cultural, and regulatory considerations facing international clients.

Stefano covers UHNW US and Global clients together with his business partners Stefano Mascetti-Lazaro, Alexander Court, Lorenz Lobsiger, and Álvaro de Lucas. The Mascetti I Court I Lobsiger | De Lucas Group delivers comprehensive Wealth Management solutions with focus on helping clients design, implement and monitor investment portfolios that cover Liquidity, Longevity and Legacy needs. Stefano, Alex, Lorenz, and Álvaro work closely with internal partners at UBS to deliver the full capabilities of the firm to their global clients.

Stefano holds a law degree from the Université de Lausanne, a Master’s degree in International Management from the Universidad Autónoma de Madrid, and an MBA from IE Business School in Madrid. He also completed a Master in Wealth Management and Finance from Rochester‑Bern.

Originally from Europe, Stefano brings a global perspective shaped by living and working across multiple countries.

Stefano is fluent in Italian, Spanish, and French.

Outside of work, he enjoys history, cooking, and hiking, and lives in Connecticut with his wife, Chantal.

Registered States:
  • AZ
  • CA
  • CT
  • DC
  • FL
  • GA
  • IA
  • IL
  • IN
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • PR
  • SD
  • TX
  • VA
  • VI
  • WI
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

Credentials

  • Private Wealth Advisor
1285 Avenue of the Americas
New York, NY 10019

Email Me

stefano.mascetti-lazaro@ubs.com
Stefano Mascetti-Lazaro
1285 Avenue of the Americas,New York,NY,10019

Alexander Court

Managing Director–Wealth Management

Financial Advisor

Alex Court is a Managing Director and International Private Wealth Advisor covering Global Ultra High Net Worth clients at UBS Financial Services Inc. in New York.

Alex joined UBS as a Financial Advisor in 2008 having previously worked in the same capacity for 5 years at New York Life Insurance Company. With over 20 years of experience in Financial Services, he has built his career on helping private wealth clients across the globe achieve their investment goals.

Alex covers UHNW US and Global clients together with business partners Stefano Mascetti-Lazaro and Lorenz Lobsiger. The Mascetti I Court I Lobsiger Group delivers comprehensive Wealth Management; Alex, Lorenz and Stefano focus on delivering a comprehensive approach to private wealth individuals, tailoring solutions to cover Liquidity, Longevity and Legacy management across generations . They work closely with internal partners at UBS to deliver the full capabilities of the firm to their global clients.

Alex obtained an MBA from TRIUM, the joint Executive MBA program created by New York University Stern School of Business (NYU), Hautes Etudes Commerciales Paris (HEC) & the London School of Economics and Political Science (LSE). He completed his undergraduate degree at Villanova University in Philadelphia, Pennsylvania.

Alex calls Connecticut home and enjoys travelling and spending time with his wife Sandy and daughters Colette and Margot.

Registered States:
  • AZ
  • CA
  • CT
  • DC
  • FL
  • GA
  • IA
  • IL
  • IN
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • PR
  • SD
  • TX
  • VA
  • VI
  • WY

Recognized as an industry leader:

  • Financial Planning Top 40 Financial Advisors Under 40, 2021The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

Credentials

  • Private Wealth Advisor
1285 Avenue Of The Americas
New York, NJ 10019

Email Me

alexander.court@ubs.com
Alexander Court
1285 Avenue Of The Americas,New York,NJ,10019

Lorenz Lobsiger

Managing Director–Wealth Management

Financial Advisor

Lorenz Lobsiger was born, raised and educated in Bern, Switzerland. After completing his apprenticeship at the local UBS branch in 1989, he held various functions within UBS Wealth Management in Bern, Locarno and Lugano. In 1997 he moved to New York where he has dedicated his career supporting high-net and ultra-high-net-worth clients, expertly guiding them through complex, multi-jurisdictional environments to achieve their most sophisticated goals.

Lorenz covers UHNW US and Global clients together with his business partners Stefano Mascetti-Lazaro, Alexander Court and Álvaro de Lucas. The Mascetti I Court I Lobsiger | De Lucas Group delivers comprehensive Wealth Management solutions with focus on helping clients design, implement and monitor investment portfolios that cover Liquidity, Longevity and Legacy needs. Stefano, Alex, Lorenz, and Álvaro work closely with internal partners at UBS to deliver the full capabilities of the firm to their global clients.

Lorenz is on the board of directors of the Swiss Benevolent Society of New York, where he serves as the Head of the Investment Committee.

He is a member of the CFA® Institute and the CFA® Society of New York. He is FINRA Series 3, 7, 24 & 66 licensed.

Lorenz is fluent in German, Italian, French and conversational Spanish.

He enjoys cooking, traveling and spending quality time with his family in New York City.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • PR
  • SD
  • TX
  • VA
  • VI
  • WI
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

Credentials

  • Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

Email Me

lorenz.lobsiger@ubs.com
Lorenz Lobsiger
1285 Avenue Of The Americas,New York,NY,10019

Alvaro De Lucas

Senior Vice President–Wealth Management

Financial Advisor

Álvaro De Lucas is a senior vice president covering Ultra High Net Worth Families at UBS Financial Services Inc. in Stamford and New York.

Álvaro joined UBS in 2015 having previously worked in the same capacity for 5 years at Santander Group in New York and Houston. He has worked in the United States since 2003.  With over 20 years of global experience in Financial Services, he has built his career on helping private wealth Families across the globe achieve their investment goals.

Álvaro covers UHNW US and Global clients together with his business partners Stefano Mascetti-Lazaro, Alexander Court and Lorenz Lobsiger. The Mascetti I Court I Lobsiger | De Lucas Group delivers comprehensive Wealth Management solutions with focus on helping clients design, implement and monitor investment portfolios that cover Liquidity, Longevity and Legacy needs. Stefano, Alex, Lorenz, and Álvaro work closely with internal partners at UBS to deliver the full capabilities of the firm to their global clients.

Álvaro obtained a Business degree from the Universidad Autonoma de Madrid.  Holds a Series 3,7,63 and 66 Licenses.

Álvaro is passionate about reading and cooking and lives with his wife Adriana and his kids Jaime, Carmen and Javier in Connecticut.

Registered States:
  • AZ
  • CA
  • CT
  • DC
  • DE
  • FL
  • IA
  • IL
  • MA
  • MD
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • PA
  • PR
  • SD
  • TX
  • UT
  • VA
  • VI
  • WA
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

600 Washington Blvd
Stamford, CT 06901

Email Me

alvaro.delucas@ubs.com
Alvaro De Lucas
600 Washington Blvd,Stamford,CT,06901

Andre Chung

Director

Senior Wealth Strategy Associate

André Chung is a Senior Wealth Strategy Associate at UBS Financial Services within the Wealth Management America's International Division. André joined UBS AG in 2008 as a Client Service Associate, focused on serving HNW and UHNW families in the US, Europe and Middle East. Prior to joining UBS, he was a Relationship Manager at RBC Private Bank, with the Anglo-Caribbean team and has over 24 years of wealth management experience, having started his career at Barclays Private Bank in 1998.

André earned his B.A. in Sociology and Anthropology from Florida International University and an A.A. in Business Administration from Miami Dade College, both in Miami, Florida. Andre holds a Series 7 and 66 License.

André enjoys traveling and most recently has developed a penchant for cooking.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • IN
  • MA
  • MD
  • NC
  • ND
  • NH
  • NJ
  • NV
  • NY
  • PA
  • PR
  • SD
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY
13024 Ballantyne Corporate Pl.
Suite 650
Charlotte, NC 28277

Email Me

andre.chung@ubs.com
Andre Chung
13024 Ballantyne Corporate Pl.,Charlotte,NC,28277

Carolina Pineira

Director

Senior Wealth Strategy Associate

Carolina Piñeira is a Senior Wealth Strategy Associate at UBS Financial Services within Wealth Management Americas’ International Division. She has extensive experience working with global families and their family offices and partners closely with the Financial Advisors on the team to support the delivery of tailored wealth management solutions.

Carolina joined UBS in 2007 and has held a range of roles across client service and business management. Prior to UBS, she was a Relationship Associate at BNP Paribas. Throughout her career, Carolina has remained committed to delivering a high standard of client service and fostering long‑term client relationships.

She holds a Master of Business Administration from New York University’s Stern School of Business and a Bachelor of Arts in Management from Florida International University. Carolina is Series 7 and Series 66 licensed and is fluent in Spanish.

Outside of the office, Carolina enjoys traveling and spending time with her family.

Registered States:
  • CA
  • CO
  • DE
  • FL
  • IA
  • MA
  • MD
  • NH
  • NJ
  • NV
  • NY
  • PR
  • SD
  • TX
  • UT
  • VA
  • WI
  • WY
1285 Avenue Of The Americas
New York, NY 10019

Email Me

carolina.pineira@ubs.com
Carolina Pineira
1285 Avenue Of The Americas,New York,NY,10019

Carlos Canela

Director

Senior Wealth Strategy Associate

Carlos Canela is a Director and Senior Wealth Strategist Associate at UBS Financial Services within the Wealth Management America’s division. With extensive experience within the international division, Carlos excels in providing tailored financial solutions to clients by managing high-net-worth and ultra-high-net-worth portfolios.

Since joining UBS in 2016, Carlos has held business and sales manager roles in various Global Wealth Management LatAm locations including Geneva, Panama, New York, and Zurich.

Carlos holds a bachelor’s in business administration from ESADE Business School. Licensed with Series 7 and 66 and speaks fluent Spanish.

Outside of work, Carlos enjoys traveling, playing tennis, and hiking with his wife Dominique.

Registered States:
  • CA
  • CT
  • DC
  • FL
  • GA
  • IA
  • IL
  • IN
  • MD
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • PA
  • PR
  • SD
  • TX
  • UT
  • VA
  • WI
  • WY
100 SE 2nd Street
Suite 2500
Miami, FL 33131

Email Me

carlos.canela@ubs.com
Carlos Canela
100 SE 2nd Street,Miami,FL,33131

Christopher Ortiz

Associate Director

Client Associate

Chris Ortiz is a Client Service Associate at UBS Financial Services within the Wealth Management America's International Division. Chris has over 15 years of experience in the Financial Industry. Chris joined UBS Financial Services in 2018 providing business support and project solutions, covering UHNW clients in the US and LATAM. Prior to joining UBS, Chris was a Relationship Officer at HSBC Bank, and prior to that, Chris was an Account Manager at Deutsche Bank . Chris has studied International Business at Liberty College and holds a Series 7 and a Series 66 License.

He is fluent in Spanish, enjoys music, football and travelling.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • MA
  • MD
  • MN
  • NH
  • NJ
  • NV
  • NY
  • PA
  • PR
  • SD
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY
1285 Avenue Of The Americas
New York, NY 10019

Email Me

christopher.ortiz@ubs.com
Christopher Ortiz
1285 Avenue Of The Americas,New York,NY,10019

Alvaro Martinez-Cattaneo

Client Associate

Álvaro Martínez-Cattáneo de Lucas is a Client Service Associate at UBS within the Wealth Management Americas International Division. He supports international client relationships, assisting with portfolio servicing, operational processes, and the delivery of comprehensive wealth management solutions.

Prior to joining UBS, Álvaro worked as a Funds Finance and Operations Analyst at AltamarCAM Partners, where he focused on portfolio monitoring, fund valuation, investor reporting, and treasury management across private equity fund structures.

Earlier in his career, he served as a Financial Analyst at Telefónica and began his professional journey in private equity at Iberian Ventures, supporting financial analysis, investment evaluation, and due diligence processes. Álvaro holds a Bachelor’s Degree in Economics and Finance from Universidad Autónoma de Madrid.

He is fluent in Spanish and enjoys football, travelling, and spending time with his family.

1285 Avenue Of The Americas
New York, NY 10019

Email Me

alvaro.martinezcattaneo@ubs.com
Alvaro Martinez-Cattaneo
1285 Avenue Of The Americas,New York,NY,10019

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings