An experienced and committed team

Boutique investment advice. Global wealth management.

The Vazquez Monasterio Wealth Management Group distinguishes itself with long-term experience in building investment portfolios and comprehensive financial plans. Based in scenic Santa Fe, New Mexico, we leverage the full resources of the world’s largest wealth manager to deliver custom financial solutions. We offer successful individuals, families, and institutions boutique investment advice with truly global wealth management. Our team manages investment assets for clients across the United States.

Enduring insights

Our team is comprised of seasoned and industry-leading financial advisors that have spent their careers navigating the ever-changing complexities of investment management. John Vazquez has been managing client assets since 1983 and has consistently been recognized as an industry leader by Barron’s. His experience and expertise give him a perspective that clients appreciate when it comes to understanding the risks and opportunities of investing.

An experienced team of investment professionals support the practice with high-touch client service and regular communication. The team also maintains a robust network of other highly qualified financial and legal professionals who assist clients with finding help in areas such as estate planning, insurance, and lending. We view each client's financial situation and goals as entirely unique; as such, we custom tailor our approach, portfolios, and planning suggestions.

John Vazquez, CAP

Senior Vice President–Wealth Management

Senior Portfolio Manager

John Vazquez has been a trusted financial advisor and portfolio manager since 1983, when he began his practice in the Washington, D.C. area. After relocating to New Mexico in 2002, John has consistently been recognized as one of the state’s top advisors by both Barron’s and Forbes. Today, he serves clients across the United States and splits his time between Santa Fe, New Mexico, and Houston, Texas.

John earned his Bachelor of Arts in Economics from the College of William and Mary in 1981. His extensive experience and commitment to excellence have made him a sought-after advisor for individuals and families seeking sophisticated wealth management strategies.

Outside of work, John is an avid skier and cyclist and a passionate supporter of the arts in New Mexico.

CA License #0H47497

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • IN
  • MA
  • MD
  • ME
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WY

Recognized as an industry leader:

  • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 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, 2025The 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

Education

  • College of William and Mary, B.A. Economics

Credentials

  • Senior Portfolio Manager
  • Chartered Advisor in Philanthropy®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Investing
Custom portfolios
Asset allocation
Alternative investments
Sustainable investing
Impact investing
Philanthropy
125 Lincoln Ave
Suite 401
Santa Fe, NM 87501

Email Me

john.vazquez@ubs.com
John Vazquez, CAP
125 Lincoln Ave,Santa Fe,NM,87501

Manuel Monasterio, CPWA, CEPA, AAMS

Senior Vice President–Wealth Management

Wealth Advisor

Manuel focuses on delivering comprehensive wealth management services to the clients of the team. His experience and expertise are grounded in advanced wealth strategies, such as tax planning, asset protection, executive compensation, stock options, business planning, retirement planning, charitable giving, and estate planning. He maintains the CPWA® designation, having completed formal training delivered by the Investment Management Consultants Association® (IMCA®) at The University of Chicago Booth School of Business.  Manuel served as the Santa Fe Branch Manager for 14 years, which provided him with invaluable experience in firm capabilities as well as access to UBS thought leadership and decision makers.

He began his financial services career in 2002, serving as a Financial Advisor and Branch Manager at both Wachovia Securities and A.G. Edwards & Sons. Prior to that he ran his own business and worked in international management. Since joining UBS in 2008 Manuel has gained a deep understanding of financial planning, completing the firm’s prestigious Wealth Advisor training as well as obtaining the Accredited Asset Management Specialist™℠ and Certified Exit Planning Advisor® designations. He also maintains his Series 3, 7, 9, 10, and 66 securities as well as life and long-term care insurance licenses. CA License #0G09852

Within the community, he serves on the Investment Committees of the Santa Fe Community Foundation and Hispanics in Philanthropy. Born in Bilbao, Spain, Manuel is a graduate of Duke University and resides in Santa Fe with his wife and two children. Outside of the office he enjoys fly fishing, tennis and gourmet cooking.

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • IN
  • MA
  • MD
  • ME
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 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, 2025The 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

Education

  • Duke University

Credentials

  • Wealth Advisor
  • CPWA®
  • Accredited Asset Management Specialist
  • Certified Exit Planning Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Estate planning strategies
Legacy planning
Exit planning
Business succession
Asset allocation
Retirement Plan consulting
125 Lincoln Ave
Suite 401
Santa Fe, NM 87501

Email Me

manuel.monasterio@ubs.com
Manuel Monasterio, CPWA, CEPA, AAMS
125 Lincoln Ave,Santa Fe,NM,87501

Christine McCabe

Director

Team Administrator

With over 30 years of experience in the financial services industry, Christine McCabe is dedicated to delivering exceptional service and operational excellence for our clients. After earning her Bachelor of Science in Business Administration from the University of New Hampshire, Christine began her career as a Client Service Associate in Wellesley, MA.

Her career journey spans leadership roles across UBS offices in Santa Fe, Albuquerque, Scottsdale, Phoenix and Tucson. Christine brings that wealth of experience to NewCoast Wealth Advisors, where she ensures seamless team operations and a superior client experience.

Christine’s deep knowledge of UBS Wealth Management capabilities, combined with her Series 7, 63, 65, 9, and 10 licenses and Life, Health, and Variable Annuity Insurance credentials, gives clients confidence that they are supported by a true industry professional.

Outside of work, Christine enjoys travel, culinary experiences, and spending quality time with family. She lives in Scottsdale with her husband, Shaw, and Connor, and values building strong relationships—both personally and professionally.

Registered States:
  • AZ
  • CA
  • NM

Education

  • University of New Hampshire, B.S., Business Administration
14624 N Scottsdale Road
Suite 150
Scottsdale, AZ 85254

Email Me

christine.mccabe@ubs.com
Christine McCabe
14624 N Scottsdale Road,Scottsdale,AZ,85254

Lisa Villarreal

Senior Wealth Strategy Associate

With over two decades of experience in financial services, Lisa Villarreal is dedicated to helping clients achieve their long-term goals through thoughtful, personalized strategies. She began her career in 2001 with Wells Fargo Bank, where she built strong client relationships and developed a deep understanding of lending and financial solutions.

After earning her BBA in Finance from the University of New Mexico in 2006, Lisa transitioned to wealth management in 2007. Her career path includes key roles at Wells Fargo Advisors and Morgan Stanley, where she advanced through positions of increasing responsibility, culminating in her role as Wealth Management Associate in 2021.

In 2022, Lisa joined UBS and the NewCoast Wealth Advisors team as a Senior Wealth Strategy Associate. Today, she leverages her extensive experience to guide clients through complex financial decisions, focusing on strategies that align with their unique aspirations.

A proud New Mexico native, Lisa values family and community. When she’s not working with clients, she enjoys spending time with her husband, Charles, and their two children.

CA Insurance License 0K28395

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • IN
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WY
125 Lincoln Ave
Suite 401
Santa Fe, NM 87501

Email Me

lisa.villarreal@ubs.com
Lisa Villarreal
125 Lincoln Ave,Santa Fe,NM,87501

Mary Maestas

Senior Client Associate

Mary Maestas leads the client service side of the team as Senior Registered Client Service Associate, ensuring a seamless and personalized experience for every client. She oversees account opening and maintenance, asset transfers, onboarding new clients, and the delivery of financial statements. Mary also plays an essential role in the financial planning process, assisting with all aspects of clients’ financial lives with a high-touch, detail-oriented approach.

With over 25 years of industry experience, Mary brings deep knowledge and a commitment to educating clients on the services and capabilities unique to UBS. She began her financial services career at Smith Barney in 1995, moved to Morgan Stanley in 2000, and has been delivering exceptional client service at UBS since 2004.

Mary maintains the following professional licenses: Series 7, Series 24, Series 63

Outside the office, Mary enjoys the great outdoors, traveling, and spending time with her husband Bryan and their daughter Marisa. Her dedication to family and passion for creating meaningful experiences mirror the care and attention she provides to clients every day.

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • MA
  • MD
  • ME
  • NC
  • NM
  • NV
  • NY
  • OK
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
125 Lincoln Ave
Suite 401
Santa Fe, NM 87501

Email Me

mary.maestas@ubs.com
Mary Maestas
125 Lincoln Ave,Santa Fe,NM,87501

David Marquez

Client Associate

I began my financial services career as an intern with NewCoast Wealth Advisors in 2022 while completing my MBA at the UNM Anderson School of Management. I am now fully licensed, holding Series 7 and Series 66 registration. I am passionate about helping clients achieve their financial goals and continue to expand my knowledge and expertise to better serve them.

I reside in Albuquerque, New Mexico, with my dog Kobe. In my free time, I enjoy spending time with friends and watching sporting events like basketball and football.

 

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • MA
  • MD
  • ME
  • NC
  • NM
  • NV
  • NY
  • OK
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
125 Lincoln Ave
Suite 401
Santa Fe, NM 87501

Email Me

david.marquez@ubs.com
David Marquez
125 Lincoln Ave,Santa Fe,NM,87501

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