Experience

Henry Malpartida joined UBS in 2006 from Smith Barney private branch Miami, where he was responsible for developing the trading desk exclusively for the Citigroup Private Bank. He also worked at Merrill Lynch and Barclays Bank where he started his career in international banking. Over the last 29 years, he has put his experience to work with high net worth families from Latin America. Although he delivers comprehensive wealth management, Henry focuses on business succession planning; and building strong relationships and becoming the families trusted advisor. He currently serves on the UBS International Advisor Advisory Council (IAAC).

Henry earned a B.A. in Business Administration with a concentration in International Finance and Marketing at the University of Miami. He also holds a Series 7, 66 and life, health and variable annuities licenses. He currently lives in Miami where he relocated after New York. Outside the office, Henry enjoys biking, boating, and traveling.

José brings 40 years of experience in the financial services industry, offering clients the insight and guidance that come only from decades of navigating global markets. He joined UBS in March 2009 and played an instrumental role in forming the Omega Wealth Management Team in 2019.

José’s extensive background in client acquisition, personal development, business growth, and strategic planning enriches every client relationship. His approach is grounded in helping individuals and families define their long‑term vision and build a disciplined plan to achieve it. As an International Private Wealth Advisor (IPWA®) and holder of the NFA Swaps Proficiency Registration  (SWAP®) certification.

In addition to serving clients, José is committed to developing others. He acts as a coach to fellow advisors—helping them articulate a clear vision for their teams and build actionable strategies to bring that vision to life. He is proud to connect clients and colleagues alike to the expansive global resources of UBS.

Delia joined UBS in 2007 and has had various roles within the firm. She started her UBS career in Weehawken in the National Sales group and in 2010 moved to Miami to fulfill the role of Branch Sales Manager for the UBS AG Private Bank Branch on Brickell. Since 2013, Delia has been in the front office as Client Advisor having transitioned to a Financial Advisor in 2019.

Currently Delia and her team manage clients across most Spanish speaking markets, with a broad footprint in Latin America. Generally, the team has concentrations in Peru, Ecuador, Mexico, Colombia, Dominican Republic, Spain and Central America with a significant business for US clients with nexus outside of the US. Delia concentrates her travel efforts within Peru, Ecuador, Mexico and Colombia for the team. Delia is also the Co-Chairperson for the International Advisor Advisory Council a group that seeks to provide ongoing feedback and support to the home office from an FA perspective.

Prior to UBS, Delia worked in the alternative investments business with experience at both a hedge fund and a top tier private equity shop. Delia is from New Jersey and enjoys spending time with her small children, frequently playing tennis, hiking, travel, cooking and spending time in New England.

Driven by a personal experience at age 16, when a close friend’s family faced financial uncertainty after a loss, I was inspired to become a Financial Advisor. This pivotal moment fueled my desire to help people navigate life’s challenges through thoughtful financial planning, aiming to reduce stress and improve quality of life by creating strategies for long-term financial success. My curiosity and passion for making a positive difference led me to pursue a career in financial services, where I could directly impact others’ futures.

I began my journey in the industry with a commitment to learning the best ways to support clients in preparing for the unexpected and achieving their aspirations. Over the years, I have dedicated myself to continuous growth and education, ensuring I can provide clients with the guidance they need at every stage of their financial journey.

Currently, I serve as Senior Vice President at UBS Financial Services Inc., a role I have held since April 2013. With nearly 13 years of experience, I have helped individuals and families with life-changing decisions such as planning for their children’s education, buying homes, managing inheritances, and growing businesses and assets. My approach centers on building trust and delivering personalized solutions tailored to each client’s goals. Above all, I strive to ensure my clients feel confident and secure in their financial future. I am motivated each day by the opportunity to have meaningful conversations, present innovative ideas, and guide clients toward achieving their short, mid, and long-term goals. My mission is to empower clients to live with more confidence in their investments, knowing they have a dedicated partner focused on
their financial well-being. This also lead me to learn about different cultures and ways to invest.

Guillermina Alonso is a Financial Advisor at UBS with over 15 years of experience in the industry. She provides Wealth Management and Advisory services to personal, institutional, UHNW investors as well as family offices. Guillermina holds a Bachelor’s Degree in International Finance and Marketing as well as a CIMA® Certification from an Executive education program at Wharton School of Business. She is also FINRA Series 7, 3 and 66 licensed. Her hobbies are traveling, soccer, music and volunteering.

Mateo Borja joined UBS in 2022 from Jefferies. He serves as the team’s investment strategist, crafting tailored ideas for clients and overseeing trading.

With almost ten years of industry experience, Mateo has honed his expertise through previous roles at Credit Agricole and Jefferies. A graduate from Tulane University, Mateo holds his Series 7 and 66 licenses.  Mateo is a Miami native who fervently supports his hometown sports teams. He enjoys an active lifestyle, embracing activities that keep him energized and engaged.

Carlos joined UBS in July 2018 after 8 years at JPM as Private Client Banker and as a Financial Advisor for domestic clients. Carlos was born in NYC to Cuban and Colombian parents and moved to Miami when he was 5 years old. After high school, Carlos was honorably discharged upon serving 4 years active duty in the US Marine Corps from 1998-2002. He is a die-hard Miami Hurricanes football fan and enjoys grilling on his BBQ for his children, family and friends.

Yisell Berines joined UBS in 2017 from Citibank NA.

Over the last 12 years she has worked in the financial industry (focusing) on international banking. Yisell has worked alongside Henry Malpartida for the past 2 years (overseeing) the day-to-day operations of the team and ensures we exceed our client's expectations. She was born in Cuba and holds a B.A. in accounting from Universidad Ignacio Agramonte Loynaz. Outside the office Yisell enjoys traveling, yoga, and the theater.

Baltazar Sayan joined UBS in 2024, he previously worked in a fund management company responsible for maintaining an efficient rate on the collections, focused on improving and developing operational processes.  Now at UBS, Baltazar is focused on trading and administrative operations of the team, maintaining and improve an excellent service to our clients and make our day-to-day processes more effective and professional.

He is currently holding the Series 7 and Series 66 Licenses. Baltazar enjoys running, playing piano and paddleboarding on the weekends.

Beatriz, who we affectionately call Betty, has been working at UBS since 2013 after joining us from Banco Santander. She spent 18 years at Banco Santander and was previously at Banco Exterior de España. Betty has worked alongside the team since 2014 focused on Mexican, Colombian, Ecuadorian, Spanish and US clients. Betty is a native of Miami and  has seen the city change and evolve over the last many years. She is a devoted mother and grandmother and enjoys trips with her husband and family to near and far places.  

Claudia has been working alongside Marion Bleck since she joined UBS in 2010. She joined UBS from a similar role at Standard Chartered bank which acquired American Express Private Bank where she started her career in 2004 shortly after having moved from her native Colombia. Claudia hails from Baranquilla and still has strong ties to the area.  She is an attentive mother and grandmother, and she is passionate about spending time with her family. 

Lucia is an industry veteran much like her colleagues in the Omega support staff. She has been working directly with Jose Cacicedo for over 20 years and has transitioned to UBS from American Express Private Bank along with him in 2009. She was born in Cuba and was raised in both Spain and Miami. Lucy, as she is widely known, is a doting mother and has the pleasure of sharing a beautiful life with her husband a retired police officer.

Marion is an industry veteran with over 30 years of experience managing client assets for offshore clients. She joined UBS in the Private Bank on Brickell in 2005 coming to UBS after the integration of Dresdner Bank Lateinamerika /Dresdner Lateinamerika Financial Advisors where she started her career in the industry.

Currently Marion and her team manage clients across most Spanish speaking markets, with a broad footprint in Latin America. Generally, the team has concentrations in Peru, Ecuador, Mexico, Colombia, Dominican Republic, Spain and Central America with a significant business for US clients with nexus outside of the US. Marion concentrates her travel efforts primarily into Peru which is the most significant concentration of assets and revenues for Omega Wealth Management. Marion has been honored on the recognition council for various years and has been on both President and Chairman’s council.

Marion joined the industry shortly after moving to Florida from Germany and her hometown is Essen where she still has close family. She enjoys travel, spending time with family and her dog and has an extensive network of friends across the globe