Experience

Jesus is a founding partner of Orbis International Financial Group and has over 22 years of experience in the financial advisory industry. He graduated in Economics from Florida International University and is a member of the Golden Key International Honour Society. He has received a Certified Portfolio Management accreditation from Columbia University. He has worked with UBS since 2004. Member of the UBS Chairman Council, level of recognition within the firm, he is also a former member of the FA Advisory Council. Registered within FINRA and has licenses Series 7 (General Securities Representative), Series 66 (Combined State Law Certification) and Series 3 (National Commodity Futures).

Manuel is a founding partner of Orbis International Financial Group and has over 20 years of experience in the financial advisory industry. He graduated in Economics from Florida International University and is a member of the Golden Key International Honour Society. He is a CFA® Charterholder. He has worked with UBS since 2004. Member of the UBS Chairman Council, level of recognition within the firm and he is also a member of the Portfolio Management Council.  Registered within FINRA and has licenses Series 7 (General Securities Representative), Series 66 (Combined State Law Certification) and Series 3 (National Commodity Futures).

Alvaro is a founding partner of Orbis International Financial Group and has over 20 years of experience in the financial advisory industry. He graduated in Industrial Engineering with a CPIM (Certified in Production and Inventory Management) and Masters in Business Administration from INCAE, Costa Rica. He has worked with UBS since 2005. Member of the UBS Presidents Council, level of recognition within the firm, he is also a former member of the FA Advisory Council. Registered with FINRA and has licenses in Series 7 (General Securities Representative), Series 66 (Combined State Law Certification) and Series 3 (National Commodity Futures).

Eric is a founding partner of Orbis International Financial Group and began his career in the Financial Services Industry in 1996 and joined UBS in 2006 as the Assistant International Location Head.  As the AILC, Eric was a key factor in the growth and success of the Miami Uruguay International Location.  Eric's experience as a Financial Advisor and as a manager gave him a unique perspective into how the wealth management industry operates and has applied knowledge and experience in order to help his advisors grow and prosper. 

Throughout his tenure with UBS, Eric has helped lead the Miami Uruguay International Location through some of the most turbulent economic times since the 1980’s.Eric also co-led the establishment of an offshore booking center in Montevideo, Uruguay. 

Now as a Financial Advisor with Orbis International Financial Group, Eric’s focus is to consistently deliver world class service to his Ultra High Net Worth clients. 

Eric is registered within FINRA and has licenses Series 3 (National Commodity Futures Certification),  Series 6 (Investment Company Products/Variable Contracts Representative), Series 7 (General Securities Representative), Series 9 and 10 (General Securities Sales Supervisor), Series 24 (General Securities Principal), Series 53 (Municipal Securities Principal), Series 63 (Uniform Securities Agent State Law Certification) and Series 66 (Combined State Law Certification).

Federico is a founding partner of Orbis International Financial Group and a Senior Vice President within UBS Wealth Management. Recognized for an accomplished career and commitment to service, Federico was named to the influential UBS Financial Advisor Advisory Council (FAAC) in 2016. For over three decades, Federico has worked in wealth management, providing institutional-level financial and investment consulting to affluent families, business owners and executives. Federico and his team work closely with their clients, providing a disciplined approach to wealth preservation through proper planning and implementation of customized investment plans, developing strategic wealth transfer strategies, estate planning and lending solutions.

Federico is a graduate of the American University’s Kogod School of Business in Washington, D.C., where he earned a B.S. degree in business administration. Federico is active in numerous organizations, having served on the boards of the Mercy Hospital Foundation, the Zoological Society of Florida and the Coral Gables Chamber of Commerce. He is currently a Fellow & Board Member at the Kampong of the National Tropical Botanical Garden. He and his wife, Mary, reside in Coconut Grove, FL.

Pam is a founding partner of Orbis International Financial Group and a Senior Vice President and Portfolio Manager within UBS Wealth Management. With a deep commitment to establishing long-term, multigenerational relationships, Pam is proud to have served as an honorary "CFO" for multiple families—primarily across Dade, Broward and Palm Beach counties in Florida—for over two decades. Pam works personally with each of her families to establish financial, retirement and estate plans in the context of a comprehensive investment strategy with the primary goal of asset preservation. Pam develops relationships with individual family members over multiple generations, resulting in consistency and a deep knowledge of each family’s unique dynamics.

Pam earned a B.A. in finance from Boston University and an M.B.A. in finance from the University of Miami. Outside of the office, she is involved in many local and national organizations. Pam and her husband, Kobi, live in Wellington, FL with their two children.

Cecilia has over 30 years of experience in the financial services industry. She graduated from the University of Lima Peru with a degree in Communications. She began her career in private banking at Prime Bank and Trust in Lima Peru and has worked at Banque Sudameris and BNP Paribas. She joined UBS AG in 2012 and has held positions as a Client Advisor and Financial Advisor. Cecilia is registered with FINRA and has the following licenses: Series 6, Series 7 and Series 66.

Carla began her career in the Financial Services industry in 1995.  She graduated from Southern Connecticut State University with a BA in Economics, minors in Political Science and Spanish.  She has worked with UBS for 19 years.  She is a registered PMP Advisor with UBS and is registered within FINRA and has Series 7 (General Securities Representative), Series 66 (Combined State Law Certification) and Series 31 (Futures Managed Funds).  She speaks fluent English, Portuguese and Spanish and has focused her business in Brazil among others.

Carla believes that for her clients, wealth is not just net worth, but what you can do with it. 

Rui has been in the Financial Advisory industry since 1995.  He graduated with a finance degree from Manhattan College in New York City.  He has worked with UBS since 2003 and holds a Series 7, 31, and 66 securities licenses.  He is fluent in English, Portuguese and Spanish.

Prior to joining UBS, Patricia served as the assistant to the CEO of a well-known South Florida company in the construction and remodeling industry. While there, she gained management experience and important organizational and communication skills at the corporate level.

Patricia manages all team operations and acts as a service and administrative liaison for clients of Segal Sánchez Wealth Management. She helps ensure a fluid, pleasant and one-of-a-kind client experience. Patricia, who earned a B.A. in international business from Florida International University, holds the Series 7 and 66 securities licenses. She resides in Miami with her husband, David, and their twins, Cooper and Natalia. She is fluent in English and Spanish.

Maria Fernanda has 8 years of experience in the financial services industry. She holds a B.A. degree in Communication and a Minor in International Business from St. Thomas University, Florida. She has worked with UBS for 8 years. She is registered with FINRA and has licenses in Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law Certification).

Alvaro Manuel has 8 years of experience in the financial services industry. He is pursuing a B.A. degree in Finance from Florida International University, Florida. He has worked with UBS for 7 years.

Mildred joined Orbis International Financial Group in 2021 as a Registered Client Service Associate. She earned a B.A. degree in Economics when she lived in Cuba and in the US she earned a Master of Science in Finance from Florida International University.  She is registered with FINRA and has the Series 7 (General Securities Representative) license. 

Prior to joining UBS, Olivia was a Commercial Insurance Advisor for Brown & Brown Insurance in Miami, FL. She is a 2015 graduate from Florida State University, with a B.S. degree in retail merchandising and product development with a minor in business administration. She holds the Florida 2-20 Property and Casualty General Lines Insurance License.

Olivia is dedicated and responsible for providing clients with the highest level of service and account maintenance. In addition to playing a key role in relationship building, she assists with the administrative aspects of the team’s property and casualty insurance business.

Olivia was born and raised in Key Biscayne, FL and is a 2011 alumnus of the Ransom Everglades School in Coconut Grove. She is active in the community and serves as the Social/Networking Chair for HYPE (Helping Young Professionals Engage), which is part of the Greater Miami Chamber of Commerce. She is fluent in English and conversational Spanish.

Vinicius joined Orbis International Financial Group in 2023 as a Client Service Associate. Prior to joining UBS, Vinicius was a Senior Onboarding Specialist and an Ultra High Net Worth Financial representative at Vanguard Group. In 2014, he earned a Master's Degree in Sciences of Business and Sport Management from Southern New Hampshire University. Vinicius is registered with FINRA and has the SIE (Securities Industry Essentials Examination), Series 7, and Series 63 licenses.  He contains his Master’s Degree in Sciences of Business and Sport Management from Southern New Hampshire University, 2014.

Maria Valentina is a Client Associate with a keen focus on client onboarding, service operations, account maintenance, and addressing client inquiries. As trusted partners, Maria ensures that we deliver the best of UBS through a personalized, relevant, on-time, and seamless experience. Beyond her professional pursuits, Maria is an active participant in the UBS Community Impact Program, demonstrating her dedication to giving back to the community.
Maria Valentina graduated cum laude with a B.A. in Business from Florida International University. In her leisure time, she enjoys reading, running, and cherishing moments with family and friends.