Let's move forward. Together.

Oculus

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Fernando

    Fernando Massaro

    Managing Director–Wealth Management

    Financial Advisor

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      Fernando Massaro possesses over two decades of experience providing financial advice to prominent families and high-profile tech companies and entrepreneurs in Latin America and the United States. He is dedicated to fostering close personal relationships with his clients and curating tailored, holistic wealth planning and portfolio management strategies on both discretionary and non-discretionary bases. Focusing on hedging strategies, tactical investments, risk management, diversification strategies, macroeconomic analysis, and active trading, Fernando also focuses on supplying cash management solutions and equity administration to companies.

      Originally from Argentina, Fernando pursued his entire professional and academic careers in New York City. Fernando and the team structure have the knowledge and infrastructure necessary to advise ultra-high-net-worth (UHNW) clients, family offices, and both public and private institutions while navigating the complicated familial and regulatory dynamics that they face.

      Fernando earned his MBA in Finance at New York University in New York City, where he currently resides with his wife and three children. In his free time, he enjoys spending time with his family and flying small planes

            1285 Avenue Of The Americas
            New York, NY 10019
            fernando.massaro@ubs.com
            Fernando Massaro
            1285 Avenue Of The Americas,New York,NY,10019
          • Daniel

            Daniel Gonzalez-Lucar

            Senior Wealth Strategy Associate

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              Daniel is a Senior Wealth Strategy Associate for the Pacifico Group. Daniel focuses on portfolio construction, asset allocation and portfolio management for UHNW and Institutional clients.  He has over 15 years of experience, including positions at JP Morgan, Morgan Stanley, and UBS. Prior to joining UBS, he was the Lead Portfolio Manager for OCIO International clients at Morgan Stanley.

              Daniel graduated from Baruch College with a Bachelor of Business Administration and from Bocconi University with a Master in Corporate Finance. He is a CFA charter holder and is fluent in English, Spanish and Italian.

                    daniel.gonzalez-lucar@ubs.com
                    Daniel Gonzalez-Lucar
                  • Richard

                    Richard Gonzalez

                    Senior Wealth Strategy Associate

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                      Richard Gonzalez is a Senior Wealth Strategy Associate with the Pacifico Group. Richard supports & manages client portfolios, creates investment ideas, implements fundamental research strategies, and supports business development. Richard began his career as an intern at Wells Fargo Advisors. After experiencing success in this role and discovering a passion for the financial services industry, Richard transitioned into an Associate Financial Advisor position.

                      Richard graduated from Baruch College’s Zicklin School of Business with a bachelor’s degree in Finance in 2018. He was born and raised in Westchester, New York, where he also currently resides. In his free time, Richard enjoys running around with his recently adopted German Shepherd, Rio, and spending his weekends on the golf course.

                            1285 Avenue Of The Americas
                            New York, NY 10019
                            richard.gonzalez@ubs.com
                            Richard Gonzalez
                            1285 Avenue Of The Americas,New York,NY,10019
                          • Michael

                            Michael Presta

                            Authorized Officer

                            Wealth Strategy Associate

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                              Michael Presta is an Wealth Strategy Associate with Pacifico Group. Michael's past experience in an operational capacity helps in his current role with effective handling of the comprehensive day-to-day functions, including trade support, margin reviews, and daily reconciliations. 

                              Michael graduated from Marist College with a Bachelor of Science in Finance and Bachelor of Arts in Economics in 2019. Michael was also a Student-Athlete, belonging to the Marist’s NCAA Division 1 Men’s Swimming Team. In his free time, Michael enjoys spending time with family and friends, traveling, and spending summers at the beach.

                                    1285 Avenue Of The Americas
                                    New York, NY 10019
                                    michael.presta@ubs.com
                                    Michael Presta
                                    1285 Avenue Of The Americas,New York,NY,10019
                                  • Luis

                                    Luis Alfredo Reyes Morillo

                                    Senior Client Associate

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                                      Luis A. Reyes Morillo is a Senior Client Associate with the Pacifico Group. Luis began his career at Morgan Stanley as a Wealth Management Operations Analyst in September 2020, before joining UBS in April 2024. Luis serves the field in client operations, margin, client service, and trade support for futures and foreign exchange products.

                                      Luis graduated summa cum laude from Barton College with a bachelor’s degree in Business Administration and a minor in accounting. He attended the institution as captain of the swimming team with a student-athlete scholarship. Born in the Dominican Republic, Luis currently resides in Long Island City, New York, and enjoys spending time outdoors, traveling, and trying new restaurants.

                                            1285 Avenue Of The Americas
                                            New York, NY 10019
                                            luis.reyesmorillo@ubs.com
                                            Luis Alfredo Reyes Morillo
                                            1285 Avenue Of The Americas,New York,NY,10019

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                                          UBS and Credit Suisse—stronger than ever

                                          Global Wealth Report 2024

                                          Crafted wealth intelligence

                                          Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                                          Gain additional insights into the trends shaping wealth in the US and around the world.

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                                          As of 03/31/2024

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