Lasting relationships. For all that matters

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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.

  • Jeffrey-Pupo-Profile-Photo

    Jeffrey Pupo

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • ME
    • MI
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • SD
    • TX
    • VA
    • WA

    Jeffrey began his wealth management career in 1999 and joined UBS in 2002. Previously, he worked as a financial advisor at Fleet Boston and Prudential Securities. Jeffrey's focus provides the teams' clients with investment and risk management. The teams'  process of managing money focuses on both fundamental analysis—what to buy and sell—and technical analysis—when to buy and sell. Jeffrey has the Series 7, 63 and 65 securities licenses and is also life and health insurance licensed. He is fluent in Spanish. Jeffrey resides with his wife, Rebeca, and their son in Boca Raton.

        • Chartered Mutual Fund Counselor℠
        • Chartered Retirement Plans Specialist℠
        • Senior Portfolio Manager
        1800 North Military Trail
        Suite 300
        Boca Raton, FL 33431
      • Kenneth-Eisenberg-Profile-Photo

        Kenneth Eisenberg

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • MA
        • MD
        • ME
        • MI
        • NC
        • NJ
        • NV
        • NY
        • OH
        • PA
        • SC
        • SD
        • TX
        • VA
        • WA

        Ken is a Senior Vice President of UBS Financial Services Inc. and brings over thirty years of experience in the financial industry to your relationship.

        As Senior Portfolio Manager, his expertise focuses on strategic investment strategies and portfolio construction to meet each of our client's individual needs.

        Ken graduated with honors from American University in Washington, DC and attended the University of London, London School of Economics and The Wharton School at the University of Pennsylvania. Ken's credentials also include previous host of the Investor's Forum on Talk Radio WOND and Financial Analyst for the 6:00 Evening News on NBC TV 40 in New Jersey.

        Previous community contributions include Chairman of the South Jersey Community Food Bank, past President of Jewish Family Service, Vice Chair of the Boy Scouts Heritage Foundation and he served as a member of the Galloway Township Board of Education.

        Ken has been active with the United States Coast Guard Auxiliary for over twenty years and currently serves with the rank of Commander. He has been a "Big Brother" in the Big Brothers/Big Sisters of America organization for over seven years. More recently he has partnered with American Corporate Partners Veteran Mentoring Program for active duty military and veterans, an organization dedicated to helping with career guidance during and after military service.

        In addition to our Boca Raton, Florida location, Ken also serves clients locally in our Northfield, New Jersey office. Ken and his wife, Aycie, enjoy balancing their time between Florida and New Jersey with their dog Grace.

        Ken holds the Series 7, 63, 65 and Life, Health and Variable Annuity licenses.

          • American University in Washington, DC
          • University of London, London School of Economics
          • The Wharton School at the University of Pennsylvania
          • Senior Portfolio Manager
          1800 North Military Trail
          Suite 300
          Boca Raton, FL 33431
        • Michael-Rafael-De-Marchena-Profile-Photo

          Michael Rafael De Marchena

          Team Administrator

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          • FL
          • NC
          • NJ
          • PA

          Michael has over 20 years of experience in the Financial Services industry. He provides the team with daily administrative support, coordination of ongoing initiatives; and prides himself on identifying and meeting the ongoing needs of our clients.

          He has a B.S. in Marketing from Bentley University, in Waltham, Massachusetts. Michael is a proud finisher of the New York City Marathon, and has completed several Half Marathons.

            • Bentley University, B.S. in Marketing
              1800 North Military Trail
              Suite 300
              Boca Raton, FL 33431
            • Catherine-Mayela-Catalina-Corbella-Profile-Photo

              Catherine Mayela "Catalina" Corbella

              Client Associate

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                Catherine handles the client relations of Pupo Wealth Management Group. Some of her responsibilities include assistance with transition of new relationships, maintaining existing relationships, as well as ensuring all request are implemented according to schedule and policies.

                After graduating Phi Theta Kappa from Santa Fe College with degrees in Psychology and Education in 1995, Catherine  held positions in the medical, entertainment and financial industries. With over 20 years of customer relationship experience, she is also an accomplished photographer. With parents from Spain and Venezuela, Catherine is fluent in both English and Spanish. She enjoys being a part of Pupo Wealth Management Group, helping you with all your wealth management needs.

                  • Santa Fe College, Psychology and Education
                    1800 North Military Trail
                    Suite 300
                    Boca Raton, FL 33431

                  The Year Ahead - Sustainable Investing

                  Retirement planning

                  Retirement planning

                  compass

                  A way forward

                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at ubs.com/wealthway.

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                  As of 06/30/2022

                  51 countries

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