Senior Vice President–Wealth Management
Experience:
Over 30 years of experience in the financial services industry; Joined UBS in 1988
Previous Work Experience:
Smith Barney, Vice President, E.F. Hutton Investment Executive, South Caicos Reef Diving Lodge, Limited Partner, Realty World, Realtor, Warehouse Entertainment Complex Manager
Past & Present Community Involvement:
Chair, City of South Miami Pension Board, Banyans Townhomes Board President, City of Hope South Florida Business Women's Award for Philanthropy, Guest Panelist Miami Herald Making Money Symposium, Animal Welfare Humanitarian Award, Trustee Member Miami-Dade County Beacon Council, Children's Resources Board Member, International Women's Show Board Member Sponsor and Organizer for Woman of Influence Award. Board Member Women's Chamber of Commerce, Greater Miami Chamber of Commerce, Association for Retarded Citizens
Recognized as an industry leader:
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
Credentials
Senior Vice President–Wealth Management
Experience:
Over 30 years of experience in the financial services industry; Joined UBS in 1988
Previous Work Experience:
Smith Barney, Vice President, E.F. Hutton Investment Executive, South Caicos Reef Diving Lodge, Limited Partner, Realty World, Realtor, Warehouse Entertainment Complex Manager
Past & Present Community Involvement:
Chair, City of South Miami Pension Board, Banyans Townhomes Board President, City of Hope South Florida Business Women's Award for Philanthropy, Guest Panelist Miami Herald Making Money Symposium, Animal Welfare Humanitarian Award, Trustee Member Miami-Dade County Beacon Council, Children's Resources Board Member, International Women's Show Board Member Sponsor and Organizer for Woman of Influence Award. Board Member Women's Chamber of Commerce, Greater Miami Chamber of Commerce, Association for Retarded Citizens
Recognized as an industry leader:
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
Credentials
Senior Vice President–Wealth Management
Experience:
Over 20 years of experience in the financial industry; Joined UBS in 2002
Previous Work Experience:
University of Miami Adjunct Professor, Consultant, Barclays Bank Private Banker, Barclays Bank Credit Analyst, Merrill Lynch Investment Associate
Past Community Involvement:
University of Miami Citizens Board, Belen Jesuit Preparatory Advisory Council, Bristol Tower Board President, City of Hope Latin Entertainment Industry Executive Committee, Financial Planning Association of South Florida, Miami Chamber of Commerce, UBS Miami Coordinator for Juvenile Diabetes Research Foundation, Miami Herald Contributor
Personal:
Enjoys spending time with his wife and son; as well as being the dugout coach for his son's baseball team, travelling and golf
Languages:
English and Spanish
California Insurance License Number: 0I51643
Recognized as an industry leader:
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
Credentials
Senior Vice President–Wealth Management
Experience:
Over 20 years of experience in the financial industry; Joined UBS in 2002
Previous Work Experience:
University of Miami Adjunct Professor, Consultant, Barclays Bank Private Banker, Barclays Bank Credit Analyst, Merrill Lynch Investment Associate
Past Community Involvement:
University of Miami Citizens Board, Belen Jesuit Preparatory Advisory Council, Bristol Tower Board President, City of Hope Latin Entertainment Industry Executive Committee, Financial Planning Association of South Florida, Miami Chamber of Commerce, UBS Miami Coordinator for Juvenile Diabetes Research Foundation, Miami Herald Contributor
Personal:
Enjoys spending time with his wife and son; as well as being the dugout coach for his son's baseball team, travelling and golf
Languages:
English and Spanish
California Insurance License Number: 0I51643
Recognized as an industry leader:
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
Credentials
Authorized Officer
Wealth Strategy Associate
Experience:
Joined UBS in 2016 as a Private Wealth
Management Intern, and upon graduation in 2017, he
joined the Reilley Coroalles Wealth Management Group
as a Client Service Associate
Community Involvement: Member of the Executive
Committee of FIU’s Young Alumni Network, serves on
the Alumni Development Subcommittee,
which focuses on networking and the professional
development of young alumni
Personal:
Enjoys going to the gym, playing tennis
and basketball, and exploring new restaurants
Education
Authorized Officer
Wealth Strategy Associate
Experience:
Joined UBS in 2016 as a Private Wealth
Management Intern, and upon graduation in 2017, he
joined the Reilley Coroalles Wealth Management Group
as a Client Service Associate
Community Involvement: Member of the Executive
Committee of FIU’s Young Alumni Network, serves on
the Alumni Development Subcommittee,
which focuses on networking and the professional
development of young alumni
Personal:
Enjoys going to the gym, playing tennis
and basketball, and exploring new restaurants
Education
Client Associate
Experience:
Joined UBS and the Reilley Coroalles Wealth
Management Group as a Client Service Associate in
2022
Previous Community Involvement:
Tropical Audubon Society in Miami, Shelter Health Outreach Program,
Penn Appetit
Personal:
Enjoys cooking and baking, playing soccer,
traveling, and attending local farmer's markets
Languages:
English, Spanish
Education
Client Associate
Experience:
Joined UBS and the Reilley Coroalles Wealth
Management Group as a Client Service Associate in
2022
Previous Community Involvement:
Tropical Audubon Society in Miami, Shelter Health Outreach Program,
Penn Appetit
Personal:
Enjoys cooking and baking, playing soccer,
traveling, and attending local farmer's markets
Languages:
English, Spanish
Education
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.
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.
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