A plan for today, tomorrow and generations to come

• CA
• CO
• CT
• DC
• FL
• GA
• IL
• IN
• KY
• MA
• MD
• NC
• NJ
• NV
• NY
• OH
• PA
• PR
• SC
• SD
• TN
• TX
• WA
• WY

Federico is a founding partner of Segal Sánchez Wealth Management 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.

• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• American University’s Kogod School of Business, B.S. Business Administration

• Wealth Advisor

• CA
• CO
• CT
• DC
• FL
• GA
• IL
• IN
• KY
• MA
• MD
• MI
• NC
• NJ
• NV
• NY
• OH
• PA
• PR
• SC
• SD
• TN
• TX
• WA
• WY

Pam is a founding partner of Segal Sánchez Wealth Management 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.

• Forbes America’s Top Women Wealth Advisors, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2019The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

• Boston University, B.A. Finance
• University of Miami, M.B.A. Finance

• Portfolio Manager

• FL

Prior to joining UBS and Segal Sánchez Wealth Management, 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.

• Florida International University, B.A. International Business

• FL
• NY

Prior to joining UBS and Segal Sánchez Wealth Management, 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 currently holds the Series 7 and 66 Securities Licenses.

Olivia is dedicated and responsible for providing clients with the highest level of service and account maintenance. She plays a key role in deepening client relationships and collaborating with the Next Generation.

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 a Young Professionals Member for Caritas Cuba Miami. She is fluent in English and conversational Spanish.

• Florida State University, B.S. Retail Merchandising and Product Development