A plan for today, tomorrow and generations to come

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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, the Coral Gables Chamber of Commerce and the Kampong of the National Tropical Botanical Garden. He and his wife, Mary, reside in Coconut Grove, FL. 

California insurance license #4566368

• Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025, 2026The 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, 2024, 2025, 2026The 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.
• UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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

• Wealth Advisor
• FINRA Series 7 & 66 licensed

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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.

California insurance license #4566361

• Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
• 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, 2024, 2025, 2026The 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, 2024, 2025, 2026The 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, 2024, 2025, 2026The 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
• FINRA Series 7 & 66 licensed

• CT
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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

• FINRA Series 7 & 66 licensed

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Before joining UBS and the Segal Sanchez Wealth Management, Olivia was a Commercial Insurance Advisor for Brown & Brown Insurance in Miami, FL. A Key Biscayne native, Olivia graduated from Ransom Everglades School in 2011, and is a 2015 Florida State University graduate, holding a B.S. in Retail Merchandising and Product Development and a minor in Business Administration. Olivia holds the Series 7 and 66 securities licenses in CT, FL, and NY.

 As a member of Segal-Sanchez Wealth Management Group, Olivia is responsible for account maintenance, relationship building, new business, the Next-Generation, and providing clients with a high level of service. She resides in Stamford, CT with her husband, Duncan, son, Lachlan, and their English Cocker Spaniel dog named George. Olivia is fluent in English and conversational in Spanish, commuting into the NYC office and downtown Miami office

• Florida State University, B.S. Retail Merchandising and Product Development with a minor in Business Administration

• FINRA Series 7 & 66 licensed

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Kylie brings a wealth of experience and dedication to our team, ensuring an exceptional client experience with valuable investment insights. Her commitment to clear communication and personalized service is evident as she assists our team in developing and constructing investment portfolios and financial planning strategies, allowing clients to have confidence in their financial future.

Kylie excels in providing specialized solutions for family office and institutional clients, aligning their investments with their philanthropic interests and mission.

A graduate of the University of Miami, Kylie has spent her entire career at UBS. She is passionate about recruiting junior talent and actively participates in the Tomorrow’s Talent mentorship program, guiding freshmen and sophomores through the job application process. Additionally, she is involved in career fairs and intern recruitment activities for UBS.

Kylie holds the Series 7 and 66 securities licenses and obtained her CERTIFIED FINANCIAL PLANNER® certification in 2026, adding to her impressive qualifications

• B.S. Finance & Business Law – University of Miami

• FINRA Series 7 & 66 licensed

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Dan has been with UBS for more than 10 years, brining over 13 years of industry experience.  His experience, professionalism, and client-first approach make him an outstanding addition to our practice. He holds his Series 7, 9, and 66 securities licenses, as well as Life and Health Insurance licenses.

 Dan is an integral part of our team and a valuable resource. He is dedicated to providing our clients with exceptional service and will contribute to the personalized experience and attention to detail that remain at the core of our practice.

 Dan is originally from Dyker Heights, Brooklyn, New York, and is a graduate of Fordham University. Outside of the office, he is an avid automobile enthusiast who enjoys spending weekends at the racetrack. He also enjoys spending time with his nieces and nephew, visiting Newport, Rhode Island with his fiancée, dining out, relaxing by the beach, and cheering on the New York Yankees.