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.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
Watch the replay of our latest House View live conversation which featured insights from Jason Draho, Head of Asset Allocation, David Lefkowitz, Head of Equities CIO Americas, and Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas.
06 August 2024
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
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.
Co-leader and co-founder of the team, responsible for the coordination of the client-management, client-servicing and marketing for the team. Member of the Investment Committee.
Enrique has worked in the financial services industry for 20 years. He started his career in 1994 in the corporate banking division of Banco Mexicano. In 1998, Enrique moved to San Diego, CA where he obtained his MBA from the University of San Diego. Upon completion, he joined Merrill Lynch as a Financial Advisor covering the Mexican market. In December 2002 Enrique moved to Merrill Lynch in New York joining the Ultra High Net Worth division as partner of one the top advisory teams. In 2004, Enrique shifted to UBS International where he was tasked with growing the Mexican efforts out of the New York office and after 5 successful years, he joined Credit Suisse with the task of developing their NY LatAm office. After successfully developing the task at Credit Suisse, he re-joined UBS on November 2015 as Managing Director.
Co-leader and co-founder of the team, responsible for the coordination of the client-management, client-servicing and marketing for the team. Member of the Investment Committee.
Juan Diez de Bonilla has worked in the Investment Management industry for over 20 years. Before joining UBS, he served as Managing Director and Relationship Manager at Credit Suisse. He also served as Managing Director and co-Head of Citi Private Bank’s New York office covering Latin America (ex-Brazil). Previously, Mr. Diez de Bonilla had been in charge of the Latin America Institutional Asset Management Business for both Citibank and Western Asset Management. Mr. Diez de Bonilla served as Vice President of Asset Management for Acciones y Valores (Accival), one of the leading financial groups in Mexico. Mr. Diez de Bonilla holds a Master’s Degree from Columbia University in International Finance & Business and a BA in Economics from Instituto Tecnológico Autónomo de México (ITAM).
Mario's responsibilities include trading across multiplatform portfolio strategies, review portfolios, prepare performance reports and scenario analysis. Conduct due diligence with external fund managers, ensuring alignment with investment strategy. In charge of client reports and sophisticated client proposals.
Mario has over 11 years of experience in the financial industry, having worked for BBVA Corporate & Investment Banking in the Financial Institutions Group in Madrid Spain, covering international banks in Europe and LatAm. Mario holds a Bachelor’s Degree in International Business from the University of Valladolid (Spain) / San Diego State University and an MBA from NYU Stern School of Business with concentrations in Banking, Corporate Finance, and Financial Instruments & Markets. Prior to UBS, Mario worked as a Wealth Advisory Associate at Morgan Stanley International Wealth Management division for 2 years, focusing on asset allocation, portfolio risk analysis and market research. He is originally from Madrid, Spain. Licensed in Series 7 and 66.
David is in charge of Onboarding, Account-opening, KYC and AML processes. David also leads the lending efforts that include, among others, origination, reporting, break-ups, FX, etc. David is the first point of contact for compliance and legal.
With over 13 years of experience in the financial industry, David joined UBS in July 2018. Previously he worked in the Private Bank division of JP Morgan Chase N.A. as an Investor Professional, covering European, Asian and Middle-Eastern clients . His previous roles include; Senior Client Service Associate for Latin America at JP Morgan Private Bank, Relationship Banker for JP Morgan Chase N.A, as a well as a Relationship Manager Associate for Citibank N.A. International Division. David graduated with a Bachelor of Science in Business Administration and Accounting from Bernard Baruch College on May 2012. He currently holds the series 6, 7, 63 and 65 licenses. He is originally from Colombia.
Diana leads our client's day to day needs when it comes to transfers, deposits, wires and operational tasks. She coordinates our marketing and client's events, invitations and follow ups. Diana is in charge of the monthly tracking and analysis of the business and our Travel and Expense processes. Diana supports with Onboarding, Account Opening and KYC.
Diana joined UBS on February 2020 as a Client Service Associate. Prior to UBS, Diana worked as a Senior Client Service Associate for Latin America at JP Morgan Private Bank covering Mexico. Her previous roles include Private Client Banker and Small Business Specialist at JP Morgan Chase N.A. She began her career in the financial services industry in 2009 and currently holds the series 6, 63 and 7. Diana graduated from Baruch College in New York with a BBA in Finance on May 2010. She is originally from New York.
Co-leader and co-founder of the team, responsible for the coordination of the client-management, client-servicing and marketing for the team. Member of the Investment Committee.
Enrique has worked in the financial services industry for 20 years. He started his career in 1994 in the corporate banking division of Banco Mexicano. In 1998, Enrique moved to San Diego, CA where he obtained his MBA from the University of San Diego. Upon completion, he joined Merrill Lynch as a Financial Advisor covering the Mexican market. In December 2002 Enrique moved to Merrill Lynch in New York joining the Ultra High Net Worth division as partner of one the top advisory teams. In 2004, Enrique shifted to UBS International where he was tasked with growing the Mexican efforts out of the New York office and after 5 successful years, he joined Credit Suisse with the task of developing their NY LatAm office. After successfully developing the task at Credit Suisse, he re-joined UBS on November 2015 as Managing Director.
Co-leader and co-founder of the team, responsible for the coordination of the client-management, client-servicing and marketing for the team. Member of the Investment Committee.
Juan Diez de Bonilla has worked in the Investment Management industry for over 20 years. Before joining UBS, he served as Managing Director and Relationship Manager at Credit Suisse. He also served as Managing Director and co-Head of Citi Private Bank’s New York office covering Latin America (ex-Brazil). Previously, Mr. Diez de Bonilla had been in charge of the Latin America Institutional Asset Management Business for both Citibank and Western Asset Management. Mr. Diez de Bonilla served as Vice President of Asset Management for Acciones y Valores (Accival), one of the leading financial groups in Mexico. Mr. Diez de Bonilla holds a Master’s Degree from Columbia University in International Finance & Business and a BA in Economics from Instituto Tecnológico Autónomo de México (ITAM).
Mario's responsibilities include trading across multiplatform portfolio strategies, review portfolios, prepare performance reports and scenario analysis. Conduct due diligence with external fund managers, ensuring alignment with investment strategy. In charge of client reports and sophisticated client proposals.
Mario has over 11 years of experience in the financial industry, having worked for BBVA Corporate & Investment Banking in the Financial Institutions Group in Madrid Spain, covering international banks in Europe and LatAm. Mario holds a Bachelor’s Degree in International Business from the University of Valladolid (Spain) / San Diego State University and an MBA from NYU Stern School of Business with concentrations in Banking, Corporate Finance, and Financial Instruments & Markets. Prior to UBS, Mario worked as a Wealth Advisory Associate at Morgan Stanley International Wealth Management division for 2 years, focusing on asset allocation, portfolio risk analysis and market research. He is originally from Madrid, Spain. Licensed in Series 7 and 66.
David is in charge of Onboarding, Account-opening, KYC and AML processes. David also leads the lending efforts that include, among others, origination, reporting, break-ups, FX, etc. David is the first point of contact for compliance and legal.
With over 13 years of experience in the financial industry, David joined UBS in July 2018. Previously he worked in the Private Bank division of JP Morgan Chase N.A. as an Investor Professional, covering European, Asian and Middle-Eastern clients . His previous roles include; Senior Client Service Associate for Latin America at JP Morgan Private Bank, Relationship Banker for JP Morgan Chase N.A, as a well as a Relationship Manager Associate for Citibank N.A. International Division. David graduated with a Bachelor of Science in Business Administration and Accounting from Bernard Baruch College on May 2012. He currently holds the series 6, 7, 63 and 65 licenses. He is originally from Colombia.
Diana leads our client's day to day needs when it comes to transfers, deposits, wires and operational tasks. She coordinates our marketing and client's events, invitations and follow ups. Diana is in charge of the monthly tracking and analysis of the business and our Travel and Expense processes. Diana supports with Onboarding, Account Opening and KYC.
Diana joined UBS on February 2020 as a Client Service Associate. Prior to UBS, Diana worked as a Senior Client Service Associate for Latin America at JP Morgan Private Bank covering Mexico. Her previous roles include Private Client Banker and Small Business Specialist at JP Morgan Chase N.A. She began her career in the financial services industry in 2009 and currently holds the series 6, 63 and 7. Diana graduated from Baruch College in New York with a BBA in Finance on May 2010. She is originally from New York.
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.