Wealth advice for your life's goals

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Whether you are growing your business, considering a transition or looking to manage your post-exit liquidity, we provide targeted advice and insights. Our access to the global resources of UBS can help you maximize the value of your business and plan for your next venture after you step away. Whatever your goals for yourself or your business, you can trust that our knowledge and perspective will provide you with the financial stewardship you deserve.

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Helping Entrepreneurs Navigate Their Wealth and Future

We work with select families that choose to partner with us early and for the entire journey. Our team is committed to delivering personalized, in-depth, and long-lasting service to our clients, their families, and their professional partners. While our expertise is primarily in investing, we often become a trusted partner involved with other areas of life including next generation education, philanthropic advisory, and succession planning.

  • Brenda O'Connor

    Brenda O'Connor

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IA
    • IL
    • MA
    • MD
    • MN
    • MO
    • MS
    • MT
    • NC
    • NJ
    • NY
    • OR
    • PR
    • SC
    • TX
    • UT
    • VA
    • WA

    Brenda is a Senior Relationship Manager at UBS focusing on the highly customized wealth management solutions of large Canadian and US families. Brenda works with her clients to address needs ranging from pre-liquidity planning, lending, investment strategy and portfolio management, estate planning, and philanthropic advisory. Brenda joined UBS in 2015 and has over 13 years of industry experience. Brenda is a FINRA-Registered General Securities Representative, and holds the following Licenses: CIM, Series 7, 66.

    Brenda has a Masters of Business Administration from Cornell University in New York and an Honours Business Administration degree from the Richard Ivey School of Business in Ontario, Canada.

    Brenda resides in Miami, Fl.

    Sr Vice President- Financial Advisor, UBS International: 2020 – present

    Executive Director – Financial Advisor, UBS Canada: 2015 – 2020

    Vice President- Credit Suisse Private Wealth Management: 2010 – 2015

    Assistant Vice President- Citi Private Bank New York: 2007 – 2010

    Brenda was responsible for establishing and building out Credit Suisse’s private banking business in Canada. The team created the first true North American private banking solution for the wealthiest Canadian families. 

    • Forbes Best-in-State Wealth Advisors, 2023The 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, 2023, 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 Best-in-State Women Wealth Advisors, 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, 2021The 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.

        Estate planning strategies
        Philanthropy
        Exit planning
        Investing
        Custom portfolios
        Asset allocation
        Business owners
        Entrepreneurs
        550 Biltmore Way
        Coral Gables, FL 33134
      • Michael Eustace

        Michael Eustace

        Managing Director–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • DC
        • FL
        • IL
        • MA
        • MD
        • MN
        • MT
        • NC
        • NJ
        • NY
        • OR
        • PR
        • SC
        • TX
        • UT
        • VA
        • WA

        Michael Eustace has more than 25 years of wealth management experience. In terms of his professional credentials, Michael is a FINRA-Registered General Securities Representative, and holds the following Licenses: CIM, Series 7, 63, 65, Health and Life Insurance.

        Michael has achieved the Wealth Advisor designation offered to preferred advisors. He attended Concordia University in Montreal- Major: US and Canadian Political Science.

        Michael resides in Palm Beach, FL.

        Managing Director - Financial Advisor, UBS International: 2015 – present

        Director – Relationship Manager, Credit Suisse Securities USA LLC: 2009 – 2015

        Senior Vice President- UBS Private Wealth Management: 2004 – 2009

        Associate- Merrill Lynch Private Banking and Investment Group: 1996 – 2004

        Michael was responsible for establishing and building out Credit Suisse’s private banking business in Canada. The team created the first true North American private banking solution for the wealthiest Canadian families.  Michael's area of expertise is in advising the firm's corporate clients on managing both liquid and illiquid concentrated stock strategies in a customized manner that is aligned with their long term wealth management goals.

        • Forbes Best-in-State Wealth Management Teams, 2023, 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.

            Exit planning
            Business succession
            Investing
            Custom portfolios
            Asset allocation
            Lending services
            Entrepreneurs
            Family Offices
            1285 Avenue Of The Americas
            19th Floor
            New York, NY 10019
          • Anthony Solfaro

            Anthony Solfaro, CFP

            Authorized Officer

            Financial Advisor

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            • AZ
            • CA
            • CO
            • CT
            • DC
            • FL
            • GA
            • HI
            • IL
            • MA
            • MD
            • MN
            • MO
            • MS
            • MT
            • NC
            • NJ
            • NY
            • OR
            • PR
            • SC
            • TX
            • UT
            • VA
            • WA

            Anthony Solfaro has more than 7 years of wealth management experience. In terms of his professional credentials, Anthony is a FINRA-Registered General Securities Representative, and holds the following Licenses: Series 3, 7, and 66. He has been accredited with the CERTIFIED FINANCIAL PLANNER™ and the Certified Private Wealth Advisor® designation in the industry.

            Anthony is a graduate of University of Delaware, where he obtained a B.S. in Finance.

            Anthony resides in Delray Beach, FL.

            Financial Advisor- UBS International: 2023-present

            Sr Wealth Strategy Associate – UBS International: 2016–2023

            Relationship Associate- Credit Suisse Securities USA LLC: 2015-2016

            Anthony's area of expertise is in building and monitoring dynamic financial plans for the team. He prides himself on the ability to navigate complex and advanced planning situations for Private Wealth Clients. He also contributes to the team by establishing relationships, constructing investment strategies, and asset gathering.

            • 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.

              • CERTIFIED FINANCIAL PLANNER™
              • Forbes Best-in-State Wealth Management Teams, 2023
              Financial planning
              Exit planning
              Investing
              Asset allocation
              Banking
              Securities-backed lending
              Business owners
              Entrepreneurs
              550 Biltmore Way
              Coral Gables, FL 33134
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              Zachary Rapp

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                      550 Biltmore Way
                      Coral Gables, FL 33134
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                      George Kroll

                      Client Associate

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                              550 Biltmore Way
                              Coral Gables, FL 33134

                            Insights

                            Guiding entrepreneurs every step of their journey

                            Managing $4 billion in assets, Tidal Wealth Partners is uniquely positioned to help ambitious business owners and founders execute their vision. From exit strategy planning to post liquidity, we have the knowledge and resources to assist with everything: estate planning, managing concentrated stock positions, developing a philanthropic mission, and creating the roadmap for the legacy you want to establish.

                            Tailored lending and cash management

                            Business transition and succession planning

                            Accessing resources. Delivering solutions.

                            Advice for business owners

                            investments

                            Investment Management

                            UBS Philanthropy

                            Lead gen

                            Tradition, trust and time

                            The challenges women breadwinners face embracing their financial clout

                            In our latest Own your worth survey, we found that nearly one third of high-earning women in heterosexual couples are the primary breadwinner. Yet many remain less engaged than men breadwinners in financial decision-making. How can financial participation, planning and the support of financial professionals help correct this imbalance?

                            Read the report

                            Backed by the strength of UBS

                            A global leader in wealth management

                            $5+ trillion

                            In invested assets globally 
                            As of 11/07/2023

                            51 countries

                            Our global footprint

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                            UBS is a world-leading wealth manager