Experience

That inspires confidence

Brenda O'Connor

Senior Vice President–Wealth Management

Financial Advisor

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. 

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

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

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

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Michael Eustace

Managing Director–Wealth Management

Financial Advisor

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.

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

Recognized as an industry leader:

  • 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.

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

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

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Anthony Solfaro, CFP

Authorized Officer

Financial Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

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

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Forbes Best-in-State Wealth Management Teams, 2023

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Exit planning
Investing
Asset allocation
Banking
Securities-backed lending
Business owners
Entrepreneurs
550 Biltmore Way
Coral Gables, FL 33134

Email Me

Zachary Rapp

550 Biltmore Way
Coral Gables, FL 33134

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George Kroll

Client Associate

550 Biltmore Way
Coral Gables, FL 33134

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