Global access. Strategic solutions.

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CJ has more than 33 years of experience working with individuals, multigenerational families and institutional investors to achieve their financial objectives. He started his career In finance in London where he spent over 20 years covering institutional clients. CJ is currently a Senior Vice President in the Private Wealth Management Division at UBS where he brings extensive experience in the field of International financial markets. 

Prior to joining UBS Private Wealth Management in January 2016, CJ was a Director at Credit Suisse for 23 years, first at the Investment Bank in London and starting in 2005 at the Private Bank in Palm Beach.

CJ earned his MBA from the American Graduate School of International management (Thunderbird) and a B.B.A. from Nijenrode, Netherlands School of Business. 

He served on the Advisory Board of The Salvation Army in Palm Beach County and on the Board of St. George's Center in Riviera Beach which serves the poor and homeless.

CJ and his wife Bradley reside in Palm Beach and have two sons.

Languages:  Dutch, English and French

• American Graduate School of International Management, MBA
• Nijenrode, Netherlands School of Business, B.B.A.

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Nathalie is a Vice President in the Private Wealth Management Division at UBS with 18 years of experience in Global Private Banking, Wealth Management and Multi-Family Office Services in the US and overseas.

Nathalie provides personalized family-office like wealth management services to her clients. With extensive experience in navigating through the complexities of family dynamics, corporate and estate plan structures, and finding solutions for her clients' businesses.

Nathalie earned her B.A. from the University of Ottawa where she majored in Marketing and minored in International Business.

Originally from Quebec city (Canada) and having lived in Japan for two years, Nathalie has a passion for traveling around the world with her husband John and experiencing other cultures. Resident of Boca Raton, Florida, Nathalie is an avid spinner and a healthy living advocate. She participates in spinning fund raising events in her community and enjoys nature, wildlife viewing and hiking. As a classically trained musician, Nathalie is very passionate about music. She enjoys attending various music performances and events locally and during her travels around the world. 

Languages:   French, English, Spanish, Japanese

• University of Ottawa, B.A. Marketing, Minor in International Business

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Renata is a Registered Client Service Associate in the Private Wealth Management Division at UBS with over 10 years of experience in the Financial Industry.  Renata assists Private Wealth Management Financial Advisors in strategically building and growing their business.  She and her team have a unique expertise in serving and advising multi-national individuals and families, business owners, family offices and institutional investors with their personal investments and corporate needs.  Her broad based qualifications in administrative and business support functions together with her commitment to provide the best support for her clients complements her highly experienced team.

Renata earned her B.A. from Fundacao Armando Alvares Penteado (FAAP), where she majored in Economics.

Originally from Sao Paulo (Brazil), Renata moved to the US in 2001 and lived in the San Francisco Bay Area for 10 years. In 2011, she moved to Florida and currently lives in Boca Raton with her two sons. Renata is involved with Autism Research and Fund Raising. She enjoys traveling, concerts and movies.

Languages:  Portuguese, English

• Fundacao Armando Alvares Penteado, B.A. Economics