An experienced and committed team

Boutique investment advice. Global wealth management.

The Vazquez Monasterio Wealth Management Group distinguishes itself with long-term experience in building investment portfolios and comprehensive financial plans. Based in scenic Santa Fe, New Mexico, we leverage the full resources of the world’s largest wealth manager to deliver custom financial solutions. We offer successful individuals, families, and institutions boutique investment advice with truly global wealth management. Our team manages investment assets for clients across the United States.

Enduring insights

Our team is comprised of seasoned and industry-leading financial advisors that have spent their careers navigating the ever-changing complexities of investment management. John Vazquez has been managing client assets since 1983 and has consistently been recognized as an industry leader by Barron’s. His experience and expertise give him a perspective that clients appreciate when it comes to understanding the risks and opportunities of investing.

An experienced team of investment professionals support the practice with high-touch client service and regular communication. The team also maintains a robust network of other highly qualified financial and legal professionals who assist clients with finding help in areas such as estate planning, insurance, and lending. We view each client's financial situation and goals as entirely unique; as such, we custom tailor our approach, portfolios, and planning suggestions.

John Vazquez, CAP

Senior Vice President–Wealth Management

Senior Portfolio Manager

John is the founder and head of the Vazquez Monasterio Wealth Management Group, and he oversees portfolio management and investment strategy. He is a Senior Portfolio Manager for the UBS Portfolio Management Program, managing investment assets for clients across the United States. A financial advisor and portfolio manager since 1983, he built his practice mostly in the Washington, DC area before moving to New Mexico in 2002. John maintains the Chartered Advisor in Philanthropy® designation, making him qualified to advise charitable clients on their philanthropic ambitions. 

He graduated from the College of William and Mary in 1981 with a BA in Economics. John is an avid skier, cyclist, and supporter of the arts of New Mexico.

California insurance #0H47497

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WY

Recognized as an industry leader:

  • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The 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.

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

Education

  • College of William and Mary, B.A. Economics

Credentials

  • Senior Portfolio Manager
  • Chartered Advisor in Philanthropy®

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

Investing
Custom portfolios
Asset allocation
Alternative investments
Sustainable investing
Impact investing
Philanthropy
141 East Palace Avenue
Coronado Building
Santa Fe, NM 87501

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Manuel Monasterio, CPWA, CEPA, AAMS

Senior Vice President–Wealth Management

Manuel focuses on delivering comprehensive wealth management services to the clients of the team. His experience and expertise are grounded in advanced wealth strategies, such as tax planning, asset protection, executive compensation, stock options, business planning, retirement planning, charitable giving, and estate planning. He maintains the CPWA® designation, having completed formal training delivered by the Investment Management Consultants Association® (IMCA®) at The University of Chicago Booth School of Business. Manuel leads UBS Santa Fe as its Branch Manager, giving him direct access to the firm’s thought leadership and decision-making.

He began his financial services career in 2002, serving as a Financial Advisor and Branch Manager at both Wachovia Securities and A.G. Edwards & Sons. Prior to that he ran his own business and worked in international management. Since joining UBS in 2008 he has gained a deep understanding of financial planning, completing the firm’s prestigious Wealth Advisor training as well as obtaining the Accredited Asset Management Specialist℠ and Certified Exit Planning Advisor designations. He also maintains his Series 3, 7, 9, 10, and 66 securities as well as life and long-term care insurance licenses.

Within the community, he serves on the Board of the Santa Fe Community Foundation. Born in Bilbao, Spain, Manuel is a graduate of Duke University and resides in Santa Fe with his wife and two children. Outside of the office he enjoys fly fishing and cooking.

California insurance #0G09852

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • 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

Education

  • Duke University

Credentials

  • Wealth Advisor
  • CPWA®
  • Accredited Asset Management Specialist
  • Certified Exit Planning Advisor

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

Financial planning
Retirement planning
Estate planning strategies
Legacy planning
Exit planning
Business succession
Asset allocation
Retirement Plan consulting
141 East Palace Avenue
Coronado Building
Santa Fe, NM 87501

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Christine McCabe

Director

Team Administrator

Christine has been an employee at UBS Financial Services Inc. for over 25 years. Christine started her career as a Client Service Associate in Wellesley, MA after graduating from the University of New Hampshire with a Bachelor of Science degree in Business Administration. For the past 20+ years she has been in various management positions for the UBS Santa Fe, Albuquerque, Scottsdale and Tucson offices. Most recently before joining Vazquez Monasterio Wealth Management as our Team Administrator she was the Administrative Manager for the UBS Camelback Complex located in Phoenix and Scottsdale, AZ. Christine oversees the management of all team operations and administrative processes. Christine’s tenure provides our clients with access to an extensive understanding of UBS Wealth Management capabilities and services.

Christine currently maintains the Series 7, 63, 65, 9, 10 and Life, Health and Variable Annuity Insurance licenses. Christine lives in Scottsdale with her husband Shaw and son Connor. They enjoy family vacations, cooking, and attending Connor's baseball games.

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • IN
  • MA
  • MD
  • ME
  • MI
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA

Education

  • University of New Hampshire, B.S., Business Administration
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

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Mary Maestas

Senior Client Associate

Mary leads the team’s client service side as its Senior Registered Client Service Associate, working closely with the group to ensure a seamless client experience. She oversees account opening and maintenance as well as client meetings, asset transfers, new clients, and the delivery of financial statements. She plays an essential role in the financial planning process, assisting with all aspects of our clients’ financial life. With a high-touch, personalized approach to all client interactions, Mary is the primary point-of-contact for Vazquez Monasterio Wealth Management.

With over 25 years of industry experience, Mary leverages her knowledge to educate clients on the services and capabilities unique to UBS. She began her financial services career at Smith Barney in 1995 before moving to Morgan Stanley in 2000. Since 2004 she has continued to deliver exceptional client service at UBS and feels that our clients deserve the best. Mary maintains the Series 7, 24, and 63 securities licenses.

Mary has been married to her husband Bryan since 1994, with whom she has a daughter, Marisa. Outside of the office Mary enjoys the great outdoors, traveling, and spending time with her family.

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • MA
  • MD
  • ME
  • MT
  • NM
  • NV
  • NY
  • OK
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
141 East Palace Avenue
Coronado Building
Santa Fe, NM 87501

Email Me