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
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
Education
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.