Jose Cacicedo is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 license and 19 years of industry experience. He has been with UBS and its related entities since 2009. Outside of his advisory role, he owns Cafe Consulting LLC, a consulting business based in Miami. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets activities and products.

Irene Intriago is a financial advisor at UBS Financial Services with four years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley, The Vanguard Group, and Dillon Crown, among other firms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and capital market insights.

Bruno Landscheck Guzzo is a financial advisor at UBS Financial Services with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at XP Investments US, XP Investimentos, Santander, and B3 - Brasil, Bolsa, Balcão. Outside of his advisory work, he operates a small LLC providing translation services to Brazilian firms in Miami. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Santiago Castellan is a financial advisor with UBS Financial Services in Miami, FL. He holds Series 63 and Series 65 licenses and has worked in the financial industry since 2022, including positions at Aon and UBS. He also spent three years at the University of Miami prior to his advisory roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals. The firm operates across multiple capital markets functions, including trading, underwriting, and lending services.

Jose Acebedo is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 25 years of industry experience. He has been with UBS Financial Services since 2010 and also has a tenure with UBS International Inc. dating back to 2008. In addition to his advisory role, he is the proprietor of Valace Investments LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm leverages proprietary research, model-based asset allocations, and institutional trading capabilities to provide a broad range of wealth management and capital markets services.

Alejandro Wabnik is a financial advisor at UBS Financial Services with 28 years of industry experience. He has been with UBS since 2013 and holds Series 63, 65, and 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, supported by proprietary research and model-based asset allocations. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and lending solutions.

Federico Sanchez is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 66 licenses. Outside of his advisory work, Sanchez serves on the Board of Directors for The Kampong, a foundation focused on promoting tropical botany and community awareness in Miami. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based planning, portfolio management, and access to proprietary research and capital markets services.

Alvaro Mora Kopper is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 20 years of industry experience. He has been with UBS since 2005. Outside of his advisory work, he is the executive director of two LLCs created to maintain personal assets—a boat and passive investments. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Arturo Reyes is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 66 designation and has previously worked at EFG Capital International Corp and CitiGroup. Outside of advisory work, he is a managing member of Ashir Enterprises LLC, providing capital for an e-commerce Amazon store. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor investment strategies according to clients’ goals and risk tolerances.

Helen Henriques Cito is a financial advisor at UBS Financial Services in Miami, FL, with 12 years of industry experience. She holds the Series 66 designation and has been with UBS since 2017. Prior to joining UBS, she worked at Christian Dior for one year. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and supports advisory work with proprietary research and model-based asset allocations.

Juan Luis Rivera is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Citibank N.A. and CITI International Financial Services LLC. Outside of his advisory role, Rivera owns Fine Selections, a food and beverage distribution business where he consults for the wine department, and serves as a consultant for TriPoint Marketing Group. He is also the president of the board of directors and executive director of Hope Community Church in Pembroke Pines, FL. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor portfolio management and financial planning services. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and advisory solutions.

Carlos Pita is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he serves on the boards of multiple commercial real estate investment entities and acts as a trustee and officer for various family estate planning trusts. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services that include financial planning and portfolio management. The firm leverages proprietary research and capital market models to create tailored investment plans and combines institutional trading capabilities with wealth management services.

Moises Segebre Tcherassi is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Grupo Kaia S.A.S. and Tecnoglass Inc., as well as a four-year period associated with Boston College and a long tenure at Colegio Karl C. Parrish. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to offer tailored financial planning and portfolio management solutions.

Monica Echeverri is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 15 years of industry experience. She has been with UBS since 2010. Outside of her advisory role, she is a commissioned notary public. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm delivers advisory work through a network of Financial Advisors who use proprietary research and model-based strategies tailored to client goals and risk tolerances.

Renato Izaguirre Roca is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has previously worked at Insigneo Securities LLC and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Daniel Asorey is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and JPMorgan Chase Bank NA. Outside of his advisory work, he is a silent partner in a food franchise business in Miami-Dade County, where he occasionally advises on payroll, inventory management, and bookkeeping. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, supported by proprietary research and capital market insights.

Dario Montisci is a financial advisor with UBS Financial Services in Miami, FL, holding the CFA® charter and Series 66 license. He has 14 years of industry experience, including two years at HSBC Private Bank before joining UBS in 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, employing proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research to tailor asset allocations and financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Claudine Choquette is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2016. Outside of her advisory role, she serves on the board of directors for the Little Dreams Foundation and is involved in managing Les Ailes Du Desir, an organization promoting innovation in circus arts. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management solutions tailored to clients’ goals and risk tolerances.

Yari Baldrich is a financial advisor at UBS Financial Services with 27 years of industry experience. Prior to joining UBS in 2025, Baldrich worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2022 to 2025, and at Wells Fargo Advisors and Wells Fargo Clearing from 2010 to 2021. He holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets services through its platform.

Sebastian Emans is a financial advisor at UBS Financial Services in Miami, FL, holding a Series 66 designation with one year of industry experience. He has previously worked at UBS Switzerland, Quantum Suisse Capital, and Credit Suisse. Outside of advisory work, he is a minority shareholder in Lake Crypto GmbH, a firm involved in algorithmic and quantitative model trading of crypto assets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.