Manuel is the Branch Manager of the Santa Fe office but his primary focus is delivering Wealth Management services to the clients of the team. He earned the CPWA® designation, delivered by Investment Management Consultants Association® (IMCA®), which required successful completion of coursework in advanced wealth management strategies and applied concepts at The University of Chicago Booth School of Business and passing a comprehensive examination covering the following areas: advanced tax planning, asset protection, executive compensation plans, stock options, tax-efficient portfolios, business planning, retirement planning, charitable planning and estate planning. The CPWA® is the only advanced designation designed for financial advisors and consultants who work with high net worth clients on the life cycle of wealth. Before joining UBS in 2008 Manuel was a Financial Advisor/Branch Manager at Wachovia Securities and A.G. Edwards and prior to that he ran his own business and worked in international management. He is a graduate of Duke University and he serves on the Board of the Santa Fe Community Foundation and the New Mexico School for the Arts (NMSA). Manuel was born in Bilbao, Spain and he and his wife Rebecca have two children.
Registered States:
AZ, CA, CO, CT, DC, FL, HI, ID, IL, KS, MA, MD, ME, MI, NJ, NM, NV, NY, OH, OR, SC, SD, TN, TX, UT, VA, WA, WI