Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Michael A. Bober, CFP®, CIMA®

Managing Director - Wealth Management
561-416-6904
michael.bober@ubs.com

Michael brings more than 27 years of experience to his clients along with a unique blend of education, energy, insight and integrity. He and Ed Ventrice have been team members over two decades, supporting the needs of Corporate Executives, Business Owners, High Net Worth Individuals, Multi-Generational Families and Professional Athletes.

Michael is nationally recognized as a top advisor by Barron's (2018, 2017, 2015, 2014), Forbes (2018) and Financial Times (2018). Before Michael became an investment advisor,  he held a position as Certified Public Accountant with Arthur Andersen. He earned his B.S. from Rutgers University and holds the Certified Financial Planner (CFP®) designation by the Certified Financial Planner Board of Standards Inc. He received the Certified Investment Management Analyst (CIMA®) designation from the Investment & Wealth Institute through coursework at the Wharton School of Business, University of Pennsylvania

Mike and his wife reside in Boca Raton, FL and in their free time enjoy travel, fitness, food, wine and trying to keep up with their three daughters. He is also actively involved with various charities in South Florida.

 


Registered States:
AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, PA, PR, RI, SC, TN, TX, VA, WA


Ed Ventrice, CFP®, CIMA®, CEPA®

Managing Director - Wealth Management
561-416-6906
ed.ventrice@ubs.com

Eddie is a founding member of BV Group. He has over 27 years' experience in wealth management services, supporting the needs of Corporate Executives, Business Owners, High Net Worth Individuals, Multi-Generational Families and Professional Athletes.

Ed is nationally recognized as a top advisor from Barron's (2018, 2017, 2015, 2014), Forbes (2018) and Financial Times (2018). He also holds the Certified Financial Planner (CFP®) designation and the Certified Investment Management Analyst (CIMA®) designation from the Investment Management Consulting Association through Wharton School of Business, University of Pennsylvania. Ed is also a Certified Exit Planning Advisor (CEPA®) and frequently helps business owners with all phases of their transition strategy.

Before becoming an investment advisor, Ed was a Certified Public Accountant with a National Accounting firm. He has the experience and credentials that build confidence.

Ed and Elyse reside in Boca Raton, Florida with their 5 children. In their free time, they enjoy fitness, biking, tennis, travel and cooking. Ed is actively involved with various boards and several charities.

 


Registered States:
AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, PA, PR, RI, SC, TN, TX, VA, WA


Michael MacDonald, CFP®

Vice President - Wealth Management
Senior Portfolio Manager
561-416-6908
michael.macdonald@ubs.com

Michael MacDonald has been part of the BV Group for more than 22 years. In his previous career, he established and directed the West Coast office of his family’s transportation company that was sold to a Fortune 100 company. After the sale, he began to manage his family’s wealth and turned it into a career. Mike holds the Certified Financial Planner (CFP®) designation by the Certified Financial Planner Board of Standards Inc. and earned his B.S. in Business Administration from Arizona State University. He is married and has three sons. His hobbies include fishing, biking and fitness.


Registered States:
AL, AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, MI, MO, NC, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, VA, WI


William Stuart Marino, CFP®, AWMA®

Financial Advisor
561-416-6910
william.marino@ubs.com

Billy is a Financial Advisor with 16 years of industry experience, initially joining UBS Financial Services Inc. as a Wealth Planning Associate and transitioning to BV Group as a Financial Advisor in 2018, after careers at both Lehman Brothers and RBS Greenwich Capital. Billy enjoys working with clients on financial goal analysis, planning, and all aspects of wealth management. He holds the Certified Financial Planner (CFP®) designation as well as the Accredited Wealth Management Advisor® designation.  He is a graduate of Williams College in Williamstown, MA where he played Lacrosse, Squash and Soccer but remains very active in his alumni Palm Beach chapter.

Billy is a proud member of the Rotary Club Downtown Boca Raton, a Trustee with the Boca Raton Chamber of Commerce, serves on the board of the Peter Blum Family YMCA of Boca Raton, and is a Selection Committee Member for the George Snow Scholarship Fund.

He resides in Boca Raton, FL with his wife and two children and loves to fish in his almost non-existent free time!


Registered States:
FL, MI, NJ, NY


Noah David Rubin, CFP®

First Vice President - Wealth Management
561-416-6909
noah.rubin@ubs.com
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Noah joined BV Group in 2007 and has over 16 years' experience providing wealth management services for clients.

Raised in Boca Raton, Noah grew up with exposure to successful business owners, professionals and retirees that create wealth. From a young age he identified the frequent disconnect between ability to create wealth and ability to manage wealth. He has since been set on a lifelong path to support this critical need of wealth management. He started by pursuing the educational background necessary to fully understand the technicalities of money and finance. He received a Bachelors of Science with a major in International Economics from the University of Florida, an M.B.A. in Global Entrepreneurship from Florida Atlantic University, completed the required graduate level accounting coursework to achieve the CPA license, and attained the CFP®, Certified Financial Planner designation. He worked throughout his schooling to pay for tuition and board, cementing his hard work ethic and understanding of the value of a dollar.

Noah then began to gain practical experience providing financial services. He spent 5 years as a practicing CPA, working with Ernst & Young and CBIZ. He prepared individual and business tax returns, audited financial statements on behalf of investors and government agencies, and handled personal budgeting and financial statement preparation.

Noah was then recruited by BV Group to focus on wealth management services. He is now in the position, having gathered extensive education and practical client experience, to provide investment and financial guidance and advice to business owners, professionals, nonprofits, and retirees.

Noah is an approved FINRA Dispute Resolution Arbitrator. This adds a deep dimension to his understanding of the interactions between financial advisors and investors.

Noah lives locally with his wife, two sons, two daughters and three generations of extended family members. His passions include managing his private family foundation and being an avid sports fan.


Registered States:
AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, MI, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA


Alexandre Martins Santos, CFP®

Senior Vice President - Wealth Management
Portfolio Manager
561-416-6907
alex.santos@ubs.com
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Alex began his career in financial services in 1999 working for Campbell Williams Inc., a boutique advisory firm in Miami, FL. A seasoned professional, he draws upon 18 years of experience helping institutional retirement plans, corporate executives, high net worth investors, and professional athletes by delivering advice and solutions to help them achieve their financial goals. In 2013, Alex joined BV Group and partnered with Michael Bober and Ed Ventrice to help clients clearly define investment objectives and implement appropriate solutions by remaining informative, accessible, independent and transparent in each interaction. Alex embraces a planning-based approach that begins with the creation and continual monitoring of a financial plan that serves as a road map, which informs every solution he provides. He bases each of his relationships on four pillars of wealth management—lifestyle management, risk management, liability management and asset management.

Alex graduated Cum Laude from the University of Miami in Coral Gables, FL, with a B.B.A. in finance. He is a Certified Financial Planner™ (CFP®) professional and has his Florida health, life and variable annuity licenses.

An All-America collegiate athlete both academically and athletically, Alex was inducted into the University of Miami Sports Hall of Fame in 2010 and is the winning pitcher of the 1999 University of Miami College World Series National Championship team. He enjoyed an eight-year professional career with the Tampa Bay Rays and Oakland Athletics within their minor league organizations. Alex lives in West Palm Beach, FL, with his wife, Ana, and their two children, Sol Marina and Kieran Leo. Alex serves on the board of Vita Nova, a non-profit that helps children in foster care transition into adulthood by providing housing and life skills coaching. He is also a member of Iron Arrow Honor Society, which is the highest attainable honor at the University of Miami. He is fluent in Portuguese and Spanish.


Registered States:
AZ, CA, CT, FL, GA, IL, KY, LA, MI, MO, NJ, NY, OH, PA, PR, SC, TN, TX, VA


Donna Lynn Allen

Client Service Associate
561-416-6916
donna.allen@ubs.com

Donna has been with UBS since 2014 and then joined BV Group as a Client Service Associate. She brings over 10 years of industry and client service experience to the team.  In addition, Donna spent several years outside the industry teaching pre-school. In her free time, she enjoys boating, fishing, diving, football (NYG fan), traveling and spending time with her husband and family.


Registered States:
FL


Lillian D. Chen

Client Service Associate
561-416-6914
lillian.chen@ubs.com

Lillian handles Client Service and Operational Management functions for the BV Group. She has been a part of the team for over 16 years and has more than 30 years of industry experience, including 7 years spent working in financial firms on Wall Street. Lillian, a Mets fan, enjoys frequenting Disney with her husband and their two children.


Veronica Martinez

Client Service Associate
561-416-6905
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veronica.martinez@ubs.com

Veronica joined BV Group in 2018 as a Client Service Associate. She enjoys working with clients and brings over 8 years financial, banking and service delivery experience to our team. Veronica holds her General Securities Representative license (Series 7) and graduated Magna Cum Laude with a Bachelor of Arts from Florida Atlantic University. Veronica's hobbies include reading, travel and spending time with her friends and family.


Registered States:
AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA


Christal D. Starcher

Client Service Associate
561-416-6915
christal.starcher@ubs.com

Christal joined BV Group in January 2014 as a Client Service Associate. Before joining our team she had worked for Morgan Stanley for 6 years and has been in the industry for 8 years. She provides support with the maintenance and operational needs of client accounts. Christal spends her spare time with her husband and two children. She is passionate about travel and has visited most parts of the United States and numerous countries abroad.


Evan Lee Blake

Senior Wealth Strategy Associate
561-416-6919
evan.blake@ubs.com

Evan joined BV Group in 2018 and supports the team's investment management processes, including investment due diligence, asset allocation, portfolio construction, and portfolio review. He is a graduate of Florida Atlantic University with a double major in Finance and Economics and is currently a CFA® Level III candidate. Evan holds the General Securities Representative License (Series 7) and has over 9 years of financial services industry experience. Evan is a Florida native and resides in Lake Worth with his wife and 2 daughters. His hobbies include spending time with his family, being an avid sports fan, and participating in organized sports.


Registered States:
AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, PA, PR, RI, SC, TN, TX, VA, WA


Andrew Item, CIMA®

Senior Wealth Strategy Associate
561-416-6918
andrew.item@ubs.com

Andrew joined BV Group in 2018 and supports the team's investment management processes, including investment due diligence, asset allocation, portfolio construction, and portfolio review. He is a University of Miami graduate with a double major in International Studies and Economics. Andrew also received the Certified Investment Management Analyst (CIMA®) designation through the Investment & Wealth Institute through coursework at the Yale School of Management.  Andrew has over 12 years industry experience and is fluent in both Italian and Spanish.

 

 


Registered States:
AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, PA, PR, RI, SC, TN, TX, VA, WA


Christine S. Sloboth

Team Administrator
561-416-6921
christine.sloboth@ubs.com

Christine joined BV Group in 2011, and is responsible for Team/Business Management, Marketing Initiatives, Project Management and Team Oversight. She previously worked in the financial payments industry for over 14 years, initially with First Data Resources in Omaha, NE, then transferred to the Florida division of Chase Merchant Services L.L.C.  Chris holds her General Securities Representative license (Series 7) and graduated with a B.S. in Finance from the University of Nebraska at Omaha. Her hobbies include yoga, reading, vegetarian/vegan cooking and training her two rescue dogs.


Registered States:
AZ, CA, CT, FL, GA, IL, KY, LA, MA, MD, MI, MO, NC, NJ, NM, NV, NY, OH, PA, TN, TX, VA