Experience to guide you forward
Prior to joining UBS in 2013, Moshe
spent 19 years at Bernstein Global Wealth
Management. At Bernstein, he took on many crucial roles.
Early in his career, he supported the development and
distribution of services for high net worth investors. Moshe
rose to Director of International Strategy, a position that
required him to identify trends in the international high
net worth marketplace and where he helped launch Bernstein's
London-based private client practice.

Professional achievements and education
Moshe earned an M.B.A. from New York University. He
obtained his undergraduate at Yeshiva University, where
he majored in Economics.
Moshe holds the Series 7,31,63, and 66 securities
designations, as well as the 2-15 Life, Health, and
Variable Annuity License.

Making a difference
Moshe serves on the Board of Directors and was chair of the
investment committees for both the Jewish Federation of
Broward County and the Palm Beach Habilitation Center.
He served on the Board of Directors for The Victory
Center of Autism and Related Disabilities. In addition, he
was a Co-Founder of Luria Academy, a Jewish Day School
in Brooklyn, NY.

Registered States:
CA, CO, CT, DC, DE, FL, HI, ID, IL, MA, MD, ME, MI, NC, NJ, NY, PR, SC, VA

Experience to guide you forward
Prior to joining UBS in 2014, J.C. served
as a Senior Portfolio Manager with Bernstein Global
Wealth Management and as an active member of
Bernstein’s Private Client Investment Policy Group.
Previously, he led the family office of a multi-generational
family, and the trust department of a regional private
bank in Florida.
J.C. was the director of the US mid-capitalization growth
equity team at Scudder Investments, where he oversaw a
multi-billion dollar portfolio, and served as the head of
small-capitalization growth equities at State Street
Research and Management.
J.C. has been a guest on CNBC and a contributor to
financial publications including Forbes, Fortune and the
Wall Street Journal. 

Professional achievements and education
J.C. earned his M.B.A from the University of Chicago
Booth School of Business, and his BS in Economics with a
concentration in finance from the Wharton School at the
University of Pennsylvania.
J.C. holds the Series 7 and 66 securities licenses, as well
as the 2-15 Life, Health, and Variable Annuity License.

Making a difference

J.C has served on the board of Big Brothers Big Sisters of Miami.  He was also a Trustee and treasurer of the Dade Heritage Trust in Miami, Florida.

Registered States:
AZ, CA, CO, DC, DE, FL, ID, IL, KS, MA, NC, NY, PR, SC

Experience to guide you forward

Prior to joining UBS in 2004, José spent nine years at Goldman Sachs in Investment Banking and Private Client Services. He began his career as a CPA with Deloitte & Touche.

Professional achievements and education

José earned his M.B.A from the University of North Carolina Kenan-Flagler Business School, where he graduated third in his class (with Highest Honors). He earned his BS in Accounting from the University of Florida, where he graduated Summa Cum Laude. José holds the Series 3, 7, 63, 65 and 66 securities licenses.

Making a difference
José started a Private Foundation for his family that focuses on educational needs of underprivileged children. He has also been active in the University of Florida's Foundation Board and Children's Hospital. He is involved with the Hispanic Heritage Foundation based in Washington, Teach for America, and the Sebastian Ferrero Foundation Board. He is on the Advisory Board for Cuvee, a real estate investment and management group not related to UBS. He is an active investor in real estate and venture capital.

Registered States:
AR, CA, CO, DE, FL, GA, MD, NJ, NY, PR, SC, TX, UT, WI

Experience to guide you forward
Pedro is a former corporate executive.
His background includes serving in executive and
managerial positions with Andersen Consulting,
Cambridge Technology Partners, Syntel and Concero.
Prior to joining UBS in 2004, Pedro served as a Principal
at Bernstein Global Wealth Management, where he served
the needs of business owners and corporate executives.

Professional achievements and education
Pedro graduated Magna Cum Laude with honors from
the University of Miami earning a B.S. in Electrical
Engineering.
Pedro holds the Series 7, 31, and 66 securities licenses, as
well as the 2-15 Life, Health, and Variable Annuity License.

Making a difference
Pedro is actively involved in the South Florida community.
He serves on the board of the Baptist Health South Florida Foundation.  He has previously served on the Tocqueville
Cabinet of the United Way, the History Miami Board and co-chaired the Perez Art
Museum Miami’s Corporate Luncheon which he helped found.  He also served on the investment committees of the United Way, ZooMiami, and the Perez Art Museum Miami.

Registered States:
AZ, CA, CO, DC, DE, FL, ID, IL, KS, MA, NC, NY, PR, SC

Don George is a Senior Wealth Strategy Associate within the Private Wealth Management division of UBS Financial Services, Inc. His focus is centered around the financial planning for Ultra High Net Worth clients.  George has a key role in developing long-term comprehensive financial plans and wealth management strategies,  

     Prior to joining UBS in 2013, he was a Senior Wealth Strategy Associate in Morgan Stanley's Private Wealth Management Division. George obtained his MBA in Finance from the University of Miami, and a BS from Iona College in New York, where he was a scholarship Division I Basketball player. He also holds the CFP designation.

     George resides in South Miami with his wife, Tatiana, and their son. He is the son of a Cuban immigrant and is proficient in writing and speaking Spanish. George and his wife enjoy being outdoors, whether it be fishing, hunting or boating.

Charlene Meizoso is a  Team Administrator within the Private Wealth Management division of UBS Financial Services, Inc. She manages all administration and operations for the team. Charlene plays an integral part in developing core processes and strategies to reflect client needs and goals, as well as managing key client relationships. 

     Prior to joining UBS in 2015, Charlene she worked as an assistant for a boutique investment banking firm in Miami. Charlene earned her BA from the University of Miami.

 Charlene resides in Miami, FL with her husband, Cesar, and daughter.

Registered States:
AR, CA, CO, DE, FL, GA, MA, MD, NJ, NV, NY, SC, SD, TN, TX, UT, WI

Beverly Steinbook is a Senior Wealth Strategy Associate within the Private Wealth Management division of UBS Financial Services, Inc. Beverly serves as the Chief of Staff for Family Enterprise Partners. Her focus is to oversee the wealth management, investment management, financial planning, and relationship management of the business. She also has extensive experience in compliance and risk management from being the Branch Administrative Manager for UBS's Miami, FL.

     Prior to joining UBS in 2015, she was a member of Bernstein Private Wealth's Miami office. Her career first began at Scottrade, where she was a stockbroker. Beverly earned her MBA in Financial Valuation and Investment Management from Lynn University, and a BA in Economics from the University of South Florida.

     Beverly lives with her husband, Darren, and daughter, Stella in the Brickell neighborhood of Miami. In her free time she volunteers as a Girl Scout Troop leader. She also volunteers with Pelican Harbor Seabird Station, where she previously served on the Board of Directors. 

Registered States:
CA, FL

     Jessica P. Suskind is a Wealth Strategy Associate within the Private Wealth Management division of UBS Financial Services, Inc. Jessica's primary focus is to assist in the investment analysis, performance reporting, and structuring solutions to align with clients' wealth management profiles. She has experience in the management side of the financial services industry, previously working with senior management at UBS.

     Prior to joining UBS in 2014, she worked as a member of the Complex Management Team at Morgan Stanley in South Florida. Jessica holds a BS in Business Marketing with a minor in Advertising from Florida Gulf Coast University.

 Jessica resides in Fort Lauderdale, FL with her husband, Wesley.

Registered States:
CA, CO, DC, DE, FL, ID, IL, MA, MD, ME, NJ, NY, PA, SC, VA