As a Private Wealth Advisor, Ghislain has been working with Ultra High Net Worth Families, Endowments and Foundations for nearly three decades, helping them meet their investment needs, philanthropic goals and lifestyle objectives. He is focused on assisting entrepreneurs and their families navigate issues they face through their business transition, offering assistance with thorough and strategic planning. Ghislain serves as the Chief Marketing Officer of the team, developing synergistic relationships with other trusted professionals and community leaders.

Prior to joining UBS with the team in 2006, Ghislain was a Senior Vice President and Private Client Advisor in Bank of America's Private Bank, and a Vice President and Investment Representative with the Private Client Division of Lehman Brothers in Miami, Florida. He has also worked at Merrill Lynch and Citibank throughout his decades of experience in the financial services industry. Ghislain began his career as an associate attorney in the corporate and securities department of the law firm of Steel Hector and Davis. He received an Honors B.A. in Political Science from the University of Pennsylvania and a J.D. from Harvard Law School. Ghislain has been recognized as an industry leader by several major organizations such as Forbes, Financial Times and Barron's for the past five years. He is also a Certified Exit Planning Advisor® (CEPA), providing a unique, value additive offering to our entrepreneurial client base.

Ghislain is very active in the community, currently serving on the Board of Directors of the Ayiti Community Trust, the Dade Fund, Board of Overseers of the University of Pennsylvania Museum, and the James Brister Society of University of Pennsylvania. He has previously been a board member of Ransom Everglades School (former Chair), Nicklaus Children's Hospital, University of Pennsylvania Library Board of Overseers, WPBT Channel 2, New World Symphony, Florida Governor's Haiti Advisory Group, Miami Foundation, Miami City Club (President), Frost Museum of Science, Bayfront Park Management Trust (Chair) among others. Ghislain lives in Coral Gables, FL with his wife Marjorie and their two Great Danes.

Registered States:
AL, AR, AZ, CA, CO, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NJ, NY, OH, OK, PA, RI, TN, TX, UT, VA, WA, WI, WY

As a Private Wealth Advisor, Jared has been working with Ultra High Net Worth Families, Endowments and Foundations for nearly twenty years, building customized investment strategies to help them achieve their financial and operational goals. He is focused on preservation of clients' wealth through implementing strategies to mitigate risk in their portfolios, and capitalize on opportunities presented by market conditions. Jared serves as the team's Chief Investment Officer and Portfolio Manager, leading the investment strategy and due diligence process on all investments. His areas of technical expertise include analysis of traditional and alternative asset classes, creating structured investment vehicles, as well as addressing concentrated wealth and taxation issues.

Prior to joining UBS with the team in 2006, Jared was a Senior Vice President and Private Client Advisor in Bank of America's Private Bank, after having worked at both Lehman Brothers and Merrill Lynch for several years. He received his B.A. in International Business from Eckerd College in St. Petersburg, FL and a M.B.A. from the University of Miami in Miami, FL. Jared has been recognized by Barron's as a "Top Financial Advisor" many times throughout his career.

Jared is passionate about giving back to the community, and using his professional experiences to assist organizations he cares deeply about. He serves on the Board of Trustees at Palmer Trinity School, on the Investment Committee for the Legal Services of Greater Miami Foundation, and regularly volunteers in various initiatives that provide a better quality of life to the homeless community in Miami Dade County. Jared lives in Pinecrest, FL with his wife Melanie, and children Amanda and Drew. When Jared is not playing tennis, skiing, or trying new workouts, he can be found on the court sidelines, coaching his daughter's basketball teams.

Registered States:
CA, CO, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NJ, NY, OH, OK, PA, RI, TN, TX, UT, VA, WA, WI, WY

As a Private Wealth Advisor, Claudio has been working with Ultra High Net Worth Families, Endowments and Foundations for nearly twenty years, delivering individualized solutions across a myriad of clients' financial needs. He focuses on navigating complex matters, working closely with management and divisions across the firm, in order to ensure clients achieve their strategic objectives. Claudio serves as the team's Chief Operations Officer, overseeing all of the administrative aspects of the team, including any compliance and regulatory mandates. Claudio handles everything from implementing specialized lending facilities to executing tactical changes to keep investment portfolios on target. In addition to managing the day to day operations of the team, Claudio interacts with each member of the team to encourage their growth and professional development.

Prior to joining UBS with the team in 2006, Claudio has worked in various capacities at Bank of America's Private Bank, Goldman Sachs, Lehman Brothers, and Merrill Lynch. He earned his B.A. in International Relations and Russian Language from University of Nebraska and his M.A. in Slavic Languages from Florida State University. Claudio is a Certified Exit Planning Advisor® (CEPA), providing a unique, value additive offering to our entrepreneurial client base.

Claudio lives in Miami with his wife Elizabeth and two daughters, Sarah and Katherine, and enjoys spending his free time with family.

Registered States:
CA, CO, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NJ, NY, OH, OK, PA, RI, TN, TX, UT, VA, WA, WI, WY

As a Financial Advisor, Michaelangelo focuses on structuring the investment strategy of the team and its target allocations based on risk profiles, building appropriate portfolios according to each client's financial objectives. This includes conducting extensive market research, analytics and due diligence to ensure best in class manager selection across the team's customized investment allocations. Serving as a Portfolio Manager, he closely monitors the market conditions, reviews target allocation drift, and tracks performance of all of the team’s investment solutions against the appropriate benchmarks.

Michaelangelo joined UBS Wealth Management's Graduate Talent Program in 2011, where he spent two years in New York City rotating throughout the firm and gaining a strong foundation in its capabilities and resources. He received a B.A. in Finance from the University of Miami and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner.

Michaelangelo was born and raised in Chicago, IL and has lived in Miami for over 15 years. He values giving back to the community and currently serves as Treasurer on the Board of South Florida After-School All-Stars. Michaelangelo lives in Miami, FL and his personal interests include performance cars, technology and basketball.

Registered States:
CA, CO, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NH, NJ, NY, OH, OK, PA, RI, TN, TX, UT, VA, WA, WI, WY

In her role as Senior Wealth Strategy Associate, Alana focuses on enhancing existing relationships and sourcing new client opportunities, in addition to cultivating strategic partnerships with industry professionals who also advise high net worth individuals. She works with families on philanthropic planning and giving and enjoys helping others recognize and grow these opportunities.  She is passionate about working with families to engage and educate the next generation(s) on financial literacy and philanthropic ideals.

Alana graduated from the University of Miami where she received a B.A. in Finance, and then received a JD/MBA from Nova Southeastern University. She is a fully licensed sales associate in the financial industry, as well as a member of the Florida state bar.

Alana is a trustee, Treasurer, and Chair of the Finance & Investment Committee as well as the Young Leaders Society of the Jewish Women's Foundation of the Greater Palm Beaches. Alana is also a member of the Professional Advisory Committee and trustee of Jewish Women's Foundation of the Jewish Federation of South Palm Beach County. She also serves on the Board of Directors of Ruth & Norman Rales Jewish Family Services and the Jacobson Jewish Community Foundation. She lives in Boca Raton with her husband Adiel and baby boy, Jasper. In her free time, she enjoys cooking, traveling, music, the Miami Heat and photography.

Registered States:
CA, CO, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NH, NJ, NY, OH, OK, PA, RI, TN, TX, UT, VA, WA, WI, WY

As a Senior Wealth Strategy Associate, Alyssa focuses on financial planning, client portfolio reporting, investment analytics, performance metrics, and researching new investment opportunities. She works closely with the investment management aspect of the team, tracking markets and running analytics to ensure best in class manager selection across our investment allocations.

Alyssa graduated from the University of Florida where she received both a B.S. and M.S. in Finance. She then joined UBS Wealth Management's Graduate Talent Program, where she spent two years in New York City rotating throughout the firm and gaining a strong foundation in its capabilities and resources. Alyssa is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner. Alyssa grew up in Jupiter, FL and now lives in Miami. In her free time, she enjoys running, trying new restaurants, spending time outdoors and baking.

Registered States:
CA, CO, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NH, NJ, NY, OH, OK, PA, RI, TN, TX, UT, VA, WA, WI, WY

Ana focuses on client portfolios, running analytics across all of the team's investment offerings, tracking performance metrics, and researching new investment opportunities. Ana works closely with the investment management aspect of the team, tracking markets and running analytics to ensure best in class manager selection across our investment allocations

Ana graduated from the University of Miami where she received a B.A. in both Finance and Marketing, with a minor in Spanish literature. Ana lives in Miami, FL after being born in Caracas, Venezuela and growing up in Houston, TX and Colombia, Bogota. In her free time, Ana enjoys traveling, cooking, and being at the gym, with a goal of one day completing an Ironman Triathlon.

Registered States:
CA, CO, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NH, NJ, NY, OH, OK, PA, RI, TN, TX, UT, VA, WA, WI, WY

Lisa focuses on all aspects of client interactions with the team. She is extremely detail oriented while overseeing complicated operational responsibilities, and is passionate about delivering the best possible client experience. Lisa works diligently with the team's clients, CPAs and attorneys to ensure seamless communication and superior client service.

With more than 35 years of experience in the financial services industry, Lisa brings a wealth of knowledge and understanding of the financial markets to the team. Her prior experiences include Operations Manager for Advest and Shearson Lehman American Express, Manager's Assistant at E.F. Hutton and in several senior associate positions, most recently Assistant Vice President at Barclays/Lehman Brothers. Lisa was awarded UBS' Service Excellence Award in 2017, recognized for her outstanding efforts in her commitment to providing clients with the absolute best wealth management experience available.

Lisa lives in Boynton Beach and enjoys reading, cooking, baking and spending time with her husband, three sons and two Dalmatians.

Registered States:
CA, CO, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NH, NJ, NY, OH, OK, PA, RI, TX, UT, VA, WA, WI, WY

As a Senior Client Service Associate, Eduardo (Ed) focuses on all aspects of the client relationship. He works diligently on responding to client requests and all account related maintenance required.

Prior to joining UBS with the team in 2006, Ed had over twenty years of experience in the financial services industry having worked at Bank of America and Lehman Brothers for many years. He was a Commodity Futures Trader with Merrill Lynch, Prudential Securities and Refco LLC, and was a Branch Manager at Block Trading, Inc.

Ed lives in Miami, FL with his wife Sugey and younger son Tristan. His older son Sebastian attends the University of Massachusetts- Amherst. In football season, you can find Ed tailgating and attending the University of Miami football games.

Registered States:
CA, CO, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NH, NJ, NY, OH, OK, PA, RI, TN, TX, UT, VA, WA, WI, WY

In her role as a Registered Client Service Associate, Malia is focused on the team's daily operations and enhancing the client experience by assisting with all aspects of the client relationship.

She graduated from Concordia University in Montreal, Quebec where she majored in Finance and minored in Supply Chain Operations Management. Born and raised in the Dominican Republic, Malia now lives in Brickell. In her free time, she enjoys relaxing at the beach and spending time outdoors.

Registered States:
CA, CO, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NH, NJ, NY, OH, OK, PA, RI, TN, TX, UT, VA, WA, WI, WY

As a Client Service Associate, Marisol focuses on responding to client requests and assisting with team operations and account maintenance.

With more than ten years of industry experience, her core competency is compliance and risk management with a strong focus on client service, having held related roles with Merrill Lynch, HSBC Private Bank International and EFG Capital International. Marisol holds an Associate's degree in Business Administration from Miami Dade College.

Marisol lives in Coral Gables, FL and enjoys traveling and the performing arts. She is an active board member of the Junior League of Miami, which promotes community volunteerism.

Registered States:
CA, CO, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NH, NJ, NY, OH, OK, PA, RI, TN, TX, UT, VA, WA, WI, WY