{"id":479620,"date":"2021-04-21T08:46:14","date_gmt":"2021-04-21T12:46:14","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/5-billion-advisor-team-joins-ubs-private-wealth-management-in-south-florida\/"},"modified":"2021-04-21T08:46:14","modified_gmt":"2021-04-21T12:46:14","slug":"5-billion-advisor-team-joins-ubs-private-wealth-management-in-south-florida","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/5-billion-advisor-team-joins-ubs-private-wealth-management-in-south-florida\/","title":{"rendered":"$5 Billion Advisor Team Joins UBS Private Wealth Management in South Florida"},"content":{"rendered":"<p>        <!--body {font:normal small Arial,Helvetica,sans-serif;color:#000;background-color:#fff;padding:24px;margin:0;} a img {border:0;} h3 {font-size:medium;color:#000;margin:0 0 1em 0; text-align:center;}-->  <\/p>\n<p><b>$5 Billion Advisor Team Joins UBS Private Wealth Management in South Florida<\/b><\/p>\n<p>MIAMI&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<br \/>\nUBS Private Wealth Management announced today that a six-person team managing $5 billion in assets has joined the firm in UBS\u2019s South Florida market.\n<\/p>\n<p id=\"news-body-cta\">This press release features multimedia. View the full release here: <a href=\"https:\/\/www.businesswire.com\/news\/home\/20210421005206\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20210421005206\/en\/<\/a><\/p>\n<div id=\"bwbodyimg\" style=\"width: 480px;float:left;padding-left:0px;padding-right:20px;padding-top:0px;padding-bottom:0px\"><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20210421005206\/en\/872915\/4\/Team_Photo_-_2021_-_5_billion_advisor_team_joins_UBS_Private_Wealth_Management_in_South_Florida.jpg\" alt=\"UBS Private Wealth Management announced today that a six-person team managing $5 billion in assets has joined the firm in UBS\u2019s South Florida market. Pictured from left to right: Brian Beraha, Alexis Audisio, Jared Pillar, Michelle Gonzalez, Horacio Aguirre and Vicente Del Rio. (Photo: Business Wire)\" \/><\/p>\n<p style=\"font-size:85%\">UBS Private Wealth Management announced today that a six-person team managing $5 billion in assets has joined the firm in UBS\u2019s South Florida market. Pictured from left to right: Brian Beraha, Alexis Audisio, Jared Pillar, Michelle Gonzalez, Horacio Aguirre and Vicente Del Rio. (Photo: Business Wire)<\/p>\n<\/div>\n<p>\nThe team is led by Financial Advisor\u2019s Brian Beraha<b \/>and Vicente del Rio, and also includes Financial Advisor, Horacio S. Aguirre, Senior Wealth Strategy Associates, Jared Pillar<b \/>and Alexis Audisio, and Client Service Associate, Michelle Gonzalez. The team will report to Karl Ruppert, South Florida Complex Director at UBS Private Wealth Management. The team will also work closely with Richard Suss, Downtown Miami Branch Manager at UBS Wealth Management USA.\n<\/p>\n<p>\n\u201cMiami continues to attract wealthy families and their business interests from across the U.S. as well as the rest of the world,\u201d said Karl Ruppert. \u201cOur culture of collaboration across the organization provides world-class solutions that differentiates UBS from its competitors. I\u2019m confident that Brian, Vincente and their team will do a great job helping clients reach their goals.\u201d\n<\/p>\n<p>\nBrian Beraha and Vincente De Rio join UBS following a decade at J.P. Morgan Private Bank where together, they built a successful business focusing on ultra-high-net-worth families and individuals in South Florida.\n<\/p>\n<p>\nPrior to his tenure at J.P. Morgan Private Bank, Brian was with Merrill Lynch\u2019s Private Banking and Investment Group. Brian\u2019s areas of expertise include family office structuring and governance, complex credit, multi-generational wealth transfers, philanthropic giving, and assisting entrepreneurs in exit planning.\n<\/p>\n<p>\nVincente serves as the team&#8217;s Portfolio Manager, leading the strategy and due diligence process on all investments. His areas of expertise include analysis of traditional and alternative asset classes, creating structured investment vehicles, and addressing concentrated wealth issues through traditional and nontraditional methods. In his prior role, Vincente was a member of J.P. Morgan&#8217;s U.S. Private Bank Advisory Council, and a member of its Opportunistic Investment Committee. He graduated summa cum laude from Emory University with a bachelor\u2019s degree in Economics and Spanish.\n<\/p>\n<p>\nFor nearly a decade, Horacio Aguirre has been working with ultra-high-net-worth families, advising them through long-term wealth planning, liquidity events, and optimal balance sheet structuring. Before joining UBS, he was an Investment Specialist at J.P. Morgan&#8217;s Private Bank, where he focused on building customized investment portfolios. Horacio earned a bachelor\u2019s degree in Business Administration and Finance from Florida International University.\n<\/p>\n<p><b>Notes to Editors<\/b><\/p>\n<p><b>About UBS Global Wealth Management <\/b><\/p>\n<p>\nAs the world&#8217;s largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.\n<\/p>\n<p><b>About UBS<\/b><\/p>\n<p>\nUBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS&#8217;s strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.\n<\/p>\n<p>\nUBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).\n<\/p>\n<p>\n\u00a9 UBS 2021. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.\n<\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20210421005206r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" style=\"width:0;height:0\" \/><span class=\"bwct31415\" \/><\/p>\n<p id=\"mmgallerylink\"><span id=\"mmgallerylink-phrase\">View source version on businesswire.com: <\/span><span id=\"mmgallerylink-link\"><a href=\"https:\/\/www.businesswire.com\/news\/home\/20210421005206\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20210421005206\/en\/<\/a><\/span><\/p>\n<p><b>Media Contact:<br \/>\n<\/b><br \/>Melisa Chantres<br \/>\n<br \/>EvClay Public Relations<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:mmchantres@evclay.com\">mmchantres@evclay.com<br \/>\n<\/a><br \/>305-261-6222<br \/>\n<br \/><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ubs.com&amp;esheet=52415381&amp;newsitemid=20210421005206&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.ubs.com&amp;index=1&amp;md5=80040f88b635ab427532218e9e79180a\">https:\/\/www.ubs.com<\/a><\/p>\n<p><b>KEYWORDS:<\/b> Florida United States North America<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Professional Services Seniors Consumer Finance<\/p>\n<p><b>MEDIA:<\/b><\/p>\n<table cellpadding=\"3\" cellspacing=\"3\">\n<tr>\n<td><font face=\"Arial\" size=\"2\"><b>Logo<\/b><\/font><\/td>\n<\/tr>\n<tr>\n<td><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20210421005206\/en\/872914\/3\/ubs_semibold_4c.jpg\" alt=\"Logo\" \/><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\"><\/font><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\"><b>Photo<\/b><\/font><\/td>\n<\/tr>\n<tr>\n<td><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20210421005206\/en\/872915\/3\/Team_Photo_-_2021_-_5_billion_advisor_team_joins_UBS_Private_Wealth_Management_in_South_Florida.jpg\" alt=\"Photo\" \/><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\">UBS Private Wealth Management announced today that a six-person team managing $5 billion in assets has joined the firm in UBS\u2019s South Florida market. Pictured from left to right: Brian Beraha, Alexis Audisio, Jared Pillar, Michelle Gonzalez, Horacio Aguirre and Vicente Del Rio. (Photo: Business Wire)<\/font><\/td>\n<\/tr>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>$5 Billion Advisor Team Joins UBS Private Wealth Management in South Florida MIAMI&#8211;(BUSINESS WIRE)&#8211; UBS Private Wealth Management announced today that a six-person team managing $5 billion in assets has joined the firm in UBS\u2019s South Florida market. This press release features multimedia. View the full release here: https:\/\/www.businesswire.com\/news\/home\/20210421005206\/en\/ UBS Private Wealth Management announced today that a six-person team managing $5 billion in assets has joined the firm in UBS\u2019s South Florida market. Pictured from left to right: Brian Beraha, Alexis Audisio, Jared Pillar, Michelle Gonzalez, Horacio Aguirre and Vicente Del Rio. (Photo: Business Wire) The team is led by Financial Advisor\u2019s Brian Berahaand Vicente del Rio, and also includes Financial Advisor, Horacio S. Aguirre, Senior Wealth Strategy Associates, Jared &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/5-billion-advisor-team-joins-ubs-private-wealth-management-in-south-florida\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;$5 Billion Advisor Team Joins UBS Private Wealth Management in South Florida&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-479620","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>$5 Billion Advisor Team Joins UBS Private Wealth Management in South Florida - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/5-billion-advisor-team-joins-ubs-private-wealth-management-in-south-florida\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"$5 Billion Advisor Team Joins UBS Private Wealth Management in South Florida - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"$5 Billion Advisor Team Joins UBS Private Wealth Management in South Florida MIAMI&#8211;(BUSINESS WIRE)&#8211; UBS Private Wealth Management announced today that a six-person team managing $5 billion in assets has joined the firm in UBS\u2019s South Florida market. This press release features multimedia. View the full release here: https:\/\/www.businesswire.com\/news\/home\/20210421005206\/en\/ UBS Private Wealth Management announced today that a six-person team managing $5 billion in assets has joined the firm in UBS\u2019s South Florida market. Pictured from left to right: Brian Beraha, Alexis Audisio, Jared Pillar, Michelle Gonzalez, Horacio Aguirre and Vicente Del Rio. (Photo: Business Wire) The team is led by Financial Advisor\u2019s Brian Berahaand Vicente del Rio, and also includes Financial Advisor, Horacio S. 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This press release features multimedia. View the full release here: https:\/\/www.businesswire.com\/news\/home\/20210421005206\/en\/ UBS Private Wealth Management announced today that a six-person team managing $5 billion in assets has joined the firm in UBS\u2019s South Florida market. Pictured from left to right: Brian Beraha, Alexis Audisio, Jared Pillar, Michelle Gonzalez, Horacio Aguirre and Vicente Del Rio. (Photo: Business Wire) The team is led by Financial Advisor\u2019s Brian Berahaand Vicente del Rio, and also includes Financial Advisor, Horacio S. 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