Financial Advisor Team Joins UBS Private Wealth Management in Miami

UBS Private Wealth Management today announced that financial advisor team AMD Wealth Partners has joined the firm. The team is led by Financial Advisors Ary Velasco, Michael von Borsig and David Cardenas. They join the UBS Miami Private Wealth Management market, led by Brad Rosenberg, and will be located in the downtown Miami office. Together, the Private Wealth Management team was responsible for managing over $1.4 billion in client assets.

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Pictured: David Cardenas, Ary Velasco and Michael von Borsig (Photo: Business Wire)

“On behalf of the entire Florida Leadership team, I am thrilled to welcome Ary, Michael, and David to UBS,” said Brad Rosenberg, Greater Miami Market Director at UBS Private Wealth Management. “They bring a combined nearly 80 years of experience, with a shared commitment for delivering personalized best-in-class service and solutions for their clients. We are excited to officially welcome them all to UBS, and we look forward to helping them continue to grow their careers here.”

Ary Velasco joins UBS as a Financial Advisor with nearly four decades of experience providing bespoke financial advice to ultra-high-net-worth families, business owners and philanthropists in Florida and beyond. His solutions incorporate banking, lending, investments, insurance and trust strategies that help to protect and grow client wealth throughout various economic and geopolitical environments. Prior to UBS, Ary spent time working for Truist, Northern Trust, Lydian, Sabadell and Citi. Ary holds a Bachelor of Science degree in Finance and a Master of Business Administration degree from Florida International University. He completed National Trust School and National Graduate Trust School at Northwestern University in Evanston, IL.

Michael von Borsig joins UBS as a Financial Advisor with nearly two decades of experience working in the wealth management industry. Prior to UBS, he worked at Citi Private Bank, Barclays, Stifel, and with Union Bancaire Privée in Geneva, Switzerland. Michael works with wealthy clients across industries and life phases who seek excellence in advice and service. He brings a high-touch focus, delivering tailored strategies that help preserve clients’ hard work and transform it into meaningful legacies. His international background has made him adaptable in evolving situations, and he defines success as helping clients enjoy ease and peace of mind in their financial lives. Michael holds a Bachelor of Business Administration degree in Finance from Southern Methodist University’s Cox School of Business in Dallas, TX. He has also earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.

David Cardenas joins UBS as a Financial Advisor with nearly a decade of experience providing wealth management advice. Prior to joining UBS, he worked at Citi as a Private Banker in the high-net-worth division, providing investment, banking and lending services to successful business owners and real estate developers and investors. David received his undergraduate degree from Duke University where he majored in political science and received a Certificate in Latin American Studies. He obtained a Master’s Degree in International Administration from the University of Miami, a program designed to blend international theory with practical application.

Notes to Editors

About UBS

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

https://www.ubs.com

View source version on businesswire.com: https://www.businesswire.com/news/home/20241125877928/en/

Christina Aquilina Christina.aquilina@ubs.com

UBS (NYSE:UBS)
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から 12 2024 まで 1 2025