One commitment. All of UBS.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Roberto Fortuno Profile Photo

    Roberto J. Fortuno

    Managing Director

    Market Director

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    • AR
    • CA
    • FL
    • MA
    • NJ
    • NY
    • PR
    • UT

    Roberto was appointed San Juan Market Head in September 2014. He sees his role as that of an enabler to his Financial Advisors and their clients, seeking to leverage all the resources UBS has to offer.

    Roberto began his career in the financial services industry as an investment banker in 1992 at Lehman Brothers. In 1997 he moved to UBS also as an investment banker until 2010. At that point, he transitioned to the Wealth Management side of the Firm as Head of Puerto Rico Consulting and Wealth Planning Services. There, his team provided technical assistance and advice to many of the office’s best Institutional and Ultra High Net Worth clients.

    Roberto earned a bachelor of science degree in finance from Washington University in St. Louis in 1987, and an MBA from Harvard Business School in 1992. Roberto and his wife have two daughters, and live in San Juan.

          250 Munoz Rivera Avenue
          A.I Plaza, 16th Floor
          San Juan, PR 00918
        • Fernando Castillo Profile Photo

          Fernando L. Castillo

          Director

          Associate Market Executive

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          • FL
          • NJ
          • NY
          • PR

          Fernando was born in San Juan, Puerto Rico. He is married to Maritza. They have a son, Fernando Jr., and a daughter, Michelle.

          He graduated with a B.B.A. from the University of Puerto Rico and started his career with UBS in 1984 as a Financial Advisor. Since then, he has served in different managerial positions
          including Trainee Coordinator, Sales Manager, Assistant Branch Manager and Regional Sales Manager. He presently serves as the Assistant Market Head for the Puerto Rico market,
          assisting in overseeing all administrative and sales initiatives and day-to-day functions of the market.

          In his 37 years with the firm, Fernando has helped with the training and development of many local Financial Advisors, and he continues to give them support and guidance. Out of the office, Fernando enjoys spending time with family and friends.

                250 Munoz Rivera Avenue
                A.I Plaza, 16th Floor
                San Juan, PR 00918
              • Annica Profile Pic

                Annica O. Ramirez

                Director

                Market Administrative Officer

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                • FL
                • NJ
                • NY
                • PR

                      250 Munoz Rivera Avenue
                      A.I Plaza, 16th Floor
                      San Juan, PR 00918
                    • Paula Profile Pic

                      Paula

                      Director

                      Assistant Operations Manager

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                      • FL
                      • NJ
                      • NY
                      • PR
                      • TN

                            250 Munoz Rivera Avenue
                            A.I Plaza, 16th Floor
                            San Juan, PR 00918
                          • Jasmin Maldonado Profile Photo

                            Jasmin Maldonado

                            Authorized Officer

                            Branch Office Administrator

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                              Jasmin is the Branch Office Administrator of the San Juan Market, where she is responsible for supporting the management team for the Wealth Management business. Jasmin has spent nearly 20 years of her career at UBS Financial Services serving various roles focused in Client Service and Administration.

                              Her responsibilities include supporting the Market Head, Market's Management Team as well as human resources, and administrative functions. She is also responsible for Leading the local Community Affairs efforts and overseeing local Sponsorships, Donations and Events.

                              Jasmin graduated from the University of Ana G. Mendez with a Bachelor Degree of Arts in Social Work and recently passed the SIE exam. Jasmin is currently the Global Diversity, Equity and Inclusion Ambassador for the San Juan Market. Born in New Jersey and currently residing in San Juan, Puerto Rico. In her free time, Jasmin enjoys volunteering and serving the community, traveling, outdoor activities and spending time with family and friends. 

                                    250 Munoz Rivera Avenue
                                    A.I Plaza, 16th Floor
                                    San Juan, PR 00918

                                  A focus on personalized access and service

                                  Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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                                  Wealth, from your point of view

                                  Life is unpredictable. Could we be better prepared?

                                  For some of life's questions you're not alone. Together we can find the answer.

                                  With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

                                  Backed by the strength of UBS

                                  A global leader in wealth management

                                  #1

                                  Family office services

                                  Euromoney Private Banking and Wealth Management Survey, 2022

                                  #1

                                  For Ultra-High Net Worth clients

                                  Euromoney Private Banking and Wealth Management Survey, 2016-2020

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                                  UBS is a world-leading wealth manager