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Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.

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We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Roberto Fortuno Profile Photo

    Roberto J. Fortuno

    Managing Director

    Market Director

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    • FL
    • NJ
    • NY
    • PR
    • WA

    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
          roberto.fortuno@ubs.com
          Roberto J. Fortuno
          250 Munoz Rivera Avenue,San Juan,PR,00918
        • Fernando Castillo Profile Photo

          Fernando L. Castillo

          Director

          Associate Market Executive

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          • FL
          • 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
                fernando-zb.castillo@ubs.com
                Fernando L. Castillo
                250 Munoz Rivera Avenue,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
                      annica.ramirez@ubs.com
                      Annica O. Ramirez
                      250 Munoz Rivera Avenue,San Juan,PR,00918
                    • Paula Profile Pic

                      Paula

                      Director

                      Assistant Operations Manager

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                      • FL
                      • PR

                            250 Munoz Rivera Avenue
                            A.I Plaza, 16th Floor
                            San Juan, PR 00918
                            paula.pons@ubs.com
                            Paula
                            250 Munoz Rivera Avenue,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
                                    jasmin.maldonado@ubs.com
                                    Jasmin Maldonado
                                    250 Munoz Rivera Avenue,San Juan,PR,00918

                                  Defining your priorities. Pursuing what matters.

                                  Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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                                  Global Wealth Report 2024

                                  Crafted wealth intelligence

                                  Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                                  Gain additional insights into the trends shaping wealth in the US and around the world.

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