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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 Head

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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, 81808
        • Fernando Castillo Profile Photo

          Fernando L. Castillo

          Director

          Assistant Market Head

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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
              • Clara Alicea Profile Photo

                Clara L. Alicea

                Director

                Market Administrative Officer

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                • FL
                • MA
                • NJ
                • NY
                • PR

                Clara Alicea is a Director and Market Administrative Officer of the San Juan office, where she is responsible for leading the administrative management team for the Wealth Management business. Clara has spent the past 20-years of her career at UBS Financial Services serving various roles in client service, Supervision, Risk Management and Administrative and Operations Management. Her responsibilities include the oversight of the Market’s supervision, human resources, and administrative functions. She is also responsible for the leadership and development of the administrative team and support staff; coaching and ensuring the day-to day operations of the San Juan business runs effectively and efficiently.

                Clara graduated from the University of Puerto Rico with Bachelor of Science in finance. She maintains her Series 6, 7, 9, 10, 66, 24 and 53 securities licenses as well as the Puerto Rico life, accident, and health insurance licenses. Clara was born in San Juan and currently resides in Guaynabo with her son, Alexander. In her free time, Clara enjoys exercising, traveling, and spending time with family and friends.

                      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

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                            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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                            With a 20-year track record and applying an investment-based approach, our global team makes it simpler for you and your family to manage your philanthropy and maximize your impact.

                            The Philanthropy Compass is a practical guide that can help you become an impactful philanthropist by addressing the necessary building blocks and key questions of how to plan your own philanthropy, how to implement it, as well as how to engage with others.

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