Director
Market Director
Tati Minetti is a financial services leader with more than 25 years of experience in the wealth management industry. Over the course of her career, she has developed deep expertise in leadership, advisor support, and relationship management, with experience spanning both domestic and international markets.
Since joining UBS in 2016, Tati has taken on several leadership roles guided by a thoughtful, people-first approach. She is passionate about servant leadership, cultivating a strong team culture, supporting advisors, and creating an environment grounded in collaboration, accountability, and exceptional client service.
Originally from Brazil, Tati brings a global perspective to her leadership style and values the importance of connection, trust, and helping others succeed. Outside of work, she enjoys spending time with her family, practicing yoga, hiking, and painting. She is fluent in English, Portuguese, and Spanish.
California Insurance License #0K36494
Education
Director
Market Director
Tati Minetti is a financial services leader with more than 25 years of experience in the wealth management industry. Over the course of her career, she has developed deep expertise in leadership, advisor support, and relationship management, with experience spanning both domestic and international markets.
Since joining UBS in 2016, Tati has taken on several leadership roles guided by a thoughtful, people-first approach. She is passionate about servant leadership, cultivating a strong team culture, supporting advisors, and creating an environment grounded in collaboration, accountability, and exceptional client service.
Originally from Brazil, Tati brings a global perspective to her leadership style and values the importance of connection, trust, and helping others succeed. Outside of work, she enjoys spending time with her family, practicing yoga, hiking, and painting. She is fluent in English, Portuguese, and Spanish.
California Insurance License #0K36494
Education
Director
Admin Manager
Lisa brings nearly two decades of experience in financial services, joining us after 19 successful years with Bank of America and Merrill, where she held multiple leadership roles. Known for her expertise and people-first approach, Lisa is passionate about empowering others—whether through mentorship, collaboration, or providing support when it matters most. She believes that growth comes from lifting others and strives to make a positive impact in every interaction.
Outside of work, Lisa enjoys spending time with her family, especially her niece and nephew. She loves exploring the outdoors through hiking and is an avid fan of live sporting events. Lisa is excited to bring her enthusiasm, experience, and commitment to excellence to our team.
Director
Admin Manager
Lisa brings nearly two decades of experience in financial services, joining us after 19 successful years with Bank of America and Merrill, where she held multiple leadership roles. Known for her expertise and people-first approach, Lisa is passionate about empowering others—whether through mentorship, collaboration, or providing support when it matters most. She believes that growth comes from lifting others and strives to make a positive impact in every interaction.
Outside of work, Lisa enjoys spending time with her family, especially her niece and nephew. She loves exploring the outdoors through hiking and is an avid fan of live sporting events. Lisa is excited to bring her enthusiasm, experience, and commitment to excellence to our team.
Director
Supervisory Officer
Eric Moreno is a Los Angeles native with a rich Mexican, German, and Irish heritage that has shaped his appreciation for diverse cultures, perspectives, and experiences. He’s called Los Angeles, New York, Atlanta, and Chicago home, gaining valuable personal and professional insights from each city. He started his career in the financial services industry on Valentine's Day, February 14, 1984, and often says he’s stayed in love with the business. Beyond his career, Eric has a passion for travel, cultural events, and connecting with people from all walks of life.
Director
Supervisory Officer
Eric Moreno is a Los Angeles native with a rich Mexican, German, and Irish heritage that has shaped his appreciation for diverse cultures, perspectives, and experiences. He’s called Los Angeles, New York, Atlanta, and Chicago home, gaining valuable personal and professional insights from each city. He started his career in the financial services industry on Valentine's Day, February 14, 1984, and often says he’s stayed in love with the business. Beyond his career, Eric has a passion for travel, cultural events, and connecting with people from all walks of life.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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