Anatoly has over 18 years of experience solving complex financial objectives for some of the most prominent global families, businesses, and governments. During his tenure in the financial services industry, Anatoly has successfully structured and executed over USD 15 billion worth of financial transactions, globally.

Anatoly re-joinined UBS from IceBridge Capital, where he was the CEO, responsible for global sales and coverage. Earlier in his career, he worked at UBS Investment Bank in London, UK, as Managing Director, responsible for Emerging Markets Financing business in London, Zurich and Moscow.

Before UBS, Anatoly held various senior roles at Merrill Lynch, Deutsche Bank, National Bank TRUST in Moscow and London, and Bank of America and Wells Fargo Bank in New York.

Anatoly graduated from Leningrad Restaurant Management & Culinary Arts College, and holds a Master of Business Administration from University of Florida. Anatoly speaks English and Russian.

Registered States:
CT, DE, FL, NJ, NY, WY

Claudine delivers UBS’s capabilities and expertise across the firm’s global wealth management platform. She focuses on financing and advisory solutions for ultra-high net worth and high-net worth individuals, entities and foundations and offers tailored lending solutions and unique private investment opportunities for both her domestic and foreign clients.

Before assuming this position, Claudine was an Investment Manager with Credit Suisse where she served as Director. Prior to this role, Claudine had a long standing career at JP Morgan Private Bank where she served as an Investor and Vice President. In this role, she identified and distributed institutional-quality investment opportunities, including customized financing solutions, direct private equity, co-investments, and other alternative investments, for her clients. Claudine began her career at JP Morgan as an Investment Banking Analyst in London.

In addition to her extensive Investment Management expertise, Claudine also serves on the board of the Phil and Orianne Collins Little Dreams Foundation whose mission is to fulfill the dreams of young aspiring talents without financial means to achieve their goals in Music, Arts and Sports.

Claudine holds an MBA from University of Westminster and graduated from University College London with a BA in Finance. She is fluent in French, Spanish and English.

Claudine currently resides in Coral Gables with her two children, Sasha and Alexandre.

Registered States:
DC, DE, FL, IL, MA, NY

Ross began his career in the financial services industry in 1993 and was first licensed in 1995. He currently holds series 7,63,65, insurance professional certifications and the Chartered Retirement Plan Specialist designation from the College of Financial Planning. Ross is a Senior Retirement Plan Consultant for UBS and is qualified to act as a fiduciary under ERISA. He has over 25 years of professional experience in South Florida as a Financial Advisor and has been named to the distinguished list of the 2019 Financial Times 401 Top Retirement Advisors. This list recognizes the top financial advisers who specialize in servicing defined contribution (DC) retirement plans across the U.S.

Ross has lived in Fort Lauderdale for more than 30 years and has a passion for helping his community including educating on financial and retirement planning literacy.  He is a past member of the Community Appearance Board and a current member of the Budget Advisory Board for the city of Fort Lauderdale.  Ross has been married since 2004, has three children and enjoys golfing and swimming.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, KS, KY, LA, MA, MD, MI, MN, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WV

Nelson has over 20 years of asset management and wealth management experience across North and South America. Prior to joining UBS in 2011, Nelsot held senior positions at HSBC Private Bank International in Miami, Bank Boston International in Miami and New York, and ITAÚ Bank in Sao Paulo, Brazil. He covers HNW domestic and international clients. Nelson speaks English, Portuguese, and Spanish.

Registered States:
CA, CO, CT, FL, NY

David has over 17 years of global wealth and asset management experience, all at UBS. David  oversees all sales prossesses internally and supervises execution of all transactions. David has Bachelor of Arts in History with a minor in Economics from Franklin & Marshall College in Lancaster, Pennsylvania, and a JD degree from the Benjamin N. Cardozo School of Law in New York City. He speaks English and Spanish.

Registered States:
FL, NJ, NY