UBS San Juan, PR office welcomes

UBS announced the hiring of financial advisors Mark Lilley and Gabriel Trigo in San Juan, PR. They joined the Puerto Rico Market led by Regional Director Ricardo Gonzalez, Market Executive Carlos "Juany" Ortiz and Market Director Roberto Fortuno.

Mark joins us from Merrill Lynch where he spent over 15 years helping individuals, families, and institutions navigate complex financial decisions. Mark began his career at PaineWebber in 1996 and brings 30 years of industry experience. His extensive background has equipped him with valuable insight in advising clients across a wide range of financial planning and investment needs. His tenure at a global financial institution has shaped his disciplined approach to portfolio construction, risk management, and long-term planning. Serving clients in Puerto Rico, Mark brings an understanding of both global markets and the unique considerations facing individuals and families in the region.

Gabriel joins us from Merrill Lynch where he spent the last 5 years but brings more than a decade of experience in the financial industry. Gabriel has built a business centered on core disciplines such as asset allocation, cross-border advisory work, and global investment strategy. His extensive work with both domestic and international clients has shaped a broad global market perspective and a deep understanding of the diverse financial considerations that arise across geographies.

Joining Mark and Gabriel is Sr. Registered Client Associate Ivelisse Moreno Guzman.

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UBS San Juan, PR office welcomes

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