Black, Asian and Hispanic investors

Invest to advance: Let’s build the future of multicultural wealth, together

Realize your vision with UBS

Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.

Personalized financial advice that fits you

We’re reimagining solutions—beyond stocks and investing—for today’s investors and the generations to follow. Introducing financial advice that’s inclusive, collaborative and personal.

What can we do for you?

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Investing solutions

that align with your principles and goals such as diversity, equity and inclusion—while seeking competitive returns

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Financial advice

that’s in sync with your beliefs, traditions and values. Our Financial Advisors help you plan your legacy

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Thought leadership

with guidance in sustainable and inclusive investing from our Chief Investment Office—and published insights from our Client Segments team

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Family education

resources that focus on the next generation and support families in sharing life and money lessons

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Executive commitment

to an inclusive client experience with UBS leaders accountable for building diversity across the organization

Exclusive connections

to a community of like-minded investors who are passionate about the arts, philanthropy and sustainability

Together, we can help you chart your wealth journey

Discover insights on investing and more

Invest to advance

How multicultural investors build generational wealth

Most of today’s high net worth multicultural investors have more access to investments, loans, retirement planning and other financial services than before. Given historic inequities, however, many have built wealth outside the common path of investing in stocks and bonds.

Thumbnail of Melinda Hightower, Head of the UBS Multicultural Investor Segment with community leads, Angelina Fung and Gabriela Ramirez

Access exclusive experiences and events

Welcome to the art of living well. Join investors, tastemakers and thought leaders for unique experiences that elevate your perspective across the cultural landscape.

Shame 2023

Diverse voices, inclusive leadership

On Tuesday, February 27th, join former Procter & Gamble Senior Vice President and accomplished author Barron Witherspoon, Sr. for a fireside chat with Procter & Gamble Chief Communications Officer Damon D. Jones as they explore the future of inclusive leadership in corporate America.

The program will feature a thought-provoking discussion on inclusive leadership, corporate culture, and cultivating executive talent as well as exclusive insights from Barron’s recently published book The Black Exec: And the Seven Myths.

Meet our Advisory Board

The Board is a select group of UBS Financial Advisors whose unique insights and expertise inform the firm's efforts to advance an inclusive investor experience.

Overview

Sean Livingston
Managing Director, Private Wealth Advisor

Kenji Yoshikawa
Senior Vice President–Wealth Management, Financial Advisor

A-E

Horacio Aguirre

Financial Advisor

Horacio Aguirre

Angela Colombani

Financial Advisor

Angela Colombani

Vicente Del Rio Guarner

Financial Advisor

Vicente Del Rio Guarner

Evan Robert Bloomberg

Financial Advisor

Evan Bloomberg

Manuel Coroalles

Financial Advisor

Manuel Coroalles

Franco J. Estrada

Financial Advisor

Franco Estrada

Ryan Cheng

Financial Advisor

Ryan Cheng

Bryant Davis

Financial Advisor

Bryant Davis

F-J

Eric Fingleson

Financial Advisor

Eric Fingleson

Jordan Dale Glaeser

Financial Advisor Associate

Jordan Glaeser

Jin Hu

Financial Advisor

Jin Hu

Pam Fu

Financial Advisor

Pam Fu

Jordan Hayes

Financial Advisor

Jordan Hayes

Ali Ismail

Financial Advisor

Ali Ismail

Alexis George

Financial Advisor

Alexis George

Melissa Henderson

Financial Advisor

Melissa Henderson

K-O

Harry Larosiliere

Financial Advisor

Harry Larosiliere

Manish Mehta

Financial Advisor

Manish Mehta

Paul E. Lee

Financial Advisor

Paul Lee

Vitali Nazlymov

Financial Advisor

Vitali Nazlymov

Sean Scott Livingston

Financial Advisor

Sean Livingston

P-S

Darryl Rodgers

Assistant Market Head

Darryl Rodgers

David Smith

Financial Advisor

David Smith

Arnoldo Santiago

Financial Advisor

Arnoldo Santiago

Wendy Spinner

Financial Advisor

Wendy Spinner

Elizabeth Sheehan

Financial Advisor

Elizabeth Sheehan

T-Z

David Tannenbaum

Financial Advisor

David Tannenbaum

Steven Wagner

Financial Advisor

Steven Wagner

Kenji Yoshikawa

Financial Advisor

Kenji Yoshikawa

Patrick D Thompson

Financial Advisor

Patrick Thompson

Mark Wilkins

Financial Advisor

Mark Wilkins

Joanne Zhong

Financial Advisor

Joanne Zhong

Roderick Von Lipsey

Financial Advisor

Roderick Von Lipsey

James A Yeager

Financial Advisor

James Yeager

Connect with us

Experts working to create an inclusive investor experience

It's time to make your hard-earned wealth work for you, and UBS is here to support you.

Melinda Hightower

Managing Director

Head, Multicultural Client Segment

Wealth Management USA

(888) 660 5750

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