UBS International has announced the arrival of Grupo Pacífico at its New York offices.
The group, led by Fernando Massaro, includes Daniel Gonzalez Lucar, CFA, Richard Gonzalez, Michael Presta, and Luis Reyes, all from Morgan Stanley.
“Please join me, Michael Sarlanis and the entire New York International Leadership team in welcoming Fernando Massaro, Daniel Gonzalez Lucar, CFA, Richard Gonzalez, Michael Presta and Luis Reyes to UBS,” posted Fabian Ochsner, Market Director of Wealth Management Americas’ international office in New York, on LinkedIn.
Grupo Pacífico brings extensive experience and knowledge of the estate planning needs of non-resident U.S. investors, including technology entrepreneurs, business owners, executives, and their families, primarily focused on countries in Latin America and the United States, according to the company’s press release.
Fernando Massaro has been at Morgan Stanley since 2016 and holds an MBA from New York University.
On the other hand, Daniel Gonzalez Lucar is returning to UBS after a stint at Morgan Stanley from 2021 to 2024. The senior wealth advisor previously served at the Swiss bank between 2017 and 2021 and at J.P. Morgan from 2009 to 2016, according to his LinkedIn profile.
Richard Gonzalez, with about eight years of experience, worked at firms like Wells Fargo and Morgan Stanley. Additionally, Michael Presta spent the past four years at U.S. Bank as a Hedge Fund Operations Associate, at Glazer Capital, and Morgan Stanley.
Luis Reyes, for his part, joined Morgan Stanley in 2020 where he worked as a wealth management operation analyst and then client service associate.
