�鶹�� San Juan, PR office welcomes

�鶹�� 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.

QR number

First Name

Enter your first name

Last Name

Enter your last name

Please use personal email address.

Phone number

Enter your 10-digital phone number (no dashes or space)

�鶹�� contact name(Optional)

CRD#(Optional)

Legal Notice

�鶹�� Financial Services Inc. Advisor Recruiting

This privacy disclaimer is issued by �鶹�� Financial Services Inc. (“�鶹��”, “We”).

In the context of recruitment, we collect and process the following personal information: Personal details & identification (e.g., name), Physical and electronic address data (e.g., private e-mail, private phone), unique identifier (e.g., candidate number) (“Personal Data”).

We collect and process your Personal Data for the purpose of recruiting and application handling (the “Purpose”).

Provision of your Personal Data is voluntary; however, we may not be able to process your application if you decide not to provide it.

Your Personal Data may be shared with and processed by �鶹�� Group companies, third parties or service providers globally to carry out the Purposes. If Data is transferred abroad, it may no longer be protected by your local laws and may fall under foreign regulations that allow the Data to be passed to relevant local authorities or other third parties.

We will retain your Personal Data for as long as necessary to fulfil the Purpose.

For more information about how �鶹�� processes your data including how we protect your data, your rights in respect of your data and contact details of the Group Data Protection Office, please refer to our Privacy Notice here /global/en/legal/general-disclosures/candidate-privacy-notice.html. If you are in a country that does not have a dedicated privacy notice on the pages linked above, by accepting the terms set out in this disclaimer, you consent to the processing of your Personal Data as set out above.

If you have any general questions, please contact us at advisorrecruitingwm@ubs.com or for data protection-specific questions contact dpo-us@ubs.com.

Confirm(Optional)

Confirm(Optional)
By clicking Submit, you consent to the processing of your Personal Data as outlined above.

�鶹��

Skip Links

�鶹�� San Juan, PR office welcomes

Contact us