Female trio managing $280 million at UBS moves to Alex. Brown

Female trio managing $280 million at UBS moves to Alex. Brown
The veteran advisers, natives of Venezuela, are based in Miami
JUL 24, 2020

Marina Tudela, Idalia Daguin and Gabriela Aguilar, who managed $280 million at UBS in Miami, Florida, have joined the Alex. Brown unit of Raymond James.

The three advisers, who are natives of Venezuela, have an international clientele.

Tudela was with UBS for 20 years after spending eight years at Smith Barney in San Juan.

Daguin has been in the financial services industry for almost 24 years, including many years at Citibank, where she worked in commercial banking.

Aguilar, who earned a law degree in Venezuela, has been in the financial services industry for 19 years.

Latest News

Cetera’s latest round of job cuts to reduce 5% of staff
Cetera’s latest round of job cuts to reduce 5% of staff

Last week's layoffs totaled at least 130 Cetera employees, according to a senior industry executive.

Stocks rise ahead of packed week of earnings, data
Stocks rise ahead of packed week of earnings, data

Four of the Magnificent Seven will report this week.

Gold down more than 5% in less than a week
Gold down more than 5% in less than a week

Easing anxiety has seen the haven asset slide from record high.

Bond managers grapple with multiple unanswered questions
Bond managers grapple with multiple unanswered questions

Uncertainty remains challenging for Treasuries traders.

Consumers facing higher costs as Chinese firms pass on tariff burden
Consumers facing higher costs as Chinese firms pass on tariff burden

Move will raise concerns of inflationary impact of tariffs.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.