Finance and Wealth Management

Delia Espinosa

Finance and Wealth Management

Delia joined UBS in 2007 and has had various roles within the firm.
She started her UBS career in Weehawken in the National Sales group and in 2010 moved to Miami to fulfill the role of Branch Sales Manager for the UBS AG Private Bank Branch on Brickell.
Since 2013, Delia has been in the front office as Client Advisor having transitioned to a Financial Advisor in 2019.

Markets:

Currently Delia and her team manage clients across most Spanish speaking markets, with a broad footprint in Latin America. Generally, the team has concentrations in Peru, Ecuador, Mexico, Colombia, Dominican Republic, Spain and Central America with a significant business for US clients with nexus outside of the US.
Delia concentrates her travel efforts within Peru, Ecuador, Mexico and Colombia for the team.
Delia is also the Co-Chairperson for the International Advisor Advisory Council a group that seeks to provide ongoing feedback and support to the home office from an FA perspective.

Personal History:

Prior to UBS, Delia worked in the alternative investments business with experience at both a hedge fund and a top tier private equity shop.
Delia is from New Jersey and enjoys spending time with her small children, frequently playing tennis, hiking, travel, cooking and spending time in New England.

Finance and Wealth Management

Delia Espinosa

Finance and Wealth Management

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