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Claudio has worked with ultra high net worth families for over twenty years. As Managing Director, he focuses on navigating complex matters and works closely with divisions across the firm to ensure clients achieve their strategic objectives. Claudio manages many of the team’s day-to-day operations, including implementing specialized lending facilities and executing tactical changes to keep investment portfolios on target.

Prior to joining NewEdge Wealth, Claudio was a Senior Vice President at UBS. He has also worked in various capacities at Bank of America’s Private Bank, Goldman Sachs, Lehman Brothers, and Merrill Lynch. Claudio earned his B.A. in International Relations and Russian Language from the University of Nebraska and his M.A. in Slavic Languages from Florida State University. Claudio is a Certified Exit Planning Advisor (CEPA), which provides a unique, value additive offering to the entrepreneurial client base.

Claudio serves on the board of St. Thomas Episcopal Parish School and lives in Miami with his wife and two daughters. He enjoys spending his free time with family.