New York, New York, United States
Luis Felipe Jarrín is a seasoned financial professional with over seven years of experience in wealth management and investment advisory. As a Senior Wealth Strategy Associate at UBS, he is client-facing and actively involved in managing the firm’s UHNW book, collaborating closely with advisors to design tailored asset allocation strategies, strengthen relationships, and deliver data-driven insights that enhance portfolio growth and client experience. He holds a Master’s in Wealth Management from Columbia University, where he was awarded the Advancing Opportunity Fellowship for his leadership and commitment to expanding diversity in the industry. Luis Felipe was also featured by Columbia University as an emerging leader in wealth management, an acknowledgment that further enhanced his professional visibility and network. Luis Felipe brings deep expertise across the core domains of private wealth management, specializing in tailored solutions for ultra-high-net-worth families and individuals. He currently collaborates on the management of complex onshore and offshore family relationships, integrating global strategies that align with clients’ values, governance structures, and multigenerational goals. He earned his Bachelor of Science in Business Administration and Marketing from California State Polytechnic University, Pomona, graduating Magna Cum Laude and being inducted into Phi Kappa Gamma and Beta Gamma Sigma business honor societies. Before UBS, Luis Felipe served as a Financial Analyst at Goldman Sachs, crafting customized wealth strategies for affluent clients, and as a Lead Business Analyst for NASA’s Business Start-Up Program, where he drove operational insights for cross-functional teams. Earlier, as a Relationship Consultant at U.S. Bank, he enhanced banking solutions for both consumer and business clients, empowering them to access global market opportunities. Luis Felipe continues to shape the future of private wealth management through institutional-level experience, technical depth, and a genuine, client-centered approach. He embraces a “human-first, your-story-first” philosophy, believing that numbers only make sense when they are backed by the story that gives them purpose.
• Participate in the management of a dedicated book of ultra-high-net-worth (UHNW) families across Latin America, overseeing portfolio construction, implementation, and ongoing advisory within complex, cross-border structures. • Develop tailored investment strategies grounded in actionable analytics and insights, aligning portfolios with each family’s long-term objectives and multi-generational goals. • Design and manage customized asset allocation models and investment solutions for sophisticated global portfolios spanning traditional and alternative asset classes. • Conduct client-facing presentations and portfolio reviews covering macroeconomic themes, market developments, and performance drivers to communicate strategy alignment and reinforce investment conviction. • Drive strategic initiatives to strengthen relationships, expand opportunities across key Latin American markets, and enhance the overall client experience. • Direct business analytics and portfolio diagnostics to identify growth areas, inform strategic decisions, and refine investment implementation. • Assess portfolio performance across asset classes and recommend tactical and strategic adjustments to optimize outcomes, risk positioning, and alignment with client mandates.
Goldman Sachs Personal Financial Management (GS PFM) specializes in creating personalized wealth management plans for affluent individuals and families. We partner with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce—leveraging Goldman Sachs resources to meet the evolving needs of their stakeholders. Goldman Sachs CWM advisors and technical specialists help clients achieve their personal financial goals through education across seven key financial disciplines, such as retirement, investing, budgeting, employee benefits, insurance, income taxes, and estate planning.
• Partner with engineers, product developers, and stakeholders to define business and operational requirements; review financials, define, and establish product goals. • Build relationships with business partners to analyze marketing, operating, and capital projects to facilitate real-time business decisions. • Prepare and deliver reports, recommendations, to address existing and potential trouble areas in product development. • Apply technical and analytical expertise to create systems models, specification diagrams, and charts that offer direction to product development. • Perform extensive cost-benefit analyses and return-on-investment analyses for the proposed technology. • Collaborate in the planning, design, development, and deployment of new business applications/enhancements to present applications. • Develop ongoing Cost Control/Forecasting methods for project development. • Ensure identification, verification, and implementation of improvements to project control processes. • Research of cost allocation; Support ancillary business needs including (but not limited to): independent project reviews, checkpoint reviews, and participating in project leadership Teams
• Conducted extensive financial research to quantify the benefits of proposed products and drive sound, fact-based economic decisions • Assisted in guiding the development of short- and long-term forecasts, plans, and strategies. • Executed and reported findings of various analyses including (but not limited to): market potential, cost budgeting, and break-even analysis. • Prepared and presented forecasted financial statements. Analyze intricate financial documents such as 10Q, 10K, and press releases.
Developed a study about how the spread of misinformation delivered through different marketing mediums (e.g., social media, using data analytics technologies) impact social and systemic trust in a functioning democracy, which subsequently shapes sentiment towards business reopening and pandemic-related marketing. We developed this study to fulfill the need of understanding how false information is contributing to a “crisis of confidence” in the United States. Similarly, I am developing a framework supported by cross-cultural research that aims to uncover why people and nations differ in their institutional and social trusting levels and how that trust relates to the way people consider what is true and what is not. I intend to find sociopolitical and socioeconomic factors that explain how systemic trust (people’s trust in their society’s institutions, power structure, and trust in other citizens) influence the way individuals think about misinformation, technology, social inequalities, policy, and risk within different nations (e.g. the threat of COVID-19).
• Served as Subject Matter Expert to clients by providing ongoing education regarding investments/lending products • Determined client needs, based on unique goals and current financial standing, and recommended financial solutions to support those goals • Built rapport with clients to ensure satisfaction with banking relationship and support long-term client loyalty • Processed a wide variety of banking transactions on behalf of branch clients, ensuring to uphold all standards of privacy and confidentiality • Identified potential business development opportunities with existing customers and refer them to partners in different lines of business to adequately support all their banking needs
• Identified clients’ existing and prospective financial needs and provide them appropriate banking products and solutions • Maximized the profitability of existing accounts by implementing strategic sales tactics and offering cross-functional services that will further support their financial goals • Developed extensive expertise regarding Home Equity Lines of Credit (Secure loans) and Credit Loans/Lines applications • Collaborated with Wealth Management, investments, payment solutions, and ADP to discover business opportunities while generating referrals, and actively engage with clients’ needs to accomplish branch plus individual sales objectives. • Complied surely with every applicable Bank policy and procedure along with all applicable state plus federal banking regulations. • Ensured to expand and maintain existing relations along with processing new account transactions. • Complied with all internal security procedures and protocols along with maintaining clients’ confidentiality. • Researched and resolve issues as well as respond to all customer inquiries.