Alex. Brown welcomes Miami client advisors collectively managing $507 million in assets
ST. PETERSBURG, Fla. – Alex. Brown, a division of Raymond James, welcomed client advisors Enrique Triana and Ricardo Kassin to the division’s Miami, Florida, branch, according to Eric Termini, regional executive for Alex. Brown. The Miami area is part of Alex. Brown’s Atlantic region, managed by Regional Director Brett Kellam.
“We continue to see interest from high-caliber client advisors like Enrique and Ricardo, who are looking for a firm with that unique combination of a boutique-feel and sophisticated service offered by Alex. Brown, backed by support from a strong firm like Raymond James,” said Haig Ariyan, president of Alex. Brown. “Enrique and Ricardo are talented advisors, and we are proud to welcome them to our growing Miami branch, as we continue to expand Alex. Brown’s presence across the country.”
Triana joins Alex. Brown from UBS, where he managed $110 million in client assets. He has been in the financial services industry for over 36 years and serves a diverse range of clients that includes business owners, entrepreneurs, landowners, independent professionals, corporate executives and corporations.
“During my due diligence, I was searching for the best firm for my clients, and what I’ve found in Alex. Brown exceeded my expectations,” said Triana. “Everyone at the firm is eager to help me and my clients, no matter what it is ‒ from marketing, to compliance, to technology assistance. The onboarding process has been as seamless for my clients and me as possible, making it easier for us to work efficiently together. The level of expertise and support was exactly what I was looking for in a firm, and I am excited to continue to build my practice further here at Alex. Brown.”
Before joining Raymond James, Triana served as a senior vice president of wealth management at UBS. Earlier in his career, he held positions such as senior vice president at Banco Santander International, senior private banker at BankBoston, and assistant vice president at Citibank. Triana is a graduate of the Universidad de Navarra in Pamplona, Spain, and earned a bachelor’s degree in economics from the Universidad de los Andes in Bogotá, Colombia.
Kassin joined Alex. Brown’s Miami office at the end of 2019, transitioning from UBS, where he managed $397 million in client assets. He has been in the financial services industry for over 32 years. He specializes in serving ultra-high-net-worth clients, working closely with personal teams of lawyers and accountants to create sophisticated strategies for their distinct needs. He holds a bachelor’s degree in business and a Master of Business Administration with a concentration in finance from Babson College in Wellesley, Massachusetts.
About Alex. Brown, a division of Raymond James
Alex. Brown, a division of Raymond James, was originally founded in 1800, becoming the nation’s first investment bank. Alex. Brown advisors offer financial planning and wealth management services for high-net-worth individuals and institutions. The division’s broker/dealer of record is Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,100 financial advisors throughout the United States, Canada and overseas. Total client assets are $774 billion. Additional information is available at alexbrown.com.