Our Team

Managing Partners

Mel Lagomasino


Maria Elena (Mel) Lagomasino has worked with financially successful families for more than three decades and is a recognized leader in the wealth management industry.


Read Mel Lagomasino’s full bio

Santiago Ulloa


Santiago Ulloa is one of the world’s foremost leaders in the family office industry and is responsible for the firm’s overall international business strategy.


Read Santiago Ulloa’s full bio

Michael Zeuner


Michael is a nationally recognized leader in the family office industry and has dedicated his professional career to empowering financially successful families to manage their wealth.


Read Michael Zeuner’s full bio.

Advisors

Nicolás Bascuñán

Associate Advisor

Santiago Castro

Associate Advisor

Pablo Ceballos

Partner, Advisor

Aurora Gonzalez

Associate Advisor

Natalia Hoyos, CPA, MST

Associate Advisor

Sven Huber, CFA, CAIA

Partner, Associate Advisor

César Maldonado

Partner, Advisor

Manuel Manotas

Partner

Claudia Naffah

Associate Advisor

Julie Neitzel

Partner, Advisor

César Pachon

Partner, Advisor

Richard E. Zimmerman

Advisor

Specialists

Investment Team

Jim Ulseth, CFA, CAIA

Deputy CIO

Pablo Aguilar

Investment Associate

Alejandra Alvarez

Analyst

Daniela Asturias

Analyst

Alejandra Borge

Analyst

Felipe Castro

Analyst

Jacqueline Cuadra

Analyst

Milagros Gomez

Administrative Specialist

Alberto Guerrero

Financial Associate

Edward Kohn

Financial Associate

Andres Sanchez

Financial Associate

Evelyn Vigistain

Senior Investment Associate

Reconciliation and Quality Control

Lidia Aleman

Reconciliation Specialist

Yulenis Caraballo

Reconciliation Specialist

Tomirys Guzmán

Administrative Assistant

Danay López

Reconciliation Specialist

Sueli Moussa

Executive Assistant

Agusto Nuñez

Reconciliation Specialist

Sarahí Orozco

Reconciliation Specialist

Pilar Roa

Executive Assistant

Ana Sacio

Senior Reconciliation Specialist Investment Liaison

Celso Salvetti, MCTS

IT Administrator

Danais Santos

Reconciliation Specialist

Mauricia Zenon

Reconciliation Specialist
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