Felipe Castro

ASSOCIATE ADVISOR

Felipe Castro joined WE Family Offices in November of 2014. As an Associate Advisor he provides support and personalized advisory to domestic and international ultra-high net worth families to help them reach their financial goals and attend to their overall wealth management needs. 

Since joining WE, Felipe has developed expertise in different areas including portfolio construction and optimization, asset allocation strategies, family governance, monitoring Investment performance, financial market Research and maintaining day-to-day client relationships.

Felipe attended Florida International University and received his BBA with a focus on International Business and a minor in International Trade & Investment. He earned an MBA from Universidad Itaca in Mexico City. Also, he holds a CFA Investments Foundations certificate and the CAIA Fundamentals of Alternative Investments Certificate.