WE Family Offices Founder Santiago Ulloa Named to Barron’s Top 100 Independent Financial Advisors List
October 16, 2017
WE Family Offices Founder Santiago Ulloa has been named to Barron’s Top 100 Independent Financial Advisors list. The annual list recognizes the most outstanding advisors from across the country based on several factors, including volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices.
“The Barron’s Top 100 Independent Advisors list represents the best-of-the-best in our industry. It’s a great honor to be included among the independent advisors on this year’s list,” says Ulloa. “While our focus is always on putting our clients first and foremost, it is rewarding to be recognized by Barron’s.”
The full Barron’s Top 100 Independent Advisors list is available here. For Barron’s subscribers, the corresponding article is available here.
About Santiago Ulloa
Santiago Ulloa has been working with wealthy families for more than two decades. As founder and one of WE’s three managing partners, Santiago is responsible for the firm’s overall international business strategy. In 2000, Mr. Ulloa founded the firm’s predecessor company, TBK Investments, Inc., to counsel and advise international high net worth families. Since that time, as one of the world’s foremost leaders in the family office industry, Santiago works with client families to enhance the overall function of their wealth enterprise®s.
See Santiago’s complete bio here.
About Barron’s Top 100 Independent Advisors
The “Barron’s Top 100 Independent Financial Advisors” are drawn from 350 nominations and features a select group of individuals/advisory firms who submitted information to a survey conducted by Barron’s. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. A ranking of “N” denotes an advisor who is new to the list. Individuals/advisory firms did not pay a fee to be considered or placed on the final list of “Barron’s Top 100 Independent Financial Advisors.”
