Who We Are
United by Excellence
Each team member is experienced, knowledgeable and deeply cares about helping the families we work with reach their unique goals.
On average, our employees have 20+ years of experience advising very wealthy families like yours. The individuals on our team are not only experienced, but they are highly credentialed, including the following professional designations:
CFA®
Chartered
Financial Analyst®
Financial Analyst®
CFP®
Certified
Financial Planner®
Financial Planner®
CAIA®
Chartered Alternative
Investment Analyst
Investment Analyst
Series 65
Registered
Investment Advisor
Investment Advisor
Managing Partners
Advisors
Specialists
Ana Sanchez Diaz
Wealth Planner
Pilar Roa
Office Manager
Sueli Moussa
Executive Assistant
Daniela Angueira
Manager of Accounting & Administration
Nury Martinez
Staff Accountant
Rosa Luzardo
Receptionist
Investment Team
Tomas Ferrari, CFA
Investment Associate
Marcos Ortiz
Associate
David Mejia
Associate
John-Mark Kellogg
Analyst
Daniella Ginebra
Analyst
Luis Noboa
Analyst
Fedra Vasquez
Analyst
Juan Antonio Aguirre
Analyst
Amelia Vargas
Analyst
Pedro Cantarelli
Analyst
Milagros Gomez
Middle Office Specialist
Tomirys Guzmán
Middle Office Specialist
Julieth Rueda
Middle Office Specialist
Reconciliation and Quality Control
Celso Salvetti, MCTS
IT Administrator
Raul Acuña
Software Developer
Carl Carlson
Associate
Ana Sacio
Quality Control Specialist
Danais Santos
Quality Control Specialist
Sarahí Orozco
Quality Control Specialist
Mauricia Zenon
Reconciliation Specialist
Yulenis Caraballo
Reconciliation Specialist
Lidia Aleman
Reconciliation Specialist
Lidia Espinoza
Reconciliation Specialist
Kenny Torres
Reconciliation Specialist