Our Team
Everything our firm does is supported by each of our professionals’ profound experience working at some of the world’s largest and well-known financial institutions. With decades of experience, this gives us the knowledge and technical expertise to guide you through the challenges of life with wealth.
Resources
On average, our employees have 20+ years of experience advising wealthy families like yours. The individuals on our team are not only experienced, but they are credentialed, including the following professional designations:
- Chartered Financial Analyst® (CFA®)
- CERTIFIED FINANCIAL PLANNERTM (CFP®)
- Chartered Alternative Investment Analyst® (CAIA®)
- Registered Investment Advisor (Series 65)
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.
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.
Advisors
Nicolás Bascuñán
AdvisorSantiago Castro
Pablo Ceballos
Aurora Gonzalez
AdvisorNatalia Hoyos, CFP®, CPA
Sven Huber, CFA®, CAIA
César Maldonado
Manuel Manotas
Claudia Naffah, CFP®
Julie Neitzel
Rocio Ortega, CFP®
César Pachon
Andres Sanchez
Associate AdvisorRichard E. Zimmerman
Specialists
Joseph M. DiBartolo
Joseph Kellogg, LL.M. (Tax), CFP®, TEP
Dirka Abdala, CPA
Ana Sanchez Diaz
Wealth PlannerDaniela Angueira
Staff AccountantInvestment Team
Matt Farrell, CAIA
Sam Sudame, CFA®, CAIA, CFP®
Jonathan Gordon, CAIA
Felipe Castro
AssociateMilagros Gomez
Administrative SpecialistAlberto Guerrero
AssociateDaniela Asturias
AssociateAna Marconi
Analyst
Marcos Ortiz
AnalystReconciliation and Quality Control
Carolina Salazar
Patricia Pinto
Yulenis Caraballo
Reconciliation SpecialistLinda Espinoza
Reconciliation Specialist
