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.
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)
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 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 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.
Natalia Hoyos, CFP®, CPA
Sven Huber, CFA®, CAIA
Claudia Naffah, CFP®
Rocio Ortega, CFP®
Andres SanchezAssociate Advisor
Richard E. Zimmerman
Joseph M. DiBartolo
Joseph Kellogg, LL.M. (Tax), CFP®, TEP
Dirka Abdala, CPA
Ana Sanchez DiazWealth Planner
Daniela AngueiraStaff Accountant
Matt Farrell, CAIA
Sam Sudame, CFA®, CAIA, CFP®
Jonathan Gordon, CAIA
Milagros GomezAdministrative Specialist
Reconciliation and Quality Control
Yulenis CaraballoReconciliation Specialist