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
Santiago Castro
Pablo Ceballos
Sven Huber, CFA®, CAIA
César Maldonado
Manuel Manotas
Julie Neitzel
Rocio Ortega, CFP®
César Pachon
Richard E. Zimmerman
Natalia Hoyos, CFP®, CPA
Claudia Naffah, CFP®
Nicolás Bascuñán
Andres Sanchez
Felipe Castro
Specialists
Joseph M. DiBartolo
Joseph Kellogg, LL.M. (Tax), CFP®, TEP
Manuel Mora
Director of Finance
Ana Sanchez Diaz
Wealth PlannerPilar Roa
Office ManagerSueli Moussa
Executive AssistantDaniela Angueira
Staff AccountantJulieth Rueda
Receptionist/Administrative Assistant
Investment Team
Matt Farrell, CAIA
Sam Sudame, CFA®, CAIA, CFP®
Tomas Ferrari, CFA
Avery Wonacott, CFA
Jimmy Hreiki
Daniela Asturias
AssociateJuan Londoño
Associate
Marcos Ortiz
Associate
David Mejia
Associate
Sebastian Felder
Analyst
Carolina Montealegre
AssociateCarles Morera
Analyst
Yilian del Busto
Analyst
Bernardo Marti
Analyst
Roberto Norambuena
Analyst
John-Mark Kellogg
Analyst
Milagros Gomez
Middle Office SpecialistTomirys Guzmán
Middle Office SpecialistReconciliation and Quality Control
Carolina Salazar
Patricia Pinto
Celso Salvetti, MCTS
IT AdministratorRaul Acuña
Software DeveloperCarl Carlson
Associate
Ana Sacio
Quality Control SpecialistDanais Santos
Quality Control SpecialistSarahí Orozco
Quality Control SpecialistMauricia Zenon
Reconciliation SpecialistYulenis Caraballo
Reconciliation SpecialistLidia Aleman
Reconciliation SpecialistLidia Espinoza
Reconciliation Specialist
