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.


Read Mel Lagomasino’s full bio

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.


Read Michael Zeuner’s full bio.

Advisors

Santiago Castro

Partner

Pablo Ceballos

Partner

Sven Huber, CFA®, CAIA

Partner

César Maldonado

Partner

Manuel Manotas

Partner

Julie Neitzel

Partner

Rocio Ortega, CFP®

Partner

César Pachon

Partner

Richard E. Zimmerman

Partner

Natalia Hoyos, CFP®, CPA

Advisor

Claudia Naffah, CFP®

Advisor

Nicolás Bascuñán

Associate Advisor

Andres Sanchez

Associate Advisor

Specialists

Joseph Kellogg, LL.M. (Tax), CFP®, TEP

Partner, Wealth Planning Executive

Dirka Abdala, CPA

Controller

Ana Sanchez Diaz

Wealth Planner

Pilar Roa

Office Manager

Sueli Moussa

Executive Assistant

Daniela Angueira

Staff Accountant

Arianna Lopez

Receptionist

Investment Team

Matt Farrell, CAIA

Senior Investment Manager

Sam Sudame, CFA®, CAIA, CFP®

Senior Investment Manager

Daniela Asturias

Associate

Felipe Castro

Associate

Juan Londoño

Associate

Marcos Ortiz

Associate

Santiago Bolinaga

 Investment Analyst

Sebastian Felder

Analyst

Stewart Hackelman

Analyst

Carolina Montealegre

Analyst

Carles Morera

Analyst

Yilian del Busto

 Analyst

Bernardo Marti

Analyst

Milagros Gomez

Middle Office Specialist

Tomirys Guzmán

Middle Office Specialist

Reconciliation and Quality Control

Celso Salvetti, MCTS

IT Administrator

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

Elizabeth Lobaina

Reconciliation Specialist

Kenny Torres

Reconciliation Specialist
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