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

Nicolás Bascuñán

Advisor

Santiago Castro

Advisor

Pablo Ceballos

Partner

Aurora Gonzalez

Advisor

Natalia Hoyos, CFP®, CPA

Advisor

Sven Huber, CFA®, CAIA

Partner

César Maldonado

Partner

Manuel Manotas

Partner

Claudia Naffah, CFP®

Advisor

Julie Neitzel

Partner

Rocio Ortega, CFP®

Partner

César Pachon

Partner

Andres Sanchez

Associate Advisor

Richard E. Zimmerman

Senior Advisor

Specialists

Joseph M. DiBartolo

Chief Compliance Officer

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

Partner, Wealth Planning Executive

Dirka Abdala, CPA

Controller

Ana Sanchez Diaz

Wealth Planner

Daniela Angueira

Staff Accountant

Investment Team

Matt Farrell, CAIA

Senior Investment Manager

Sam Sudame, CFA®, CAIA, CFP®

Senior Investment Manager

Laleeta Jaganah

Investment Associate

Jonathan Gordon, CAIA

Investment Associate

Felipe Castro

Associate

Milagros Gomez

Administrative Specialist

Alberto Guerrero

Associate

Javier Gutierrez

Analyst

Daniela Asturias

Associate

Ana Marconi

Analyst

Agusto Nuñez

Analyst

Marcos Ortiz

Analyst

Reconciliation and Quality Control

Dylan Burgos

Reconciliation Specialist

Yulenis Caraballo

Reconciliation Specialist

Lidia Espinoza

Reconciliation Specialist

Tomirys Guzmán

Administrative Assistant

Sueli Moussa

Executive Assistant

Sarahí Orozco

Reconciliation Specialist

Pilar Roa

Executive Assistant

Ana Sacio

Senior Reconciliation Specialist Investment Liaison

Celso Salvetti, MCTS

IT Administrator

Danais Santos

Reconciliation Specialist

Mauricia Zenon

Reconciliation Specialist

Noemi Malaga

Reconciliation Specialist
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