who we are

Our Team

Roberto Vainrub, Ph.D.

President

Roberto is the President and founder of Evolution Wealth Advisors. With over 25 years of experience as a portfolio manager and client advisor, he brings expertise in investment management and strategic financial planning, ensuring clients receive tailored solutions that align with their financial goals. Before founding EWA, Roberto was a Managing Director of Grupo Activalores and FPCM, and a board member of Mercantil Commercebank.
Along with his career in the financial industry, Roberto has over 30 years of academic experience in several institutions both in Venezuela and in the United States. He has taught and published extensively with a concentration in Entrepreneurship in the IESA School of Management, UCAB, Rochester Institute of Technology, and lectured at Harvard Business School, Duke University, Florida International University, and the University of Miami. He was President (2008-2009) and Vice President (2004-2008) at IESA, founded IESA’s Center for Entrepreneurship, and was a member of the Pino Center Board FIU.

Education and Certifications:
• Industrial Engineering degree from Universidad Católica Andrés Bello (UCAB)
• Master’s degree from Stanford University
• Summa Cum Laude Ph.D. from UCAB
• Certified in Family Wealth Advising (CFWA) and Advanced Family Wealth Advising (CAFWA) from the Family Firm Institute (FFI)

Michael Marciano

chief investment officer

Michael is a Partner and the Chief Investment Officer at Evolution Wealth Advisors. He leverages his deep expertise in portfolio analysis and mutual fund evaluation to guide the firm’s investment strategy. Prior to joining EWA, Michael worked as a Research Analyst and Portfolio Manager at Financial Partners Capital Management, and as a Fixed Income Analyst at AV Securities.

Education and Certifications:
• Bachelor’s degree in business management from Universidad Metropolitana in Caracas, Venezuela

Luciana Roditi

Chief Compliance Officer

Luciana is the Chief Compliance Officer at Evolution Wealth Advisors. Prior to joining EWA, she worked as Portfolio Assistant for Financial Partners Capital Management, and held different roles at Revlon Overseas Company and Avon.

Education and Certifications:
Bachelor’s Degree in Chemical Engineering from Universidad Simon Bolivar in Venezuela
• Masters in Chemical Engineering from Technion Israel Institute of Technology

Dalia Szkolnik

Chief Operating Officer

Dalia is the Chief Operating Officer at Evolution Wealth Advisors. She is responsible for managing the firm’s operations and optimizing internal processes. Prior to joining EWA, Dalia worked as a Business Development Intern at Lennar’s International Department and at Signals Analytics in Netanya, Israel, where she gained experience in data analytics.

Education and Certifications:
• Graduated Cum Laude with a Bachelor’s Degree in Business Technology and Marketing from the University of Miami
• Awarded the 2018 Most Outstanding Student in Business Technology by Miami Herbert Business School

 

Alvaro Sucre

Portfolio Manager

Alvaro is a Portfolio Manager and Financial Advisor at Evolution Wealth Advisors, where he focuses on managing investment portfolios and delivering wealth management solutions within a multifamily office framework. He brings a strong academic background in economics and business, along with experience in investment research, private banking, and early-stage venture analysis through his work with the Cane Angel Network at the University of Miami.

Outside the office, Alvaro is an accomplished golfer and enjoys riding motorcycles during his free time.

Education and Certifications:
• MBA – University of Miami, Herbert Business School
• B.A. in Economics, minor in Business Administration – University of Florida
• Certificate in Alternative Investments – Harvard Business School Online

Gerhard Herrera-Pahl

Chief Investment Strategist

Gerhard is the Chief Investment Strategist at Evolution Wealth Advisors. Bringing over 25 years of experience in Global Asset Management, Proprietary Trading, and Wealth Management Advisory Services, his extensive knowledge of financial markets allows him to develop sophisticated investment strategies tailored to client needs. Before joining EWA, he held Chief Investment Officer roles and led Research and Investment teams in Miami, Geneva, New York, Minneapolis, and London. In addition to his professional work, Gerhard has lectured at the Instituto Tecnológico y de Estudios Superiores de Monterrey (ITESM) and is fluent in English, Spanish, and German.

Education and Certifications:
• B.Sc. degree in Economics from the Instituto Tecnológico Autónomo de México (ITAM)

Thiago Figueiredo

senior financial advisor

Thiago is a Senior Financial Advisor at Evolution Wealth Advisors, where he brings over 17 years of experience in the financial services industry. Prior to joining EWA, Thiago had key investment advisor positions at global wealth management firms, being the head of a multi jurisdiction group for Latin American and holding senior positions at corporate level. Thiago is originally from Brazil and is fluent in Portuguese, English, Spanish, and Italian.

Education and Certifications:
• B.A. in Finance from the Florida International University (FIU)

Edmundo Castillo

senior financial advisor

Edmundo is a Senior Financial Advisor at Evolution Wealth Advisors and leads the firm’s corporate development efforts. Prior to joining EWA, he spent six years at Morgan Stanley, starting as a Financial Advisor focused on portfolio management and later transitioning to investment banking, advising on mergers & acquisitions, and capital markets transactions across diverse industries. Outside of work, Edmundo is a passionate Red Sox and Real Madrid fan.

Education and Certifications:
• A.B. in Government with a secondary in Economics from Harvard College

Maureen Pennington

Senior Financial Advisor

Maureen is a Senior Financial Advisor at Evolution Wealth Advisors, bringing over two decades of experience in investment management, family office advisory, and corporate finance. Prior to Evolution Wealth Advisors, Maureen was principal MPR Strategies, focusing on investment advisory and consulting for Central American clients. Earlier in her career, she served as Chief Investment Officer of a confidential family office and held senior roles in corporate finance at Citibank and Vestcorp Partners, focusing on capital markets and mergers & acquisitions.

Education and Certifications:
• BS in Economics from the Wharton School of the University of Pennsylvania

• MBA from Harvard Business School

• Masters in Finance from Zicklin School of Business, Baruch College, Summa Cum Laude

 

Santiago Lossada

financial analyst

Santiago is a Financial Analyst at Evolution Wealth Advisors who brings an analytical, structured approach that blends financial insight with engineering thinking. He is an active member of the IESA Finance Club and previously worked as a Research Analyst & Associate at AV Financial Group. His experience spans macro-driven, top-down research, leading a team of analysts, and supporting portfolio management through the co-management of discretionary portfolios with both defined and unconstrained mandates. 

Education and Certifications:
• Bachelor’s Degree in Systems Engineering from Universidad Metropolitana

• MSc in Finance from Instituto de Estudios Superiores de Administración (IESA)

Alejandra Williams

IT & Automation Manager

Alejandra is an IT & Automation Manager at Evolution Wealth Advisors, where she oversees the firm’s technological operations and is responsible for managing the firm’s platforms. Prior to joining EWA, she worked as a freelance web developer, building tailored digital solutions for businesses, and as an Intelligence Support Specialist at a global printing company, strengthening her technical and analytical skills.

Education and Certifications:
• Bachelor’s Degree in Systems Engineering from Universidad Metropolitana, where she graduated with Honors
• Master’s Degree in Artificial Intelligence: Model Management and Implementation from Universidad Isabel I

Eduardo Krygier

operations associate

Eduardo is an Operations Analyst at Evolution Wealth Advisors. He holds a strong background in business analytics and operations management, with prior experience managing e-commerce operations at Comex Sport, where he played a key role in building and scaling the company’s online retail platform. Eduardo also served as an Operations Manager at FedEx Ground, overseeing logistics execution, route planning, and daily operations. Passionate about data-driven decision making, he focuses on optimizing operational performance and supporting efficient, scalable systems at EWA.

Education and Certifications:

  • Bachelor’s Degree from Florida International University with a double major in Business Analytics and Management Information Systems

 

Maria Angelica Marval

Operations Associate

Maria Angelica holds a Bachelor’s Degree in Economics from Universidad Catolica Andres Bello, graduating among the top of her class. Her previous experiences include working as a Retail Research Analyst at Nielsen, where she gained proficiency in handling and analyzing large datasets. She also served as an Application Manager at Hult, assisting prospective clients from the Brazilian, Mexican, Peruvian, and Colombian markets. Angelica is currently an Operations Analyst at our firm, providing valuable support for our Consolidation services, investment reports, and general reporting.

Education and Certifications:

• Bachelor’s Degree in Economics from Universidad Catolica Andres Bello

Deborah Bary de Cohen

senior client service associate

Deborah is an Operations Assistant at Evolution Wealth Advisors, where she brings 10 years of experience working with fundraising community organizations and as an H.R. Manager in her Family Business. Prior to joining EWA, Deborah worked as a Sales Associate Advisor in an upscale department store.

Education and Certifications:
• Bachelor’s Degree in Nutrition Science from the Universidad Central de Venezuela

Daniella Mancera

Senior client service associate

Daniella is an Operations Analyst at Evolution Wealth Advisors. With nearly 20 years of experience in banking operations, healthcare management, and customer service, she brings a strong background in organizational efficiency and client relations. Prior to joining EWA, Daniella worked as a Specialist Customer Processor at Synchrony Bank.

Education and Certifications:
• Graduate of the College of Psychopedagogy in Venezuela
• Pursuing a Bachelor’s Degree in Management with a specialization in Human Resources

Carolina Izquierdo

client service associate

Carolina is a Client Service Associate at Evolution Wealth Advisors, where she supports the team in delivering a high level of client service and assists with administrative and operational processes to ensure a smooth and efficient client experience. Her background in education and communications brings strong organizational skills and a client-focused approach to her role.

Education and Certifications:
• Bachelor’s Degree in Education from Universidad Católica Andrés Bello

• Associate of Science in Broadcasting, TV and Radio – International Journalism from the Art Institute of Fort Lauderdale

• Certificate in Organizational and Leadership Coaching from IESA