We’re different, and that’s what makes the difference.
An experienced team devoted to streamlining the complexities and capitalizing on substantial wealth opportunities with intellectual rigor, in-depth customization, and committed assistance.
Our mission is to provide the highest quality and result-driven service through discipline, knowledge and financial guidance.
Being that the majority of our clients are of Latin American origin, we take pride in the personal approach they receive and the positive experience this creates.
Because our clients don’t just hire credentials, they hire people.
We focus on having deep understanding of the unique priorities of high net worth individuals. Our experience in the industry allow us to guide multi-generational families through their financial and investment concerns. We believe the knowledge and reliability that we instill in our relationships enable clients to feel more confident, comfortable and like family.
Our team goes the extra mile for our clients because their needs are our top priority.
Our team
Industry professionals with extensive experience
Roberto Vainrub Ph.D.
CEO & President
Michael Marciano
Chief Investment Officer
Luciana Roditi
Chief Compliance Officer
Dalia Szkolnik
Chief Operating Officer
Alvaro Sucre
Portfolio Manager
Gerhard Herrera-Pahl
Chief Investment Strategist
Thiago Figueiredo
Senior Financial Advisor
Edmundo Castillo
Senior Financial Advisor
Maureen Pennington
Senior Financial Advisor
Santiago Lossada
Financial Analyst
Alejandra Williams
IT & Automation Manager
Eduardo Krygier
Operations Associate
Maria Angelica Marval
Operations Associate
Deborah Bary de Cohen
Senior Client Service Associate
Daniella Mancera
Senior Client Service Associate
Carolina Izquierdo
Client Service Associate
We are committed to providing the highest level of individual attention with a focus on your life, your family, and your priorities.
Outsourced Research Analysts
Pedro Luis Mora
Hector Crocker
Clementina Gutierrez
Knowledge and Reliability
Our experienced team of financial advisors and research analysts seek the best solutions suitable for you.
Our team strives to provide the highest quality service and assists requests promptly.
Sense of Urgency and Accessibility
Sense of Urgency and Accessibility
Our team is dedicated to providing the highest quality service and assisting our clients’
requests promptly.
Professionalism and Integrity
As our fiduciary duty, we aim to align with your interests and hold satisfaction and trust as our main priorities.