Team

We care about people.
Team

Our priority

Every person is unique.

We provide a service, backed by a team of Investment Advisors and asset managers, according to our clients’ investment objectives.

Our clients are unique, and so is our service. By combining the resources and capabilities of a large company with an international presence, we are able to move towards the ideal of a flexible, creative, and individualized service. 

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Our goal is to uphold our commitment to quality and security, establishing long-lasting relationships of trust, shared interests and benefits and co-creating solutions.

Advisers and asset managers - key principles

Understanding our clients is our priority.

Global and objective

We offer global solutions from a guided open-architecture perspective. We present the best alternatives on the market, whether they are our own or from third parties.

Specialist and specialized

We have professionals specialized in financial markets, corporate operations, wealth planning, real estate management, etc., who contribute their know-how and add significant value in the execution of the global wealth strategy.

Strategic agreements
One of our cornerstones is doing business with partners such as DTCC, Euroclear, Allfunds, SIPC and Blackrock, establishing a solid and stable relationship of trust.

International

Our international presence offers investment alternatives and expert teams in multiple jurisdictions, so we can offer a complete service and maintain custody of assets within companies in the Group.

Personalized service

We offer specialized advice, tailored to the needs of each client, and we take on the optimum number of clients per advisor to ensure quality service.

Returns and protection
We listen to our clients, and we balance returns with risks: short-term stability and long-term returns.

The team at the service of the client

Personal advisers and specialists in wealth management.
Executive team
Noelia Povedano
Chief Executive Officer – CEO

Education:

Bachelor's Degree in Business Administration (Complutense University of Madrid)
CFA, CEFA

FINRA Series 7, 86 and 24 licenses

Experience:

25+ years of experience
Global Markets, Executive Management

Meritxell Pons Torres
Director of Asset Management

Education:

Bachelor's Degree in Economics (University of Barcelona)

CEFA (Certified EFFAS Financial Analyst), CAIA (Chartered Alternative Investment Analyst)
FINRA Series 3, 7, 66 and 86 licenses

Experience:

20+ years of experience
Asset Management, International Markets

Idelma Hervis
Chief Financial Officer/FINOP

Education:

Bachelor’s in Finance and International Business (Florida International University FIU)

IMCA's Certified Investment Management Analyst Program
FINRA Series 3, 4, 7, 63, 79, 99, 24, 27 and 53 licenses

Experience:

30+ years of experience
Financial Operations, Compliance, Executive Management

Marjorie Escudero
Chief Operations Officer - COO

Education:

Bachelor's Degree in Business Administration (Baruch College, New York, NY)
FINRA Series 7 and 27 licenses

Experience:

20+ years of experience
Financial Operation, Self-Clearing

Robert Lebowitz
Director of Self-Clearing Services / Director of Risk Management

Education:

FINRA Series 7 and 24 licenses

Experience:

25+ years of experience
Investment Banking, Risk, International Capital Markets, Executive Management

Jesús Sanchez
Chief Compliance Officer - CCO

Education:

Bachelor’s Degree in Information Systems and Decision Sciences (Louisiana State University)

FINRA Series 3, 7, 63, 66, 9, 10, 23 and 31 licenses

Experience:

18 years of experience
Compliance, Financial Markets, Wealth Management


Business team
María Castillo
Firm Founder

Education:

Bachelor's Degree in Economics (Sorbonne University)
FINRA Series 3, 7, 63, and 24 licenses

Experience:

40+ years of experience
High-Net-Worth, International Markets

Roger Rodríguez
Managing Director Wealth Management & Firm Founder

Education:

Bachelor's Degree in Computer Science (Colorado State University)

FINRA Series 3 and 7 licenses

Experience:

30+ years of experience
High-Net-Worth, Institutions

María Healy
Firm Founder

Education:

Bachelor's Degree in Economics (Marymount College, Tarrytown N.Y.)
FINRA Series 3, 7, and 24 licenses

Experience:

40+ years of experience
High-Net-Worth, International Markets

Xavier Castillo
Managing Director Wealth Management & Firm Founder

Education:

BA by Georgetown University

FINRA Series 7 license

Experience:

25+ years of experience
High-Net-Worth, Institutions

María Roxanne Healy
Firm Founder

Education:

Bachelor's Degree in Business Administration (Marymount College, Tarrytown N.Y.)

FINRA Series 3, 65 and 7 licenses

Experience:

40+ years of experience
High-Net-Worth, International Markets

Khashayar Atabaki
Managing Director Wealth Management

Education:

MA in International Business (Boston University), MBA (Columbia Business School)

FINRA Series 7 and 66 licenses

Experience:

20+ years of experience
Institutional Sales, Wealth Management

Strategic partners

We have industry recognized partners to protect your assets and offer you a premium service.

Custody

We have world-renowned partners for the custody, settlement, and distribution of financial securities.

IT Services & Operations

We entrust our communications to a leading IT industry provider

Reporting

A quality partner to offer consolidated reports to our clients

Cash Management

We manage your more liquid assets by seeking to optimize return by partnering with renowned management firms.

Security

We protect our clients’ financial assets.
SIPC protects against the loss of cash and securities – such as stocks and bonds – held by a customer at a financially-troubled SIPC-member brokerage firm. The limit of SIPC protection is $500,000, which includes a $250,000 limit for cash.

Shall we talk?

Our financial professionals will work with you to analyze your goals and support you with seeking to identify the optimal financial solutions that fits your needs.