FINRA Series 7 General Securities Representative License, FINRA Series 52TO Municipal Securities Representative License, FINRA Series 99TO Operations Professional License, FINRA Series 65 Uniform Investment Adviser Law License, FINRA Series 66 Uniform Combined State Law License, FINRA Series 4 Registered Options Principal License, FINRA Series 24 General Securities Principal License, FINRA Series 27 Financial and Operations Principal License, FINRA Series 53 Municipal Securities Principal License, State of Florida 2-15 Life, Variable Annuity & Health License

Certified Public Accountant

Certified Trust and Financial Advisor

Master in Accounting and Taxation, Florida International University

Bachelor’s degree in Finance and International Business, Florida International University

Wealth management for international clients

32 years of experience

English and Spanish

Manny is an avid road cyclist, and enjoys reading, travelling, and spending time with his family.

FINRA Series 7 General Securities Representative License, FINRA Series 99TO Operations Professional License

Associates of Computer Science, LaGuardia Community College

Operations and data integrity management for seamless client service delivery

15 years of experience

English and Spanish

Felix is an avid sports fan, especially baseball. He also enjoys traveling and spending time with his family.

FINRA Series 7 General Securities Representative License

Bachelor's in Business Administration, Universidad Metropolitana, Venezuela

Certification in Business Management, Instituto de Estudios Superiores de Administración, Venezuela

Banking and investment services for international clients

30 years of experience

English and Spanish

Diana is a soccer fan, avid golfer and thrives on networking and connecting people for their mutual benefit and success.

FINRA Series 7 General Securities Representative License

Bachelor's degree in Economics, Universidad Católica Andres Bello, Venezuela

Latin American markets

17 years of experience

English and Spanish

Arturo enjoys exercising, travelling with his family to experience the culinary culture of each country they visit and is a Formula 1 fan.

FINRA Series 66 Uniform Combined Securities License

Associate of Business Administration, Miami Dade College

Relationship management

7 years of experience

English and Spanish

Carlos enjoys jogging, reading and helping others reach their goals and achieve success.

FINRA Series 7 General Securities Representative License, FINRA Series 63 Uniform Securities Agent License, FINRA Series 65 Uniform Investment Adviser License

Master in Marketing, Instituto Tecnológico de Santo Domingo, Dominican Republic

Bachelor's degree in Business, Instituto Tecnológico de Santo Domingo, Dominican Republic

Brokerage services, advisory support and relationship management with SMA (Separately Managed Accounts)

13 years of experience

English and Spanish

Carlos works out every morning with a focus on overall well-being to approach each day with energy, a positive outlook, a smile and a genuine willingness to help others.

FINRA Series 7 General Securities Representative License, FINRA Series 66 Uniform Combined State Law License, State of Florida 2-14 Variable Annuity License

Bachelor's degree in Economics, University of Miami

Securities trading, portfolio analysis and tailored investment proposals

18 years of experience

English and Spanish

Juan enjoys coaching his children's intramural soccer team and continuously expanding his knowledge of the nuances of capital markets.

FINRA Series 7 General Securities Representative License

Bachelor of Business Administration in Finance, Florida International University

Back office operations and support

7 years of experience

English and Spanish

Jonathan is a vintage automobile restorer, enjoys cooking and maintains an active lifestyle by participating in as many triathlons as he can.

FINRA Series 7 General Securities Representative and FINRA Series 24 General Securities Principal 

Bachelor’s degree in Accounting, Inter-American University of Puerto Rico
Master of Business Administration in Finance, Inter-American University of Puerto Rico

Sales management, international wealth management, business strategy, operations, leadership, change management and client relationship management. Homar is about value creation for clients, his team, and the organization as a whole

35 years of experience

English and Spanish

Homar is passionate about nature, particularly ocean related activities such as beach outings and boating.  He takes great pride in actively supporting his three children in their athletic pursuits.