Our international team strives to be your financial advocate as we navigate the complex global markets with full intent of your goals.
We expend our knowledge and resources to organize and simplify life in a way that will maximize your family’s enjoyment of your wealth now and in the future.
Professional experience:
Insigneo, Compass Group, Chase,
Hewlett-Packard
Education:
MBA - Cornell University (NY)
Guillermo Vernet
Founder & CEO
Professional experience:
Insigneo, OLCSAL, Scotiabank, Compass Group
Education:
MBA - U. of Toronto (CAN), CFA
Paola Bernal
CIO
Professional experience:
Bloomberg, The Dow Chemical Co.,
Avante Group Multifamily Office
Education:
MBA - Fundação Getúlio Vargas (BR)
Maria Alejandra Franco
Director, Client Investments
Professional experience:
Insigneo, Consultandes, Universidad de Los Andes
Education:
BS - U. de Los Andes (COL), CFA - Level 3 Cand.
Juan E. Carreño
Director, Public Markets
Professional experience:
Global Seguros, Metlife Colombia
Education:
BS - Universidad Externado de Colombia (COL)
Santiago Torres
Director, Private Markets
Professional experience:
Diageo, Telefónica, Reebok, P&G
Education:
MBA - Babson College - F.W. Olin Graduate School of Business (MA)
Mercedes Vernet
Compliance & Communications
Professional Experience:
Equitable Advisors, GIMEZA, Coral Gables Investment Group
Education:
WMCP®, RICP® - The American College of Financial Services
Jose Felix Rivas
Special Projects
Professional experience:
Harper Meyer Attorneys at Law, Antioquia Dep. of Infrastructure
Education:
LLM – Universidad de Medellin (COL)
Elena Escobar
Analyst, Client Services
Professional Experience:
PURE Group of Insurance Companies
Education:
BS - Suffolk University (MA)
Mariana Lora
Analyst, Operations
Professional experience:
Pristine Capital Group
Education:
BS - Universidad Externado de Colombia (COL)
Isabella Diaz
Analyst, Public Markets
Professional experience:
Davivienda Corredores
Education:
BS - Universidad de los Andes (COL)
Felipe Medina
Analyst, Public Markets
Professional experience:
Banco Davivienda
Education:
BS - Pontificia Universidad Javeriana (COL)
Luis F. Tamayo
Analyst, Private Markets
Professional experience:
Banco de Bogota
Education:
BS - Pontificia Universidad Javeriana (COL)
Santiago Lopez Zapata
Analyst, Private Markets
Professional Experience:
JPMorgan Chase & Co., Scotiabank Colpatria
Education:
BEC - Universidad Sergio Arboleda (COL)
Mateo Cristancho
Analyst, Private Markets
Professional experience:
BBVA
Education:
BS - Pontificia Universidad Javeriana (COL)
Santiago Lopez Cardona
Analyst, Reporting
Professional experience:
Colfondos S.A.
Education:
BS - Universidad de Rosario (COL)
Gabriela Diaz
Analyst, Reporting