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:
Activa Capital Group, Primerica
Education:
BBA - University of Texas at Austin (TX)
Ana Maria Rebora
Director, Business Development
- Professional experience:
Insigneo, Consultandes, Universidad de Los Andes
Education:
BS - U. de Los Andes (COL), CFA
Juan E. Carreño
Director, Public Markets
- Professional Experience:
PURE Group of Insurance Companies
Education:
BS - Suffolk University (MA)
Mariana Lora
Associate, Client Services & Operations
- Professional experience:
Davivienda Corredores
Education:
BS - Universidad de los Andes (COL)
Felipe Medina
Associate, Public Markets
- Professional experience:
Banco Davivienda
Education:
BS - Pontificia Universidad Javeriana (COL)
Luis F. Tamayo
Associate, Private Markets
- Professional experience:
Banco de Bogota
Education:
BS - Pontificia Universidad Javeriana (COL)
Santiago Lopez Zapata
Associate, Private Markets
- Professional Experience:
JPMorgan Chase & Co., Scotiabank Colpatria
Education:
BEC - Universidad Sergio Arboleda (COL)
Mateo Cristancho
Analyst, Public Markets
- Professional experience:
BBVA
Education:
BS - Pontificia Universidad Javeriana (COL)
Santiago Lopez Cardona
Analyst, Private Markets
- Professional Experience:
Rockstart, Olimpica S.A.
Education:
BS - Universidad de los Andres (COL)
Andres Lobo
Analyst, Reporting
- Professional Experience:
Pandas
Education:
BS - Universidad Icesi (COL)
Jose Luis Parra
Analyst, Reporting
- Professional experience:
Diageo, Telefónica, Reebok, P&G
Education:
MBA - Babson College - F.W. Olin Graduate School of Business (MA)
Mercedes Vernet
Compliance & Strategy