Founding the Firm
A Different Approach to Wealth Management
We founded our firm to offer something different—financial strategies that are entirely built around you. We understand the complexities you face, and we’re committed to breaking free from the limitations of traditional institutions to provide tailor independent advice.
Our Team
Together, we combine deep investment experience with sophisticated banking experience to serve our clients’ complex financial needs.
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Marcello Zaffaroni
Managing Director, Founding Partner
Drawing from extensive banking experience, Marcello leads client relationships, strategy oversight, and financial planning. His career spans roles at major institutions including First Union, Wachovia, HSBC, and Truist, with particular expertise in international wealth management.
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Juan Martin Campuzano
Head Portfolio Strategist, Founding Partner
Leading our investment strategy and portfolio management, Juan brings trading expertise and quantitative analysis to our investment process. His combined domestic and international market experience shapes our analytical approach to portfolio construction and risk management.
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Ivan Flores
Wealth Associate
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Maria Zaffaroni
Director of Operations
