Fundación de la Firma
Un Enfoque Diferente para la Gestión de Patrimonio
Fundamos nuestra firma para ofrecer algo diferente: estrategias financieras completamente diseñadas en torno a ti. Entendemos las complejidades que enfrentas y estamos comprometidos con liberarnos de las limitaciones de las instituciones tradicionales para brindarte asesoría independiente y personalizada.
Nuestro Equipo
Juntos, combinamos una profunda experiencia en inversiones con un conocimiento sofisticado del mundo bancario para atender las complejas necesidades financieras de nuestros clientes.
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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
