Carlos Padula - Managing Partner

  • 24 years of experience in market analysis, investment banking and wealth management.
  • Former Managing Director, Deutsche Bank, Latin America Private Wealth Management CEO.
  • MSA, Boston University.

Charles de Viel Castel - Managing Partner

  • 9 years of experience in market analysis, investment banking and management.
  • Former Director, Deutsche Bank, Latin America Private Wealth Management.
  • Analyst, Goldman Sachs, Investment Banking Division.
  • BA, Brown University (double concentration in Economics and International Relations).

Carlos Lopez-Oña – Chief Financial Officer

  • 13 years of experience in start-ups, investment banking  and private equity and currently Managing Partner of Stelac Capital Partners.
  • Former COO and CFO of various public and private companies, including eDiets.com, Inc.
  • MBA, New York University and B.S.E. in Entrepreneurial Management and Marketing from the Wharton School.

R. McFall (Mac) Lamm, Jr. Ph.D. - Chief Investment Officer

  • 25 years of experience in market analysis, trading, investment management, and research.
  • Former Chief Investment Officer, Deutsche Bank Hedge Fund Investment Group (London), Chief Investment Strategist, Deutsche Bank Global Investment Management (London), and head of Bankers Trust Global Portfolio Management group (New York).
  • A noted writer on investing topics with major articles published in the Journal of Portfolio Management, the Journal of Investing, the Journal of Wealth Management, the Journal of Alternative Investments, the Journal of Economic Dynamics and Control, and many others.
  • Holds a Ph.D. degree from Virginia Polytechnic Institute.

Kamran Sadr, CFA - Director of Research

  • 10 years of experience  in market analysis, stock picking and equity analysis.
  • Former portfolio strategist, Deutsche Bank.
  • MBA, Boston University.

Maria Zita La Rosa - Partner

  • 10 years of experience in private wealth management.
  • Former Director, Deutsche Bank, Latin America Private Wealth Management.
  • BA, Drexel University (concentration in Business and Finance).

Karla Cervoni - Partner

  • 10 years of experience in private wealth management.
  • Former Director, Deutsche Bank, Latin America Private Wealth Management.
  • BA, Harvard University.

Nicolas Poniatowski - Vice President

  • 6 years of experience in market analysis, research and investment banking.
  • Former Analyst, JP Morgan, Private and Investment Bank.
  • BA, École Supérieure du Commerce Extérieur E.S.C.E - Paris (concentration in Finance and Economics).

Thomas Grimm, Director of Operations and IT

  • 8 years experience in investment banking and private wealth management
  • Former Front Office Manager at Deutsche Bank (Suisse), S.A.
  • MBA, INSEAD and MS, Economics Lehigh University