Carlos Padula - Managing Partner

  • 27 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

Richard Duron - Managing Partner

  • 31 years of experience in Debt Capital Markets, Mergers and Acquisitions and Wealth Management
  • Former Vice Chairman Americas International, UBS
  • Head of M&A for Latin America, JP Morgan
  • MS Stanford University, MBA INSEAD

Maria Zita La Rosa - Partner

  • 13 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

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

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

  • 27 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

Eric Castillo - Chief Operating Officer

  • 7 years of experience in investment banking and wealth management
  • Prior experience with Lehman Brothers, Morgan Stanley
  • BA, Harvard University

 

Nicolas Poniatowski - Vice President

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

Marcelle Yunes Letayf - Vice President

  • 7 years of experience in market analysis, research and asset management
  • Former Associate, JPMorgan Asset Management (New York)
  • Product Manager, Citigroup (Mexico City)
  • BS Actuarial Sciences - Universidad Anahuac (Mexico City)
    BA Mathematics - University of San Diego (San Diego, CA)
    MA Statistics - Columbia University (New York)

Philip Coleman - Analyst

  • Summer Analyst, Deutsche Bank, Latin America Private Wealth Management
  • BS Business Management, Babson College

Andres Posada - Analyst

  • Intern at MKF Capital (Single family office with $250 mm fund of funds)
  • Assistant to Senior Executive Team, Ladrillera Santafe (Colombia)
  • Summer Analyst, Deutsche Bank, Latin America Private Wealth Management
  • BS Business Management, Babson College

Sofia Silva Vogt - Institutional Relations

  • Former Institutional Operations Associate, Grupo Financiero Monex
  • Summer Intern, Monex Securities
  • Summer Intern, Mexico’s Ministry of Energy
  • BS Universidad Iberoamericana (Mexico City)