OUR TEAM

  ALAN WELTMAN BUCH   Vice President    6 years of experience in investment banking and wealth management   Former Financial Analyst at ASP. Consulting Group, Austria; BA Business Administration, Lauder Business School; BA Communication and Media, Pontifícia Universidade Católica de São Paulo

ALAN WELTMAN BUCH
Vice President

6 years of experience in investment banking and wealth management

Former Financial Analyst at ASP. Consulting Group, Austria; BA Business Administration, Lauder Business School; BA Communication and Media, Pontifícia Universidade Católica de São Paulo

  ALBERTO KURTEN   Associate    3 years of experience in market analysis and asset management   Former account executive at Solfin Valores; Trading Desk Trainee at Santander Asset Management; BS in Banking and Finance, Universidad Metropolitana; Master in Finance, IE Business School.

ALBERTO KURTEN
Associate

3 years of experience in market analysis and asset management

Former account executive at Solfin Valores; Trading Desk Trainee at Santander Asset Management; BS in Banking and Finance, Universidad Metropolitana; Master in Finance, IE Business School.

  ALBERTO VILLA RAMON   Vice President    5 years of experience in market analysis and asset management   Registered Laywer in Ilustre Colegio de Abogados de Madrid; BA in Economics, University of Navarra; BA in Law, University of Navarra; MBA, Columbia University

ALBERTO VILLA RAMON
Vice President

5 years of experience in market analysis and asset management

Registered Laywer in Ilustre Colegio de Abogados de Madrid; BA in Economics, University of Navarra; BA in Law, University of Navarra; MBA, Columbia University

  ALEJANDRA MORERA    Operations Officer - Stelac Mexico    3 years of experience in family office services   7 years of experience in youth formation (Szent II. János Pál Iskolaközpont, Hungary and CECVAC, Mexico); BA in Education, Anáhuac University México Norte Campus

ALEJANDRA MORERA
Operations Officer - Stelac Mexico

3 years of experience in family office services

7 years of experience in youth formation (Szent II. János Pál Iskolaközpont, Hungary and CECVAC, Mexico); BA in Education, Anáhuac University México Norte Campus

  ALFONSO PANTIN    Analyst    2 years of experience in wealth management and commercial banking   BBA Finance, Suffolk University

ALFONSO PANTIN
Analyst

2 years of experience in wealth management and commercial banking

BBA Finance, Suffolk University

  ANTONIO PADULA   Analyst    1 year of experience in wealth management   BA in Marketing and Public Relations, University of Navarra

ANTONIO PADULA
Analyst

1 year of experience in wealth management

BA in Marketing and Public Relations, University of Navarra

  CARLOS M. LOPEZ-OÑA   Managing Partner    22 years of experience in start-ups, investment banking and private equity   Managing Partner of Stelac Capital Partners and Chief Financial Officer of Stelac Advisory Services; 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

CARLOS M. LOPEZ-OÑA
Managing Partner

22 years of experience in start-ups, investment banking and private equity

Managing Partner of Stelac Capital Partners and Chief Financial Officer of Stelac Advisory Services; 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

  CARLOS A. MACHADO   Director    14 years of experience in Private Wealth Management   Former Investment Advisor at BigSur Partners; Former Director, Standard Chartered Bank, Latin America Private Wealth Management; Former Vice President at Deutsche Bank (Suisse) SA, Geneva and Deutsche Bank Trust Co., New York, NY; BA, Rollins College

CARLOS A. MACHADO
Director

14 years of experience in Private Wealth Management

Former Investment Advisor at BigSur Partners; Former Director, Standard Chartered Bank, Latin America Private Wealth Management; Former Vice President at Deutsche Bank (Suisse) SA, Geneva and Deutsche Bank Trust Co., New York, NY; BA, Rollins College

  CARLOS E. PADULA   Managing Partner and CEO    30+ 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

CARLOS E. PADULA
Managing Partner and CEO

30+ 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

  CARLOS THERY   Analyst    1 year of experience in private wealth management   BS Entrepreneurship, Marymount Manhattan College

CARLOS THERY
Analyst

1 year of experience in private wealth management

BS Entrepreneurship, Marymount Manhattan College

  CHARLES DE VIEL CASTEL   Managing Partner    Managing Partner of Stelac Capital Partners   Former analyst in the Latin America Corporate Finance Group at Goldman Sachs; Former Director and Head of Sales Management for Private Wealth Management Latin America for Deutsche Bank; BA, Brown University

CHARLES DE VIEL CASTEL
Managing Partner

Managing Partner of Stelac Capital Partners

Former analyst in the Latin America Corporate Finance Group at Goldman Sachs; Former Director and Head of Sales Management for Private Wealth Management Latin America for Deutsche Bank; BA, Brown University

  CLARISSA M. PADULA DE POSADA   Vice President    9 years of experience in family office services   BA, Wellesley College; MBA, Columbia University

CLARISSA M. PADULA DE POSADA
Vice President

9 years of experience in family office services

BA, Wellesley College; MBA, Columbia University

  DIANA BLASCHITZ    Director    20+ years of experience in legal consulting   Master of Comparative Jurisprudence (M.C.J), The George Washington University

DIANA BLASCHITZ
Director

20+ years of experience in legal consulting

Master of Comparative Jurisprudence (M.C.J), The George Washington University

  DIEGO HINESTROSA   Director   4 Years as a Commodities Trader advisor, structuring financing for operations in Latin America  Ex Private Wealth Advisor at Goldman Sachs; 3 years as part of the Andean Region and Mexico Desk within the Investment Management Division, managing Ultra High Net Worth Individuals; Former Lawyer specialized in Real Estate and Banking Law; MBA From Emory University, Atlanta. Georgia. Concentration in Finance and Real Estate

DIEGO HINESTROSA
Director

4 Years as a Commodities Trader advisor, structuring financing for operations in Latin America

Ex Private Wealth Advisor at Goldman Sachs; 3 years as part of the Andean Region and Mexico Desk within the Investment Management Division, managing Ultra High Net Worth Individuals; Former Lawyer specialized in Real Estate and Banking Law; MBA From Emory University, Atlanta. Georgia. Concentration in Finance and Real Estate

  ERIC CASTILLO   Managing Director    14 years of experience in investment banking and wealth management   Prior experience with Lehman Brothers, Morgan Stanley; BA, Harvard University

ERIC CASTILLO
Managing Director

14 years of experience in investment banking and wealth management

Prior experience with Lehman Brothers, Morgan Stanley; BA, Harvard University

  FERNANDO PARDO   Director    9 years as Independent Financial Advisor; 5 years at UBS AG Private Bank;6 years at Deutsche Bank Private Bank;3 years at Bankers Trust   BA, Excelsior College, Albany, NY

FERNANDO PARDO
Director

9 years as Independent Financial Advisor; 5 years at UBS AG Private Bank;6 years at Deutsche Bank Private Bank;3 years at Bankers Trust

BA, Excelsior College, Albany, NY

  GABRIEL GARCIA DAUMEN, CFA   Head of Research    16 years of experience in Wealth Management and Equity Research   Former Head Mutual Funds & Alternative Investments, UBS Private Bank; Former Analyst Telecom & Media Industry Latin America, Deutsche Bank; MA International Finance, Brandeis University

GABRIEL GARCIA DAUMEN, CFA
Head of Research

16 years of experience in Wealth Management and Equity Research

Former Head Mutual Funds & Alternative Investments, UBS Private Bank; Former Analyst Telecom & Media Industry Latin America, Deutsche Bank; MA International Finance, Brandeis University

  GABRIEL NIEMBRO   Associate    4 years of experience in wealth management and corporate finance   BBA Economics, University of Miami

GABRIEL NIEMBRO
Associate

4 years of experience in wealth management and corporate finance

BBA Economics, University of Miami

  JOSE D. MARCANO   Analyst    1 year of experience in wealth management   BSBA in Finance, Applied Analytics Concentration, Bryant University

JOSE D. MARCANO
Analyst

1 year of experience in wealth management

BSBA in Finance, Applied Analytics Concentration, Bryant University

  KARLA CERVONI   Managing Director    19 years of experience in private wealth management   Former Director, Deutsche Bank, Latin America Private Wealth Management; Former Vice President at JPMorgan Private Bank, New York; BA, Harvard University

KARLA CERVONI
Managing Director

19 years of experience in private wealth management

Former Director, Deutsche Bank, Latin America Private Wealth Management; Former Vice President at JPMorgan Private Bank, New York; BA, Harvard University

  LINA M. ARIAS   Director    22 years of experience in private wealth management   Former Director, Deutsche Bank, Latin America Private Wealth Management BS Business Management, St. John's University

LINA M. ARIAS
Director

22 years of experience in private wealth management

Former Director, Deutsche Bank, Latin America Private Wealth Management BS Business Management, St. John's University

  LUIS RIVERA-NESRALA   Analyst    1 year of experience in wealth management   BA Economics, New York University

LUIS RIVERA-NESRALA
Analyst

1 year of experience in wealth management

BA Economics, New York University

  MARCELA ZAVALA   Operations Manager, Stelac Mexico    9 years of experience in family office services   6 years of experience in Product Marketing and Advertising (PepsiCo and Horno 3 Steel Museum; BA in Marketing, ITESM Campus Monterrey

MARCELA ZAVALA
Operations Manager, Stelac Mexico

9 years of experience in family office services

6 years of experience in Product Marketing and Advertising (PepsiCo and Horno 3 Steel Museum; BA in Marketing, ITESM Campus Monterrey

  NACHO CONTRERAS ÁLVAREZ, PHD   Director    4 years of experience in corporate finance (for non-profit) and 5 years of experience in consulting   Former manager, MCG. Consulting Group, Spain; MBA, IESE Business School; Ph.D. in Economics and Business Management, King Juan Carlos University

NACHO CONTRERAS ÁLVAREZ, PHD
Director

4 years of experience in corporate finance (for non-profit) and 5 years of experience in consulting

Former manager, MCG. Consulting Group, Spain; MBA, IESE Business School; Ph.D. in Economics and Business Management, King Juan Carlos University

  NICOLAS PONIATOWSKI   Director    14 years of experience in market analysis, research and investment banking   Former Analyst, JP Morgan, wealth management and investment banking; BA, E.S.C.E – Paris, concentration in Finance and Economics

NICOLAS PONIATOWSKI
Director

14 years of experience in market analysis, research and investment banking

Former Analyst, JP Morgan, wealth management and investment banking; BA, E.S.C.E – Paris, concentration in Finance and Economics

  PAULETTE TUDOR   Operations Manager - Stelac Advisory Services (Barbados) Ltd. - Barbados    26 years of experience in commercial and retail banking, account management, and operations   Former Relationship Manager, Business Banking RBC Royal Bank (Barbados) Limited; BSc Management Studies, University of the West Indies

PAULETTE TUDOR
Operations Manager - Stelac Advisory Services (Barbados) Ltd. - Barbados

26 years of experience in commercial and retail banking, account management, and operations

Former Relationship Manager, Business Banking RBC Royal Bank (Barbados) Limited; BSc Management Studies, University of the West Indies

  R. MCFALL (MAC) LAMM, JR. PHD   Chief Investment Officer    30+ years of experience in market analysis, trading, investment management, and research   Former Chief Investment Strategist, Deutsche Bank Global Investment Management Group in London/New York; Former Director of Business Research at The Pillsbury Company; Ph.D. Virginia Polytechnic Institute

R. MCFALL (MAC) LAMM, JR. PHD
Chief Investment Officer

30+ years of experience in market analysis, trading, investment management, and research

Former Chief Investment Strategist, Deutsche Bank Global Investment Management Group in London/New York; Former Director of Business Research at The Pillsbury Company; Ph.D. Virginia Polytechnic Institute

  RAMI SARAFA   Director    9 years of experience in asset and wealth management   Former Vice President, EFG-Hermes, Asset Management, Dubai; Former Account Manager, PIMCO, EMEA, London; BA, Harvard University and MBA, Harvard Business School

RAMI SARAFA
Director

9 years of experience in asset and wealth management

Former Vice President, EFG-Hermes, Asset Management, Dubai; Former Account Manager, PIMCO, EMEA, London; BA, Harvard University and MBA, Harvard Business School

  RICARDO HELLMUND   Director    15 years of financial industry experience in wealth management, private equity and financial services   Has served on multiple Board of Directors for private companies and philanthropic organizations  Former Senior Vice President at UBS, JPMorgan Private Bank; Former Managing Director at TIS Ventures. BA Economics, Boston College; MBA, Insead, France & Singapore

RICARDO HELLMUND
Director

15 years of financial industry experience in wealth management, private equity and financial services

Has served on multiple Board of Directors for private companies and philanthropic organizations

Former Senior Vice President at UBS, JPMorgan Private Bank; Former Managing Director at TIS Ventures. BA Economics, Boston College; MBA, Insead, France & Singapore

  TEISHA SMALL   Operations Officer - Stelac Advisory Services (Barbados) Ltd. - Barbados   10 years of experience in banking, Anti-money Laundering, financial operations  Former Accounts Administrator, JFI Global Purchasing Ltd.; Processing Assistant RBC Royal Bank (Barbados) Ltd.; Msc. Business Management (Finance), Edinburgh Napier University; BSc. Management Studies, University of the West Indies

TEISHA SMALL
Operations Officer - Stelac Advisory Services (Barbados) Ltd. - Barbados

10 years of experience in banking, Anti-money Laundering, financial operations

Former Accounts Administrator, JFI Global Purchasing Ltd.; Processing Assistant RBC Royal Bank (Barbados) Ltd.; Msc. Business Management (Finance), Edinburgh Napier University; BSc. Management Studies, University of the West Indies

  VINCENT BAUDELOT, CFA   Head of Research    11 years of experience in industry research, quantitative analysis, manager selection and portfolio construction   Former Head of Quantitative Research and Portfolio Manager in Alternative Investments, UBP Asset Management New York; Former Hedge Fund Research Analyst, Societe Generale New York; Master’s in Finance, Science and Engineering, Mines ParisTech

VINCENT BAUDELOT, CFA
Head of Research

11 years of experience in industry research, quantitative analysis, manager selection and portfolio construction

Former Head of Quantitative Research and Portfolio Manager in Alternative Investments, UBP Asset Management New York; Former Hedge Fund Research Analyst, Societe Generale New York; Master’s in Finance, Science and Engineering, Mines ParisTech