OUR TEAM

ALAN WELTMAN BUCH Director8 years of experience in investment banking and wealth managementFormer 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
Director

12 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 Vice President3 years of experience in market analysis and asset managementFormer 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, CFA
Vice President

9 years of experience in market analysis and asset management.

Former account executive at Solfin Valores and Trading Desk

Trainee at Santander Asset Management.

BS in Banking and Finance, Universidad Metropolitana.

Master in Finance, IE Business School.

ALBERTO VILLA RAMON Director7 years of experience in market analysis and asset managementRegistered 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
Director

9 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

ALEJANDRO VITALE
Analyst

4 years of experience in banking and private wealth management.

BBA in Finance, Florida International University.

ANTONIO PADULA Analyst1 year of experience in wealth managementBA in Marketing and Public Relations, University of Navarra

ANTONIO PADULA
Analyst

3 year of experience in wealth management

BA in Marketing and Public Relations, University of Navarra

CARLOS A. MACHADO Director17 years of experience in Private Wealth ManagementFormer Investment Advisor at BigSur Partners; Former Director, Standard Chartered Bank, Latin America Private Wealth Management; Former Vice President at Deutsche Bank (Sui…

CARLOS A. MACHADO
Director

19 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 CEO30+ years of experience in market analysis, investment banking and wealth managementFormer Managing Director, Deutsche Bank, Latin America Private Wealth Management CEO; MSA, Boston University

CARLOS E. PADULA
Managing Partner and Chief Executive Officer

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 Associate2 year of experience in private wealth managementBS Entrepreneurship, Marymount Manhattan College

CARLOS THERY
Associate

7 years of experience in private wealth management.

BS Entrepreneurship, Marymount Manhattan College.

CLARISSA M. PADULA DE POSADA COO13 years of experience in family office servicesBA, Wellesley College; MBA, Columbia University

CLARISSA M. PADULA DE POSADA
Chief Operations Officer

14 years of experience in family office services

BA, Wellesley College; MBA, Columbia University

DIEGO HINESTROSA Director8 Years of experience in Wealth Management and Private Equity financing.Former Private Wealth Advisor at Goldman Sachs with the Investment Managing Division, managing Ultra High Net Worth clients for the Mexican and Andean R…

DIEGO HINESTROSA
Director

10 Years of experience in Wealth Management and Private Equity financing

Former Private Wealth Advisor at Goldman Sachs with the Investment Managing Division, managing Ultra High Net Worth clients for the Mexican and Andean Region desk. Former Corporate Lawyer specialized in Banking and Real Estate

MBA, from Emory University in Atlanta, Georgia, with a concentration in Finance and Real Estate

FERNANDO PARDO Director10 years as Independent Financial Advisor; 5 years at UBS AG Private Bank;6 years at Deutsche Bank Private Bank;3 years at Bankers TrustBA, Excelsior College, Albany, NY

FERNANDO PARDO
Director

12 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 Managing Director - Head of Research20 years of experience in Wealth Management and Equity ResearchFormer 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
Managing Director

25 years of experience in equity and industry research, manager selection and portfolio construction.

Former Head of Offshore Mutual Funds and Alternative

Investments, UBS AG New York.

BSc Economics, UCAB; Master’s in Finance, Brandeis University.

GONZALO DIVAR
Analyst

8 years of experience in endowment fund management and private wealth management.

BA Law, Complutense University Madrid.

EMBA, IESE Business School.

KARLA CERVONI Managing Director21 years of experience in private wealth managementFormer Director, Deutsche Bank, Latin America Private Wealth Management; Former Vice President at JPMorgan Private Bank, New York; BA, Harvard University

KARLA CERVONI
Managing Director

20+ 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 CCO22 years of experience in private wealth managementFormer Director, Deutsche Bank, Latin America Private Wealth Management BS Business Management, St. John's University

LINA M. ARIAS
Chief Compliance Officer

20+ years of experience in private wealth management

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

MAGGIE ANN PADULA PEDROSO Associate3 years of experience in family office services.Registered Attorney at Ilustre Colegio de Abogados de Caracas; B.LL. Universidad Metropolitana; Internationally Certified Compliance Professional (ICCP), Spanish Compliance Association (ASCOM).

MAGGIE ANN PADULA PEDROSO
Associate

5 years of experience in family office services

Registered Attorney at Ilustre Colegio de Abogados de Caracas; B.LL. Universidad Metropolitana; Internationally Certified Compliance Professional (ICCP), Spanish Compliance Association (ASCOM): Masters in Strategic Process Management, UNIR.

MAITE INCHAURRONDO
Associate

3 years experience with BOD management.

BA in Law, University of Navarra; Diploma in Economic Law, University of Navarra & IESE; Masters in Mediation, Specialized in Family Mediation, International University of La Rioja.

MARCELA ZAVALA Operations Manager, Stelac Mexico10 years of experience in family office services6 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

12 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

OSCAR ZULOAGA Analyst1 Year of experience in wealth management and corporate financeBS in International Business, Saint Louis University

OSCAR ZULOAGA
Analyst

3 years of experience in private wealth management.

BS in International Business, Saint Louis University.

R. MCFALL (MAC) LAMM, JR. PHD Chief Investment Officer30+ years of experience in market analysis, trading, investment management, and researchFormer Chief Investment Strategist, Deutsche Bank Global Investment Management Group in London/New York; Fo…

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

RICARDO HELLMUND Director16 years of financial industry experience in wealth management, private equity and financial servicesHas served on multiple Board of Directors for private companies and philanthropic organizationsFormer Senior Vice President…

RICARDO HELLMUND
Director

18 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

ROGER VELUTINI
Analyst

2 years of experience in private wealth management.

BBA in Management, University of Navarra.

SOFIA LAVALLE
Associate

4 years of experience in family office services

BA in Administration, University of Navarra; MA, Human Resource Management, Florida International University

TEISHA SMALL Operations Officer - Stelac Advisory Services (Barbados) Ltd. - Barbados10 years of experience in banking, Anti-money Laundering, financial operationsFormer 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

11 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

TOMAS ROQUE
Vice President

14 years of experience in capital markets, specializing in equity and M&A in both public and private markets.

BSc in Applied Economics from De La Salle University.

MSc in Economics and Finance from the Universidad de Navarra.

VINCENT BAUDELOT, CFA Managing Director - Head of Research13 years of experience in industry research, quantitative analysis, manager selection and portfolio constructionFormer 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
Managing Director

18 years of experience in industry research, alternative investments, quantitative analysis, manager selection and portfolio construction.

Former Head of Quantitative Research and Portfolio Manager in

Alternative Investments, UBP Asset Management New York.

Master’s in Finance, Science, and Engineering, Mines Paris ‐ PSL.

WILLIAM BOULTON
Analyst

2 years of experience in private wealth management.

BBA in Management, University of Navarra