OUR TEAM
ALAN WELTMAN BUCH
Managing 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, CFA
Director & Deputy Head of Research
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
President & Managing Partner
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
ANTONIO PADULA
Analyst
3 year of experience in wealth management
BA in Marketing and Public Relations, University of Navarra
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 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
Senior Vice President & Head of Data and System Integration
7 years of experience in private wealth management.
BS Entrepreneurship, Marymount Manhattan College.
CLARISSA M. PADULA DE POSADA
Partner & Chief Operations Officer
14 years of experience in family office services
BA, Wellesley College; MBA, Columbia University
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
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
GONZALO DIVAR
Associate
8 years of experience in endowment fund management and private wealth management.
BA Law, Complutense University Madrid.
EMBA, IESE Business School.
KARLA CERVONI
Partner & 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
Chief Compliance Officer & Managing Director
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
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, International University of La Rioja.
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 Mexico & Director
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
Associate
3 years of experience in private wealth management.
BS in International Business, Saint Louis University.
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
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
Vice President
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. - 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
Partner & 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