Our Team

Joined the industry in 1980 at Merrill Lynch International Private Client Wealth Services, where he worked in New York and was trained in London on investment management principles.
Transferred to Panama in 1981 where he served High Net Worth Individuals, Ultra High Net Worth Individuals and Financial Institutions until November 2013 when Merrill Lynch International was acquired.
Ranked consistently among the most successful advisors in Merrill Lynch International Wealth Management.
Was invited to the Barron’s Roundtable for International Advisors.
Co-founded Everest Capital Partners in November 2013.

Graduated from The University of Miami with a Bachelor’s Degree in Business Administration in 2003.
Joined the industry in 2004 at Merrill Lynch International Private Client Wealth Services,

where he worked in Miami serving High Net Worth Individuals, Ultra High Net Worth Individuals and Financial Institutions.

Transferred to Panama in 2005 where he continued serving High Net Worth Individuals, Ultra High Net Worth Individuals and Financial Institutions until November 2013 when Merrill Lynch International was acquired.
Acquired his CIMA designation in November 2008.
Co-founded Everest Capital Partners in November 2013.

Graduated from The University of Pennsylvania with a Bachelor of Arts & Sciences Degree in 2010.
Joined the industry in 2010 at Merrill Lynch International Private Client Wealth Services, where he worked in Miami serving High Net Worth Individuals, Ultra High Net Worth Individuals and Financial Institutions.
Joined the Miami Office Sales Management team in 2011 as a product specialist partnering with financial advisors on product inquiries, financial planning, advisor training, investment ideas and credit solutions.
Transferred to Panama in 2012 where he continued serving Private Clients until November 2013 when Merrill Lynch International was acquired.
Joined Everest Capital Partners in November 2013.
Acquired his CIMA designation in November 2015.

Graduated from the HEC Faculty of the University of Lausanne, Lausanne, Switzerland with a degree in Business and Economics with a major in Finance in 1993.
Joined the industry in 1993 at Merrill Lynch Private Bank where he received training in Geneva, Switzerland from 1993 to 1995.
International Financial Advisor at Merrill Lynch International, Geneva, Switzerland acquiring, developing and servicing High Net Worth individuals in Spain, Portugal and Latin America from 1995 to 1999.
Joined ABN AMRO Bank, Geneva, Switzerland where he was a Private Banker servicing High Net Worth individuals in the Iberian Peninsula from 1999 to 2000.
Rejoined Merrill Lynch International as an International Financial Advisor in Panama, Rep. of Panama and Caracas, Venezuela acquiring, developing and servicing High Net Worth individuals in Latin America from 2000 to 2001.
Transferred to Merrill Lynch International, Miami as a Senior Vice President, where he acquired, developed and serviced Ultra High Net Worth individuals in Spain and Latin America from 2001 to 2014.
Joined Everest Capital Partners in December 2014.

Received his Master of Science in Professional Management (MSPM) and Master of Business Administration (MBA) from the University of Miami in 2011 and 2012 respectively.
Joined Banco Continental de Panama in 2005 as a Commercial Banking officer.
Joined Mundial Asset Management in 2009, leading the Corporate Finance and Credit Analysis department, participating and structuring deals for both public and private companies.
After Mundial Asset Management merged with Prival Securities, worked as a Financial Advisor.
Co-founded Blue Stone Advisory Group in 2012, providing financial services to High Net Worth Individuals, Families and Companies.
Joined Everest Capital Partners in August 2015.

Graduated from Texas A & M University with a Bachelor’s Degree in Electrical Engineering in 1991.
MBA Master in Business Administration from Nova Southeastern University.
Joined the industry in 2000 at Bank of Boston NA, where he implemented and established the Private Banking business for the institution providing wealth management services to Corporate, Financial Institutions and Private Client.
Worked for Merrill Lynch International Private Client Wealth Services for High Net Worth Individuals, Ultra High Net Worth Individual and Financial Institutions.
Joined Everest Capital Partners in July 2015.

Graduated from Fairfield University with a Bachelor’s Degree in Finance in 2008.
Joined the industry as part of the Investment Advisory Group of HSBC Private Bank Panama. Worked hand in hand with financial advisors assisting them with investment products, client proposals and financial planning in 2008.
Joined Banco General Private Bank as a client relationship manager serving High Net Worth Individuals in 2010.
Joined Everest Capital Partners in January 2015.

Graduated from the Universidad Santa Maria La Antigua with a Bachelor's in Accounting and Finance.
Joined Price Waterhouse Coopers as Senior Auditor from 2005 to 2009.
Worked in Telefonica Panama audit department from 2009 to 2011.
In 2012 he worked in Bacardi as a Financial Analist.
Joined Everest Capital Partners in November 2013.