Miami, Florida, United States
I am a Private Banking and Investment Advisor with over 30 years of experience advising high-net-worth individuals and families on wealth preservation, portfolio strategy, and long-term financial planning. As a Director at EFG Capital International Corp., I work closely with clients to design personalized investment strategies aligned with their financial goals, risk profiles, and family objectives. My approach is built on trust, discretion, and long-term relationships. I believe successful wealth management goes beyond performance — it requires clarity, discipline, and a deep understanding of each client’s priorities. I work primarily with families and entrepreneurs seeking thoughtful, customized investment guidance and a long-term advisory relationship.
• Advise high-net-worth individuals and families on diversified portfolio construction aligned with long-term financial objectives • Support capital preservation, income generation, and sustainable wealth growth across market cycles • Build long-term, trust-based client relationships through bespoke investment strategies and personalized advisory.