Insigneo Attracts Founding Member of $6 Billion Raymond James Team

Insigneo, a leading international wealth management firm, welcomes The Americas Financial Group, a newly formed team led by José Cabrera Sr., alongside José Cabrera Jr. and Kristina Cabrera. The launch of their independent venture under Insigneo’s platform marks a key move in the international wealth management landscape, following their recent separation from The Americas Group of Raymond James.

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The Americas Financial Group at Insigneo. From left to right: José Cabrera Jr., José Cabrera Sr. and Kristina Cabrera.

With more than 30 years of experience advising ultra-high-net-worth individuals and institutions across the English-speaking Caribbean region, the team has built a legacy of trust, integrity, and deep client relationships. Prior to Raymond James, the trio built their careers at other industry-leading firms such as Smith Barney and Morgan Stanley.

“This move represents both a continuation and a transformation of our legacy,” said José Cabrera Sr., new Managing Director and Founder of The Americas Financial Group at Insigneo. “We are excited to embark on this new chapter and look forward to deepening our client relationships through Insigneo’s global capabilities and comprehensive platform”, added José Cabrera Jr., now Executive Director at Insigneo.

They will leverage Insigneo’s robust infrastructure and its custodial relationships with BNY Pershing and Goldman Sachs to expand their reach and continue delivering even more comprehensive wealth management solutions to their clients. The firm’s open-architecture model offers access to a wide range of products and services tailored for high-net-worth individuals and institutions alike.

“We are very excited to welcome The Americas Financial Group team,” said José Salazar, Market Head at Insigneo. “They bring deep experience, regional expertise, and strong client relationships that align perfectly with our culture and long-term growth strategy. Their addition reinforces our commitment to expanding and strengthening our presence across key international markets.”

The new venture cements Insigneo’s position as market leader in attracting top-tier, well established wealth management teams seeking a sophisticated platform with true global reach. The move also reflects the firm’s continued momentum in expanding its presence across high-potential markets throughout the Americas.

About Insigneo

Insigneo is a leading international wealth management firm providing services and technologies that empower investment professionals to successfully serve their clients globally. Insigneo leverages its customized solutions, client-first service, and custodial relationship with BNY Mellon’s Pershing to provide a fully integrated, best-in-class wealth platform. With over $30 billion* in supported customer assets, Insigneo empowers more than 300 investment professionals and 68 institutional firms serving over 32,000 clients. For more information, visit www.insigneo.com

(*as of Q4 2025)

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“This move represents both a continuation and a transformation of our legacy,” said José Cabrera Sr., new Managing Director and Founder of The Americas Financial Group at Insigneo.