Articles from Insigneo

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.

Strategic acquisition of over $4 billion in client assets and key advisor teams bolsters Insigneo's position as the leading independent wealth management platform for Latin America

Insigneo, a leading global wealth management firm, has officially launched Alia 2.0, a next-generation technology platform designed to streamline and modernize the way investment professionals manage their practices. This proprietary solution brings together important elements of the advisor workflow into one cohesive digital environment, empowering users with greater clarity, control, and efficiency.

Insigneo, a leading wealth management firm, announces the appointment of Mayobanex Martinez as Senior Relationship Manager. He will be based in Houston, joining the Client Experience team and reporting to Alberto Lopez, Head of Relationship Management. In this role, he will support Investment Professionals across Texas and other markets in the Northern Cone.

Insigneo, a leading global wealth management firm, is pleased to announce the appointment of Paul Caulfield as Chief Compliance Officer (CCO). In this strategic role, he will oversee the firm’s global compliance, AML, and risk management efforts, ensuring continued adherence to the highest standards of integrity and regulatory excellence. Paul will report directly to Javier Rivero, President & COO of Insigneo, and will be based at the company’s Miami headquarters.

Insigneo, a leading international wealth management firm, is thrilled to announce that Hector E. Silen has joined its expanding network. This strategic addition is part of the company’s effort to enhance its presence, spearheaded by Insigneo’s New York Market Head.

Insigneo, a leading international wealth management firm, is thrilled to announce that René E. Faría has joined its expanding network. This strategic addition is part of the company’s effort to enhance its presence, spearheaded by Insigneo’s New York Market Head.

Insigneo, a leading financial services firm, has announced the addition of Virginia Lopez as Platform Capabilities Manager within its Investment Solutions Group. Lopez will be based in Montevideo, where she will oversee the enhancement and adoption of the firm's platform offerings and work closely with investment professionals across all regions to deliver tailored solutions for their clients. In her new role, she will report to Mirko Joldzic, Insigneo’s Head of Investment Solutions.

Insigneo, a prominent name in wealth management, announces the addition of Esteban Diaz as Senior Vice President to its expanding network. Diaz joins Insigneo under the guidance of Chile Market Head Jose Luis Carreño, further strengthening the firm’s commitment to serving high-net-worth clients in Latin America.

Insigneo, a leading global wealth management firm in the financial services industry, is excited to welcome Jeannie P. Adams to its distinguished network of financial advisors. This key addition comes through a joint effort by Insigneo’s Market Heads in New York and Miami.

Insigneo, a dynamic global wealth management firm, is pleased to announce the relocation of its Uruguay office to Zonamerica, Ruta 8 km 17.500 Edificio Beta 4 Of. 001A. It officially opened its doors on April 18th, 2024. This expansion not only provides ample space but also consolidates the Insigneo team in one unified workspace.

Insigneo, a dynamic global wealth management firm, is delighted to unveil the opening of its flagship office in Houston, Texas. This occasion marks a significant milestone for Insigneo as it materializes its presence in Texas.

Insigneo, a dynamic global wealth management firm, is thrilled to share the exciting news of its New York City office's relocation to the vibrant 410 Park Avenue, Suite 420, nestled in the heart of the Plaza district. This move symbolizes Insigneo's dedication to growth and underscores its commitment to fostering a cutting-edge work environment that energizes and inspires its valued team.

Insigneo, a global leader in wealth management services, proudly welcomes financial advisors Patricia Holder and Nicole Spirgatis, along with Renato Izaguirre as a Client Associate, to its network. Together, they form Phoenix Private Client Group, a testament to unwavering client service and dedication.

Insigneo, a leading global wealth management firm, is pleased to announce the appointment of Michael Averett as Chief Revenue Officer (CRO). This newly created role, based in Miami, will be reporting to Javier Rivero, President & COO of Insigneo. As CRO, Mr. Averett will be overseeing the firm's revenue-generating facets and actively driving the company’s organic growth strategy.

Insigneo, a leading international wealth management firm, is pleased to announce the addition of Aventura Private Wealth LLC, and its founder Shmuel Maya, to their platform of global financial advisors.

Insigneo, a prominent global wealth management firm, has successfully completed the acquisition of the Latin American consumer brokerage and advisory accounts of PNC Investments, PNC Managed Account Solutions, and PNC Bank. This strategic move, initially announced on August 22, 2023, represents an important milestone for Insigneo, as it expands its Mexican client base as well as its geographic footprint by establishing new offices in Texas.

Insigneo, the Miami-based wealth management firm, is pleased to announce the appointment of Verónica López-López as Managing Director. Before joining Insigneo, Ms. López-López served as Executive Director at Morgan Stanley for 14 years, where she cultivated her expertise in wealth management and client relationship building.

Insigneo, a leading wealth management firm, is thrilled to announce the latest addition to its team, Evelyn Benbrahim, who brings over a decade of experience from Morgan Stanley. Benbrahim's appointment comes as part of Insigneo's strategic efforts to expand its presence in the New York and Northeast markets, building on the recent appointment of Alfredo J. Maldonado to lead its expansion in New York City.

Insigneo, a leading player in the financial services industry, is thrilled to announce the addition of Carlos Mejia to its executive team as the new Head of Mergers and Acquisitions (M&A). Carlos will report directly to Raul Henriquez, bringing with him a wealth of experience and expertise that will be instrumental in shaping Insigneo's inorganic growth strategy.

Insigneo, a leading global wealth management firm, is pleased to announce that Insigneo Securities, LLC and Insigneo Advisory Services, LLC have entered into a definitive agreement to acquire the Latin American consumer brokerage and investment accounts of PNC Investments, PNC Managed Account Solutions, and PNC Bank. PNC will retain the deposit and loan accounts of customers with brokerage assets and assets under management moving to Insigneo and will continue to support the U.S. banking needs of their international clients. This strategic move represents a significant milestone for Insigneo as it further solidifies its position as a leader in the independent wealth management industry.

Insigneo, a leading international wealth management firm, is thrilled to announce the addition of Eric Serfaty as Senior Vice President to its New York office. With a diverse background and an impressive track record, Eric's expertise further bolsters Insigneo's commitment to delivering exceptional financial solutions to its global clientele.

Insigneo, a leading financial services firm, is delighted to announce the opening of its new office in Coral Gables, reaffirming its commitment to serving the needs of its growing community of Investment Professionals in South Florida.

Insigneo, a leading global wealth management firm, is delighted to announce the appointment of Alfredo Maldonado as Managing Director and Market Head for New York and the US Northeast Region. Mr. Maldonado will be based at Insigneo’s expanding office located on Madison Avenue and 41st Street reporting to Rodolfo Castilla, Insigneo’s Head of Sales.

Insigneo, a leading international wealth management firm, today announced the affiliation of Ximena Guevara and Carolina Thompson, along with their Client Associate, Fernando Perez Castillo. The 20-year industry veterans, who both join Insigneo as Senior Vice President, together have over $120M in assets under management, producing close to $1M in annual revenues. The team will be based at the firm’s Miami headquarters.

Insigneo, a leading international wealth management firm, today announced the appointment of Homar Mauras as Market Head for the Andean Region, Central America and the Caribbean. He will be based at the firm’s Puerto Rico office.

Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, announced today that it is welcoming Peter Isern as a Senior Vice President in Miami.

Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, has appointed a new Head of Investment Products, Mirko Joldzic, who joined the firm today, based in the firm’s Miami Headquarter reporting to Javier Rivero, Insigneo’s president & COO.

Insigneo, the rapidly growing Miami-based Independent broker-dealer and Registered Independent Advisory (RIA) firm, has officially incorporated Mariano Scandizzo, the Head of Insigneo Advisory Services, into its Investment Committee.

Insigneo, the rapidly growing Miami-based Independent broker-dealer and Registered Independent Advisory (RIA) firm, has opened its doors at their new office location in Madison Ave, NYC. Following their strong advisors recruitment effort in 2021, this milestone comes as part of their strategic support strategy for financial advisors leaving the traditional setting of large wirehouses and starting their own practice with an independent firm.

Insigneo, the fast-growing Miami-based Independent broker-dealer and Registered Independent Advisory (RIA) firm, welcomes Ignacio Barcena and his assistant Liliana Borrero, from Wells Fargo Advisors in Miami. Together, this powerful team has over four decades of working experience in the financial services industry.

Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, has incorporated new top talent as three Advisors from Amerant Bank join the firm’s independent network based in Miami. The Advisors are Vicent Costa, Ciro Vasquez, and Juan Zenck, who came together to form a team at Insigneo.

Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, has incorporated new top talent as Debra Tyler joins DM Wealth Management, already a part of the firm’s independent network based in Miami. Debra joins Financial Advisors Zoraida Diaz and Cristina Mendez, founders of DM Wealth Management. Each of the three women holds the position of Managing Director with DM Wealth Management.

Insigneo, the Miami-based Broker-Dealer and Registered Investment Advisory firm, has officially appointed Miguel Reyes as its new Head of Marketing and Branding. Miguel, who has until now served as the Head of Investment Products, will now be responsible for leading the global firm’s marketing and branding strategy, communications, and innovation initiatives. He will also be joining the firm’s Executive Management Committee.

Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, has incorporated new top talent as a leading financial advisor has joined the firm's independent network based in Miami. Roberto R. Pena will join the well-established team Tenet Global Advisors and its many financial advisors who are already part of Insigneo's network.

Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, has incorporated new top talent as a team of leading financial advisors has joined the firm’s independent network after time at various financial firms. Father and son team, Jeffrey B. Kline Sr. and Jeffrey B. Kline II, from Wells Fargo—along with the addition of Juan A. González from Kovack International—have joined to create The Bay Wealth Group at Insigneo.

Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm has incorporated new top talent from Merrill Lynch as Financial Advisor Jorge Sonville has joined the firm’s independent network based in Miami as Managing Director.

Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, has promoted former Chief Investment Strategist, Ahmed Riesgo, to become the firm’s newest Chief Investment Officer in recognition of his significant contributions to the firm.

Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, has incorporated a new team of leading financial advisors who formed Green Grove Wealth Management. This unique, four-woman group represents decades of dynamic international financial experience serving high net worth clients and is comprised of financial advisors Isadora Del Llano, Yzana Oestreicher, Maria Elena Garcia, and Nilia Gasson.

Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, has incorporated new top talent from Lafise Securities, as two leading financial advisors have joined the firm’s independent network based in Miami. Financial advisor husband and wife duo Sebastian Colaroff and Veronika Stipanic have joined Insigneo as Vice Presidents, adding to the growing list of financial advisors that have joined the company in the past few months. Together, they manage a total of $120M in Argentina, Uruguay, and Chile.

Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, has incorporated new top talent from Lafise Securities, as two leading financial advisors have joined the firm’s independent network based in Miami. Financial advisor husband and wife duo Sebastian Colaroff and Veronika Stipanik have joined Insigneo as Vice Presidents, adding to the growing list of financial advisors that have joined the company in the past few months. Together, they manage a total of $120M in Argentina, Uruguay, and Chile.

Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, has incorporated new top talent from HSBC, as a leading financial advisor has joined the firm’s independent network based in Miami. Nelson O. Vallin has joined Insigneo as Senior Vice President and Investment Consultant, adding to the growing list of financial advisors that have joined the company in the past few months. He manages $212M in all Latin America but mostly in Argentina, Mexico, Uruguay, Venezuela, and Brazil.

Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, has incorporated new top talent from HSBC. Carlos Carreño has joined as Global AML Officer, a newly designed role in the organization, focused on enhancing Insigneo’s AML procedures. In that capacity, he will be leading the existing AML team and will be reporting directly to George “Tres” Arnett, General Counsel.

Insigneo, the leading Independent Broker-Dealer and Registered Investment Advisory Firm specializing in serving investment professionals with an international clientele, announced the opening of a new office located in midtown Manhattan. Insigneo’s New York office, which will cater to the extensive international Private Banker, RIA and Financial Advisor community in NYC, immediately becomes a top alternative for professionals from traditional and domestically focused wealth management firms, considering an independent model.

Industry veteran Vikas Saxena, will be joining Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, as the company’s new Head of Technology and Innovation. In this role, he will report to Javier Rivero, Insigneo’s Chief Operating Officer. This key position has overall responsibility for Insigneo’s existing and future technology ecosystem, at a time when the company is growing rapidly and continues to execute on its vision of being the first tech-enabled US wealth management platform designed to service the needs of independent advisors and their clients globally. In his new role Vikas will also lead the firm’s innovation committee.