Our Team

Our Team

Meet our expert financial advisors

Executive Board

Michael Cross

Michael Cross

Chief Executive Officer

Gavin Jacobs

Gavin Jacobs

Chief Operations Officer

Steven Gillespie

Chief Operating Officer

jonathan haskell

Jonathan Haskell

Senior Partner & Wealth Manager

Kimberly Robinson

Chief Compliance Officer

Luigi Wewege

Non-Executive Director

Idaliz Guiraud

General Counsel

Wealth Managers

Marc Cardoso

Regional Director

Luke Abbott

Regional Director

Juan Flors

Principal Executive

David Clark

Senior Associate

Edwin Huysing

Senior Wealth Manager

Senior Wealth Manager

Ariadny Grajales

Associate

Alastair Lord

Senior Associate

Jay Schurz

Associate

Sebastian Schuster

Wealth Manager & AFP Specialist

Wealth Manager

James Coughlan

Wealth Manager

Maggie Ortega

Wealth Manager

Jonathan Darden

Wealth Manager

Business Development Team

David Cross

Business Development Team Leader

valeria-montero
Valeria Montero

Business Development Manager

fredrick-olsen
Fredrik D. Olsen

Business Development Manager

stephen-wallace
Stephen Wallace

Business Development Manager

oscar-guevara
Oscar Guevara

Business Development Manager

Sebastián Lara

Business Development Manager

Support Staff

Simon Evans

Group Operations Manager

Margaret-Ann Logan

Client Servicing Manager

Dayana López

Operational Coordinator

Denisse Labbe

Office Manager

Vielka Rodríguez
Vielka Ramírez

Compliance Officer

Mitzu Serrano

Office and Operations (Back Office) Administrator

Caterina Ingrande

Client Servicing