Our Team Meet our expert financial advisorsExecutive Board Michael Cross Chairman of the Board of Directors Gavin Jacobs Chief Executive Officer Steven Gillespie Chief Operating Officer Jonathan Haskell Senior Partner & Wealth Manager Marc Cardoso Regional Director Kimberly Robinson Chief Compliance Officer Dr. Luigi Wewege Non-Executive Director Idaliz Guiraud General Counsel Wealth Managers & Associates Juan Flors Principal Excutive & Wealth Manager David Clark Senior Associate Edwin Huysing Senior Wealth Manager Jonathon O'Connor Senior Wealth Manager Sebastian Schuster Wealth Manager Ariadny Grajales Associate Alastair Lord Senior Associate Vicente Rodríguez Wealth Manager Fredrik D. Olsen Wealth Manager Charles Brjost Associate Jenniffer Santamaría Associate Sam Broadey Wealth Manager David Esquivel Associate Business Development Team Stephen Wallace Business Development Team Leader David Cross Business Development Manager David Stevens Business Development Manager Lyndon Farr Business Development Manager Support Staff Simon Evans Group Operations Manager Margaret-Ann Logan Client Servicing Manager Valeria Montero Client Servicing Manager Denisse Labbe Office Manager Caterina Ingrande Onboarding and Executive Assistant Laura Mosquera Office and Operations (Back Office) Administrator
