George L. Perez

Founding Principal

Gui Socarras

Founding Principal

Krysta Dos Santos

Head, Financial Planning

Claire Rogan

CFO

Jennifer Tamayo

Chief Compliance Officer

Amanda Garcia

Client Service Manager

Janette Rodriguez

Senior Associate

Yira Estevez

Senior Associate

Eduardo J. Borberg Mendoza

Advisor

Zulay Labra

COO