Insigneo Financial Group
Carlos E. Bonadies, CIMA®, is a seasoned financial professional with extensive experience in managing substantial portfolios and providing tailored financial advice to high net worth individuals and corporate clients. Currently serving as Senior Vice President and Financial Advisor at Insigneo Financial Group since March 2019, Carlos oversees approximately $125 million in financial assets for Latin American clients. Prior to this role, Carlos held senior positions at Citi and Mercantil Bank, where responsibilities included managing multiple high-value asset portfolios and developing strategic banking relationships. Carlos also holds an MBA in Finance from Emory University, a BA in Economics from UCAB, and has earned the CIMA® designation from The Wharton School.
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