VectorGlobal WMG
Gonzalo Felipe Roman M. has extensive experience in the financial sector, currently serving as Operador Valores at VectorGlobal WMG since October 2016 and as a Co-Founder of OPTIFIN since July 2016. Previous roles include Co-Founder of Reditum Market Data from May 2014 to April 2017, a position in Finanzas Corporativas at Holdun Partners Casa de Valores from April 2012 to June 2016, and Vice President of Finanzas Corporativas at Analytica from May 2002 to January 2012. Gonzalo holds an MBA from UDLA Ecuador, completed an Intensive Summer Seminar on Herramienas Gerenciales at Harvard University, and has received various certifications in corporate governance and advanced finance from institutions such as INCAE Business School, CAF, and Tecnológico de Monterrey.
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VectorGlobal WMG
VectorGlobal WMG (Wealth Management Group) is a Broker-Dealer registered with the Securities and Exchange Commission (SEC), member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). We are part of Vector Financial Group, an organization with more than 500 employees servicing 15,000 clients in North, Central and South America. As a group we advice and manage assets equivalent to US $5 billion. With offices in Miami, New York and Houston, our goal is to provide personalized investment management services to clients that are looking for objective and impartial advice. Our commitment is to work in building our client’s financial projects, and to offer practical solutions to their financial needs, all of this with an open architecture model and the support of well known international custodian firms.