Santiago Ulloa

Founder & Managing Partner at WE Family Offices

Santiago Ulloa has a diverse and extensive work experience. Santiago started their career in 1995 at BBVA Private Banking Latin America, where they served as the SVP and Director. In this role, they managed investments and worked with client families, while also being responsible for a team of advisors across 12 countries.

In 2000, Ulloa went on to found TBK Investments Inc., where they served as the CEO and Founder until 2007. During this time, they established and led the company, presumably in the field of investments.

From 2007 to 2012, Ulloa served as President of GenSpring Family Offices. In this position, they presumably had a leadership role in managing the affairs of the family office.

In 2013, Ulloa founded WE Family Offices and became the Founder & Managing Partner. Santiago has been involved with the company since its inception and is responsible for managing its operations and partnerships.

In 2017, Ulloa became an Official Member of the Forbes Financial Council. Santiago'smembership lasted until 2018.

Overall, Santiago Ulloa has showcased their expertise in the financial industry by holding various leadership roles in prestigious organizations, founding their own investment company, and actively participating in industry associations.

Santiago Ulloa has an extensive education background. In 1985, they began their studies at the Universidad Complutense de Madrid, where they completed their Bachelor of Science (BS) degree in International Economy in 1990. Following this, in 2004, Santiago enrolled in the IESE Business School where they pursued an Executive MBA-AMP degree with a focus on Economics. Additionally, Santiago has obtained a certification in Series 65, Uniform Investment Adviser, from the NASD.

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Timeline

  • Founder & Managing Partner

    January, 2013 - present