WE Family Offices
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WE Family Offices Employees
Employee
Years
Job
Industry
Michael Zeuner Michael Zeuner's WE Family Offices Experience April 2013 - Present
Job Managing Partner at WE Family Offices
Industry Financial Services
Experience
WE Family Offices April 2013 - Present
GenSpring Family Offices November 2005 - October 2012
JPMorgan Chase November 1995 - June 2005
Booz Allen Hamilton November 1992 - October 1995
Skills
Wealth Management, Family Wealth Advisory, Strategic Planning, Executive Management, Wealth Management..., Family Office, Leadership, Marketing Strategy, Strategy, Wealth, Integrated Planning
Education
University of Chicago 1988 — 1990
Master of Business Administration (MBA), Finance, General
Brandeis University 1982 — 1986
Bachelor's degree, Sociology
WE Family Offices April 2013 - Present
GenSpring Family Offices November 2005 - October 2012
JPMorgan Chase November 1995 - June 2005
Booz Allen Hamilton November 1992 - October 1995
Skills
Wealth Management, Family Wealth Advisory, Strategic Planning, Executive Management, Wealth Management..., Family Office, Leadership, Marketing Strategy, Strategy, Wealth, Integrated Planning
Education
University of Chicago 1988 — 1990
Master of Business Administration (MBA), Finance, General
Brandeis University 1982 — 1986
Bachelor's degree, Sociology
Tyler Claus Tyler Claus's WE Family Offices Experience June 2015 - Present
Job Realtor Associate at American Marketing and Management Inc.
Industry Financial Services
Experience
WE Family Offices June 2015 - Present
Costa Sunglasses January 2015 - Present
American Marketing and Management Inc. April 2015 - Present
Rockstar Energy Drink August 2014 - Present
Coldwell Banker August 2013 - January 2015
Qualifier Properties June 2014 - August 2014
The Landmark Companies June 2013 - August 2013
Skills
Sales, Entrepreneurship, Entertainment, Customer Service, Problem Solving, Preparation, Leadership, Microsoft Excel, Social Media, Social Networking, Email Marketing, Microsoft Office, Microsoft Word, Marketing, Public Speaking, Teamwork, Negotiation, Event Planning, Research, Public Relations, PowerPoint, Real Estate
Education
University of Miami 2012 — 2016
Bachelor of Busines Administration, Finance
Gulliver Preparatory 2008 — 2012
WE Family Offices June 2015 - Present
Costa Sunglasses January 2015 - Present
American Marketing and Management Inc. April 2015 - Present
Rockstar Energy Drink August 2014 - Present
Coldwell Banker August 2013 - January 2015
Qualifier Properties June 2014 - August 2014
The Landmark Companies June 2013 - August 2013
Skills
Sales, Entrepreneurship, Entertainment, Customer Service, Problem Solving, Preparation, Leadership, Microsoft Excel, Social Media, Social Networking, Email Marketing, Microsoft Office, Microsoft Word, Marketing, Public Speaking, Teamwork, Negotiation, Event Planning, Research, Public Relations, PowerPoint, Real Estate
Education
University of Miami 2012 — 2016
Bachelor of Busines Administration, Finance
Gulliver Preparatory 2008 — 2012
Julie Neitzel Julie Neitzel's WE Family Offices Experience 2013 - Present
Job Partner at WE Family Offices
Industry Financial Services
Experience
WE Family Offices 2013 - Present
GenSpring Family Offices LLC December 2007 - December 2012
GenSpring Family Offices LLC March 2003 - December 2012
Trivest Partners 2000 - 2002
PLC Investments, Inc. 1996 - 2000
Citi 1994 - 1996
Chase 1986 - 1994
Skills
Alternative Investments, Wealth Management, Family Office, Fund Of Funds, Hedge Funds, High Net Worth..., Investment Management, Asset Managment, Asset Allocation, Portfolio Management, Wealth Management..., Private Banking, Investment Advisory, Private Equity, Investment Strategies, Valuation, Fixed Income, Bonds, Investments, Strategic Financial..., Equities, Mutual Funds, Wealth, Financial Markets, Venture Capital, Trading, Investment Banking, Securities, Estate Planning, Asset Management, Series 7, Due Diligence, Financial Advisory, Derivatives, Finance, Capital Markets, Bloomberg, Financial Services, Funding, Series 63, Corporate Finance, Options, Financial Modeling, Equity Research, Investor Relations, Retirement Planning, Trust Services
Education
Thunderbird School of Global Management
MBA, Finance
WE Family Offices 2013 - Present
GenSpring Family Offices LLC December 2007 - December 2012
GenSpring Family Offices LLC March 2003 - December 2012
Trivest Partners 2000 - 2002
PLC Investments, Inc. 1996 - 2000
Citi 1994 - 1996
Chase 1986 - 1994
Skills
Alternative Investments, Wealth Management, Family Office, Fund Of Funds, Hedge Funds, High Net Worth..., Investment Management, Asset Managment, Asset Allocation, Portfolio Management, Wealth Management..., Private Banking, Investment Advisory, Private Equity, Investment Strategies, Valuation, Fixed Income, Bonds, Investments, Strategic Financial..., Equities, Mutual Funds, Wealth, Financial Markets, Venture Capital, Trading, Investment Banking, Securities, Estate Planning, Asset Management, Series 7, Due Diligence, Financial Advisory, Derivatives, Finance, Capital Markets, Bloomberg, Financial Services, Funding, Series 63, Corporate Finance, Options, Financial Modeling, Equity Research, Investor Relations, Retirement Planning, Trust Services
Education
Thunderbird School of Global Management
MBA, Finance
Victoria Denti Victoria Denti's WE Family Offices Experience June 2014 - July 2014
Job Finance Student at the George Washington University School of Business
Industry Financial Services
Experience
HSBC June 2015 - August 2015
WE Family Offices June 2014 - July 2014
Lemonade Day January 2013 - April 2013
Greater New York Chamber of Commerce May 2012 - June 2012
Skills
Microsoft Excel, Microsoft Office, Finance, Auditing, Wealth Management..., French, Financial Statement..., Quantitative Analytics, Qualitative Research
Education
The George Washington University - School of Business 2012 — 2016
Bachelor’s Degree, Finance, Senior
Accademia Italiana - Arte Moda & Design 2015 — 2015
Study Abroad
Blind Brook High School 2009 — 2012
High School
HSBC June 2015 - August 2015
WE Family Offices June 2014 - July 2014
Lemonade Day January 2013 - April 2013
Greater New York Chamber of Commerce May 2012 - June 2012
Skills
Microsoft Excel, Microsoft Office, Finance, Auditing, Wealth Management..., French, Financial Statement..., Quantitative Analytics, Qualitative Research
Education
The George Washington University - School of Business 2012 — 2016
Bachelor’s Degree, Finance, Senior
Accademia Italiana - Arte Moda & Design 2015 — 2015
Study Abroad
Blind Brook High School 2009 — 2012
High School
Maria Elena Lagomasino's WE Family Offices Experience March 2013 - Present
Job CEO and Managing Partner at WE Family Offices
Industry Financial Services
Experience
WE Family Offices March 2013 - Present
GenSpring Family Offices November 2005 - October 2012
JPMorgan Chase August 1983 - March 2005
Citi January 1977 - January 1983
Skills
Wealth Management, Asset Allocation, Investments, Wealth Management..., High Net Worth..., Private Banking, Portfolio Management, Finance, Wealth, Financial Services, Securities, Family Office, Risk Management, Investment Advisory, Financial Markets, Long-term Customer..., Estate Planning, Financial Advisory, Alternative Investments, Strategic Financial..., Retirement Planning
Education
Fordham University 1976 — 1978
MBA, Finance
Columbia University in the City of New York 1971 — 1973
MS, Library Science
Manhattanville College 1966 — 1970
BA, French Literature
WE Family Offices March 2013 - Present
GenSpring Family Offices November 2005 - October 2012
JPMorgan Chase August 1983 - March 2005
Citi January 1977 - January 1983
Skills
Wealth Management, Asset Allocation, Investments, Wealth Management..., High Net Worth..., Private Banking, Portfolio Management, Finance, Wealth, Financial Services, Securities, Family Office, Risk Management, Investment Advisory, Financial Markets, Long-term Customer..., Estate Planning, Financial Advisory, Alternative Investments, Strategic Financial..., Retirement Planning
Education
Fordham University 1976 — 1978
MBA, Finance
Columbia University in the City of New York 1971 — 1973
MS, Library Science
Manhattanville College 1966 — 1970
BA, French Literature
Santiago Castro Caicedo Santiago Castro Caicedo's WE Family Offices Experience February 2014 - Present
Job Gerente de Relaciones Asociado en WE Family Offices
Industry Financial Services
Experience
WE Family Offices February 2014 - Present
WE Family Offices (anteriormente GenSpring International) June 2010 - January 2014
Amalfi S.A September 2006 - June 2009
Corpración Financiera del Valle August 2002 - July 2004
Education
Florida International University 2009 — 2010
Maestría en Negocios Internacionales
Universidad de Los Andes 2004 — 2006
Maestría en Administración de Empresas - MBA
Pontificia Universidad Javeriana 1997 — 2003
Ingeniería Industrial
WE Family Offices February 2014 - Present
WE Family Offices (anteriormente GenSpring International) June 2010 - January 2014
Amalfi S.A September 2006 - June 2009
Corpración Financiera del Valle August 2002 - July 2004
Education
Florida International University 2009 — 2010
Maestría en Negocios Internacionales
Universidad de Los Andes 2004 — 2006
Maestría en Administración de Empresas - MBA
Pontificia Universidad Javeriana 1997 — 2003
Ingeniería Industrial
Elaine King, MBA, CFP® Elaine King, MBA, CFP®'s WE Family Offices Experience August 2013 - Present
Job Partner at WE Family Offices, Family Education & Governance. Wealth Planning, Author & Speaker
Industry Financial Services
Experience
WE Family Offices August 2013 - Present
Family and Money Matters Institute™ (IFAYDI) August 2012 - Present
Estate Planning Council of Greater Miami Dade September 2012 - Present
Financial Planning Association of Florida January 2012 - Present
CFP Board January 2012 - Present
Skills
Retirement Planning, Investments, Asset Allocation, Portfolio Management, Investment Advisory, Estate Planning, Wealth Management, Investment Strategies, Strategic Financial..., Financial Services, Financial Planning, Finance, Series 7, Wealth, Strategic Partnerships, Marketing Strategy, Strategy, Private Banking, Wealth Management..., Alternative Investments, Customer Service, Banking, Securities, Venture Capital, Management, Golf, Risk Management, Financial Planners, Personal Finance, Investment Management, Asset Management, Life Insurance, Retirement, 401k, Series 63, Divorce Planning, Hedge Funds, CRM, Financial Education, Family Governance, Philanthropy
Education
Bowen Center for the Study of the Family 2009 — 2010
Thunderbird School of Global Management 1999 — 2000
M.B.A
St. Mary's University 1992 — 1995
B.B.A
Rossevelt High School
WE Family Offices August 2013 - Present
Family and Money Matters Institute™ (IFAYDI) August 2012 - Present
Estate Planning Council of Greater Miami Dade September 2012 - Present
Financial Planning Association of Florida January 2012 - Present
CFP Board January 2012 - Present
Skills
Retirement Planning, Investments, Asset Allocation, Portfolio Management, Investment Advisory, Estate Planning, Wealth Management, Investment Strategies, Strategic Financial..., Financial Services, Financial Planning, Finance, Series 7, Wealth, Strategic Partnerships, Marketing Strategy, Strategy, Private Banking, Wealth Management..., Alternative Investments, Customer Service, Banking, Securities, Venture Capital, Management, Golf, Risk Management, Financial Planners, Personal Finance, Investment Management, Asset Management, Life Insurance, Retirement, 401k, Series 63, Divorce Planning, Hedge Funds, CRM, Financial Education, Family Governance, Philanthropy
Education
Bowen Center for the Study of the Family 2009 — 2010
Thunderbird School of Global Management 1999 — 2000
M.B.A
St. Mary's University 1992 — 1995
B.B.A
Rossevelt High School
Nicolas Bergoderi's WE Family Offices Experience June 2014 - September 2014
Job Investment Solutions Analyst at SANTANDER PRIVATE BANKING
Industry Banking
Experience
SANTANDER PRIVATE BANKING January 2015 - Present
WE Family Offices June 2014 - September 2014
GMTP June 2013 - August 2013
Hipervinculo March 2012 - October 2012
LivebyDesign June 2010 - December 2010
MoneyMakers Production August 2009 - December 2010
Skills
Financial Analysis, Investments, Microsoft Excel, Research, Financial Modeling, Portfolio Management, Finance, Microsoft Office, PowerPoint, Customer Service, Sales, Public Speaking, Management, Trading, Analysis, Teamwork, Accounting, Corporate Finance, Administration, Entrepreneurship, Team Leadership, iOS, Windows, Multi-tasked, Leadership, Self-confidence, Strategy, Spanish
Education
University of Miami - School of Business 2012 — 2014
Bachelor’s Degree, Finance
Miami Dade College 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
SANTANDER PRIVATE BANKING January 2015 - Present
WE Family Offices June 2014 - September 2014
GMTP June 2013 - August 2013
Hipervinculo March 2012 - October 2012
LivebyDesign June 2010 - December 2010
MoneyMakers Production August 2009 - December 2010
Skills
Financial Analysis, Investments, Microsoft Excel, Research, Financial Modeling, Portfolio Management, Finance, Microsoft Office, PowerPoint, Customer Service, Sales, Public Speaking, Management, Trading, Analysis, Teamwork, Accounting, Corporate Finance, Administration, Entrepreneurship, Team Leadership, iOS, Windows, Multi-tasked, Leadership, Self-confidence, Strategy, Spanish
Education
University of Miami - School of Business 2012 — 2014
Bachelor’s Degree, Finance
Miami Dade College 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Bryan Posada's WE Family Offices Experience July 2012 - June 2013
Job Computer Engineer
Industry Information Technology and Services
Experience
Florida International University June 2015 - Present
Key Academy June 2013 - Present
WE Family Offices July 2012 - June 2013
GenSpring Family Offices July 2012 - January 2013
St. Clair Academy March 2011 - July 2012
Precision Time February 2007 - March 2008
Skills
Embedded Systems, Microcomputers, Embedded Software, C++, C, Java, Microprocessors, Ethical Hacking, Penetration Testing, Information Technology, Computer Hardware, Windows Server, Marketing, Adobe Acrobat, Graphic Design, Active Directory, Microsoft Office, Network Administration, Mac OS, Domain Controller, File Servers, Backup Solutions, Photoshop, AutoCAD Architecture, Investments, Sales, Management, Supervisory Skills, Research, Administrative Work, Windows 7
Education
Florida International University 2011 — 2015
Bachelor of Science (B.S.), Computer Engineering, 3.64/4.00
Florida International University June 2015 - Present
Key Academy June 2013 - Present
WE Family Offices July 2012 - June 2013
GenSpring Family Offices July 2012 - January 2013
St. Clair Academy March 2011 - July 2012
Precision Time February 2007 - March 2008
Skills
Embedded Systems, Microcomputers, Embedded Software, C++, C, Java, Microprocessors, Ethical Hacking, Penetration Testing, Information Technology, Computer Hardware, Windows Server, Marketing, Adobe Acrobat, Graphic Design, Active Directory, Microsoft Office, Network Administration, Mac OS, Domain Controller, File Servers, Backup Solutions, Photoshop, AutoCAD Architecture, Investments, Sales, Management, Supervisory Skills, Research, Administrative Work, Windows 7
Education
Florida International University 2011 — 2015
Bachelor of Science (B.S.), Computer Engineering, 3.64/4.00
Claudia Naffah Claudia Naffah's WE Family Offices Experience April 2015 - Present
Job Wealth Management
Industry Banking
Experience
WE Family Offices April 2015 - Present
Real Estate Sales Associate December 2012 - Present
Compass Group S.A.S. Colombia September 2011 - January 2012
Hencorp Becstone LC July 2010 - September 2011
Compass Group LLC June 2008 - July 2010
Berggruen Holdings, Inc (Formerly Alpha Private Equity Group) April 2001 - October 2004
Skills
High Net Worth..., Wealth Management..., Wealth Management, PWM, Client Liaison, Manage Client..., Family Office, Client Service Oriented, Client Relations Skills, Superior Client Service, Private Banking, Asset Management, Operations Management, Compliance, KYC, New Account Opening, Financial Reporting, Reporting & Analysis, Offshore Banking, Offshore Trusts, Offshore Investments, Estate Planning, Wealth Preservation..., Investment Advisory, Custodians, Portfolio Performance..., Real Estate Transactions, Foreclosures, Investments, Finance, Management
Education
Boston University 1999 — 2001
Master of Science in Administrative Studies - Dual Concentration, Financial Economics and Multinational Commerce, GPA: 3.77 / 4.0
Universidad de Los Andes 1994 — 1999
Bachelor of Science (B.S.), Industrial Engineering, GPA: 3.31 / 4.0
WE Family Offices April 2015 - Present
Real Estate Sales Associate December 2012 - Present
Compass Group S.A.S. Colombia September 2011 - January 2012
Hencorp Becstone LC July 2010 - September 2011
Compass Group LLC June 2008 - July 2010
Berggruen Holdings, Inc (Formerly Alpha Private Equity Group) April 2001 - October 2004
Skills
High Net Worth..., Wealth Management..., Wealth Management, PWM, Client Liaison, Manage Client..., Family Office, Client Service Oriented, Client Relations Skills, Superior Client Service, Private Banking, Asset Management, Operations Management, Compliance, KYC, New Account Opening, Financial Reporting, Reporting & Analysis, Offshore Banking, Offshore Trusts, Offshore Investments, Estate Planning, Wealth Preservation..., Investment Advisory, Custodians, Portfolio Performance..., Real Estate Transactions, Foreclosures, Investments, Finance, Management
Education
Boston University 1999 — 2001
Master of Science in Administrative Studies - Dual Concentration, Financial Economics and Multinational Commerce, GPA: 3.77 / 4.0
Universidad de Los Andes 1994 — 1999
Bachelor of Science (B.S.), Industrial Engineering, GPA: 3.31 / 4.0
Justin Heller's WE Family Offices Experience June 2015 - August 2015
Job MBA Candidate at University of Miami Focusing on Finance
Industry Financial Services
Experience
Hollywood Institute of Beauty Careers June 2014 - Present
WE Family Offices June 2015 - August 2015
HK Academy L.L.C. April 2014 - August 2015
Russell Life Skills and Reading Foundation June 2010 - June 2014
University of Miami Men's Basketball August 2010 - May 2014
Merrill Lynch June 2011 - August 2013
Skills
Sales, PowerPoint, Microsoft Excel, Microsoft Office, Spanish, Time Management, Insurance, Team Leadership, Public Speaking, Public Relations, Marketing Strategy, Client Presentation, Event Planning, Event Management
Education
University of Miami - School of Business
Master of Business Administration (M.B.A.)
University of Miami - School of Business 2010 — 2014
Bachelor's Degree, Finance, General
Hollywood Institute of Beauty Careers June 2014 - Present
WE Family Offices June 2015 - August 2015
HK Academy L.L.C. April 2014 - August 2015
Russell Life Skills and Reading Foundation June 2010 - June 2014
University of Miami Men's Basketball August 2010 - May 2014
Merrill Lynch June 2011 - August 2013
Skills
Sales, PowerPoint, Microsoft Excel, Microsoft Office, Spanish, Time Management, Insurance, Team Leadership, Public Speaking, Public Relations, Marketing Strategy, Client Presentation, Event Planning, Event Management
Education
University of Miami - School of Business
Master of Business Administration (M.B.A.)
University of Miami - School of Business 2010 — 2014
Bachelor's Degree, Finance, General
Alessandro Battellino Alessandro Battellino's WE Family Offices Experience October 2013 - April 2014
Job Discretionary Portfolio Management Intern at Santander Private Banking International
Industry Financial Services
Experience
Santander Private Banking International April 2015 - Present
Antarctica Advisors International September 2014 - December 2014
J.P. Morgan May 2014 - August 2014
WE Family Offices October 2013 - April 2014
Toppel Career Center August 2013 - April 2014
University of Miami August 2013 - December 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Spanish, Accounting, English, Italian, Financial Analysis, Time Management, Teamwork, Data Analysis, Finance, Marketing, Investments, Financial Modeling
Education
University of Miami - School of Business 2011 — 2014
Undergraduate, Finance and Accounting, 3.9/4.00
Santander Private Banking International April 2015 - Present
Antarctica Advisors International September 2014 - December 2014
J.P. Morgan May 2014 - August 2014
WE Family Offices October 2013 - April 2014
Toppel Career Center August 2013 - April 2014
University of Miami August 2013 - December 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Spanish, Accounting, English, Italian, Financial Analysis, Time Management, Teamwork, Data Analysis, Finance, Marketing, Investments, Financial Modeling
Education
University of Miami - School of Business 2011 — 2014
Undergraduate, Finance and Accounting, 3.9/4.00
Jim Ulseth, CFA, CAIA's WE Family Offices Experience March 2014 - Present
Job Head of Investment Research at WE Family Offices
Industry Investment Management
Experience
WE Family Offices March 2014 - Present
Skills
Bloomberg, Factset, Portfolio Management, Fixed Income, Equities, Performance Attribution, Spanish, Asset Allocation, Alternative Investments, Foreign Investment, International Relations, Finance, Investment Management, Chartered Financial...
Education
University of South Florida 2000 — 2006
BS, Finance
WE Family Offices March 2014 - Present
Skills
Bloomberg, Factset, Portfolio Management, Fixed Income, Equities, Performance Attribution, Spanish, Asset Allocation, Alternative Investments, Foreign Investment, International Relations, Finance, Investment Management, Chartered Financial...
Education
University of South Florida 2000 — 2006
BS, Finance
Eduardo Villa, CFA, CAIA's WE Family Offices Experience January 2013 - March 2014
Job Investment Management
Industry Financial Services
Experience
GenSpring Family Offices March 2014 - Present
WE Family Offices January 2013 - March 2014
GenSpring Family Offices April 2007 - December 2013
Education
Universidad de Los Andes 1996 — 2002
Bachelor of Engineering (B.E.), Industrial Engineering
GenSpring Family Offices March 2014 - Present
WE Family Offices January 2013 - March 2014
GenSpring Family Offices April 2007 - December 2013
Education
Universidad de Los Andes 1996 — 2002
Bachelor of Engineering (B.E.), Industrial Engineering
Rocio Ortega's WE Family Offices Experience April 2014 - Present
Job Associate Relationship Manager at WE Family Offices
Industry Banking
Experience
WE Family Offices April 2014 - Present
Citi Private Bank September 2010 - April 2014
JPMorgan Private Bank March 2008 - August 2010
JPMorgan Private Bank (Latin America) October 2005 - March 2008
Kirsch & Associates March 2001 - August 2004
Kirsch & Associates June 2000 - March 2001
Skills
Wealth Management, Banking, Portfolio Management, Mutual Funds, Strategic Financial..., Valuation, Credit, Private Banking, Securities, Wealth Management..., Financial Services, Fixed Income, Investment Banking, Equities, Business Planning, Capital Markets, Investment Management, FX Options, Relationship Management
Education
Baylor University - Hankamer School of Business 1995 — 1999
BBA, Economics and International Business
WE Family Offices April 2014 - Present
Citi Private Bank September 2010 - April 2014
JPMorgan Private Bank March 2008 - August 2010
JPMorgan Private Bank (Latin America) October 2005 - March 2008
Kirsch & Associates March 2001 - August 2004
Kirsch & Associates June 2000 - March 2001
Skills
Wealth Management, Banking, Portfolio Management, Mutual Funds, Strategic Financial..., Valuation, Credit, Private Banking, Securities, Wealth Management..., Financial Services, Fixed Income, Investment Banking, Equities, Business Planning, Capital Markets, Investment Management, FX Options, Relationship Management
Education
Baylor University - Hankamer School of Business 1995 — 1999
BBA, Economics and International Business
Cesar Maldonado A.'s WE Family Offices Experience December 2012 - Present
Job Partner at WE Family Offices
Industry Financial Services
Experience
WE Family Offices December 2012 - Present
GenSpring Family Offices December 2007 - December 2012
TBK Investments March 2002 - December 2007
Lloyds private banking 1998 - 2002
Skills
Asset Management, Alternative Investments, Investment Advisory, Hedge Funds, Equities
Education
EBS - European Business School Paris 1994 — 1997
European Business School (EBS) - LondonAdmini 1994 — 1997
European Business School (EBS) Madrid 1994 — 1997
Finance
WE Family Offices December 2012 - Present
GenSpring Family Offices December 2007 - December 2012
TBK Investments March 2002 - December 2007
Lloyds private banking 1998 - 2002
Skills
Asset Management, Alternative Investments, Investment Advisory, Hedge Funds, Equities
Education
EBS - European Business School Paris 1994 — 1997
European Business School (EBS) - LondonAdmini 1994 — 1997
European Business School (EBS) Madrid 1994 — 1997
Finance
Felix G. Gil, CAIA's WE Family Offices Experience January 2015 - Present
Job Senior Associate at WE Family Offices
Industry Investment Management
Experience
WE Family Offices January 2015 - Present
WE Family Offices January 2013 - December 2014
StartingBloc January 2013 - June 2013
GenSpring Family Offices - International Division January 2010 - December 2012
JP Morgan Chase May 2008 - January 2010
Ameriprise Financial March 2006 - May 2008
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Investments, Valuation, Series 7, Asset Managment, Bloomberg, Strategic Financial..., Asset Allocation, Corporate Finance, Wealth Management
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Florida International University - College of Business Administration 2009 — 2009
Master’s Degree, Specialty: Investment Analytics, 3.67/4.0
Florida International University - College of Business Administration 2001 — 2005
BBA, Finance, International Business Minor in Economics
WE Family Offices January 2015 - Present
WE Family Offices January 2013 - December 2014
StartingBloc January 2013 - June 2013
GenSpring Family Offices - International Division January 2010 - December 2012
JP Morgan Chase May 2008 - January 2010
Ameriprise Financial March 2006 - May 2008
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Investments, Valuation, Series 7, Asset Managment, Bloomberg, Strategic Financial..., Asset Allocation, Corporate Finance, Wealth Management
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Florida International University - College of Business Administration 2009 — 2009
Master’s Degree, Specialty: Investment Analytics, 3.67/4.0
Florida International University - College of Business Administration 2001 — 2005
BBA, Finance, International Business Minor in Economics
Ted McCutcheon's WE Family Offices Experience March 2013 - Present
Job General Counsel & Chief Compliance Officer at WE Family Offices
Industry Law Practice
Experience
WE Family Offices March 2013 - Present
US Securities and Exchange Commission 2009 - March 2013
US Securities and Exchange Commission 2003 - 2009
New York County District Attorney's Office 1998 - 2002
Debevoise & Plimpton 1991 - 1992
Skills
Securities Regulation, Securities Litigation, Compliance, Corporate Governance
Education
Cornell Law School 1995 — 1998
J.D., Law
Brown University 1987 — 1991
B.A., English & American Literature
Northfield-Mount Hermon 1985 — 1987
WE Family Offices March 2013 - Present
US Securities and Exchange Commission 2009 - March 2013
US Securities and Exchange Commission 2003 - 2009
New York County District Attorney's Office 1998 - 2002
Debevoise & Plimpton 1991 - 1992
Skills
Securities Regulation, Securities Litigation, Compliance, Corporate Governance
Education
Cornell Law School 1995 — 1998
J.D., Law
Brown University 1987 — 1991
B.A., English & American Literature
Northfield-Mount Hermon 1985 — 1987
Maria Pia Leon's WE Family Offices Experience January 2013 - April 2013
Job Director, Client Advisory Services at AM Global Family Investment Office
Industry Financial Services
Experience
AM Global Family Investment Office May 2013 - Present
WE Family Offices January 2013 - April 2013
Genspring Family Offices January 2007 - December 2012
Education
Georgetown Family Center 2013 — 2013
Family Systems Theory, PA Post Graduate Studies
University of Miami 1993 — 1995
MA, International Politics
Universidad del Pacífico (PE) 1984 — 1989
BA, Economics
AM Global Family Investment Office May 2013 - Present
WE Family Offices January 2013 - April 2013
Genspring Family Offices January 2007 - December 2012
Education
Georgetown Family Center 2013 — 2013
Family Systems Theory, PA Post Graduate Studies
University of Miami 1993 — 1995
MA, International Politics
Universidad del Pacífico (PE) 1984 — 1989
BA, Economics
Bruce Arella's WE Family Offices Experience September 2013 - June 2015
Job President, East Coast & Midwest Regions at Robertson Stephens Advisors LLC
Industry Financial Services
Experience
Robertson Stephens Advisors LLC June 2015 - Present
Robertson Stephens Partners June 2015 - Present
WE Family Offices September 2013 - June 2015
Genspring Family Offices January 2008 - April 2013
Orion Capital Management LLC January 2004 - January 2008
Ardent Fund Management LLC April 2000 - December 2003
Standard & Poor's Securities Inc. January 1996 - April 2000
Gavin Benton Co & Mercator Partners May 1994 - January 1996
Skills
Asset Management, Investments, Asset Allocation, Hedge Funds, Wealth Management, Alternative Investments, Portfolio Management, Investment Management, Trading, Asset Managment, Investment Advisory, Real Estate
Education
LIU Post
Bachelor of Science (B.S.), Finance
Columbia University - Columbia Business School
Executive Education, Family Wealth Management
Robertson Stephens Advisors LLC June 2015 - Present
Robertson Stephens Partners June 2015 - Present
WE Family Offices September 2013 - June 2015
Genspring Family Offices January 2008 - April 2013
Orion Capital Management LLC January 2004 - January 2008
Ardent Fund Management LLC April 2000 - December 2003
Standard & Poor's Securities Inc. January 1996 - April 2000
Gavin Benton Co & Mercator Partners May 1994 - January 1996
Skills
Asset Management, Investments, Asset Allocation, Hedge Funds, Wealth Management, Alternative Investments, Portfolio Management, Investment Management, Trading, Asset Managment, Investment Advisory, Real Estate
Education
LIU Post
Bachelor of Science (B.S.), Finance
Columbia University - Columbia Business School
Executive Education, Family Wealth Management
Maria Senior's WE Family Offices Experience March 2014 - March 2015
Job Financial Associate at WE Family Offices
Industry Banking
Experience
WE Family Offices March 2014 - March 2015
BNP Paribas July 2012 - March 2014
BNP Paribas 2007 - July 2012
Skills
Licensed Series 7 and..., Commercial Banking, Banking, Credit Analysis, Credit Risk, Program Management, Portfolio Management, Retail Banking, Investment Banking, Credit, Relationship Management
Education
University of Miami 2008 — 2010
Master of Business Administration (MBA), International Business
Florida International University 2004 — 2006
Bachelor of Arts (B.A.), Economics
WE Family Offices March 2014 - March 2015
BNP Paribas July 2012 - March 2014
BNP Paribas 2007 - July 2012
Skills
Licensed Series 7 and..., Commercial Banking, Banking, Credit Analysis, Credit Risk, Program Management, Portfolio Management, Retail Banking, Investment Banking, Credit, Relationship Management
Education
University of Miami 2008 — 2010
Master of Business Administration (MBA), International Business
Florida International University 2004 — 2006
Bachelor of Arts (B.A.), Economics