WE FAMILY OFFICES - Key Persons
Job Titles:
- Quality Control Specialist
Job Titles:
- Pilar Roa / Executive Assistant
- Wealth Planner / Pilar Roa
Mr. Sanchez joined WE Family Offices in August of 2018 and serves as an Associate Advisor. Prior to joining WE, Andres worked at BNY Mellon Wealth Management providing investment advice and wealth planning support to high net worth families.
At WE, he provides bespoke advisory services to ultra-high net worth individuals and families, both domestic and international, to help them meet their financial goals.
Andres earned his Bachelor of Science in Economics & Finance from Bentley University and an MBA from IE Business School in Spain.
Job Titles:
- Reconciliation Specialist
Mr. Wonacott joined WE Family Offices in April 2023 and serves as an Investment Associate for the Investment Research team.
Prior to WE, Avery worked in the Risk department for Mutual of America Financial Group before joining Crystal Capital Partners as Director of Research.
At WE, he assists the research team with macroeconomic data and financial market research, along with conducting ongoing due-diligence and third-party manager sourcing of private & public investment opportunities. Avery also assists internal advisor teams with ad-hoc request including asset allocation and portfolio construction analysis.
Avery earned a Bachelor of Science in Economics and a minor in Entrepreneurship from Florida State University. Avery is also a CFA & CAIA Charterholder.
Avery is a proud volunteer for Junior Achievement, an organization dedicated to giving young people the knowledge and skills they need to own their economic success, plan for their futures, and make smart academic and economic choices.
Job Titles:
- Partner, Director of Reconciliation & Technology
Carolina Salazar has worked in the financial services industry for more than 15 years. In 2001, Ms. Salazar joined WE's predecessor, TBK Investments Inc. She currently serves as WE's Director of Reconciliation and Technology.
In that capacity, Ms. Salazar is responsible for managing a team that reviews clients' monthly account statements and produces monthly consolidated statements. Ms. Salazar also supervises the operation of the company's website and client portal, and our company's information technology systems. An experienced software designer and engineer, she is focused on continuing to evaluate current systems and procedures, improving them and implementing changes as necessary to maximize the organization's performance in order to deliver value-adding effective and secure client services.
Prior to joining the firm, Ms. Salazar worked in Lima, Peru as a systems analyst for several different financial institutions, where she developed a complete investment aggregation software program. She earned her bachelor's degree in Systems Engineering from Universidad de Lima in Peru.
Claudia Naffah joined WE Family Offices in 2015. She has over a decade of Investment Advisory and Family Office experience serving ultra-high net worth individuals, providing a holistic approach to the management of their wealth enterprise®. Prior to joining WE, Ms. Naffah was the Head of Client Services and Operations at Hencorp Becstone LC, and Compass Group LLC, serving as the primary contact for client requests, acting as liaison between clients, providers (both US and offshore), and third-party professionals. She was responsible for maintaining the day-to-day client relationships, along with the implementation of asset/portfolio allocation strategies. Prior to that, she was part of the team of a single family office, Berggruen Holdings, working on analysis, reconciliation and audit of an expansive portfolio.
Ms. Naffah graduated with a M.S Financial Economics and Multinational Commerce from Boston University, she holds a Bachelor's degree in Industrial Engineering from Universidad de Los Andes (Bogotá, Colombia) and a Certificate in Financial Planning from Boston University. She is a Certified Financial PlannerTM (CFP®) professional, holds the Series 65 License and the CFA Institute Investments Foundations Certificate.
César Maldonado has worked with wealthy families for nearly two decades. As a partner and advisor, César works with WE's international families to enhance their wealth enterprise® s, actively engaged in their wealth management, working with their external financial services providers and collaborating with clients on non-financial aspects of wealth management such as family governance. In 2002, César joined TBK Investments, Inc., a predecessor to WE Family Offices, to counsel and advise ultra-high net worth families from around the globe.
Before 2002, César worked as a private banker for Lloyds TSB Bank in Miami and Ecuador, where he was responsible for growing the offshore private banking business of Colombia, Ecuador and Spain. César started his banking career in the corporate and risk finance division with Banco Santander and Banesto in Europe.
He completed his Bachelor of Science in International Business Administration and Finances at the European Business School Madrid (EBSi Madrid), part of L'Ecole Européenne de Gestion (EBS Paris) and Regents College (EBS London).
César Pachon has worked in the family wealth industry for more than two decades. In 2003, César joined GenSpring Family Offices International, a predecessor to WE Family Offices. César currently serves as partner and advisor. In this role he works with the firm's international client families to enhance their family wealth management, providing them with guidance and advice regarding all of their financial and non-financial needs. César is also a member of the firm's Investment and Implementation Committees.
Before joining WE's predecessor in 2003, César was a vice-president of the Middle Market Group at Merrill Lynch in New York, and a member of the Equity Research team at Goldman Sachs in London. Previously, César also worked as a mergers and acquisitions analyst for Warren Capital in London, and as part of the Syndicate Loan Group for Banco Mercantil in Venezuela.
César holds a Bachelor of Science degree in Industrial Engineering from Pontificia Universidad Javeriana in Bogota, Colombia; an MBA from the London Business School in London, England and a Capital Markets degree from the NYU Stern School of Business in New York.
Job Titles:
- Quality Control Specialist
Felipe Castro joined WE Family Offices in November of 2014. As an Associate Advisor he provides support and personalized advisory to domestic and international ultra-high net worth families to help them reach their financial goals and attend to their overall wealth management needs.
Since joining WE, Felipe has developed expertise in different areas including portfolio construction and optimization, asset allocation strategies, family governance, monitoring Investment performance, financial market Research and maintaining day-to-day client relationships.
Felipe attended Florida International University and received his BBA with a focus on International Business and a minor in International Trade & Investment. He earned an MBA from Universidad Itaca in Mexico City. Also, he holds a CFA Investments Foundations certificate and the CAIA Fundamentals of Alternative Investments Certificate.
Mr. Hreiki joined WE Family Offices in May 2023 and serves as an Investment Associate for the Investment Research team.
Prior to joining WE, Jimmy worked for as an Investment Vice President at Windrose Advisors, a Boston-based multi-family office where he focused his time covering a range of alternative investments including hedge funds, private equity, and private real estate.
At WE, he covers a broad set of alternative asset classes and assists the team in sourcing new managers and conducting investment due diligence as well as monitoring current investments. Additionally, Jimmy assists the research team with macroeconomic data and financial market research, and ad-hoc client-related requests including portfolio asset allocation and investment decisions.
Job Titles:
- Partner, Wealth Planning Executive
Joseph Kellogg works with families to make informed decisions for their wealth enterprise. As partner of WE Family Offices, he works with clients to identify their unique objectives and challenges and to implement a comprehensive planning strategy in coordination with their estate and tax planning professionals.
Prior to working with the multi-family office, Joseph provided wealth-planning services for international private clients of UBS AG (Miami) and of HSBC Private Bank (Miami). In 2002, he opened and managed the Miami representative office for the Amicorp Group providing corporate and fiduciary structures to both corporate and private clients. From 1997 to 2002, Joseph worked with the Citco Group of companies based in Curacao, and in the British Virgin Islands. He is a recipient of the STEP Founder's Award. He is former Chair and Board Member of STEP Miami Branch and former Vice-Chair and Board Member of STEP USA. Currently, he is a Member of the Business Families Global Special Interest Group.
Joseph is an attorney licensed in New York and Florida and received his J.D. from the American University in Washington, D.C., his LL.M. (Tax) from the University of Miami, and studied in a masters-in-law program at the Escuela Libre de Derecho in Mexico, D.F. He is fluent in Spanish.
Joseph M. DiBartolo serves as WE Family Offices' Chief Compliance Officer and brings with him over 35 years of experience in the management and execution of compliance activities for SEC registered and unregistered investment adviser firms and private investment funds.
Mr. DiBartolo, as a consultant for Advisory Compliance Associates LLC (ACA), provides regulatory compliance consulting and serves as an outsourced chief compliance officer to multiple SEC registered investment advisers, His career experience also includes working with large institutional and retail asset management firms and dual registrants ranging up to $300 billion AUM.
He most recently worked for Alaric Compliance Services LLC for 12 years as a consultant and outsourced CCO and held senior compliance roles for Bear, Stearns & Co. Inc. (BSCI), Bear Stearns Asset Management (BSAM) and its asset management affiliates where he was responsible for supporting the parent company's wealth and institutional asset management. Mr. DiBartolo also served as the Rule 206(4)-7 Chief Compliance Officer to four of Bear Stearns' affiliated investment adviser firms and hedge funds.
Mr. DiBartolo previously served as the Compliance Manager for PIMCO Advisers and its affiliates, and Head of Compliance for HSBC Asset Management Americas, Inc.
Throughout his career, Mr. DiBartolo has successfully coordinated and managed over 30 SEC routine examinations, inquiries, and investigations. He has also served as a Rule 206(4)-7 Chief Compliance Officer to more than 25 SEC registered investment advisers including hedge funds and private equity firms. He graduated with an Accounting Degree from Syracuse University in 1985.
Juan F. Londoño joined WE Family Offices in May of 2021. As an Associate Advisor he provides bespoke advisory services such as portfolio construction and optimization to ultra-high net worth individuals and families, both domestic and international, to help them meet their financial goals.
Juan holds a Bachelor of Science in Economics from The Wharton School of the University of Pennsylvania, as well as a Juris Doctor from the University of Miami School of Law. Prior to joining WE, Juan worked with Mastercard's in-house counsel at the company's Latin American headquarters in Miami, FL. Juan also previously worked at WE as an Analyst after his time at Wharton prior to Law School.
Julie Neitzel has worked with wealthy families for more than two decades. Having joined the firm in January 2013, she serves as a partner and advisor, working with client families to provide advice and oversight regarding all of their financial needs. She has an extensive background in the family office arena and in family wealth enterprise® management.
Prior to her role at WE Family Offices, she served as president of the Miami family office at GenSpring Family Offices. During her more than 10-year career at the firm, she was intricately involved in the firm's growth and expansion efforts as the head of the business development team.
For more than 25 years Julie has worked extensively with entrepreneurs and wealthy families in areas including the acquisition and financing of closely-held businesses, real estate portfolio acquisition and management, investment capital management, estate planning, beneficiary mentoring and education, in addition to other aspects of multi-generational planning. Her professional passion lies in helping families solve complex wealth issues.
Julie earned her MBA in Finance from American Graduate School of International Management (Thunderbird), and her Bachelor of Arts degree in International Studies from Bradley University, graduating magna cum laude. She has held many leadership roles at not-for-profit organizations supporting education, the arts and public service. She has been a guest lecturer and speaker on topics including women & investing, entrepreneurship, private equity investing, real estate investing and wealth challenges.
Job Titles:
- Administrative Assistant
- Receptionist
Job Titles:
- Reconciliation Specialist
Job Titles:
- Reconciliation Specialist
Job Titles:
- Reconciliation Specialist
Manuel has nearly two decades of experience across the United States and Latin America. His background encompasses key areas such as Accounting, Auditing, and Finance.
Manuel has a deep expertise in Budgets and Forecasting, where he has played a pivotal role in aiding senior management to make well-informed decisions.
Manuel's journey in the financial world began at Deloitte one of the big four Audit firms, an experience that honed his leaderships skills.
Manuel earned his degree from Universidad Nacional Autónoma de México and his MBA from Instituto Tecnológico y de Estudios Superiores de Monterrey "ITESM".
During his career, Manuel has held pivotal roles, including CFO and Controller positions at institutions as Arthur Andersen, Banco Santander, CIT, SONY Latin America, CV Credit and BGI Capital, where he made significant contributions to their financial strategies and operations.
Manuel Manotas has been working with wealthy families for nearly four decades. In 2000, he joined WE's predecessor TBK Investments, Inc. Mr. Manotas currently works with wealthy families from all over the world, identifying their needs and helping them to get advice to meet those needs. From his many years of experience, he provides the support families need to build their wealth enterprise® s, enhancing their odds of multi-generational sustainability.
Prior to his role at WE Family Offices, Mr. Manotas worked as the president and CEO of Banco Ganadero/BBVA in Miami, Florida. Mr. Manotas began his career in international wealth management and banking at the international division of the CFC, an affiliate of Banco de Bogota, grupo Aval.
He completed his legal education in Bogota, Colombia in 1976. In addition, he completed a masters degree in banking law with the Universidad del Rosario in Bogota, Colombia in 1978.
Job Titles:
- Chief Executive Officer
- Managing Partner
Maria Elena (Mel) Lagomasino has worked with financially successful families for more than three decades. As CEO and Managing Partner of WE Family Offices, a global family office serving ultra high net worth families, she engages client families to build their wealth enterprise® s and provide the support and control they need to manage their wealth as a successful business enterprise. She is a recognized leader in the wealth management industry, and is a founder of the Institute for the Fiduciary Standard.
Before founding WE, Mel served as CEO of GenSpring Family Offices, a wealth management firm. Prior to that, she served as chairman and chief executive officer of JP Morgan Private Bank, an institution with more than $300 billion in client assets under supervision. Her career in banking began in 1977 at Citibank. She joined the Chase Manhattan Private Bank in 1983 and was named head of Chase's worldwide private banking business in 1997. Following the Chase-JP Morgan merger, she became chairman and chief executive officer of JP Morgan Private Bank.
Mel serves on the boards of The Walt Disney Company and The Coca-Cola Company. She is a member of the Council on Foreign Relations and as of March 2019, she became a Trustee of the Carnegie Corporation of New York.
In August 2015 she was named one of the 50 most influential women in Wealth Management by Private Asset Management. In 2012, Mel was named one of the Directorship 100 by the National Association of Corporate Directors and was named by American Banker one of 2012's Top 25 Women in Finance. Mel was named "Women of the Year" by Hispanic Business Magazine in 2007. In September 2006, she was appointed by President Bush to help lead an effort to secure private sector funds to aid disaster victims in Central America and served on Secretary Rice's Advisory Board on Transformational Diplomacy.
A graduate of Manhattanville College (B. A.), Mel also earned graduate degrees at Columbia University (M.S.) and Fordham University (M.B.A).
Job Titles:
- Reconciliation Specialist
Michael Zeuner has been serving wealthy families for more than two decades. As one of three managing partners of WE Family Offices, he oversees the firm's US business strategy. Michael is a nationally recognized leader in the family office industry and has dedicated his professional career to empowering financially successful families to manage their wealth. Michael is a co-founder and a board member of the Ultra High Net Worth Institute, a non-profit think tank and learning exchange. In addition, Michael is a co-founder and a board member of the Institute for the Fiduciary Standard and serves as an independent director at Wren Investment Office, a UK-based multi-family office and a member firm of the global alliance formed by WE, Wren and MdF.
Prior to his role at WE Family Offices he served as senior executive partner of GenSpring Family Offices. In this capacity, he had responsibility for the leadership and management of GenSpring's network of 10 family offices in the United States, that firm's key advisory practices, and its delivery of a high-quality client experience. In addition, he was a member of the firm's Operating Committee. Before joining GenSpring, Michael was managing director and global head of Wealth Solutions at JP Morgan Private Bank. As a member of the executive team, he had responsibility for strategic planning, branding, marketing and specialized advisory services (family governance, philanthropy and fine art wealth management) for the worldwide private bank.
A management consultant by training, Michael led projects in the financial services area for both Andersen Consulting (now Accenture) and Booz, Allen & Hamilton. He joined Chase Manhattan in 1995 as vice president at the investment bank and moved to the private bank in 1997 to head up strategy and marketing worldwide. JP Morgan and Chase merged in January 2002.
Michael also serves as a mentor at the Watson Institute, which specializes in incubating socially focused entrepreneurs and their businesses. Watson mentors are among the foremost leaders and practitioners in the area who work one-on-one with scholars to help them solve challenges and broaden their global network.
Michael graduated from Brandeis University, (B.A.) and earned an M.B.A. from the University of Chicago.
As an Advisor at WE Family Offices, Natalia services ultra-high net worth individuals and families by employing a holistic approach to the management of their wealth enterprise. This includes the management of their investment portfolios, wealth transfer planning, risk management, and other non-financial objectives, such as philanthropic efforts and family governance.
Natalia graduated with Departmental and Magna Cum Laude Honors from the University of Miami with a Bachelors in Business Administration and a Masters in Science & Taxation.
Natalia is a licensed CPA in the state of Florida and is a Certified Financial Planner.
Mr. Bascuñán joined WE Family Offices in May of 2011 and serves as an Associate Advisor. He provides bespoke advisory services to ultra-high net worth individuals and families, both domestic and international, to help them meet their financial goals.
His focus areas include asset allocation, portfolio construction, monitoring investment performance and supporting clients with their overall wealth management needs.
Nicolás earned his BBA in International Business from Florida International University.
Pablo Ceballos has been working with wealthy families for more than two decades and serves currently as a partner and advisor at WE Family Offices. Pablo joined the firm's predecessor, GenSpring Family Offices International, in July 2008. At WE, Pablo works with both domestic and international clients to provide advice regarding their wealth management needs and help them build their wealth enterprise® s to increase the odds of multi-generational sustainability. Pablo is a member of the Family Firm Institute.
Prior to joining in 2008, Pablo was with JPMorgan Chase for 18 years in various investment banking, corporate finance, and private banking positions. For his last ten years at JP Morgan, he was a private banker working with Latin American clients in several countries, including Brazil and Venezuela.
Pablo received a BS in Civil Engineering from Universidad Metropolitana in Caracas, Venezuela, and an MBA from Duke University's Fuqua School of Business.
Job Titles:
- Partner, Head of Reconciliation and Quality Control
Patricia Pinto has worked in the wealth industry for nearly 10 years. She joined WE Family Offices' predecessor firm, TBK Investments, Inc. in March 2006. She serves as the firm's head of reconciliation and quality control. In this capacity, she oversees monthly reconciliation of all client portfolios.
Before working in the wealth management industry, Patricia served as operation manager for her family's closely-held business.
Patricia has a Master of Science degree in Industrial Engineering from University of Miami, and she earned a Bachelor of Science degree in Production Engineering from Simon Bolivar University in Venezuela.
Job Titles:
- Pilar Roa / Executive Assistant
- Wealth Planner / Pilar Roa
Richard Zimmerman has more than two decades of experience working with wealthy families. He is currently a partner at WE Family Offices, where he works with client families to provide advice and oversight regarding their overall wealth management needs. Richard also has a passion for and expertise in sustainable and impact investing and philanthropy.
Prior to WE Family Offices, Richard served in private client relationship roles at HSBC and Bessemer Trust and held leadership positions at Bank of America Private Bank and J.P. Morgan Private Bank.
Richard has a M.S. in Sustainability Management from Columbia University and a B.A. from University of Virginia. He holds a Sustainable Investment Professional Certification (SIPC) with the John Molson School of Business as well as numerous financial industry designations.
Richard serves on the Ceres President's Council, Riverkeeper Advisory Board, and Capital Institute Board.
Rocio Ortega has worked in the wealth management industry for over a decade. She joined WE Family Offices in 2014, where she serves as a partner and associate advisor. Utilizing a holistic approach to wealth management, Rocio provides advice to client families in all aspects of managing their complex wealth enterprise® s, from helping families identify financial objectives, to designing and implementing investment portfolios, but also focusing on non-financial aspects of wealth management, such as family governance and next-gen engagement and education.
Since joining WE, Rocio has become a subject matter expert in the areas of Values Aligned, ESG, and Impact Investing. Areas which align well with her personal passion for philanthropy.
Prior to joining WE Family Offices, Rocio spent 11 years in New York City as an Associate at JPMorgan Private Bank and a Relationship Officer at Citi Private Bank, working with ultra high net worth families throughout Latin America
Rocio received her BBA from Baylor University with a dual degree in Economics and International Business and is a Certified Financial Planner.
Job Titles:
- Senior Investment Manager
Sam serves as WE Family Offices' Senior Investment Manager and brings with him over 25 years of multi-asset investment experience. Sam's knowledge and expertise spans across traditional and alternative investments, including global equities & fixed income, real assets, private equity and hedge funds.
Sam has a deep expertise in managing investments for private clients using an integrated approach of investment strategy formulation, sourcing investment solutions and performing due diligence of managers, while also devising tactical & strategic asset allocation and risk management.
Sam holds the CFA, CAIA and CFP designations, a BA from Oberlin College and an MBA from Thunderbird International Graduate School.
Previously, Sam was the Director of Research at Singer Xenos Wealth Management in Coral Gables, FL. Prior to this he lived and worked in Asia for over a decade and held investment banking roles at Bayerische Hypovereins Bank (HVB) and Lehman Brothers.
Santiago Castro has worked in the wealth management industry for nearly a decade. He joined WE Family Offices (formerly GenSpring Family Offices International) in 2010, and serves as an associate advisor. In this role, he works with client families to provide investment advice and support to high net worth families.
Prior to joining WE Family Offices, Mr. Castro served as the investment project director at Amalfi S.A, a private single family office in Colombia. In this role, he managed the analysis, valuation and structuring of investment projects and the optimization and implementation of the company's investment portfolio. Previously he worked as a corporate credit analyst at the Corporacion Financiera Colombiana (Corficolombiana).
Santiago attended the Pontificia Universidad Javeriana received his bachelor degree in Industrial Engineering, and he completed the MBA program at Los Andes University in Bogotá, Colombia. He earned a master's degree in International Business from Florida International University.
Santiago Ulloa has been working with wealthy families for more than two decades. As founder and one of WE's three managing partners, Santiago is responsible for the firm's overall international business strategy. In 2000, Mr. Ulloa founded the firm's predecessor company, TBK Investments, Inc., to counsel and advise international high net worth families. Since that time, as one of the world's foremost leaders in the family office industry, Santiago works with client families to enhance the overall function of their wealth enterprise® s.
In August of 2007, TBK joined forces with GenSpring Family Offices and he served as president of GenSpring Family Offices International. In January 2013, the firm once again became independent as WE Family Offices.
Prior to founding TBK, Mr. Ulloa was with Banco Bilbao Vizcaya, where he led Private Banking for all of Latin America as well as product development and regional distribution for the Americas. He was an active member of the Council Board of Banco Provincial Overseas in Curazao (BBVA Group) and of the "BBVA American Fund Managers Limited" (BBVA's asset management firm). Previously, he was with Argentaria in Argentina and was a member of the Directive Council of Banco Exterior of Argentina. Formerly, he was with Banco Banif de Gestion Privada (BSCH Group) in Spain, where he was part of the international team managing private banking assets abroad and international clients within Spain.
For two consecutive years, he was ranked by Barron's as one of the Top 20 Independent Financial Advisors in the United States and named by Poder Magazine in 2010 as one of the 25 Most Influential Hispanics in the United States. Mr. Ulloa is a frequent guest speaker on CNN Espanol and he is a regular contributor to financial magazines such as Dinero, America Economia, Semana Economica, Poder, and other business publications.
He attended the Universidad Complutense in Madrid, Spain, where he received an advanced degree in International Economics, and has completed the Advanced Executive MBA Program at IESE in Barcelona, Spain.
Santiago Ulloa is one of the world's foremost leaders in the family office industry and is responsible for the firm's overall international business strategy.
Job Titles:
- Quality Control Specialist
Sven Huber has been working in the wealth industry for nearly a decade. Having joined the firm in 2009, he serves as a partner and advisor, providing investment advice and support to high net worth families, principally from the Andean region.
Mr. Huber earned his Master of Arts degree in Finance from the University of Zurich, graduating magna cum laude. He has a strong background in Finance, currently holding the Chartered Financial Analyst ("CFA"), as well as the Chartered Alternative Investment Analyst ("CAIA") designations.
Mr. Ferrari joined WE Family Offices in May 2021 and serves as an Investment Associate at the Investment team. Prior to joining WE, Tomas worked in corporate M&A for Anheuser Busch InBev and later worked in an operational energy services private investment group.
At WE, he helps conduct macro and sector research, third party manager sourcing & due diligence as well as performance monitoring of investments. Tomas also assists advisor teams with specific requests related to client's portfolios and investment programs.
Tomas earned a Masters in Finance & a Bachelor in Business Administration from Di Tella University in Buenos Aires.