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Freddy Martinez

President & CEO

  • 27 Years of experience as a successful financial advisor and portfolio manager at Merrill Lynch and UBS.
  • Extensive and up-to-date experience advising high-net-worth families, individuals, institutions, and pension funds.
  • Certified Financial Planner (CFP).
  • Certified Investment Management Analyst (CIMA).
  • Mechanical engineer Universidad Simon Bolivar. MBA of Wharton School of Business. Master of Science in Materials Engineering at the University of Pennsylvania.
  • Proud father of quadruples.
  • Fluent in English and Spanish.