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.