Our Team

Leadership

Jim Besaw, CFA®
Founding Principal, Chief Investment Officer
George Perez, CIMA®
Founding Principal, Wealth Management Advisor
Gui Socarras
Founding Principal, Wealth Management Advisor
Eli Cohen
Principal, Head of Alternative Investments
Hugh Nickola
Principal, Head of Fixed Income
Suzanne Peck
President
Zulay Labra
Chief Operating Officer
Claire Rogan
Chief Financial Officer

Wealth Advisory

George Perez, CIMA®
Founding Principal, Wealth Management Advisor
Gui Socarras
Founding Principal, Wealth Management Advisor
Alexander Ruiz
Head of Client Reporting, Wealth Management Advisor
Eduardo Borberg-Mendoza
Managing Director, Senior Wealth Advisor
Elena Hernández
Principal, GenTrust Puerto Rico
James A. Colavita, CFP®, CRPC®
Wealth Management Advisor
Jason Stelmaszyk
Senior Client Advisor
Javier Sanchez
Wealth Management Advisor
Jean Carlos Reynoso
Wealth Management Advisor
Mark Neely
Director of Alternative Investments, Wealth Advisor
Matthew Kishlansky
Principal, Senior Wealth Advisor
Mimi Duff
Head of NY Office, Senior Client Advisor
Neela Gollapudi, PhD
Head of Research, Senior Client Advisor
David Muñoz
Senior Relationship Manager

Investment Team

Jim Besaw, CFA®
Founding Principal, Chief Investment Officer
Eli Cohen
Principal, Head of Alternative Investments
Hugh Nickola
Principal, Head of Fixed Income
Neela Gollapudi, PhD
Head of Research, Senior Client Advisor
Olivier Sarfati
Head of Equities, Senior Client Advisor
Nathan Kotler
Head of Trading
Mark Neely
Director of Alternative Investments, Wealth Advisor
Erin Herman-Kerwin
Trading Associate
Colin Daniel
Trading Analyst

Business Operations

Jennifer Tamayo
Chief Compliance Officer
Alejandro Vollbrechthausen
Chief Technology Officer
Alexander Ruiz
Head of Client Reporting, Wealth Management Advisor
Krysta Dos Santos, CFP®
Head of Financial Planning
Ulises Robles, CFA®
Head of Finance
Amanda Garcia
Client Service Manager
Alexandrea King
Marketing and Client Relations Associate
Carlos Gonzalez
Senior Associate
Gustavo Polidor
Relationship Manager Associate
Janette Rodriguez
Senior Associate
Kaishini Ragumar
SalesForce Lead & IT Coordinator
Nicolas Aguilar
Compliance Analyst
Vipul Harihar
Lead Software Engineer
Yira Estevez
Senior Associate

Our in-house investment management team leverages 150+ years of the firm’s combined institutional investment experience to thoughtfully navigate complex market environments.

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