Diego brings a wealth of experience to our firm, with nearly 10 years of experience dedicated to global private banking, investment oversight and wealth management. His experience is particularly focused on serving high-net-worth clients ensuring portfolios remain aligned with client objectives, overseeing comprehensive reporting and supporting operational integrity across complex investment structures.
Diego holds a bachelor’s degree in finance from Florida International University. He is STEP-certified in international trust management and has also obtained the SIE license. Combining strong technical fluency with advanced excel capabilities, he brings analytical rigor with operational precision to support sound investment governance and reporting. Clients can benefit from Diego's deep analytical skill set and his commitment to delivering high-quality support in fast-moving financial environments.
Diego is deeply committed to acting in the best interests of his clients, providing reliable, consistent support rooted in integrity and professionalism. He is driven by a genuine desire to build meaningful relationships, and his passion for the financial markets fuels his dedication to delivering exceptional service.
Born in Venezuela, Diego migrated to Florida with his family at a young age. Outside of work, he enjoys spending time with his wife, Johanna, and their son, Oliver. Whether it’s at an Inter Miami game, at the Grand Prix or traveling to new destinations, he finds joy in exploring life’s great adventures and creating lasting memories with his family.
