It's a global economy, you need GLOBAL direction.

Meet the GLOBAL Team

Wealth Managers

Gerardo A. Chapa

Victor Villarreal, CFA

Claudia Reyes, CFA

Jose Sepulveda

Juan Carlos Cantu, CFA

Daniel Priwin

Bernardo Velez, CFA

Alfredo Tellez

Eduardo Leon

Administration and Compliance

Jack Bruno

Chief Operating Officer
Chief Compliance Officer

Moises Lopez, CAMS

AML Compliance Officer

Adria Salazar

Administrative Assistant
Receptionist

Operations Professionals

Gordon Bell

Director of IT

Zdravko Daskalov

Director of Portfolio Accounting

Paty Guerra

Director of Portfolio Operations

Mukhtar Kochenov

Senior Operations Associate

Dilia Medrano

Sr. Operations and Compliance Analyst

Carolee Mitchell

Senior Operations Associate

Client Service Associates

Ana Cuellar

Sylvia Fernandez

Patricio Montemayor

Linda Morgan

Sabrina Ortiz

Cristina Rodriguez

Maria Rosas

Marisela Salinas

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