Meet the GLOBAL Team

Gerardo is a co-founding partner of Global Financial Services, LLC and GFS Advisors, LLC, where he serves on the Executive Management Committee. He co-founded Global in 1994 following prior roles at Kidder, Peabody & Co., and Goldman Sachs Group, Inc. Gerardo holds a Bachelor of Science in Engineering from the Instituto Tecnológico y de Estudios Superiores de Monterrey (ITESM) in Mexico and an MBA from the Stanford Graduate School of Business.

Victor joined Global in 2006 and is a member of the Executive Management Committee. Prior to joining Global, he held roles in the Treasury and Strategic Planning divisions at Hylsamex, now part of Ternium. He holds an MBA with a concentration in Finance from the UCLA Anderson School of Management and earned a Bachelor of Science in Economics, cum laude, from the Instituto Tecnológico y de Estudios Superiores de Monterrey (ITESM) in Mexico. Victor has been a CFA charterholder since 2013.

Alfredo joined Global in 1995 and is a member of the Executive Management Committee. Prior to joining Global, he was an associate at McKinsey & Company, Inc., where he advised clients across a range of industries. Alfredo holds both a Bachelor’s and a Master’s in Mechanical Engineering from Rice University.

Jose, a member of the Executive Management Committee, joined Global in 2007. Before joining Global, he worked in the Corporate and Investment Banking area at Grupo Financiero Banorte. Jose holds a Bachelor of Science in Economics from Mexico’s Instituto Tecnológico y de Estudios Superiores de Monterrey (ITESM) and an MBA from HEC School of Management in Paris.

Claudia joined Global in 1994 and has considerable experience in a broad range of products, including fixed income, equities and mutual funds. Prior to the establishment of Global she was associated with Kidder Peabody and Co. Inc. Claudia holds a B.S in Chemical Engineering from UAM in Mexico, a MSc. in Chemical Engineering from UMIST in the UK and a MBA from the University of Houston. Claudia is a holder of the CFA charter since 2006.

Juan Carlos joined GLOBAL in 2006. He has worked in the financial services industry for 18 years with experience in Corporate Credit, Equity Trading, Options and Futures. Juan Carlos holds a B.A. in Economics from Mexico’s Instituto Tecnológico y de Estudios Superiores de Monterrey (ITESM), and a MBA from The University of Texas at Austin. Juan Carlos is a holder of the CFA Charter since 2013.

Daniel has 24 years of experience helping families invest and grow their wealth, protect their assets, and plan for future generations. He is involved in all aspects of the wealth management process including portfolio design and investment selection, risk management, and financial planning. He holds a B.S. in Chemical Engineering from the University of California at Berkeley, and an MBA from Harvard Business School.

Bernardo joined Global in 2018. He previously worked as the LatAm transportation sector equity analyst with GBM Casa de Bolsa, and with Cartica, a Washington, D.C., activist hedge-fund. Bernardo is Chartered Financial Analyst (CFA), and graduate of the University of Chicago (MBA), and ITAM (B.S. in Actuarial Science and Statistics).

William Cathriner (“Bill”) has been active in financial services for 33 years, primarily serving in a compliance capacity. Prior to GLOBAL Bill was Chief Compliance Officer for the broker-dealer Banorte Securities International and its affiliated registered investment adviser. Prior to that he was with the BBVA Compass Group overseeing securities compliance for their operations in the U.S. and Puerto Rico. His experience also includes compliance work at the mutual fund complex and large investment advisor, INVESCO AIM. He has served as President of the Executive Association of Houston and he has also served as an expert witness in securities litigation cases and is an Arbitrator for industry with the Financial Industry Regulatory Authority (“FINRA”). He was elected to the District 6 Business Conduct Committee for FINRA, has spoken at industry conferences, and he hold the Series 7, 24, 27, 53, 55, 63, and 65 licenses. He also holds a BA as well as an MBA from the University of Texas at Austin.