Our Team

Our executive management team averages more than 30 years of experience in the financial services industry and provides senior level management to every aspect of our business. The team is supported by a core team of professionals who also have significant experience in the financial services industry. Their collective experience has resulted in a large network of both leaders of international corporations and institutions and affluent investors with whom our executive management has developed extensive relationships.

EXECUTIVE TEAM

Gerardo Chapa
Managing Director & Founding Partner
Gerardo is a Managing Director and founding member of Global Financial Services, LLC and GFS Advisors, LLC. Mr. Chapa, along with his associates established Global Financial Services, LLC in 1994.  Prior to the establishment of Global he was associated with Kidder Peabody and Co. Inc., Goldman Sachs and Co. Inc., and Banpais S.A. Mr. Chapa graduated from Instituto Tecnologico y de Estudios Superiores de Monterrey in Monterrey Mexico with a BSE in Engineering. He also holds an MBA from Stanford University in Palo Alto, California.

Ricardo Perusquia
Managing Director & Founding Partner

Ricardo is a Managing Director and founding member of Global Financial Services, LLC and GFS Advisors, LLC. Mr. Perusquia, along with his associates established Global Financial Services, LLC in 1994. Prior to the establishment of Global he was associated with Kidder Peabody and Co. Inc., Goldman Sachs and Co. Inc., and Banco BCH S.A. Mr. Perusquia graduated from Instituto Tecnologico y de Estudios Superiores de Monterrey in Monterrey Mexico with a BBA in Economics. He also holds an MBA from the University of Texas at Austin, Texas.

Jack Bruno
Chief Operating Officer

Jack is a 32-year veteran in the Financial Services Industry. He joined Global in January 2011 as the COO following the merger with The Edelman Financial Group (formerly Sanders Morris Harris Group). Prior to that Mr. Bruno was Senior Vice President of the Wealth Management division of Sanders Morris Harris Inc. Mr. Bruno began his career at Merrill Lynch in 1984 and over his 20 years with Merrill Lynch gained experience in operations, technology, finance and accounting, compliance, and sales management. Mr. Bruno has also held the position of Chief Compliance Officer, Director of Operations and Anti-Money Laundering Officer during his career. Mr. Bruno graduated Cum Laude with Bachelor of Science degrees in Finance and Marketing from LaSalle University in Philadelphia. He holds the Series 4, 7, 9, 10, 24, 31, 53, 63, 65 and 87 licenses.

WEALTH MANAGERS

Eduardo Leon
Eduardo is a Senior Vice President and has been part of Global Financial Services, LLC since it was established in 1994.  Prior to the establishment of Global he was associated with Kidder Peabody and Co Inc., GBM International LLC, Grupo Bursatil Mexicano S.A. de C.V. and Grupo Cifra.  Mr. Leon graduated from the Universidad de las Americas with a Bachelors in Business Administration.

Juan Carlos Cantu, CFA®
Juan Carlos joined Global in 2006. He has worked in the financial services industry for 10 years with experience in Corporate Banking and Wealth Management. His areas of expertise include Corporate Credit and trading equities, 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 Priwin
Daniel joined Global in 1996. Daniel has significant experience in all the product areas offered by Global Financial Services, including fixed income, equities, and options. Prior to joining GFS, Daniel was a consultant with McKinsey& Co. serving clients in North America and Europe. Daniel holds a B.S. in Chemical Engineering from the University of California at Berkeley, and a MBA from Harvard University.

Claudia Reyes, CFA®
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.

Jose Sepulveda
Jose joined Global in 2007. Prior to joining Global Jose worked for Grupo Financiero Banorte in the Corporate and Investment Banking area. Jose holds a Bachelor of Science in Economics from Instituto Tecnologico y de Estudios Superiores de Monterrey (ITESM), and an MBA from HEC School of Management in Paris.

Victor Villarreal, CFA®
Victor joined Global Financial Services in 2006. Prior to that Victor worked at Mexican steelmaker Hylsamex (now Ternium), where he held various positions in the Treasury and Strategic Planning departments. Mr. Villarreal earned an MBA with a concentration in finance from the UCLA Anderson School of Management and graduated cum laude with a B.A. degree in Economics from Instituto Tecnológico y de Estudios Superiores de Monterrey (ITESM). Victor is a holder of the CFA Charter since 2013.

 

We would be honored to discuss your situation and financial needs in confidence. or call us at 800-778-5525