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

Meet the GLOBAL Team

Wealth Managers

Juan Carlos Cantu, CFA

Gerardo A. Chapa

Eduardo Leon

Daniel Priwin

Claudia Reyes, CFA

Jose Sepulveda

Alfredo Tellez

Bernardo Velez, CFA

Victor Villarreal, CFA

Administration and Compliance

Jack Bruno

Chief Operating Officer

Alberto Hernandez, CAMS

AML Compliance Officer

Margaret Martinez, CPA

Controller

Jack Repa

Chief Compliance Officer

Adria Salazar

Administrative Assistant Receptionist

Operations Professionals

Gordon Bell

IT, Systems Programmer

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

Martha Cuenca

Sylvia Fernandez

Patricio Montemayor

Linda Morgan

Sabrina Ortiz

Maria Rosas

Marisela Salinas

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