by Sebastian | Mar 20, 2024 | Speakers
Patricia Avallone is a Wealth Planner for Citi Private Bank in Latin America. She has more than nineteen years of experience in the private banking industry, providing wealth planning and customized solutions to meet the cross-border needs and objectives of...
by Sebastian | Mar 21, 2024 | Speakers
Alberto J. Bernal-León is the Chief Global Strategist at the institutional desk of XP Investments. Previously he was Head of Research and partner at Bulltick, LLC, MD of Emerging Fixed Income Research at Bear Stearns Inc. in New York City, and Head of Latin America...
by Sebastian | Mar 21, 2024 | Speakers
Carolina is a lawyer specialized in advising corporations and family businesses in the areas of tax consulting, national and international tax planning, and family wealth management. Additionally, she has worked supporting foreign companies from various industries in...
by Sebastian | Mar 20, 2024 | Speakers
Kaylee Funes is an Associate Attorney with Hassan International Law PLLC, in Miami, Florida. She advises and represents private clients, individuals, families, family offices, trusts companies and businesses operating internationally and within the United States on...
by Sebastian | Mar 20, 2024 | Speakers
Jonathan joined Guernsey Finance in 2022 as the US representative, where he spends about four months of the year, primarily in New York and Miami. His role looks to connect intermediaries from the US (and Latam) to relevant contacts on-island. He attends various...
by Sebastian | Mar 20, 2024 | Speakers
Carolina is Head of International Tax and Transactions at Mavens and specializes in national and international tax advice to companies and corporate groups, especially in the energy and real estate industries. Carolina started her professional career in 2008, as a tax...
