Roger Bosch is a financial advisor at Amerant Investments, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Boreal Capital Securities LLC and Amerant Bank NA. Bosch is based in Coral Gables, Florida. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm uses model portfolios and mutual funds to implement investment strategies focused on global, multi-asset diversification and offers access to alternative investments through a centralized marketplace.

Jonathan Sauce is a financial advisor with Amerant Investments, Inc. in Miami, FL, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Insigneo Advisory Services, Insigneo Securities, and Mercantil Commercebank Investment Services. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management, wrap-program services, and separately managed accounts primarily to affluent and high-net-worth individuals, IRAs, trusts, and personal investment companies. The firm uses model portfolios, third-party managers, and emphasizes global, multi-asset diversification while operating as a wholly owned subsidiary of Amerant Bank, N.A.

Gilberto Paez is a financial advisor at Amerant Investments, Inc. in Coral Gables, FL, holding a Series 66 designation with 10 years of industry experience. He has worked at Mercantil Commercebank Investment Services since 2015 and at Mercantil Commercebank since 2014. Amerant Investments, Inc. serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts through discretionary and non-discretionary portfolio management, using model portfolios and mutual funds as primary investment vehicles. The firm emphasizes global, multi-asset diversification and offers access to alternative investments, operating as a wholly owned subsidiary of Amerant Bank with a dual SEC-registered investment adviser and FINRA broker-dealer registration.

Gregory Pita is a financial advisor with Amerant Investments, Inc. in Coral Gables, FL, holding a Series 66 credential and 13 years of industry experience. He has worked at Mercantil Commercebank Investment Services since 2013. Amerant Investments primarily serves affluent and high-net-worth individuals, providing portfolio management, wrap-fee programs, and access to separately managed accounts and unified managed accounts. The firm uses investor profiling, model portfolios, and third-party sub-advisors to manage client assets and operates as a wholly owned subsidiary of Amerant Bank, N.A., with dual registration as an SEC investment adviser and FINRA broker-dealer.

Daniel Segal is a financial advisor at Amerant Investments, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at BackEnd Resolve, Benchmark Financial Wealth Advisory LLC, American Portfolios Financial Services, Inc., and he has been involved with Illuminating Solutions LLC for over a decade. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm uses model portfolios, third-party portfolio managers, and a global, multi-asset diversification approach, and it is a wholly owned subsidiary of Amerant Bank, N.A.

Ron Eisner is a financial advisor with Amerant Investments, Inc. in Ocean Ridge, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Hightower, Kensington Financial Associates, 1818 Private Client Group, and Leumi Investment Services Inc. Outside of finance, Eisner is a musician and performs with The Resolvers, LLC and Eisner Music LLC, where he also manages administrative functions. Amerant Investments, Inc. serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts with discretionary and non-discretionary portfolio management. The firm emphasizes global, multi-asset diversification and uses model portfolios, third-party managers, and alternative investments, managing approximately $688 million in assets through 15 advisors.

Patricia Leon Ponte is a financial advisor at Amerant Investments, Inc. with 13 years of industry experience. She holds a Series 66 designation and has been affiliated with Mercantil Commercebank and its investment services division since 2011. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management along with wrap programs and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm uses model portfolios, third-party managers, and emphasizes global, multi-asset diversification, serving approximately 531 clients with $688 million in assets under management.

Breno Sily Vasconcellos is a financial advisor at Amerant Investments, Inc. with one year of industry experience. He holds a Series 66 designation and has been with Amerant in various capacities since 2023. Prior to his current role, he also worked at Barry University and UFES. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management, wrap programs, and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm emphasizes global, multi-asset diversification and uses model portfolios, third-party portfolio managers, and sub-advisors to implement client investment strategies.

Luis Hernandez Guerrero is a financial advisor at Amerant Investments, Inc. in Coral Gables, FL, holding a Series 66 license with five years of industry experience. His prior work includes roles at SBA Communications and Banctrust & Co, as well as an extended period at Universidad Metropolitana. Amerant Investments primarily serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $782 million in assets. The firm utilizes investor profiling and model portfolios with quantitative and qualitative due diligence, supports unified managed accounts, and operates as a wholly owned subsidiary of Amerant Bank, offering integrated advisory and brokerage services.

Juan Hernandez Hidrobo is a financial advisor at Amerant Investments, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Amerant Investments since 2021. His prior roles include positions at Hult International Business School and Financiera De Desarrollo Nacional. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm employs global, multi-asset diversification strategies and uses model portfolios alongside third-party portfolio managers, managing approximately $688 million in assets as of the end of 2024.

Diego Abreu is a financial advisor at Amerant Investments, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at TD Bank. Amerant Investments, Inc. provides portfolio management and advisory services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm manages approximately $688 million in assets and emphasizes global, multi-asset diversification using model portfolios, third-party managers, and alternative investments.

Diego Garcia Devillalobosadames is a financial advisor at Amerant Investments, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Puente Asesoramiento de Inversiones, LLC and Puente Servicios Financieros LLC. Amerant Investments serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets through discretionary and non-discretionary advisory arrangements. The firm employs investor profiling and model portfolios, engages third-party portfolio managers, and offers unified managed accounts supported by proprietary technology and a centralized investment marketplace.

Ian Dubugras is a financial advisor at Amerant Investments, Inc. with four years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Belvedere Wealth Advisors, LLC, and as a self-employed advisor. Outside of his advisory role, he serves as Operating General Manager of Koblenz America LLC, overseeing the tax and legal status of the LLC. Amerant Investments primarily serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm manages approximately $782 million in client assets and uses a combination of investor profiling, model portfolios, and third-party managers to implement and monitor investment strategies.

Sebastian Gomez is a financial advisor at Amerant Investments, Inc. with 11 years of industry experience. He holds Series 65 and Series 63 registrations and has worked at Amerant Investments since 2017, including previous roles at Mariva Global Asset Management, Mariva Capital Markets, LLC, and BigSur Wealth Management. Outside of his advisory work, he serves as a tennis instructor for advanced young players on weekends. Amerant Investments primarily serves affluent and high-net-worth individuals, as well as personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets. The firm employs both discretionary and non-discretionary advisory arrangements, structures relationships around investor profiling and model portfolios, and utilizes third-party portfolio managers and technology platforms to support investment management and alternative investment access.

Baylor Lancaster Samuel is a financial advisor with Amerant Investments, Inc. and holds a Series 66 license. He has four years of industry experience, including prior roles at 1919 Investment Counsel and CV Advisors. Amerant Investments primarily serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets through a combination of discretionary and non-discretionary advisory arrangements. The firm employs investor profiling and model portfolios supported by both in-house and third-party portfolio management, and it operates as a wholly owned subsidiary of Amerant Bank with dual registration as an SEC investment adviser and FINRA broker-dealer.

Daisy De La Torre Montoya is a financial advisor at Amerant Investments, Inc. with 13 years of industry experience. She holds a Series 66 designation and previously worked at Citigroup for six years. Outside of her advisory role, she is a manager of two investment companies focused on real estate holdings. Amerant Investments, Inc. serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $688 million in assets. The firm utilizes model portfolios, third-party managers, and emphasizes global, multi-asset diversification, operating as a subsidiary of Amerant Bank with combined SEC-registered investment adviser and FINRA broker-dealer registration.

Ricardo Sucre is a financial advisor with Amerant Investments, Inc. in Coral Gables, FL, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Morgan Stanley and Bolton Global Asset Management. Outside of his advisory work, he is the owner and manager of Sucre Financial, LLC, a firm established to operate Bolton securities and investment advisory businesses. Amerant Investments primarily serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets. The firm employs a model portfolio approach with both discretionary and non-discretionary advisory arrangements, integrating third-party portfolio managers and technology to support unified managed accounts and access alternative investments.

Carlos Castro Oliveros is a financial advisor at Amerant Investments, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at Amerant Investments since 2021, with prior experience at Amerant Bank and Mercantil Bank. Outside of his advisory role, he is the manager of a company formed to hold a real estate investment property. Amerant Investments, Inc. provides portfolio management and advisory services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm uses model portfolios and third-party managers to deliver globally diversified, multi-asset investment solutions and operates as a wholly owned subsidiary of Amerant Bank.

Anabel Ferreiro Lopez is a financial advisor at Amerant Investments, Inc. with 17 years of industry experience. She holds a Series 66 designation and has worked at Mercantil Commercebank since 2007. Amerant Investments, Inc. serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts by providing discretionary and non-discretionary portfolio management, wrap programs, and separately managed account services. The firm employs a global, multi-asset diversification approach using model portfolios, third-party managers, and alternative investments, and operates as a wholly owned subsidiary of Amerant Bank, N.A.

Emeris Lucas is a financial advisor at Amerant Investments, Inc. with 20 years of industry experience. He holds the Series 66 designation and has worked previously at CommerceBank Investment Services. Amerant Investments primarily serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets. The firm employs investor profiling and model portfolios, engaging third-party managers and utilizing technology to support unified managed accounts and alternative investments.

Denise Negron is a financial advisor with Amerant Investments, Inc., holding the CFP® designation along with Series 63, 65, and 66 licenses. She has 15 years of industry experience, including positions at Amerant Bank, First Horizon Bank, and City National Bank of Florida. Amerant Investments primarily serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets. The firm uses investor profiling and model portfolios, along with both discretionary and non-discretionary advisory arrangements, to provide portfolio management and access to alternative investments.