Pablo Carrillo is a financial advisor with Finamex Asset Management, LLC in Houston, TX, holding a Series 66 credential and two years of industry experience. He has worked extensively within the Finamex group, including Casa de Bolsa Finamex, where he serves as manager of investment banking structuring. Carrillo is also the sole investment advisor and beneficiary of a family trust. Finamex Asset Management, LLC provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals in Mexico, along with institutional clients such as pension funds and businesses. The firm employs a combination of Modern Portfolio Theory, tactical asset allocation, and rule-driven strategies, with a majority of assets managed on a non-discretionary basis requiring client authorization for trades.

Mariana Martinez Cabral Torres is a financial advisor at Finamex Asset Management, LLC with one year of industry experience. She holds a Series 66 designation and has worked at several firms including Casa de Bolsa Banorte S.A. de C.V. and Grupo Financiero Santander Mexico. Finamex Asset Management, LLC provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals in Mexico, as well as institutional clients such as pension fund managers and businesses. The firm employs a combination of Modern Portfolio Theory, tactical asset allocation, and technically based, rule-driven strategies, with a notable emphasis on non-discretionary management and active fixed-income and sector supervision.

Laura Munoz Alarcon is a financial advisor with Finamex Asset Management, LLC in Houston, TX, holding Series 63 and Series 65 credentials and four years of industry experience. Her work history includes roles at Finamex International, LLC, Finamex Asset Management, LLC, and managing Profit By Laura for five years. Finamex Asset Management, LLC provides portfolio management, financial planning, and consulting primarily to high-net-worth individuals in Mexico, as well as institutional clients such as pension fund managers and businesses. The firm combines a Modern Portfolio Theory core with tactical asset allocation and rule-driven strategies, managing most assets on a non-discretionary basis with a notable affiliated broker-dealer structure.

Mauricio Grajales Tarin is a financial advisor at Finamex Asset Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Finamex and its related entities since 2017, including Casa De Bolsa Finamex S.A.B. De C.V. and Banamex Banca Privada. Finamex Asset Management provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals in Mexico, as well as institutional clients such as pension fund managers and businesses. The firm employs a combination of Modern Portfolio Theory, tactical asset allocation, and rule-driven strategies, managing a majority of assets on a non-discretionary basis with an affiliated broker-dealer structure.

Luis Suarez Perez is a financial advisor at Finamex Asset Management, LLC in Houston, TX, holding Series 63 and Series 65 licenses with six years of industry experience. His career includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., before joining Finamex. Finamex Asset Management provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals in Mexico, as well as institutional clients and businesses. The firm employs a combination of Modern Portfolio Theory, tactical asset allocation, and rule-driven strategies, managing a majority of assets on a non-discretionary basis with a distinctive affiliated broker-dealer execution structure.

Santiago Fernandez Ramos is a financial advisor with Finamex Asset Management, LLC, holding Series 63 and Series 65 licenses and over 22 years of industry experience. His prior experience includes roles at Natixis in both London and New York, BBVA Securities Inc, and Tradition North America. Finamex Asset Management serves primarily high-net-worth individuals in Mexico, as well as institutional clients such as pension fund managers and businesses. The firm combines a Modern Portfolio Theory core with tactical asset allocation and rule-driven strategies, offering customized portfolios managed mainly on a non-discretionary basis.