Alejandro Algaze is a financial advisor at Matters Capital LLC with seven years of industry experience. He holds the Series 65 and Series 66 licenses and previously worked at SVB Wealth LLC and several logistics firms. Matters Capital provides discretionary and non-discretionary wealth management, financial planning, and investment consulting primarily to high-net-worth individuals, trusts, estates, and privately offered pooled investment vehicles. The firm focuses on fundamental analysis and long-term portfolio construction using a mix of low-cost mutual funds, ETFs, alternative investments, and selective individual securities.

Richard Perez is a financial advisor at Matters Capital LLC in Coral Gables, FL, holding a Series 65 designation with five years of industry experience. He previously worked at Cynosure Group, LLC, SVB Wealth LLC, and Boston Private Wealth LLC. Matters Capital provides wealth management, financial planning, and investment consulting services to high-net-worth individuals, trusts, estates, and privately offered pooled investment vehicles. The firm emphasizes fundamental analysis and long-term portfolio construction using low-cost mutual funds, ETFs, alternative investments, and selective individual securities, serving a concentrated client base that includes a significant non-U.S. presence.