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Cheryl D

CFP®, Series 63, Series 65

Boca Raton, FL

Noesis Capital Management Corp

Cheryl Deknatel is a CFP® professional with 19 years of experience in the financial industry. She has been with Noesis Capital Management Corp since 2012. Outside of her advisory role, she serves as a director of Denton & Haskins, a family music publishing company, a position she has held since 1999. Noesis Capital Management provides wealth management and financial planning services to individuals, families, trusts, foundations, and business entities, including both high-net-worth and non-HNW clients, as well as foreign clients. The firm employs a research-driven, fundamental equity approach and offers customized portfolio management with moderate sector diversification.

Private / alternative investments Business exit / sale strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Retired Young Professionals
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Borja D

Series 65

Boca Raton, FL

Noesis Capital Management Corp

Borja De La Fuente is a financial advisor at Noesis Capital Management Corp in Boca Raton, FL. He holds a Series 65 credential and has one year of industry experience. Prior to joining Noesis Capital Management, he was a full-time student for several years. Noesis Capital Management provides wealth management, investment advisory, and financial planning services to individuals, families, trusts, foundations, and business entities, serving both high-net-worth and non-HNW households, including foreign clients. The firm employs a research-driven, fundamental equity approach focusing on companies with durable competitive advantages and offers customized portfolio management with moderate diversification.

Private / alternative investments Business exit / sale strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Retired Young Professionals
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Simon K

Series 66

Boca Raton, FL

Noesis Capital Management Corp

Simon Kasbari is a financial advisor at Noesis Capital Management Corp with a Series 66 designation and one year of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, UBS Financial Services Inc., AllianceBernstein L.P., and Morgan Stanley. Noesis Capital Management provides wealth management, investment advisory, and financial planning services to individuals, families, trusts, foundations, and business entities, covering both high-net-worth and non-HNW clients, including foreign clients. The firm follows a research-driven, fundamental equity approach, combining firm research with portfolio managers’ individual discretion.

Private / alternative investments Business exit / sale strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Retired Young Professionals
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Shihfang C

Series 65

Boca Raton, FL

Noesis Capital Management Corp

Shihfang Chuang is a financial advisor at Noesis Capital Management Corp with 9 years of industry experience. She holds a Series 65 designation and has been with Noesis Capital Management since 2004. Noesis Capital Management provides wealth management, investment-advisory, and financial-planning services to individuals, families, trusts, foundations, and business entities, including both high-net-worth and non-HNW households as well as foreign clients. The firm employs a research-driven, fundamental equity approach focused on companies with durable competitive advantages and strong financials, offering customized portfolio management with moderate sector diversification.

Private / alternative investments Business exit / sale strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Retired Young Professionals
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Christian P

CFA®

Boca Raton, FL

Noesis Capital Management Corp

Christian Paterok is a CFA® charterholder with 22 years of experience at Noesis Capital Management Corp, where he has worked since 2004. He is based in Boca Raton, FL, and part of a seven-advisor team. Noesis Capital Management provides wealth management, investment-advisory, and financial-planning services to individuals, families, trusts, foundations, and business entities, including both high-net-worth and non-HNW households as well as foreign clients. The firm employs a research-driven, fundamental equity approach focused on companies with durable competitive advantages, strong financials, and attractive valuations, offering customized portfolio management and limited access to alternative investments for suitable clients.

Private / alternative investments Business exit / sale strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Retired Young Professionals
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Nicolaas L

CFP®, Series 63

Boca Raton, FL

Noesis Capital Management Corp

Nicolaas Letschert is a CFP® with 26 years of industry experience, serving at Noesis Capital Management Corp since 1995. He is involved with a family office company, Noesis International Holdings, Inc., and serves as a board member of Lymion Group Inc., a business intelligence firm focused on the adult beverage industry. Noesis Capital Management provides wealth management and financial-planning services to individuals, families, trusts, foundations, and business entities, including both high-net-worth and non-HNW clients. The firm employs a research-driven, fundamental equity approach and serves both U.S. and non-U.S. clients through its affiliated Netherlands advisory firm.

Private / alternative investments Business exit / sale strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Retired Young Professionals
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Laleeta H

CFA®

Boca Raton, FL

Noesis Capital Management Corp

Laleeta Hill is a CFA® charterholder and financial advisor at Noesis Capital Management Corp with five years at the firm and prior experience at WE Family Offices, Q-EMerging Markets Corp., and Quantum India Equity Fund Management LLC. She is based in Boca Raton, FL. Noesis Capital Management provides wealth management, investment-advisory, and financial-planning services to individuals, families, trusts, foundations, and business entities, including both high-net-worth and non-HNW households as well as foreign clients. The firm employs a research-driven, fundamental equity approach focusing on companies with durable competitive advantages, strong financials, and attractive valuations.

Private / alternative investments Business exit / sale strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Retired Young Professionals
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Abraham A

CFP®, Series 66

Boca Raton, FL

Noesis Capital Management Corp

Abraham Amador Lindner is a CFP® with 23 years of industry experience, currently serving as an advisor at Noesis Capital Management Corp. He has previously worked at Fidelity Brokerage Services LLC, Fisher Investments, and Charles Schwab. Outside of finance, he is the president of Kreativ Concept Group Inc., a marketing and graphic design business. Noesis Capital Management provides wealth management, investment advisory, and financial planning services to a broad client base including individuals, families, trusts, foundations, and business entities. The firm employs a research-driven, fundamental equity approach and serves both U.S. and non-U.S. clients, offering customized portfolio management with access to alternative investments for suitable accredited clients.

Private / alternative investments Business exit / sale strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Retired Young Professionals
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