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Mariano P
Series 66
Miami, FL
Puente Asesoramiento de Inversiones, LLC
Mariano Pagano is a financial advisor at Puente Asesoramiento de Inversiones, LLC with 17 years of industry experience. He holds the Series 66 designation and previously worked at Santander Securities, Wells Fargo Clearing, and Wells Fargo Advisors. Puente Asesoramiento de Inversiones LLC offers discretionary and non-discretionary asset and portfolio management and investment advice to institutions, corporations, and high-net-worth clients, integrating third-party macroeconomic research with internal due diligence to build diversified allocations across multiple asset classes. The firm is affiliated with a broker-dealer and its personnel hold multiple registrations and roles across related financial entities.
Mariana T
Series 63, Series 66
Miami, FL
Puente Asesoramiento de Inversiones, LLC
Mariana Trambauer is a financial advisor at Puente Asesoramiento de Inversiones, LLC with two years of industry experience. She previously worked at UBS Financial Services for two years. Outside of her advisory role, she operates an online business selling clothing and decor items she no longer uses. Puente Asesoramiento de Inversiones LLC provides discretionary and non-discretionary asset and portfolio management and investment advice to institutions, corporations, and high-net-worth clients, using third-party macroeconomic research combined with internal due diligence to build diversified allocations across multiple asset classes.
Jorge S
Series 66
Miami, FL
Puente Asesoramiento de Inversiones, LLC
Jorge San Roman is a financial advisor with Puente Asesoramiento de Inversiones, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Santander Securities, LLC and Santander International Private Banking for over nine years. Puente Asesoramiento de Inversiones LLC provides discretionary and non-discretionary asset and portfolio management and investment advice to institutions, corporations, and high-net-worth clients. The firm combines third-party macroeconomic research with internal due diligence to construct diversified portfolios across multiple asset classes and employs strategies that may include hedging, leverage, derivatives, and emerging-market exposures.
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