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Ivo K

Series 63, Series 65, Series 66

Remote

SSA Wealth Advisors

Ivo Kaufmann is a financial advisor at SSA Wealth Advisors with six years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to his current role, he worked at SYZ Swiss Advisor RA for 14 years. SSA Swiss Advisors AG provides discretionary and non-discretionary investment management and multi-family office services to high-net-worth individuals, trusts, family offices, and corporate clients. The firm serves both U.S. and significant non-U.S. clients, using a disciplined global investment process that combines macroeconomic scenario analysis with value-driven security selection and tailored asset allocation.

Private / alternative investments Concentrated stock management
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Jaime M

Remote

SSA Wealth Advisors

Jaime Malda Salinas is a financial advisor at SSA Wealth Advisors with five years of industry experience. Prior to joining SSA Wealth Advisors in 2021, he worked at Santander Wealth Management International for two years and at Santander International for nine years. SSA Swiss Advisors AG provides discretionary and non-discretionary investment management and multi-family office services to high-net-worth individuals, trusts, family offices, and corporate clients, serving both U.S. and non-U.S. clients. The firm employs a global investment process that combines macroeconomic scenario analysis with value-driven security selection and tailored asset allocation.

Private / alternative investments Concentrated stock management
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Pedro V

Remote

SSA Wealth Advisors

Pedro Vieira Camilo Alves is a financial advisor with SSA Wealth Advisors, holding more than 13 years of experience at the firm. He previously worked at BPI (Suisse) for five years and Portland Hill Capital for three years. SSA Swiss Advisors AG provides discretionary and non-discretionary investment management and multi-family office services to high-net-worth individuals, trusts, family offices, and corporate clients, serving both U.S. and a substantial non-U.S. clientele. The firm employs a disciplined global investment process that combines macroeconomic scenario analysis with bottom-up, value-driven security selection and tailored asset allocation.

Private / alternative investments Concentrated stock management
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