Alonso Valenzuela Del Rio is a financial advisor at Summa Corp. with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and previously worked at Goldman Sachs & Co. for 11 years. Summa Corp. provides investment advisory, consulting, and family office services to individuals, high-net-worth clients, corporations, and other investment advisers. The firm emphasizes long-term capital preservation and seeks positive absolute returns through fundamental analysis and diversification, managing over $1.58 billion in assets with a focus on investment management and consulting rather than standalone financial planning.

Rodrigo De La Garza is a financial advisor with Summa Corp. in The Woodlands, TX, holding Series 63 and 66 licenses and bringing 31 years of industry experience. His career includes roles at Investment Placement Group, Insight Securities Inc., Laradorbecker Securities Corporation, and Lba Advisors LLC. Outside of advisory work, he has a passive investment in Masters Destillers, LLC, a company involved in the production, distribution, and marketing of Salvador Mezcal. Summa Corp. provides investment advisory, supervisory, consulting, and family office services to individuals, high-net-worth clients, corporations, and other advisers, including a notable non-U.S. client base. The firm emphasizes long-term capital preservation and positive absolute returns through fundamental analysis and diversified strategies, managing over $1.58 billion in assets and engaging in sub-advisory arrangements that support cross-border referrals.

Maria Bernaldo De Quiros is a financial advisor with Summa Corp. in The Woodlands, TX, holding a Series 63 license and bringing 37 years of industry experience. She has worked at Summa Corp. and Summa Holdings, Inc. since 2001 and was previously with InSight Securities, Inc. from 2014 to 2019. Outside of her advisory role, she acts as a sub-advisor for a Panamanian investment advisory firm, providing recommendations and asset allocation advice. Summa Corp. offers investment advisory, supervisory, consulting, and family office services to individuals, high-net-worth clients, corporations, and other advisers, including a notable non-U.S. client base. The firm’s investment approach emphasizes long-term capital preservation and positive absolute returns through fundamental analysis, diversification, and a broad range of instruments, with tailored portfolios monitored regularly.