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Gabriel M

Series 65

Miami, FL

Vontobel Swiss Financial Advisers

Gabriel Mueller is a financial advisor at Vontobel Swiss Financial Advisers with two years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments, Bank Vontobel, and Notenstein LaRoche Private Bank LLC. Vontobel Swiss Financial Advisers provides wrap-fee wealth management programs to individuals, corporate entities, and institutional clients, offering discretionary and non-discretionary portfolio management alongside custody and trade execution services. The firm manages multi-asset and single-asset strategies using documented investor profiles and risk controls, with approximately USD 16.2 billion in assets under management as of December 31, 2025.

ESG / Sustainable investing
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Stephan W

Series 63, Series 66

Ny, NY

Vontobel Swiss Financial Advisers

Stephan Wessels is a financial advisor at Vontobel Swiss Financial Advisers with 21 years of industry experience. He previously worked at Deutsche Bank Trust Company Americas and Citigroup. Vontobel Swiss Financial Advisers provides wealth management and wrap-fee investment advisory programs to private individuals, high-net-worth clients, charities, trusts, and business entities, serving both U.S. and non-U.S. clients. The firm offers discretionary and non-discretionary mandates managed by an in-house Investment Committee and is notable for its Swiss principal office, FINMA licensing, and affiliation with the Vontobel Group.

ESG / Sustainable investing
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Joao D

Series 63, Series 65

Miami, FL

Vontobel Swiss Financial Advisers

Joao Decastro is a financial advisor with Vontobel Swiss Financial Advisers holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Citibank N.A. from 2015 to 2024 before joining Vontobel SFA. Vontobel Swiss Financial Advisers AG provides wealth management and wrap-fee investment advisory programs to private individuals, high-net-worth clients, charities, trusts, and business entities, serving both U.S. and non-U.S. clients. The firm offers a range of discretionary and non-discretionary investment mandates managed by an in-house Investment Committee and operates under both SEC registration and Swiss FINMA licensing.

ESG / Sustainable investing
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Fenimore M

Series 65

Los Angeles, CA

Vontobel Swiss Financial Advisers

Fenimore Marsh is a financial advisor at Vontobel Swiss Financial Advisers with one year of industry experience. He holds a Series 65 designation. His prior work history includes positions at WellAcre Wealth Management, LLC, and roles outside the financial sector such as at Wind Addiction Kitesurfing School. Vontobel Swiss Financial Advisers offers wrap-fee wealth management programs to individuals, corporate entities, and institutional clients, providing both discretionary and non-discretionary investment advisory services. The firm manages a range of multi-asset and single-asset strategies and reported approximately USD 16.2 billion in program assets as of December 31, 2025.

ESG / Sustainable investing
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Billy O

Series 63, Series 65

New York, NY

Vontobel Swiss Financial Advisers

Billy Obregon is a financial advisor at Vontobel Swiss Financial Advisers with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Deutsche Bank Trust Company Americas, Deutsche Bank Securities Inc., and Rreef Management, an affiliate of DWS Investments Distributors, Inc. Vontobel Swiss Financial Advisers provides wealth management and wrap-fee investment advisory programs to private individuals, high-net-worth clients, charities, trusts, and business entities, serving both U.S. taxpayers and a significant non-U.S. client base. The firm offers discretionary and non-discretionary mandates managed by an in-house Investment Committee and is notable for its Swiss principal office, FINMA licensing, and affiliation with the Vontobel Group.

ESG / Sustainable investing
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