Roberto Santos is a financial advisor with Arrowroot Family Office, LLC, holding a Series 66 designation and 22 years of industry experience. He has served at Arrowroot Partners, LLC since 2014 and Vitreous Partners, LLC since 2013. Outside of his advisory roles, he is a managing partner at Vitreous Partners Holdings, LLC, providing business consulting on M&A activities, and serves as a board member of GL Concepts. Arrowroot Family Office offers investment advisory and multi-family office services to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm provides customized asset management with both discretionary and non-discretionary options, utilizing analytics-based asset allocation and a variety of investment vehicles, and also manages private pooled investment vehicles and affiliated funds.

Michael Villarica is a Series 65 licensed advisor at Arrowroot Family Office, LLC with one year of industry experience. He has been with Arrowroot Family Office since 2021 and previously worked at Arrowroot Tax & Business Management and Three18, Inc. Arrowroot Family Office provides multi-family office and investment advisory services to a range of clients including individuals, families, retirement plans, and charitable organizations. The firm offers customized asset allocation, discretionary and non-discretionary asset management, and additional services such as tax preparation and financial planning.