Marco Moreno is a financial advisor at Mora Capital Management, LLC with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Mora Wm Securities LLC since 2012. Outside of his advisory role, Moreno is the sole owner of Ebusus Partners LLC and is a limited partner and passive investor in a China investment venture. Mora Capital Management offers investment management and family-wealth advisory services to institutional and high net worth clients. The firm employs an open-architecture investment process that integrates fundamental and technical analysis, third-party manager selection, and customized solutions, operating under a structure that includes affiliated entities and a larger non-discretionary asset base than many peers.

Mario Ros is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He currently works at Mora Capital Management, LLC in Miami, FL. His previous experience includes roles at UBS Financial Services and Citigroup. Outside of his advisory work, he is president of Bullros Finance LLC, which manages his rental property operations. Mora Capital Management provides investment management and family-wealth advisory services to institutional and non-institutional clients, including high net worth individuals. The firm utilizes an open-architecture investment process combining fundamental and technical analysis, third-party manager selection, and customized solutions tailored to client objectives.

Sergio Bister Pessaj is a financial advisor at Boreal Capital Management LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Mora WM Securities LLC since 2012. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm operates an open-architecture platform combining internal portfolio management with third-party and affiliated sub-advisers across various asset classes.

Daniel Eulate is a financial advisor at Boreal Capital Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Mora Wealth Management LLC and Andbanc Advisory LLC. Outside of his advisory role, he serves as a manager of Dakhill LLC, a company that invests in restaurant businesses. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm uses an open-architecture platform that combines internal portfolio management with third-party and affiliated sub-advisers across various asset classes.

Antonio Gomez Real is a financial advisor at Mora Capital Management, LLC with 14 years of industry experience. He has worked at Mora Wealth Management LLC since 2018 and previously at Andbanc Advisory LLC from 2014 to 2018. Antonio serves on the board of Gazul S.L., a company managing the net worth of Spanish singer Alejandro Sanz, and was invited to join the board of directors of the Florida Grand Opera in 2026. Mora Capital Management provides investment management and family-wealth advisory services to institutional and non-institutional clients, including high net worth individuals. The firm employs an open-architecture investment approach combining fundamental and technical analysis, third-party manager selection, and customized solutions tailored to client objectives.

Juan Doria is a financial advisor with Boreal Capital Management LLC in Miami, FL, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Mora Wealth Management LLC, Ucap Asset Management LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith, Inc. He also participates in referral activities with ProviCapital. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm utilizes an open-architecture platform combining internal portfolio management with third-party and affiliated sub-advisers, serving a diverse client base including high-net-worth and non-U.S. clients.

Alan Prizant is a financial advisor at Mora Capital Management, LLC with eight years of industry experience and a Series 66 designation. His prior work includes roles at Boreal Capital Securities LLC, GC Group Capital LLC, Tigress Financial Partners, LLC, and Whirlpool Corp. Mora Capital Management provides investment management and family-wealth advisory services to institutional and non-institutional clients, including high net worth individuals. The firm employs an open-architecture investment process that integrates fundamental and technical analysis, third-party manager selection, and customized solutions, offering both discretionary management and non-discretionary consulting.

Yohander Jimenez is a financial advisor at Boreal Capital Management LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm operates an open-architecture platform combining internal portfolio management with third-party and affiliated sub-advisers across multiple asset classes.

Roberto Garcia is a financial advisor at Boreal Capital Management LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Mora Wm Securities LLC since 2013. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm operates an open-architecture platform combining internal portfolio management with third-party and affiliated sub-advisers across various asset classes, serving a diverse client base including high-net-worth and non-U.S. clients.

Santiago Copello is a financial advisor at Boreal Capital Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Boreal Capital Securities LLC since 2020, following prior roles at Insigneo Advisory Services and as an independent advisor. He serves on the finance committee of Fundación Santiago Vergara Crespo, a Colombian nonprofit that manages investments for a Catholic university branch. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional clients. The firm uses an open-architecture platform combining internal and third-party management across various asset classes and is majority-owned by MoraBanc Grup S.A., an Andorran private banking group.

Salvador Ramos Carmona is a financial advisor at Mora Capital Management, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at UBS Financial Services, Inc. and UBS Asesores Mexico, S.A. de C.V. Mora Capital Management provides investment management and family-wealth advisory services to institutional and non-institutional clients, including high net worth individuals. The firm uses an open-architecture investment process combining fundamental and technical analysis, third-party manager selection, and customized index solutions, offering both discretionary management and non-discretionary consulting.

Fernando De Frutos Gonzalez is a CFA® charterholder with four years of industry experience. He is currently Chief Investment Officer at Boreal Capital Management LLC, where he oversees the Investment Advisory Team in Zürich and manages the firm’s investment policy globally. His prior experience includes six years at Boreal Capital Management AG in Zurich. His role involves frequent travel between Miami and Zurich to coordinate investment activities. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm operates an open-architecture platform combining internal portfolio management with third-party and affiliated sub-advisers, serving a diverse client base including high-net-worth and non-U.S. clients.

Manuel Salamanca Mejia is a CFA® charterholder with 10 years of industry experience. He is currently with Boreal Capital Management LLC and previously worked at FinAccess Advisors, LLC for nine years. Based in Miami, FL, he holds Series 63 and Series 65 licenses. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm uses an open-architecture platform combining internal portfolio management with third-party and affiliated sub-advisers across multiple asset classes.

Juan Villalonga Tallada is a financial advisor at Mora Capital Management, LLC with one year of industry experience. He holds the Series 65 designation and has worked at Boreal Capital Management LLC and Banco Santander International prior to joining Mora Capital Management. Mora Capital Management provides investment management and family-wealth advisory services to both institutional and individual clients, offering customized discretionary portfolios as well as non-discretionary consulting. The firm employs an open-architecture investment process that integrates fundamental and technical analysis, third-party manager selection, and structured products tailored to client objectives.

Daniel Richmond is a financial advisor with Mora Capital Management, LLC, holding a Series 66 credential and 22 years of industry experience. He is the sole owner of Richmond Capital Advisors LLC, an SEC-registered robo-advisor firm serving clients with smaller investment balances using algorithm-driven strategies. Richmond has previously worked with Boreal Capital Management LLC and Mora Wealth Management LLC. Mora Capital Management provides investment management and family-wealth advisory services to institutional and non-institutional clients, including high net worth individuals. The firm employs an open-architecture investment process combining fundamental and technical analysis, third-party manager selection, and customized solutions to meet client objectives.

Roberto Ruiz Velez is a financial advisor at Mora Capital Management, LLC with 11 years of industry experience and a Series 66 designation. His prior roles include positions at Boreal Capital Management LLC, Insigneo Advisory Services LLC, PNC Investments, BBVA Securities Inc, and COMPASS Bank. Mora Capital Management provides investment management and family-wealth advisory services to both institutional and non-institutional clients, including high net worth individuals. The firm employs an open-architecture investment approach that combines fundamental and technical analysis, third-party manager selection, and customized solutions, serving a diverse client base through both discretionary management and non-discretionary consulting.

Marco Fernandez Celorio is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Mora Capital Management, LLC and has previously worked at Boreal Capital Securities LLC and UBS in both New York and Mexico. Mora Capital Management provides investment management and family-wealth advisory services to institutional and high net worth clients, offering customized discretionary portfolios as well as non-discretionary consulting and wealth services. The firm employs an open-architecture investment process combining fundamental and technical analysis, third-party manager selection, and structured products tailored to client objectives.

Annette Manon is a financial advisor at Boreal Capital Management LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Mora Wealth Management LLC and Mora WM Securities since 2012. Boreal Capital Management provides investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm operates an open-architecture platform combining internal portfolio management with third-party and affiliated sub-advisers across various asset classes.

Carl Edlund is a financial advisor with Boreal Capital Management LLC in Miami, FL, holding a Series 66 designation and 18 years of industry experience. He has worked at Boreal Capital Management and its affiliated entities since 2020 and previously spent seven years with EFG Capital Advisors Inc. Edlund is a 50% owner of Carenica LLC, an investment entity generating rental income, though he is not involved in its daily operations and receives no compensation from it. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm operates an open-architecture platform combining internal management with third-party and affiliated sub-advisers across a range of asset classes, and it is majority-owned by MoraBanc Grup S.A., an Andorran private banking group.

Renata Benghira Lima is a financial advisor at Mora Capital Management, LLC with 12 years of industry experience. She holds the Series 66 designation and previously worked at EFG Capital International Corp from 2016 to 2020. Lima is also involved with Boreal Capital Management LLC, an affiliated SEC-registered investment advisor providing back-office support services. Mora Capital Management offers investment management and family-wealth advisory services to institutional and non-institutional clients, including high net worth individuals. The firm employs an open-architecture investment process combining fundamental and technical analysis, third-party manager selection, and customized solutions tailored to client objectives.

Luis Delgado is a financial advisor at Boreal Capital Management LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors, LLC, and Wells Fargo Clearing Services, LLC. Outside of his advisory role, he manages LADC Capital Management LLC, providing insurance solutions related to life insurance and annuity products. Boreal Capital Management offers discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm uses an open-architecture platform combining internal and third-party portfolio management and serves a diverse client base, including high-net-worth and non-U.S. clients.

Antonio Oliveira Moura is a financial advisor with Mora Capital Management, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Efg Capital International Corp since 2005 and was with Efg Capital Advisors Inc from 2016 to 2019. Moura serves as an observer at Central America Bottling Corp board meetings, dedicating limited time with no compensation. Mora Capital Management provides investment management and family-wealth advisory services to institutional and non-institutional clients, including high net worth individuals. The firm employs an open-architecture investment process that integrates fundamental and technical analysis, third-party manager selection, and structured products to meet client objectives, operating with a distinctive ownership and operational structure.

Rafael Moreno is a financial advisor at Boreal Capital Management LLC with 24 years of industry experience. He holds the Series 66 designation and has been associated with Mora Wealth Management LLC and Mora WM Securities LLC since 2012. Moreno serves as Vice President of the El Rio Condominium Association, a volunteer role with monthly meetings and no compensation. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm employs an open-architecture platform combining internal management with third-party and affiliated sub-advisers across various asset classes.

Fabiola Bravo Serjant is a financial advisor at Mora Capital Management, LLC in Miami, FL, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Boreal Capital Securities LLC, Raymond James, and Amerant Bank NA. Mora Capital Management provides investment management and family-wealth advisory services to institutional and non-institutional clients, including high net worth individuals. The firm employs an open-architecture investment process combining fundamental and technical analysis, third-party manager selection, and customized solutions to meet client objectives.

Ruben Hernandez is a financial advisor with Boreal Capital Management LLC in Miami, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Mora Wm Securities LLC since 2012. Hernandez is a limited partner and passive investor in China Investment Venture. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm utilizes an open-architecture platform that integrates internal portfolio management with third-party and affiliated sub-advisers across various asset classes.

Lorenzo Ramos Gonzalez is a financial advisor at Boreal Capital Management LLC with a Series 65 designation and over 30 years of industry experience, including a long tenure at Citibank Mexico. He joined Boreal Capital Management in 2025. Outside of his advisory role, he is involved as an owner and director of a real estate entity in Madrid, Spain. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm operates an open-architecture platform combining internal portfolio management with third-party and affiliated sub-advisers across various asset classes.

Ernesto Cordovez is a financial advisor at Boreal Capital Management LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at Mora WM Securities LLC since 2019. Prior to that, he was employed at Safra Securities LLC and Safra National Bank of New York from 2014 to 2018. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm operates an open-architecture platform combining internal portfolio management with third-party and affiliated sub-advisers across various asset classes.

Francisco Toussaint Rincon Gallardo is a financial advisor at Mora Capital Management, LLC with a Series 65 designation. He has worked at Citi Investment Services since 1998. Mora Capital Management provides investment management and family-wealth advisory services to institutional and non-institutional clients, including high net worth individuals. The firm employs an open-architecture investment approach combining fundamental and technical analysis, third-party manager selection, and customized investment solutions.

Fernando Carrera Perbuli is a financial advisor at Boreal Capital Management LLC in Miami, FL, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Boreal Capital Securities LLC, EFG Capital International Corp, Universidad del Pacifico, and Inteligo Bank. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm operates an open-architecture platform that integrates internal portfolio management with third-party and affiliated sub-advisers across various asset classes.