Amerant investments, Inc.

Roger Bosch is a financial advisor at Amerant Investments, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Boreal Capital Securities LLC and Amerant Bank NA. Bosch is based in Coral Gables, Florida. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm uses model portfolios and mutual funds to implement investment strategies focused on global, multi-asset diversification and offers access to alternative investments through a centralized marketplace.

Jonathan Sauce is a financial advisor with Amerant Investments, Inc. in Miami, FL, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Insigneo Advisory Services, Insigneo Securities, and Mercantil Commercebank Investment Services. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management, wrap-program services, and separately managed accounts primarily to affluent and high-net-worth individuals, IRAs, trusts, and personal investment companies. The firm uses model portfolios, third-party managers, and emphasizes global, multi-asset diversification while operating as a wholly owned subsidiary of Amerant Bank, N.A.

Gilberto Paez is a financial advisor at Amerant Investments, Inc. in Coral Gables, FL, holding a Series 66 designation with 10 years of industry experience. He has worked at Mercantil Commercebank Investment Services since 2015 and at Mercantil Commercebank since 2014. Amerant Investments, Inc. serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts through discretionary and non-discretionary portfolio management, using model portfolios and mutual funds as primary investment vehicles. The firm emphasizes global, multi-asset diversification and offers access to alternative investments, operating as a wholly owned subsidiary of Amerant Bank with a dual SEC-registered investment adviser and FINRA broker-dealer registration.

Gregory Pita is a financial advisor with Amerant Investments, Inc. in Coral Gables, FL, holding a Series 66 credential and 13 years of industry experience. He has worked at Mercantil Commercebank Investment Services since 2013. Amerant Investments primarily serves affluent and high-net-worth individuals, providing portfolio management, wrap-fee programs, and access to separately managed accounts and unified managed accounts. The firm uses investor profiling, model portfolios, and third-party sub-advisors to manage client assets and operates as a wholly owned subsidiary of Amerant Bank, N.A., with dual registration as an SEC investment adviser and FINRA broker-dealer.

Daniel Segal is a financial advisor at Amerant Investments, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at BackEnd Resolve, Benchmark Financial Wealth Advisory LLC, American Portfolios Financial Services, Inc., and he has been involved with Illuminating Solutions LLC for over a decade. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm uses model portfolios, third-party portfolio managers, and a global, multi-asset diversification approach, and it is a wholly owned subsidiary of Amerant Bank, N.A.

Ron Eisner is a financial advisor with Amerant Investments, Inc., holding a Series 66 designation and 11 years of industry experience. He has previously worked at Hightower, Kensington Financial Associates, 1818 Private Client Group, and Leumi Investment Services. Outside of finance, Eisner is a musician and performer involved with The Resolvers, LLC and Eisner Music LLC, where he manages and performs in music and entertainment activities. Amerant Investments serves primarily affluent and high-net-worth individuals, as well as personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets. The firm employs a model portfolio approach with quantitative and qualitative due diligence, uses third-party managers, and offers advisory services through both discretionary and non-discretionary arrangements.

Patricia Leon Ponte is a financial advisor at Amerant Investments, Inc. with 13 years of industry experience. She holds a Series 66 designation and has been affiliated with Mercantil Commercebank and its investment services division since 2011. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management along with wrap programs and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm uses model portfolios, third-party managers, and emphasizes global, multi-asset diversification, serving approximately 531 clients with $688 million in assets under management.

Breno Sily Vasconcellos is a financial advisor at Amerant Investments, Inc. with one year of industry experience. He holds a Series 66 designation and has been with Amerant in various capacities since 2023. Prior to his current role, he also worked at Barry University and UFES. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management, wrap programs, and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm emphasizes global, multi-asset diversification and uses model portfolios, third-party portfolio managers, and sub-advisors to implement client investment strategies.

Luis Hernandez Guerrero is a financial advisor at Amerant Investments, Inc. in Coral Gables, FL, holding a Series 66 license with five years of industry experience. His prior work includes roles at SBA Communications and Banctrust & Co, as well as an extended period at Universidad Metropolitana. Amerant Investments primarily serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $782 million in assets. The firm utilizes investor profiling and model portfolios with quantitative and qualitative due diligence, supports unified managed accounts, and operates as a wholly owned subsidiary of Amerant Bank, offering integrated advisory and brokerage services.

Juan Hernandez Hidrobo is a financial advisor at Amerant Investments, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Amerant Investments since 2021. His prior roles include positions at Hult International Business School and Financiera De Desarrollo Nacional. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm employs global, multi-asset diversification strategies and uses model portfolios alongside third-party portfolio managers, managing approximately $688 million in assets as of the end of 2024.

Diego Abreu is a financial advisor at Amerant Investments, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at TD Bank. Amerant Investments, Inc. provides portfolio management and advisory services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm manages approximately $688 million in assets and emphasizes global, multi-asset diversification using model portfolios, third-party managers, and alternative investments.

Diego Garcia Devillalobosadames is a financial advisor at Amerant Investments, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Puente Asesoramiento de Inversiones, LLC and Puente Servicios Financieros LLC. Amerant Investments serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets through discretionary and non-discretionary advisory arrangements. The firm employs investor profiling and model portfolios, engages third-party portfolio managers, and offers unified managed accounts supported by proprietary technology and a centralized investment marketplace.

Ian Dubugras is a financial advisor at Amerant Investments, Inc. with four years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Belvedere Wealth Advisors, LLC, and as a self-employed advisor. Outside of his advisory role, he serves as Operating General Manager of Koblenz America LLC, overseeing the tax and legal status of the LLC. Amerant Investments primarily serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm manages approximately $782 million in client assets and uses a combination of investor profiling, model portfolios, and third-party managers to implement and monitor investment strategies.

Sebastian Gomez is a financial advisor at Amerant Investments, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mariva Global Asset Management, Mariva Capital Markets, BigSur Wealth Management, and Lowenhaupt Global Advisors. Outside of his advisory role, he works as a tennis instructor for young advanced players on weekends. Amerant Investments serves primarily affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets. The firm offers portfolio management through discretionary and non-discretionary arrangements, utilizing investor profiling, model portfolios, third-party managers, and technology to support separately managed accounts and unified managed accounts.

Baylor Lancaster Samuel is a financial advisor with Amerant Investments, Inc. and holds a Series 66 license. He has four years of industry experience, including prior roles at 1919 Investment Counsel and CV Advisors. Amerant Investments primarily serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets through a combination of discretionary and non-discretionary advisory arrangements. The firm employs investor profiling and model portfolios supported by both in-house and third-party portfolio management, and it operates as a wholly owned subsidiary of Amerant Bank with dual registration as an SEC investment adviser and FINRA broker-dealer.