Andbanc Advisory LLC

Ana Arnau is a financial advisor at Andbanc Advisory LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and Mora Wm Securities LLC. Ana is based in Miami, FL. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and advisory services to individuals, corporations, and institutional investors. The firm operates on an open-architecture basis, utilizing internal research, third-party managers, and affiliate resources to build diversified portfolios across various asset classes, serving a client base that includes high-net-worth and non-U.S. investors.

Luiz Boruchowski is a financial advisor with Andbanc Advisory LLC based in Miami, FL. He holds the Series 63 and Series 65 designations and has 25 years of industry experience. His prior roles include positions at Morgan Stanley and Wells Fargo Clearing. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and advisory services to individuals, corporations, and institutional investors. The firm uses an open-architecture approach, incorporating internal research, third-party managers, and affiliate resources to build diversified portfolios across various asset types and account structures.

Karen Mendoza is a Series 66-licensed advisor with Andbanc Advisory LLC in Miami, FL, where she has worked since 2015. She has 23 years of industry experience. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients. The firm manages approximately $872 million through a team of ten advisors, offering customized portfolio management, investment policy, and estate planning support using an open-architecture investment approach.

Leandro De Almeida is a financial advisor at Andbanc Advisory LLC in Miami, FL, holding a Series 66 designation with three years of industry experience. He has served as CEO of Jatai Gestão de Recursos since 2018 and previously worked at Lynce Group Ltda. from 2011 to 2018. Outside of advisory work, he is a managing member of Lupita Investments LLC, a personal investment vehicle. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients. The firm manages approximately $872 million across a team of ten advisors, employing an open-architecture investment approach that integrates fundamental, technical, and macro analysis tailored to client risk profiles.

Arturo Carrera Munoz is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Andbanc Advisory LLC. He previously worked at Amerant Bank from 2016 to 2019. Outside of his advisory role, he is involved with Maplebeas Inc., a delivery services company. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and advisory services to individuals, corporations, and institutional investors. The firm operates on an open-architecture basis and is part of a group affiliated with a banking institution and broker-dealer, offering a range of investment solutions including proprietary pooled funds and serving a diverse client base that includes non-U.S. investors.

Carlos Gribel is a Series 66-licensed financial advisor with 17 years of industry experience, currently serving as CEO and Investment Adviser Representative at Andbanc Advisory LLC since 2015. He has held multiple leadership roles within Andbanc's affiliated entities, including board memberships at Andbanc Brokerage and Andbank Brazil, where he participates in quarterly market discussions. Additionally, he serves on the board of the nonprofit organization "If You Foundation." Andbanc Advisory LLC provides discretionary and non-discretionary investment management and advisory services to individuals, corporations, and institutional investors. The firm employs an open-architecture approach, utilizing internal research and third-party managers to manage diversified portfolios, and serves a client base that includes both U.S. and non-U.S. investors.

Miguel Cardoso is a financial advisor with Andbanc Advisory LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Andbanc Advisory since 2015 and is also affiliated with Andbanc Brokerage. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients. The firm employs an open-architecture investment approach, customizing asset allocation based on client risk profiles across a range of asset classes.

Andres Sinclair is a financial advisor with Andbanc Advisory LLC in Miami, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with Genesis Fund Management LLC since 2010 and Genesis Investment Advisors LLC since 2005. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients. The firm employs an open-architecture investment approach combining fundamental, technical, and macro analysis, customizing asset allocation across a range of investment vehicles.

Juan Venegas is a financial advisor at Andbanc Advisory LLC in Miami, FL, holding a Series 65 designation with 12 years of industry experience. He has been associated with Andbanc Advisory LLC since 2009 and Andbanc Brokerage LLC since 2017. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients. The firm manages approximately $872 million across a team of ten advisors and employs an open-architecture investment approach that integrates fundamental, technical, and macro analysis tailored to client risk profiles.

Rodrigo Borba is an advisor at Andbanc Advisory LLC in Miami, FL, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at West Investimentos LLC and West Investimentos Brasil, as well as banking experience at Itau-Unibanco and Citibank in Brazil. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and advisory services to individuals, corporations, and institutional investors. The firm uses an open-architecture approach, incorporating internal research, third-party managers, and affiliated resources to construct diversified portfolios, and serves a client base that includes non-U.S. investors through its cross-border ownership and affiliated services.

Hector Horcajada Romay is a financial advisor at Andbanc Advisory LLC with a Series 66 credential and three years of industry experience. He has been associated with Andbanc Brokerage LLC and ANDBANC Wealth Management since 2022 and previously worked at Lindenwood University from 2016 to 2022. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and advisory services to individuals, corporations, and institutional investors. The firm employs an open-architecture approach, utilizing internal research, third-party managers, and affiliate resources to build diversified portfolios and serves a client base that includes non-U.S. investors.