Mora Capital Management, LLC

Marco Moreno is a financial advisor at Boreal Capital Management LLC with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has been associated with Mora Wm Securities LLC since 2012. Outside of his advisory role, Moreno is a limited partner and passive investor in China Investment Venture and is the sole owner of Ebusus Partners LLC, which holds an investment in a Spanish property. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm combines internal portfolio management with third-party and affiliated sub-advisers across various asset classes and serves a diverse client base including high-net-worth and non-U.S. clients.

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 Boreal Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mora Wealth Management LLC since 2018 and Andbanc Advisory LLC from 2014 to 2018. He serves on the board of Gazul S.L., overseeing the financial interests of Spanish singer Alejandro Sanz, and is a board member of the Florida Grand Opera. 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.

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.

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 UBS Financial Services with one year of industry experience. He previously worked at UBS Asesores Mexico, S.A. de C.V. for six years and at Instituto Tecnologico Autonomo de Mexico for six years. He holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

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.

Bruno Gomez Acebo Borbon is a financial advisor at Boreal Capital Management LLC with five years of industry experience. He holds the Series 66 designation and previously operated as a self-employed advisor for nine years before joining Boreal Capital Securities LLC. Outside of his advisory role, he is involved in client referrals for Provi-Capital Partners, an investment banking and M&A firm, receiving a portion of revenues generated from referrals. 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 a range of asset classes, serving both U.S. and non-U.S. clients.

Juan Villalonga Tallada is a financial advisor at Boreal Capital Management LLC with a Series 65 designation and experience at Banco Santander International and Tallalar SA. He has been with Boreal Capital Management since 2025. 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 sub-advisers across various asset classes and serves a diverse client base including high-net-worth and non-U.S. clients.

Daniel Richmond is the sole advisor at Richmond Capital Advisors LLC, an independent firm based in Miami, FL. He holds a Series 66 designation and has 21 years of industry experience. Richmond is also associated with Mora Wealth Management LLC and Boreal Capital Management LLC, where he has been involved since 2012. Outside of advisory work, he is involved in a real estate brokerage, Miller Eaton LLC, spending several hours per week in that capacity. Richmond Capital Advisors LLC provides algorithm-driven, online portfolio management primarily for individual and high-net-worth clients through a robo-advisory platform. The firm manages discretionary accounts with assets custodied at Interactive Brokers and utilizes automated suitability questionnaires and algorithmic rebalancing as part of its investment process.

Angel Sanz Alonso is a financial advisor at Boreal Capital Management LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Mora Wealth Management AG and Andbank. 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.