Epic Advisory Services Corp

Ezequiel Roson is a financial advisor at Epic Advisory Services Corp with three years of industry experience. He holds a Series 66 designation and has worked at Asset Managers Agente de Valores since 2023 and Capital Markets Argentina SA since 2006, where he assists in account openings and report creation. Roson provides investment advice to both foreign clients through Epic Advisory Services and local clients in Uruguay. Epic Advisory Services Corp offers asset and portfolio management to individuals, corporations, institutions, and other entities through customized discretionary and non-discretionary portfolios. The firm combines third-party macroeconomic research with internal due diligence to manage a diversified range of investments, including equities, fixed income, options, derivatives, and alternatives.

Mauricio Ibarra is a financial advisor with Epic Advisory Services Corp, holding a Series 66 credential and nine years of industry experience. He has worked at Epic Capital Securities since 2017 and previously held roles at BB&T Securities and Schneider Capital. Outside of his advisory work, he is a coach for Boca United, a youth soccer organization. Epic Advisory Services Corp provides asset and portfolio management to individuals, corporations, institutions, and other entities through customized discretionary and non-discretionary portfolios, as well as sub-advisory arrangements. The firm combines third-party macroeconomic research with internal due diligence to manage allocations across various asset classes and employs strategies that include hedging, leverage, and borrowing.

Marcelo Sanchez is a financial advisor at Epic Advisory Services Corp with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Epic Advisory Services in 2021, he worked at Asset Managers S.A. Agente de Valores and has been involved with Capital Markets Argentina SA since 2009. Epic Advisory Services Corp provides asset and portfolio management to individuals, corporations, institutions, and other entities through customized discretionary and non-discretionary advisory services. The firm integrates third-party macroeconomic research with internal due diligence to manage diversified portfolios across various asset classes, including equities, fixed income, options, derivatives, and alternative investments.

Federico Pozzo is a financial advisor with Epic Advisory Services Corp in Boca Raton, FL, holding a Series 66 designation and 10 years of industry experience. He has worked at Epic Capital Securities and Asset Managers S.A. since 2015. Pozzo serves as president of Asset Managers S.A., a broker-dealer registered with the Central Bank of Uruguay. Epic Advisory Services Corp provides asset and portfolio management to individuals, corporations, institutions, and other entities through customized discretionary and non-discretionary advisory services, managing approximately $121.1 million in regulatory assets as of December 31, 2024. The firm combines third-party macroeconomic research with internal due diligence to construct diversified portfolios that may include equities, fixed income, options, derivatives, and alternative investments.

Lucas Brea is a financial advisor at Epic Advisory Services Corp with nine years of industry experience. He holds a Series 66 designation and has been with Epic Advisory Services and its affiliated broker-dealer, Epic Capital Securities Corp., since 2016. He also serves as AVP of Relationship Management at Epic Advisory Services, coordinating support and business between sales personnel and the company. Epic Advisory Services Corp provides asset and portfolio management to individuals, corporations, institutions, and other entities through customized discretionary and non-discretionary advisory services. The firm combines third-party macroeconomic research with internal due diligence to construct diversified allocations and permits borrowing and the use of derivatives in separately managed accounts.

Thomas Nilsson is a financial advisor at Epic Advisory Services Corp with 11 years of industry experience. He holds the Series 66 designation and has worked at Epic Capital Securities, Inc. since 2013. Outside of his advisory role, Nilsson is involved in managing several family and personal investment companies, including a pottery business holding company. Epic Advisory Services Corp provides asset and portfolio management to individuals, corporations, institutions, and other entities through customized discretionary and non-discretionary advisory services. The firm utilizes a combination of third-party macroeconomic research and internal due diligence to manage a diversified range of investments, including equities, fixed income, options, derivatives, and alternatives.

Pablo Cairoli is a financial advisor at Epic Advisory Services Corp with 17 years of industry experience. He holds the Series 66 designation and has held senior roles at Asset Managers S.A. since 2018 and Epic Capital Securities since 2013. Cairoli is also a director of Asset Managers S.A. in Uruguay and president of Belguld Company SA, an advisory firm in Uruguay. Epic Advisory Services Corp provides asset and portfolio management to individuals, corporations, institutions, and other entities through customized discretionary and non-discretionary advisory services. The firm uses third-party macroeconomic research combined with internal due diligence to manage portfolios across multiple asset classes, including equities, fixed income, options, derivatives, and alternative investments.