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 at Epic Advisory Services Corp with nine years of industry experience. He holds a Series 66 designation and previously worked at BB&T Securities. Outside of his advisory role, he serves as a coach for Boca United, a youth soccer organization. Epic Advisory Services Corp. manages investments for individuals, including high-net-worth clients, as well as corporations and other entities, offering both discretionary and non-discretionary advisory services. The firm employs customized portfolio construction based on third-party macroeconomic research and in-house due diligence, with capabilities that include options, derivatives, and leverage strategies.

Marcelo Sanchez is a financial advisor with Epic Advisory Services Corp, holding Series 63, Series 65, and Series 66 licenses and 14 years of industry experience. He has worked with firms including Epic Capital Securities, Asset Managers S.A. Agente de Valores, LATIN SECURITIES ARGENTINA S.A., and Wells Fargo Clearing. He maintains involvement with LATIN SECURITIES ARGENTINA S.A. as an independent agent. Epic Advisory Services Corp. provides investment management to individuals, corporations, and other entities through both discretionary and non-discretionary advisory arrangements. The firm constructs customized portfolios using third-party macroeconomic research and in-house due diligence, implementing strategies that may include options, derivatives, and leverage, and benefits from cross-border capabilities through its affiliations within the Latin Securities Group.

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.

Christine Gonzalez is a financial advisor at Epic Advisory Services Corp with six years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley, Banco Santander International, and Credit Agricole Private Bank, among other firms. Epic Advisory Services Corp. provides investment management to individuals, corporations, and other entities through discretionary and non-discretionary arrangements. The firm builds customized portfolios using both third-party macroeconomic research and in-house due diligence, employing strategies that may include options, derivatives, and leverage.

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 with Epic Advisory Services Corp in Boca Raton, FL, holding a Series 66 credential and 12 years of industry experience. He has been with Epic Advisory Services since 2015 and is also associated with Latin Securities Inc since 2026 and Epic Capital Securities, Inc. since 2013. Outside of his advisory work, Nilsson is involved in managing a pottery business through a personal holding company and participates as a shareholder in a family investment company. Epic Advisory Services Corp provides investment management to individuals, corporations, and other entities through both discretionary and non-discretionary advisory arrangements. The firm constructs customized portfolios using third-party macroeconomic research and in-house due diligence, employing strategies that may include options, derivatives, leverage, and borrowing for hedging or yield purposes.

Pablo Cairoli is a financial advisor at Epic Advisory Services Corp with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Asset Managers S.A. and Capital Markets Argentina S.A. Outside of his advisory role, he serves as director of a Uruguayan broker-dealer and is president of an advisory firm in Uruguay. Epic Advisory Services Corp provides investment management to individuals, corporations, and other entities through discretionary and non-discretionary arrangements, utilizing customized portfolios that incorporate third-party macroeconomic research and in-house due diligence. The firm operates with a notable cross-border presence through its affiliations with domestic and foreign entities, including a Uruguayan sub-advisor.