Finamex Asset Management, LLC

Pablo Carrillo is a financial advisor with Finamex Asset Management, LLC in Houston, TX, holding a Series 66 credential and two years of industry experience. He has worked extensively within the Finamex group, including Casa de Bolsa Finamex, where he serves as manager of investment banking structuring. Carrillo is also the sole investment advisor and beneficiary of a family trust. Finamex Asset Management, LLC provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals in Mexico, along with institutional clients such as pension funds and businesses. The firm employs a combination of Modern Portfolio Theory, tactical asset allocation, and rule-driven strategies, with a majority of assets managed on a non-discretionary basis requiring client authorization for trades.

Mariana Martinez Cabral Torres is a financial advisor at Finamex Asset Management, LLC with one year of industry experience. She holds a Series 66 designation and has worked at several firms including Casa de Bolsa Banorte S.A. de C.V. and Grupo Financiero Santander Mexico. Finamex Asset Management, LLC provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals in Mexico, as well as institutional clients such as pension fund managers and businesses. The firm employs a combination of Modern Portfolio Theory, tactical asset allocation, and technically based, rule-driven strategies, with a notable emphasis on non-discretionary management and active fixed-income and sector supervision.

Laura Munoz Alarcon is a financial advisor at Finamex Asset Management, LLC with four years of industry experience. She holds the Series 65 and Series 63 designations. Her prior roles include positions at Finamex International, LLC and founding Profit By Laura. Finamex Asset Management, LLC provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals in Mexico, as well as institutional clients such as pension fund managers and businesses. The firm uses a combination of Modern Portfolio Theory with tactical and rule-driven strategies, managing many accounts on a non-discretionary basis that require client authorization for trade execution.

Mauricio Grajales Tarin is a financial advisor at Finamex Asset Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Finamex and its related entities since 2017, including Casa De Bolsa Finamex S.A.B. De C.V. and Banamex Banca Privada. Finamex Asset Management provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals in Mexico, as well as institutional clients such as pension fund managers and businesses. The firm employs a combination of Modern Portfolio Theory, tactical asset allocation, and rule-driven strategies, managing a majority of assets on a non-discretionary basis with an affiliated broker-dealer structure.

Luis Suarez Perez is a financial advisor at Finamex Asset Management, LLC in Houston, TX, holding Series 65 and Series 63 licenses with six years of industry experience. His prior roles include positions at Alterna Securities, Inc., J.P. Morgan Securities LLC, and JPMorgan Chase Bank, N.A. Finamex Asset Management provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals in Mexico, as well as institutional clients such as pension fund managers and businesses. The firm employs a combination of Modern Portfolio Theory and tactically managed, rule-driven strategies, with an emphasis on active fixed-income and sector supervision, and manages a majority of assets on a non-discretionary basis.

Santiago Fernandez Ramos is a financial advisor at Finamex Asset Management, LLC in Houston, TX, with 22 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Natixis in New York and London, BBVA Securities Inc, and Tradition North America. Finamex Asset Management provides portfolio management, financial planning, and consulting primarily to high-net-worth individuals in Mexico, as well as institutional clients such as pension fund managers and businesses. The firm employs a combination of Modern Portfolio Theory, tactical asset allocation, and rule-driven strategies, managing most assets on a non-discretionary basis with client authorization required for trade execution.