Greenwood Family Advisors LLC

Nicolas Suarez Inclan is a CFA® charterholder with 19 years of industry experience. He is currently a financial advisor at Greenwood Family Advisors LLC, where he has worked since 2021. Prior to this, he was associated with J.P. Morgan Chase Bank and J.P. Morgan Securities LLC for 15 years. Greenwood Family Advisors provides family-office-style, non-discretionary investment advisory services to a select group of high-net-worth individuals, families, and related entities. The firm focuses on customized asset allocation, portfolio oversight, and coordination with external service providers, serving both U.S.-domiciled and non-U.S.-domiciled clients.

Carlos Anllo II is a financial advisor at Greenwood Family Advisors LLC with 20 years of industry experience. He previously worked at J.P. Morgan Chase Bank, NA and J.P. Morgan Securities Inc, totaling 15 years in those roles. Outside of his advisory work, Mr. Anllo serves as a Director and President of Bay Consultants Inc., a consulting firm unrelated to investment services. Greenwood Family Advisors provides family-office-style, non-discretionary investment advisory services to a select group of high-net-worth individuals, families, and related entities. The firm manages approximately $327.1 million in assets, focusing on customized asset allocation, consolidated reporting, and coordination among multiple financial intermediaries.

Jennifer Aguerrebere is a financial advisor at Greenwood Family Advisors LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Bolton Securities Corporation and Bolton Global Capital for seven years. Outside of her advisory role, she is the managing member of GDP Investment Consulting LLC, providing consulting services. Greenwood Family Advisors offers family-office-style, non-discretionary investment advisory services to a select group of high-net-worth individuals and families, including both U.S. and non-U.S. clients. The firm focuses on customized asset allocation, coordinated oversight of externally managed assets, and comprehensive financial and estate planning support.