Advisors at this firm
Luis J
Series 65
Spring, TX
MMBG Investment Advisors Co.
Luis Jimenez Perez is a financial advisor at MMBG Investment Advisors Co. with a Series 65 credential and one year of industry experience. Prior to joining MMBG, he worked for Banco Santander International for seven years and Banco Santander Mexico for six years. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach that combines macro analysis with fundamental security selection, offering customized portfolios that include equity and fixed-income holdings tailored to client objectives.
Andres A
CFA®
Miami, FL
MMBG Investment Advisors Co.
Andres Aguilar Calvo is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at MMBG Investment Advisors Co. since 2017. Prior to this, he worked at MG Capital Asesores for three years. Outside of his advisory role, he manages two real estate companies, dedicating limited time to these activities. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in assets. The firm employs a global investment approach combining top-down macro analysis with bottom-up security selection and maintains notable international affiliations that support its cross-border investment capabilities.
Gonzalo L
Series 65
Houston, TX
MMBG Investment Advisors Co.
Gonzalo Lobeira Richardson is a financial advisor at MMBG Investment Advisors Co. with one year of industry experience. He previously worked at MG Capital for six years and Risk Counseling Associates SC for two years. Gonzalo holds a Series 65 designation and is based in Miami, FL. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach combining top-down macro analysis with bottom-up fundamental security selection and serves a notable non-U.S. client base through international affiliations.
Francisco G
Series 65
Miami, FL
MMBG Investment Advisors Co.
Francisco Garcia Lozano is a financial advisor at MMBG Investment Advisors Co. He holds a Series 65 designation and has been in the industry since 2016, with prior experience at Morales y Guerra Capital Asesores before joining MMBG in 2021. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach combining top-down macro analysis with bottom-up fundamental security selection and maintains notable international relationships that support its capacity for global investments.
Francisco De Borja E
Series 65, Series 66
Houston, TX
MMBG Investment Advisors Co.
Francisco De Borja Echanove Camina is a financial advisor at MMBG Investment Advisors Co. with Series 65 and Series 66 credentials. He has prior experience at Banco Santander International and Banco Santander Spain, spanning from 2015 to 2023. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach that combines top-down macro analysis with bottom-up fundamental security selection and maintains notable international client relationships and affiliations.
Nelson F
Series 65
Miami, FL
MMBG Investment Advisors Co.
Nelson Flores is a financial advisor at MMBG Investment Advisors Co. with a Series 65 designation and three years of industry experience. He has worked at several firms including Unimar Financial Services LLC and FirstBank Florida. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in assets. The firm employs a global investment approach that integrates macro analysis with fundamental security selection, offering customized portfolios that include both equity and fixed-income holdings tailored to client objectives.
Armando B
Series 65
Houston, TX
MMBG Investment Advisors Co.
Armando Blancq Cazaux Lozano is a financial advisor at MMBG Investment Advisors Co. in Houston, TX, holding a Series 65 designation. He has over 12 years of experience from his prior role at Banco Santander International before joining MMBG in 2025. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in assets. The firm employs a global investment approach combining top-down macro analysis with bottom-up fundamental security selection and maintains notable international affiliations that support its cross-border client base and global investment capabilities.