Summa Corp.

Rodrigo De La Garza is a financial advisor at Summa Corp. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Investment Placement Group, Insight Securities Inc., and Laradorbecker Securities Corporation. Outside of his advisory role, he has a passive investment in Masters Destillers, LLC, a company involved in the production and marketing of Salvador Mezcal. Summa Corp. provides investment advice, supervisory services, portfolio consulting, and family office services to individuals, corporations, and other business entities. The firm focuses on long-term capital preservation and positive absolute returns through customized portfolios diversified across multiple asset classes, relying on fundamental analysis and external research.

Maria Bernaldo De Quiros is a financial advisor at Summa Corp. with 36 years of industry experience. She holds a Series 63 designation and has worked at Insight Securities, Inc. and Urbanizadora del Bajío, S.A. de C.V. in prior roles. Outside of her advisory work, she serves as a sub-advisor for a Panamanian investment advisory firm. Summa Corp. provides investment advice, supervisory services, portfolio consulting, and family office services to individuals, corporations, and other business entities. The firm focuses on long-term capital preservation and seeks positive absolute returns through customized, diversified portfolios that include equities, fixed income, ETFs, structured notes, and selected hedge funds.