Uyana Partners LLC

Sofia Tello is a financial advisor at Uyana Partners LLC in Miami, FL, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at ETA Capital Partners and Insignium Asset Management. She also has academic experience at Tulane University. Uyana Partners serves individual, high-net-worth, ultra-high-net-worth, corporate, insurance-company, and non-U.S. clients by providing portfolio management and financial planning. The firm uses a technology-enabled Step-Up program to guide clients through investment profiling and model portfolio selection, combining fundamental and technical analysis with diversified model portfolios and regular account reviews.

Francisca Lanusse Salazar is a financial advisor at Uyana Partners LLC, holding a Series 65 designation and based in Miami, FL. She has recently entered the industry and has prior experience working with Heifer International Ecuador and Tecniseguros SA. Uyana Partners serves individual clients across wealth tiers, including high-net-worth and ultra-high-net-worth individuals, as well as corporate clients. The firm offers portfolio management, financial planning, and a technology-driven model portfolio program, combining fundamental and technical analysis to manage diversified portfolios under discretionary authority.

Luis Guerra Burgos is a CFA® charterholder with one year of industry experience, currently serving at Uyana Partners LLC. Prior to joining Uyana Partners, he has been involved with DILUDA Analytics since 2021 and worked at IndexPubs S.A. from 2013 to 2022. Outside of financial advising, he is the proprietor and president of DILUDA Analytics, a company that develops supervised learning prediction models for soccer analytics. Uyana Partners serves individual, high-net-worth, and ultra-high-net-worth clients as well as corporations, including insurance companies and a notable non-U.S. clientele. The firm offers portfolio management and financial planning through a technology-enabled Step-Up program that incorporates both fundamental and technical analysis, providing diversified model portfolios with ongoing account reviews.

Claude Ronc is a financial advisor at Uyana Partners LLC with a Series 65 credential and one year of industry experience. He has also worked at Insignium Wealth Management AG in Zurich since 2016 as a Relationship Manager. Uyana Partners serves individual and corporate clients, including high-net-worth and ultra-high-net-worth individuals, providing portfolio management, financial planning, and technology-driven model portfolio solutions. The firm combines fundamental and technical analysis to create diversified portfolios and offers consolidated reporting and legal document-management services.

Samantha Santiago Paez is a financial advisor with Uyana Partners LLC, holding Series 63 and Series 66 designations and 15 years of industry experience. Her career includes roles at firms such as Orchard Securities, UBS International, and Beta Capital Securities. Outside of advising, she owns and operates Bastt Bakery, a small bakery under Florida’s Cottage Food law. Uyana Partners serves individual and corporate clients across wealth tiers, providing portfolio management, financial planning, and a technology-driven model portfolio program. The firm uses a combination of fundamental and technical analysis to build diversified portfolios and offers consolidated reporting and document-management services.

Felipe Chediak Bueno is a financial advisor at Uyana Partners LLC with six years of industry experience. He holds a Series 65 credential and has worked at Insignium Asset Management, LLC since 2018, as well as Insignium Wealth Management AG since 2011, where he serves as a Non-Executive Director. Uyana Partners serves individual, high-net-worth, ultra-high-net-worth, and corporate clients, including insurance companies and a significant non-U.S. client base. The firm offers portfolio management and financial planning through its technology-enabled Step-Up program, combining fundamental and technical analysis to create diversified model portfolios with ongoing reviews and rebalancing.

Javier Ojeda Garcia is a financial advisor with Uyana Partners LLC in Miami, FL, holding a Series 65 license and bringing four years of industry experience. He also serves as a Relationship Manager at Insignium Wealth Management AG, a role he has held since 2016. Outside of investment management, he is Head of Operations and Accounting at Alpina Brands GmbH, a non-investment-related business. Uyana Partners serves individual and corporate clients, including high-net-worth and ultra-high-net-worth individuals, offering portfolio management, financial planning, and a technology-driven model portfolio program. The firm constructs individualized Investment Policy Statements and combines fundamental and technical analysis to build diversified portfolios, managing assets directly or through third-party managers under discretionary authority.

Ignacio Rosales is a Series 65-credentialed financial advisor at Uyana Partners LLC with four years of industry experience. His prior experience includes roles at Insignium Asset Management, Morgan Stanley, and PricewaterhouseCoopers. He also serves as Chief Behavioral Officer and investment committee member at BuenTrip Ventures. Uyana Partners serves individual and corporate clients across wealth tiers, offering portfolio management, financial planning, and a technology-driven model portfolio program. The firm creates individualized investment policies and manages diversified portfolios using both fundamental and technical analysis.