An experienced independent third-party distribution team specializing in US Offshore and Latin America
We successfully navigate the different markets to drive sales
We know what drives success and streamline the process allowing the client to move directly to execution
We bring over 103 years' experience in US Offshore and Latin American Markets gained through large, sophisticated organizations.
24 years of experience in the investment industry, leading the Americas International division of Legg Mason, overseeing Wealth Management and Institutional business throughout the Americas.
Managed teams across Sao Paolo, Santiago, Miami, and New York.
Responsible for distribution across retail, advisory, and institutional clients includin
24 years of experience in the investment industry, leading the Americas International division of Legg Mason, overseeing Wealth Management and Institutional business throughout the Americas.
Managed teams across Sao Paolo, Santiago, Miami, and New York.
Responsible for distribution across retail, advisory, and institutional clients including the Caribbean, Canada, US NRC, and Central and South America
25 years of experience in sales, product development, fund of funds and strategic business development. Headed up Brazil for Legg Mason.
Experience across a broad range of companies, including Legg Mason, Western Asset Management, Citigroup Asset Management, Maxblue (Deutsche Bank) and Itau Unibanco.
24 years of experience in the investment industry, from equity sales to portfolio management and Venture Capital.
Director of Sudamericana de Vapores S.A and Empresas La Polar S.A.
CIO BanchileAGF.
Prior to BanchileAGF, Christian worked at Legg Mason Chile AGF, Citigroup AGF Chile and Bice Corredoresde Bolsa.
With over three decades of experience in the financial services industry, Jennifer served as a Director at MFS Investment Management, where she was instrumental in growing market share and deepening client relationships across diverse markets with wire houses, banks, and independent advisory channels.
After retiring from MFS, Jennifer dedi
With over three decades of experience in the financial services industry, Jennifer served as a Director at MFS Investment Management, where she was instrumental in growing market share and deepening client relationships across diverse markets with wire houses, banks, and independent advisory channels.
After retiring from MFS, Jennifer dedicated three years to public service, volunteering as a financial wellness coach at Foundation Communities providing financial literacy education and empowering underserved communities.
In addition to her financial career, Jennifer ventured into film production, directing public relations with Motivate Pictures, producing a Texas-based psychological thriller, and managing the their film’s festival circuit. She also chaired large scale fundraising events for the Austin Film Festival, leveraging her leadership and networking skills to support literacy and creativity through story-telling for young filmmakers.
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