25 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 São Paulo, 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.
Ana Ramirez is a senior executive with nearly 20 years of experience in institutional distribution and asset management across Latin America. She has held leadership roles at BCI Miami, BCI Asset Management, Ameris Capital, LarrainVial, and Compass Group, specializing in capital raising, strategic partnerships, and scaling distribution businesses serving pension funds, private banks, and family offices in the region. Throughout her career, she has structured investment platforms and negotiated distribution agreements with global asset managers. Ana holds a Bachelor of Business from Pontificia Universidad Católica de Chile.
Dynamic wholesaler with over two decades of experience in the defined contribution marketplace, including 401(k) sales, fiduciary consulting, and investment management. Carrie has a proven track record of driving retirement plan growth through strategic advisor relationships and consultative sales across national territories. She held high-impact roles at Legg Mason, Transamerica, and ADP, earning multiple NAPA DC Top Wholesaler awards and ADP President's Club honors. She specializes in DCIO strategies, advisor channel development, mutual fund distribution, and bundled retirement solutions. Carrie received her BS at the University of Georgia.
Currently a Sales Associate with FDS. She has experience in corporate lending, financial analysis, and asset management, with a background in Business Administration from ICADE and a Master of Science in Management from Georgetown University. Mercedes previously worked in Corporate Lending at Banco Sabadell Miami, where she gained experience in credit analysis, underwriting processes, financial modeling, and portfolio monitoring.
26 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 Itaú Unibanco.
More than 16 years of professional experience in Fund of Funds management, manager selection, asset allocation, and client advisory. Experience across a wide range of asset management and private banking companies in Brazil, including Banco Votorantim, Banco Santander, ABN AMRO, and BDR Asset. Denis has been a pioneer in the development of international fund of funds in the Brazilian market.
More than 7 years of experience in the financial market in client relationship management, with a focus on systematic products since 2019. Since 2021, working in the fund industry covering distribution platforms and independent financial advisors in the commercial segment. Over the past 2 years, focused on relationships with institutional clients, family offices, pension funds, independent advisor firms, and international allocators. Experience across XP Investimentos, ASA AM and Daemon AM. FINRA Series 3 and Series 30 licensed.
More than 3 years of experience in the financial market, with a background in economics and experience in quantitative modeling, risk management and macroeconomics analysis. Currently working as a Product Specialist, Leonardo is responsible for portfolio and Fund of Funds (FOFs) management, asset allocation and manager selection, investment due diligence processes and economic landscape analyses.
25 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 at BanchileAGF. Prior to BanchileAGF, Christian worked at Legg Mason Chile AGF, Citigroup AGF Chile and Bice Corredores de Bolsa.
Patricia Beans is a seasoned financial-services executive and the Founder of Beans Consulting Services, LLC, where she advises organizations on client strategy, business transformation, and execution. With four decades of experience across retail and wholesale financial services, she is widely recognized for her ability to navigate complex global environments, drive cross-functional alignment, and lead organizations through merger integrations and culture transformations. Patricia previously served in senior leadership roles at Franklin Templeton, including Head of Global Business Development and Client Reporting. She partnered closely with C-suite executives to design and execute enterprise-wide roadmaps that modernized governance, strengthened client engagement, and improved operational efficiency. She played a central role in the integrations of Putnam Investments (2024) and Legg Mason (2020), leading discovery, workstream development, and execution efforts that delivered transparency, efficiency, and revenue growth. Earlier, as Managing Director at Legg Mason, Patricia built Centers of Excellence that enhanced client engagement, expanded revenue opportunities, and increased profitability within a rapidly evolving regulatory landscape. At FDS Partners, Patricia brings deep board-level insight into strategy, governance modernization, risk oversight, and global regulatory ecosystems. Her expertise sits at the intersection of client strategy, operational reality, and organizational transformation — areas where firms often face their greatest challenges and opportunities. She provides constructive challenge, supports management, and helps organizations anticipate disruption and align strategy with execution. Patricia is NACD Directorship Certified® and holds Series 7, 24, and 63 FINRA licenses. She earned her master's degree in marketing and management from Webster University and her bachelor's degree in psychology from North Central College.