Experience

Sardona Capital S.A.

• Panama
• Financial Services
• 1 - 100 Employee

• Executive Chairman

  • Sep 2018 - Present

  Sardona Capital S.A. (previously Solidus Securities S.A.) was launched in 2012 as the first Swiss independent Broker/Dealer in Panama. Today, Sardona Capital S.A. follows the tradition of Swiss Banking and offers wealth management and private banking services, trading and execution, and custody services based on its international booking platform for its international private and institutional clients. For more information visit www.sardona-capital.com Sardona Capital S.A. (previously Solidus Securities S.A.) was launched in 2012 as the first Swiss independent Broker/Dealer in Panama. Today, Sardona Capital S.A. follows the tradition of Swiss Banking and offers wealth management and private banking services, trading and execution, and custody services based on its international booking platform for its international private and institutional clients. For more information visit www.sardona-capital.com



Areti Bank

• Puerto Rico
• Banking
• 1 - 100 Employee

• Executive Chairman

  • Jan 2021 - Present

  Areti is a financial institution focused on sustainable investments. Areti clients can be certain that their money is well placed to positively impact the climate and social environments. Areti supports companies whose business model is based on the environmental, social and governance factors (ESG). Areti believes in a different way of banking: responsible - human - sustainable. For more information visit: www.aretibank.com Areti is a financial institution focused on sustainable investments. Areti clients can be certain that their money is well placed to positively impact the climate and social environments. Areti supports companies whose business model is based on the environmental, social and governance factors (ESG). Areti believes in a different way of banking: responsible - human - sustainable. For more information visit: www.aretibank.com



Lendz Financial

• United States
• Financial Services
• 1 - 100 Employee

• Chairman

  • Jun 2020 - Present

  Lendz is a new US mortgage lender launched in 2020 and operating out of Miami, Florida. Our mission is your vision – a seamless path to homeownership. Based on state-of-the-art user-friendly technology, our professionals guide each client through the mortgage process: smooth, simple and fast - The Lendz Way. For more information visit www.lendzfinancial.com Lendz is a new US mortgage lender launched in 2020 and operating out of Miami, Florida. Our mission is your vision – a seamless path to homeownership. Based on state-of-the-art user-friendly technology, our professionals guide each client through the mortgage process: smooth, simple and fast - The Lendz Way. For more information visit www.lendzfinancial.com


Solidus Asset Management AG
• Switzerland
• Managing Partner

  • Jun 2012 - Jun 2020

Solidus Securities S.A.
• United States
• Financial Services
• 1 - 100 Employee
• Manager Partner and Chief Executive Officer

  • Jun 2012 - Sep 2018


UBS AG

• United Kingdom
• Entertainment

• Senior Product Specialist Structured Product

  • Apr 2011 - Jun 2012

• Senior Product Specialist Private Label Funds

  • May 2010 - Apr 2011


Solidus Asset Managment AG
• Switzerland
• Senior Investment Adivsor

  • Jul 2009 - Apr 2010

AIG Private Bank AG
• Head Capital Markets Products

  • Apr 2007 - Jun 2009

Julius Baer
• Switzerland
• Banking
• 700 & Above Employee
• Head Product Development JB Funds

  • Feb 2005 - Feb 2007


UBS Global Asset Management

• Senior Product Manager and Developer UBS Fund

  • Aug 2001 - Jan 2005

• Portfolio Manager

  • Apr 1999 - Jul 2001