Our Team

Ric-smRicardo Morean

Managing Partner

Key Posts Previously Held:

  • Senior Managing Director, RBC Wealth Management – International Advisory Division (headed Miami, New York and San Diego offices)
  • Regional Managing Director, Wells Fargo Advisors – International Division (headed Miami, New York offices)
  • Regional Managing Director, Merrill Lynch – International Financial Group (headed New York, Miami, Tel Aviv and San Diego offices)
  • Head, Merrill Lynch – International Trust and Wealth Structuring Group (covered team of 1,000 financial advisors in Latin America, Asia, Middle East and Europe)
  • Senior Vice President and Senior Private Banker, Banco Santander International

 

G. Alfonso2Gustavo Alfonso

Managing Partner

Key Posts Previously Held:

  • Senior Vice President—Financial Advisor, RBC Wealth Management
  • Financial Advisor at UBS International, Wachovia Securities, Prudential Securities, Dean Witter Reynolds, Merrill Lynch

 

 

 

 

 

Franklin-smFranklin Christophers

Managing Partner

Key Posts Previously Held:

  • Managing Partner, Brentworth Capital
  • Vice President and Private Banker at Citibank, J.P. Morgan Trust, Chase Manhattan Bank, Bank of America

 

 

 

 

 

 

su-smSugeidy Mederos

Investment Associate

Sugeidy is an Investment Associate with Brightstone Capital and previously served as Investment Associate at RBC Wealth Management and as Client Service Associate at Merrill Lynch.

 

 

 

 

 

 

 

maggie-smMagdalena Guerra

Senior Client Associate

Maggie is a Senior Client Associate with Brightstone Capital and previously served as Senior Client Associate at RBC Wealth Management and UBS AG.

BNY Research and Commentary

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