I have dedicated my career to advancing financial services and fintech solutions, combining expertise in wealth management, product development, and technology consulting. After earning a Bachelor’s in Business Administration and a Master’s in Finance from Adolfo Ibanez University in Santiago, Chile, I began my career at the Santiago Stock Exchange. There, I gained valuable experience in equity research and operations before transitioning into wealth management.
As a Senior Wealth Advisor at Camden Wealth Advisors, I managed investment strategies and comprehensive financial planning for high and ultra-net-worth clients. I also collaborated on building a multi-family office, adding a new revenue stream to the firm. My deep understanding of the wealth management landscape led me to focus on integrating technology into financial services—optimizing middle and back-office processes for scalability and efficiency.
My passion for innovation brought me to Creativemass Enterprises, an Australian-based start-up company where I led the U.S. expansion of Salesforce-based financial technology solutions, successfully delivering transformative projects for RIAs and other financial firms.
I am proud to join Cantata Wealth as Deputy Director of Operations and a Financial Advisor. I am excited to contribute to the launch of the firm and to serve our clients with integrity and excellence.
I find purpose in blending financial expertise with cutting-edge technology to help institutions and individuals achieve their goals.
Beyond work, I’m a competitive sports enthusiast. Growing up in Chile, I’ve practiced martial arts since I was 4 years old, competing in multiple tournaments with great success. This discipline taught me important values and integrity. I have also been part of multiple soccer organizations in both Chile and the United States.
Having access to the Andes Mountains in my backyard, I enjoy snowboarding, hiking and exploring the great outdoors with my friends and family. Nowadays, I spend most of my outdoor time playing Padel, one of the fastest-growing sports in the world.
We are all grateful for the opportunity to unite in building a sustainable, value-driven practice that can enable everyone we touch to thrive.
Co-Founder, Co-CEO and Chief Investment Officer
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Co-Founder, Co-CEO and President
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Co-Founder and Senior Financial Advisor
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Co-Founder and Advisory Board Member
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