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Our Firm

LEADERSHIP TEAM

Daniel Kodsi

Daniel Kodsi

CEO/Managing Principal

Sergio Moises

Sergio Moises

Chief Financial Officer

INVESTMENT MANAGEMENT

Philip Carroll

Philip Carroll

Director - Finance

OPERATIONS

Arcadia Alvarez

Arcadia Alvarez

Chief Compliance Officer

Francene Moises

Francene Moises

Director - Human Resources

Felix Haydar

Felix Haydar

Director - Fund Operations

Patrick Batalha

Patrick Batalha

Analyst - Fund Operations

INVESTOR RELATIONS

Andres Valdivieso

Andres Valdivieso

Executive Director - LATAM

Daniela Ceballos

Daniela Ceballos

Associate Director - Investor Relations

MARKETING

Chris Dieguez

Chris Dieguez

Director - Creative/Marketing

FUND ACCOUNTING

Maggie Moreno

Maggie Moreno

Controller - Accounting

Ronald Alli

Ronald Alli

Assistant Controller - Accounting

William Rengel

William Rengel

Accounts Payable Manager - Accounting

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1.800.581.7227

Wells Fargo Center

333 S.E. 2nd Avenue Suite 3000

Miami, FL 33131

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LEGAL | PRIVACY

The material contained on this website is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her financial professionals.

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The information provided does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction to any person to whom it is not lawful to make such an offer.

 

Participant Capital Advisors, LLC is an investment adviser registered with the Securities and Exchange Commissions (SEC) which does not imply endorsement or approval. We do not provide legal or tax advice. Investing involves risks, including loss of principal. Past performance does not guarantee future results. SEC registration does not imply a certain level of skill or training. For additional important information view our ADV Brochure, found here: www.adviserinfo.sec.gov/firm/summary/304859 


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