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Our Firm

LEADERSHIP TEAM

Daniel Kodsi

Daniel Kodsi

CEO/Managing Principal

Sergio Moises

Sergio Moises

Chief Financial Officer

Bernard Wasserman

Bernard Wasserman

President

INVESTMENT MANAGEMENT

Philip Carroll

Philip Carroll

Director - Finance

Jerry Piro

Jerry Piro

Director - Development

Michael Payson

Michael Payson

Senior Associate - Investment Management

OPERATIONS

Arcadia Alvarez

Arcadia Alvarez

Chief Compliance Officer

Miguel Canet

Miguel Canet

Associate - Fund Operations

Felix Haydar

Felix Haydar

Director - Fund Operations

Daniela Racero

Daniela Racero

Associate - Fund Operations

Patrick Batalha

Patrick Batalha

Analyst - Fund Operations

Francene Moises

Francene Moises

Director - Human Resources

INVESTOR RELATIONS

Andres Valdivieso

Andres Valdivieso

Director - Investor Relations

Daniela Ceballos

Daniela Ceballos

Associate Director - Investor Relations

Bernardo Lozano

Bernardo Lozano

Director - Investor Relations

Hugo Della Motta

Hugo Della Motta

Associate Director - Investor Relations

MARKETING

Chris Dieguez

Chris Dieguez

Director - Creative/Marketing

Glori Rodriguez

Glori Rodriguez

Director - Marketing/Creative

Joseph Cabra

Joseph Cabra

Associate Director - Creative/ Marketing

FUND ACCOUNTING

Maggie Moreno

Maggie Moreno

Controller - Accounting

Carolina Salazar

Carolina Salazar

Sr. Accounts Payable Specialist - Accounting

Diana Sosa

Diana Sosa

Assistant Controller - Accounting

Luis Bethencourt

Luis Bethencourt

Financial Reporting Manager - Accounting

Raudel Rivero

Raudel Rivero

Senior Accountant - Accounting