Roberto Vélez has joined the Boreal Capital Management network as a senior financial advisor in Miami.
Vélez “brings extensive experience in wealth management, particularly for high-net-worth international families,” sources at the firm told Funds Society.
With nearly 20 years in Miami, Vélez’s career includes roles at Insigneo, PNC Bank, BBVA, Royal Bank of Canada, and Banco Santander, “gaining valuable expertise in private banking, portfolio management, and estate planning,” according to a statement obtained by Funds Society.
“His broad experience in the global financial market enables him to play a key role in expanding Boreal’s reach, especially in Ecuador, where the company currently has a relatively small presence,” the statement added.
With Vélez’s arrival, Boreal aims to enhance its service offerings and build stronger connections with clients in Latin America. Additionally, the firm is preparing to further solidify its position as a trusted advisor for high-net-worth families, providing comprehensive financial planning and private banking services with an international perspective.
For Gabriela Huerta