Insigneo continues its expansion in the Latin American market with the hiring of Esteban Díaz.
The advisor joins Insigneo under the direction of José Luis Carreño, who is responsible for the Chilean market, to bring his expertise.
His career began in Santiago, Chile, where he worked at renowned financial institutions such as Banco Penta and Banco BICE.
In 2008, Díaz moved to Miami to join Credit Suisse and, in 2013, he joined Merrill Lynch, where he focused on structured notes, alternative investments, and client-specific portfolios.
“His expertise will enhance Insigneo’s offerings to a primarily Chilean clientele, providing personalized investment strategies to clients seeking comprehensive wealth management,” reads the statement accessed by Funds Society.
Additionally, Díaz brings a strong academic background to his new role, holding a degree in Accounting and Auditing from the University of Santiago, Chile, and an MBA from Loyola College.
