Jonathan Berlin / CEO
Jonathan Berlin holds a degree in Finance and Banking from the Banking and Commercial School in Mexico City, has worked at several brokerage firms in Mexico, and has over 15 years of experience managing the wealth of individuals and corporations. He currently holds the Series 65 Uniform Investment Advisor Law certification and the AWMA (Accredited Wealth Management Advisor) certification.
He has more than 15 years of experience as financial advisor, with an extensive knowledge in Mexican and USA financial markets. He worked in different stock brokers in Mexico, and as an independent advisor more than 6 years.