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.... With its Swiss heritage and global perspective, Fortune Partners Group’s legacy is one of impactful results and satisfied clients. .. Con herencia suiza y perspectiva global, Fortune Partners Group tiene un legado de resultados significativos y clientes satisfechos. ....
.... Two partners leave one of the world's most highly regarded private banks to provide a paradigm of portfolio and management to clients in Geneva, Switzerland. That experience will be the model for a future new entity, Fortune Partners Group. .. Dos socios dejan a uno de los bancos privados más prestigiosos del mundo para proporcionar un paradigma de cartera y administración a los clientes en Ginebra, Suiza. Esa experiencia será el modelo para una nueva entidad futura, el Grupo Fortune Partners. ....
.... The Swiss entity reaches an important milestone as clients recommend the firm to friends, business associates, and family, many of whom will later reward the separate entity, Fortune Partners Group, with their trust. .. La entidad Suiza alcanza un hito importante ya que los clientes recomiendan la empresa a amigos, socios comerciales y familias, muchos de los cuales recompensarán a la entidad separada, Fortune Partners Group, con su confianza. ....
.... As client base expands, strategically aligned offices leverage synergies to jointly provide best-of-class service to group clients. This begins a model for the new firm, Fortune Partners Group. .. A medida que la base de nuestros clientes se expande, nuestras oficinas estratégicamente alineadas aprovechan las sinergias para proporcionar el mejor servicio a los clientes. Esto comienza un modelo para la nueva firma, Fortune Partners Group. ....
.... To serve clients in all locations, a proprietary portfolio and risk management system is developed, allowing for unparalleled supervision of both risk and reward in real time. Under license, Fortune Partners Group uses the same system. .. Para servir a los clientes en todas las ubicaciones, se desarrolla una cartera patentada y un sistema de gestión de riesgos, que permite una supervisión incomparable y ambos. Bajo licencia, Fortune Partners Group usa el mismo sistema. ....
.... To better serve clients in the Western Hemisphere, an SEC-registered investment advisory firm, independent from the Swiss entity, begins operations in the US, adhering to the highest regulatory and compliance standards in the industry. .. Para ofrecer un mejor servicio a nuestros clientes del hemisferio occidental, una empresa de asesoramiento en inversiones registrada ante la Securities and Exchange Commission (Comisión de Valores), independiente de las entidades suizas, inicia operaciones en Estados Unidos, en apego a los estándares más altos de cumplimiento de normativas en la industria. ....
.... The strategically aligned group employs approximately 40 professionals on four continents, serving all of the needs of group-wide client families around the world. .. El grupo, estratégicamente alineado, emplea aproximadamente a 40 profesionales en cuatro continentes, atendiendo todas las necesidades de nuestras familias clientes a nivel del grupo. ....
An MBA graduate of Bar-Ilan University in Israel with a Bachelor’s Degree from Brandeis University in Massachusetts, Mr. Kestin began his international investment management career at Bank Leumi in New York in 1999, followed by positions at SAIS Swiss Alternative Investment Strategies Group in Zug, Switzerland, Tamir Fishman Asset Management in Tel Aviv, Israel, and HSBC Private Bank (Suisse) SA in Geneva, Switzerland. A founder of Fortune Financial Strategies SA, a family office based in Geneva, he served as its CEO until 2015 when he founded Fortune Partners Group LLC in Miami. He is fluent in English, Hebrew, Portuguese, Spanish and French.
A CPA with an International MBA from IE University in Madrid, Mr. Aizenman is a Mexican-American who is fluent in five languages and has done business in 32 countries. After an early career with KPMG and BBV Spain, he served as Senior Vice President Corporate and Investment for Banamex Mexico (1999-2005) and at Citibank NA (2005-2014), and Executive Director at Julius Baer Private Bank (2014-2017). Mr. Aizenman is co-founder of Cadena International, an NGO active in humanitarian relief.
With 25 years of experience in investment banking, equity and options trading, equity research, and institutional sales, Mr. Lazoski launched his career in 1994 at Brazil's Banco Garantia. From 1997 he worked as equity sales trader at UBS for five years, followed by another five years managing equity research sales at Banco BTG Pactual. In 2006 Mr. Lazoski founded the New York office of an investment management firm, helping create a research product focused on market niches for institutional investors in the USA and Europe. In 2008 he developed the institutional equity research, sales, and trading business of Safra Securities in New York. Mr. Lazoski holds a bachelor's degree in business administration from Pontifical Catholic University in Rio de Janeiro, and is fluent in English and Portuguese.
....Launching his career in 1991 with Brazil’s Banco Nacional, Antonio Filpo has 28 years of banking experience and management knowledge. Filpo previously served as Senior Vice President/Managing Director for 19 years at Safra Group where he lived throughout the United States in cities such as Miami Beach and New York City. During his time at Safra Group, he worked in Zurich, Switzerland and Sao Paulo, Brazil, managing foreign branches. He served as a Managing Director/Financial Advisor at Wells Fargo Advisors Miami (2016-2019). He received a bachelor’s degree in Economics from Pontifical Catholic University in Rio de Janeiro. He holds Series 7, Series 24, Series 63, and Series 65. .. Inició su carrera en 1991 con el Banco Nacional de Brasil, Antonio Filpo tiene 28 años de experiencia bancaria y conocimiento de gestión financiera. Filpo se desempeñó como Vicepresidente Senior y Director Gerente durante 19 años en el Grupo Safra, donde vivió por todo Estados Unidos en ciudades como Miami Beach y Nueva York. Durante su tiempo en el Grupo Safra, también trabajó en Zurich, Suiza y Sao Paulo, Brasil, administrando sucursales en el extranjero. Antes de unirse a nuestro equipo, se desempeñó como Director Gerente y Asesor Financiero en Wells Fargo Advisors Miami (2016-2019). Recibió una licenciatura en Economía de la Pontifícia Universidade Católica do Rio de Janeiro. Posee las Series 7, 24, 63 y 65. ....
Holder of a BA (Magna Cum Laude) in finance from George Washington University, Mr. Rabello has 15 years of experience in financial markets as an analyst, institutional and proprietary trader, and wealth manager. Having founded the first proprietary trading firm in Latin America, he is a former institutional trader at Safra Bank of New York and an analyst at a multi-billion dollar hedge fund in New York and an investment management firm in Washington, DC. Mr. Rabello holds Series 65, CVM, and ANBIMA licenses, and is fluent in English, Portuguese, and Spanish.
With over 15 years of experience in accounting and asset management, Mr. Silva has held senior management positions at J.P. Morgan and Citibank in Sydney, Australia. He earned his undergraduate degree in business administration from Andrews University in Michigan. Mr. Silva is based in Tel Aviv, Israel.
Educated at St. John's College of Annapolis, Maryland, the University of Guadalajara, Mexico, and the Universities of Pau and Aix-en-Provence in France, with additional studies in India. Ms. Kestin holds a BA from the University of New York at Stony Brook. Over her 15-year career she was first a producer at CBS News, and then a partner at Serendipity Productions, producing such feature films as the highly profitable "Saw" movies. She is fluent in English, French, Spanish, and Hebrew.
With a BA from Florida International University, and an MBA in International Business from Nova Southeastern University in Miami, Mr. Arazi has over 16 years of experience in International Banking in Latin America and the US, advising and managing high and ultra-high net worth clients and families in wealth management, investment solutions, asset protection, and succession and financial planning. He is fluent in English, Spanish, Portuguese, and Hebrew.
Holder of a BA degree in international business from Florida International University, Mr. Arazi has over a decade of experience in private banking and wealth management. Formerly relationship manager at Itau Private Bank of Brazil and Bank Leumi USA, he holds a Series-65 license as an investment advisor, and the 2-15 license for life, health, and annuities insurance products. Mr. Arazi is fluent in English, Spanish, Portuguese, and Hebrew.
A former private banking analyst at J.P. Morgan, Mr. Baixauli earned his undergraduate degree in finance from the University of North Carolina at Wilmington, with further study at the Universidad de Valencia, Spain. He has four years of experience in wealth management, and holds Series 63, Series 65, Series 66, and Series 7 licenses.
With a bachelor's degree in communication and journalism, Ms. Mancuso has five years of experience in maximizing operational productivity, compliance, AML, profitability, and staff effectiveness. She holds a certificate in compliance and supervisory processes, and is a Certified Notary (Florida). She is fluent in Portuguese, English and Spanish.
A graduate of McGill university in Montreal, Ms. Kestin began her 7-year career in international marketing as head of client relations for the leading Tel Aviv law firm of Yigal Arnon and Co. She then moved on to become manager of English-language marketing for Wix, one of Israel's most successful software companies, and a consultant to Playtika, the Chinese-owned international social gaming pioneer.
Mr. Del Giglio is currently a student at the University of Miami School of Business Administration, majoring in finance and economics, and minoring in Chinese and marketing. Formerly he worked in the compliance department of Dymax International Services, Miami.
With a Bachelor's Degree in business administration, and concentration in international business and management, Mr. van Hees was for five years a customer service agent at a major Florida corporation, where he focused on money services and financial accountability.
A serial entrepreneur and venture capitalist, based in Silicon Valley, Mr. Honigstein was born and raised in Germany, and studied at the University of London and Harvard University before starting his tech career in Tel Aviv, Israel, where he spent over ten years. Mr. Honigstein was a principal at Pitango Venture Capital, Israel's largest VC, before founding and serving as the CEO of RocketPlay -- a leading mobile gaming company before its acquisition by AGS (NYSE: AGS). While serving as the GM of Interactive at AGS, Mr. Honigstein became a co-founder of Maxwell Financial Labs, a leader in mortgage software. After leaving AGS, Mr. Honigstein started NeueCapital, a venture fund which focuses on investing in European and Israeli B2B software companies. In addition, Mr. Honigstein has been an advisor to several technology companies around the globe. He is also a frequent speaker at industry events dealing with venture capital and Silicon Valley.
Mr. Kestin graduated from Duke University with a BA in comparative area studies, and pursued corresponding studies at the University of Paris. A serial tech entrepreneur, and CEO/founder of delivery platform Nimber, Mr. Kestin launched his first venture straight out of University and went on to create/scale technology companies across the US, Europe, and the Middle East. This included one of the first-ever Mobile Virtual Network Operators, BT Cellent. Mr. Kestin has held executive positions with Nasdaq-listed companies. Married and father of four, he resides in Zurich Switzerland, and speaks fluent English, German, French, Hebrew, and some basic Arabic. A recipient of the coveted “Forever Duke” award, Mr. Kestin spent eight years as Chairperson of the Duke Admissions Advisory Committee. An energetic and focused entrepreneur, Mr. Kestin's leadership is driven by values, and by the creation of value.
....A Barcelona native, Mr. Nieto began his professional career in private banking at AB Asesores, a leading financial services firm that served as the basis for Morgan Stanley's entry into the Spanish market. He later joined Fibanc Group working on the equity desk serving institutional investors. In 2006, Mr. Nieto founded Sabertia, where over a decade's timeframe he managed more than 50 fundraising mandates for firms such as KKR, Partners Group and PAI, raising over $3 billion from global investors. In 2017, Mr. Nieto founded Crillon Capital Partners, a company dedicated to fund raising in Central America, the Caribbean region, Mexico and Brazil. Mr. Nieto sits on the board of various companies and charities and speaks Spanish, Catalan and English. .. Nacido en Barcelona, el Sr. Nieto comenzó su carrera profesional en banca privada en AB Asesores, una firma de servicios financieros líder que sirvió de base para la entrada de Morgan Stanley en el mercado español. Más tarde se unió al Grupo Fibanc trabajando en la mesa de trading para inversores institucionales. En 2006, el Sr. Nieto fundó Sabertia, donde durante más de una década administró más de 50 mandatos de fondos para firmas como KKR, Partners Group y PAI, recaudando más de $3 mil millones de inversionistas globales. En 2017, el Sr. Nieto fundó Crillon Capital Partners, una empresa dedicada al levantamiento de fondos en América Central, la región del Caribe, México y Brasil. El Sr. Nieto forma parte del consejo de varias empresas y organizaciones benéficas y habla español, catalán e inglés. ....
1001 Brickell Bay Drive, Suite 2402, Miami, FL 33131
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