Paola Abella is a Financial Analyst at Bulltick in the Wealth Management division where she supports the administrative and operational processes of financial advisors’ accounts. She joined the Wealth Management division in 2024 and is responsible for account administration, as well as managing communicating day-to-day client requirements. Paola holds a degree in Business Administration from … Continued
Adrian Aguirre is a Financial Advisor at Bulltick. He is responsible for providing investment advisory services and recommendations to high-net worth clients, consistent with their capital goals. He joined Bulltick in 2023 and brings 34 years of experience in the financial industry. Before joining Bulltick, Adrian was head of BBVA’s Mexico Regional Councils and held … Continued
Jaime Alvarez is a Managing Director at Bulltick, with more than 35 years of experience. Jaime joined Bulltick in 2021 and focuses on providing expansive investment services to high-net-worth families. Prior to joining Bulltick, Jaime was a Managing Director at Credit Suisse Asesoria Mexico, where he provided investment advisory services and risk management for clients. … Continued
Gregan Anderson, CFA is a portfolio manager and head of Portfolio Analysis and Investment Operations. He utilizes his expertise in economics, statistics, and financial analytics to develop digital tools that aid in understanding market exposures, optimizing investment decisions, managing risk, and constructing portfolios. He is responsible for creating processes and an operational framework to identify … Continued
Humberto Bañuelos is Managing Director and head of the Private Client division. In his role, he leads the firm’s strategy on wealth services for clients. Humberto is a member of the firm’s Management and Investment Committees. He has over 30 years of experience in the Latin American and US financial services industry including leadership positions … Continued