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
Daniela is an Analyst at Bulltick, where she supports digital transformation initiatives aimed at improving operational efficiency and enhancing client service. She brings five years of experience in client services, most recently as a management consultant in Washington, D.C., where she worked in a federal venture studio dedicated to developing innovative digital services and products. … Continued
Evelyn is a Senior Associate at Bulltick where she works directly with clients to provide exceptional client service, operational support and risk management. She joined Bulltick in 2019 as a Senior Associate in the Wealth Management division where she is the primary point of contact for clients and is responsible for the operational management and … Continued
Beatriz Bobadilla is a Senior Associate in the Operations Department at Bulltick, providing post-execution support for trading area transactions, focusing on middle- and back-office duties mainly for institutional clients. Beatriz has extensive experience of 25 years in the industry. She re-joined Bulltick’s broker-dealer operational team in March 2023, having previously worked at Bulltick from 2000 … Continued