Bill Herrera is Bulltick’s Chief Financial Officer CFO and FINOP for Bulltick’s broker dealer, Bulltick LLC. In his role, he is responsible for overseeing finance, risk management, operations, and administration at the Group level. He is a member of Management and Investment Committees. Bill joined the firm in 2007 and has been an executive member … Continued
Rita Herrera is Bulltick’s Chief People Officer. She is responsible for people and culture organization and overseeing certain aspects of the firm’s human resources strategy. Additionally, she helps create the strategy and vision to help the company achieve its business goals and long-term success. Rita also heads Family Governance at Bulltick, helping clients develop their … Continued
Valeria Iturralde is an Associate at Bulltick where she is responsible for back-office tasks and support with current and prospective clients. Valeria joined Bulltick in 2018 in the Wealth Management division. She holds a bachelor’s degree in communication with a minor degree in corporate communication from Instituto Tecnológico de Monterrey Campus Mexico City and a … Continued
Michelle is an Investment Analyst on Bulltick’s Investment Management team. She joined Bulltick in 2023. In her role, she supports the head of Investment Management division and collaborates with team members to analyze, construct and manage public securities discretionary portfolios. Michelle conducts investment analyses, maintains financial models and monitors investment performance and risk to make … Continued
Daniel Kremer is an Associate at the Private Markets Team, where he is responsible for identifying real estate investment opportunities and conducting due diligence for Bulltick’s proprietary real estate funds, he is also part of the team that provides advisory services for Bulltick’s clients existing real estate portfolios, as well as building ad hoc US … Continued