Oscar SANTAELLA

Oscar Santaella is a Financial Advisor at Bulltick. With 20 years of experience in private banking, Oscar has built a distinguished career advising high-net-worth individuals and families. Specializing in offshore wealth management, Oscar has developed tailored strategies to preserve and grow clients’ assets through customized portfolios, trusts and estate planning, as well as cross border structuring.  Known for his deep understanding of regulatory environments and multijurisdictional needs, Oscar provides clients with discreet, strategic guidance that aligns with clients’ financial goals and long-term legacy objectives.

Before joining Bulltick in 2025, Oscar worked as a Registered Representative at Intercam Wealth Management, where he was responsible for managing personal investment portfolios for high-net-worth clients with access to innovative investment ideas. Prior to that, Oscar was Vice-President for 15 years at Banorte Securities International in New York City where he promoted investment product sales to clients and to the distribution force, as well as developed Banorte Securities’ structured notes business, turning into the company’s most profitable area.

Oscar holds a Bachelor’s degree in Business Administration from the Instituto Tecnológico Autónomo de México (ITAM) and an MBA from the University of Chicago Boot School of Business.  He holds FINRA series 7, 63, and 65 licenses.

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