News Column

WE Family Offices Adds to Investment Committee

June 17, 2014



MIAMI--(BUSINESS WIRE)-- WE Family Offices, the independent, family-focused wealth management firm serving UHNW individuals and families, announces that global investment experts Alexander Calvo and Dr. Walter T. Molano will join the firm’s Strategic Investment Committee, bringing with them extensive industry knowledge and decades of experience.

Managing partner and chair of the Committee, Santiago Ulloa states, “Together with Jean Brunel and our firm’s personnel serving on the Committee, Alex and Walter bring unique external perspectives that will add tremendous value in our work with clients.”

WE’s Strategic Investment Committee considers macro-economic factors and makes strategic and tactical asset allocation decisions to be implemented at the client portfolio level.

About Alexander Calvo

Alex Calvo has worked in the financial industry for more than 20 years. A recognized investment expert, he currently serves as founder and managing director of StratEdge Quant Investors LLC, a registered investment advisory firm providing analysis, investment consulting services and financial systems development. Prior to founding StratEdge, Mr. Calvo served at Franklin Templeton Investments, Inc., where he worked as director of International Fixed Income. The flagship funds he managed included Templeton Global Bond Fund and Templeton Global Income Fund, quoted on NYSE.

About Dr. Walter T. Molano, Ph.D.

Dr. Walter T. Molano is a renowned investment expert and currently serves as managing partner and head of research at Intruder Capital. Prior to founding Intruder Capital, he was head of research at BCP Securities, LLC. Before his role at BCP, he served as the executive director of Economic and Financial Research at Warburg Dillon Read. Dr. Molano was also a senior economist for Latin America at CS First Boston.

About WE Family Offices

With offices in New York and Miami, WE Family Offices is an independent, family-focused wealth management firm, catering to ultra-high net worth clients. WE believes families should stay in control of their wealth, constantly learning and always engaged so that they are able to make the critical decisions necessary to manage, preserve and grow their wealth. WE is not affiliated with any financial services company and is compensated only with client fees. As a result, WE’s advisors are free to offer their clients independent advice and serve as their advocate, focused only on their best interests. WE Family Offices was listed as a Top Wealth Manager in a national ranking produced by Forbes magazine.




Wealth Matters Consulting

Rosemary B. Denney, 561-379-7673

RBD@WealthMattersConsulting.com



Source: WE Family Offices


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