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
Source: WE Family Offices