Our Team

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Roberto A. Bernal Figueroa

 President & Managing Partner

Roberto is an Investment Advisor and Wealth Management specialist, dedicated to the architecture and design of financial and investment solutions. After graduating from a BBA in Finance from the University of Dayton in 2013, Roberto began his professional career as a Fund Accountant for a large asset management bank in Puerto Rico, acquiring vast experience in accounting, finance and mutual fund management.
 

In 2014 Roberto embarked on his career as a personal financial advisor, helping clients design and navigate an organized and detailed roadmap to achieve their financial objectives and goals. Since the year 2016, Roberto has been working as Executive Vice President at Trust MD Corporation, a company dedicated to delivering personalized financial strategies to Puerto Rico’s Physicians and medical professionals. In Trust MD Corporation, Roberto’s responsibilities include assisting in the day-to-day management of the firm, directing the investment department, and assisting the company and his clients achieve their financial goals.

 

Roberto’s areas of expertise include managing risks, designing complex financial plans, developing investment strategies, wealth management and estate planning.

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José M. Crespi Iglesias

 Partner, Chief Investment Officer

Mr. Jose Crespi is an Investment Adviser Representative and portfolio manager who builds equity, fixed income and balanced portfolios appropriate to investor’s objectives.

After graduating from his master’s degree in Public Health he found a passion in stock analysis and trading and decided to pursue a career out of it working with private equity firms, investment advisory firms and financial services companies. Mr. Jose Crespí has received many in-depths trainings focused on markets, technical analysis and portfolio management.

Mr. Crespí conducts significant, in-depth investment opportunities research including analysis of underlying fundamentals, technical analysis and continuous monitoring of the macro and micro economic outlook.

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Ferdinand J. Ruaño Arroyo

Senior Economic Advisor

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Lynnette M. Figueroa

Clients & Operations Manager