Esteban Diaz, a seasoned wealth advisor focused on Latin American clients, joins Insigneo to strengthen its advisory team in Miami, FL.

Press Release – November 05, 2024 – MIAMI – Insigneo, a prominent name in wealth management, announces the addition of Esteban Diaz as Senior Vice President to its expanding network. Diaz joins Insigneo under the guidance of Chile Market Head Jose Luis Carreño, further strengthening the firm’s commitment to serving high-net-worth clients in Latin America.

“We are delighted to welcome someone of Esteban’s expertise to the Insigneo team” Post this

Esteban Diaz is a seasoned International Wealth Advisor with a robust background in asset allocation and customized investment solutions. His career began in Santiago, Chile, where he served at major financial institutions including Banco Penta, and Banco BICE. In 2008, Diaz moved to Miami to join Credit Suisse. Later on, in 2013 he joined Merrill Lynch, where he focused on structured notes, alternative investments, and client-specific portfolios. His expertise will enhance Insigneo’s offerings to a primarily Chilean clientele, bringing tailored investment strategies to clients seeking comprehensive wealth management.

“We are delighted to welcome someone of Esteban’s expertise to the Insigneo team,” said Jose Luis Carreño, Chile Market Head. “I am confident that Insigneo will serve as a strong strategic partner to his clients, helping him to deepen and expand these relationships for sustained long-term success. We look forward to a mutually beneficial collaboration with Esteban in the years ahead.”

Esteban Diaz brings a strong academic foundation to his new role, holding a Bachelor’s degree in Accounting and Auditing from Universidad de Santiago de Chile and an M.B.A. from Loyola College. Fluent in both Spanish and English, Diaz is well-prepared to extend Insigneo’s personalized wealth management approach to the Latin American market.

“It is with great pleasure that I announce I’m joining Insigneo, a distinguished organization dedicated to setting the standard for client satisfaction,” said Diaz. “I look forward to integrating my skills and expertise with a talented team to deliver tailored solutions and exceptional service that surpasses expectations.”

About Insigneo

Insigneo is a leading international wealth management firm providing services and technologies that empower investment professionals to successfully serve their clients globally. Insigneo leverages its customized solutions, client-first service, and custodial relationship with BNY Pershing to provide a fully integrated, best-in-class independent wealth management platform. With over $26.5 billion in supported customer assets, Insigneo empowers more than 250 investment professionals serving over 31,000 clients. For more information, visit www.insigneo.com.

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Source : Businesswire