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Seestrasse 69, 8806 Bäch|Wollerau
Seefeldstrasse 225, 8008 Zurich
Rue des Alpes 7, 1201 Geneva
Via Ferruccio Pelli 2, 6900 Lugano
Switzerland Mobile +41 77 503 24 43 | USA Mobile +1 415 570 38 39
Minimum amount of investment preferred: CDN 500,000
Based in Switzerland, Alpen Partners provides state-of-the-art investment advisory and private banking services to private clients and wealthy families.
Alpen Partners is completely independent from all banks and agents and works with a network of highly-qualified specialists around the world to provide its clients a service that also goes beyond asset management.
Registered with the Canadian Securities Administrator: Portfolio Manager for Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Saskatchewan, Québec
I previously worked as a senior client advisor at UBS Swiss Financial Advisers AG in Zurich, the SEC unit of UBS. Prior to that I worked in institutional equity sales at Citi in Zurich and as a senior client advisor at Credit Suisse Zurich, first for the Venezuelan and then for the US market.
I hold a Bachelor’s Degree in Liberal Arts from Hamilton College in Clinton, New York.
I am a passionate nature photographer and a family man, end enjoy trekking and fly-fishing. I am a Swiss citizen who grew up in Venezuela.
Switzerland Mobile +41 77 503 24 43 | USA Mobile +1 415 570 38 39