
121 Alhambra Plaza #1000, Coral Gables, FL 33134
Our customized advisory, in combination with the expertise of our partner banks overseas, will open the gates to a whole new investment horizon for you.
If you are a U.S. citizen or foreign national with financial ties to the United States and would like to learn more about diversifying your investments internationally, we are at your service.
I have over two decades of experience in wealth management and have been working with financial institutions in Switzerland, the United States, as well as Latin America. I started my career in Private Banking at Credit Suisse, hold a diploma in Banking and Finance from the Swiss Bankers Association in accordance with the Swiss Finance Institute (SFI) and have been awarded the European Foundation Certificate in Banking. At Credit Suisse, I got my Series 7 brokerage license from the New York Stock Exchange and still hold my Series 66 registration as an investment adviser representative at Capview Advisors today.
I am an Alumni of the American Swiss Foundation, class of 2012, when my career took me from Zurich, Switzerland, to Dallas, Texas, while working for Swiss-based Bank Vontobel as well as Reyl Overseas later on, an SEC-registered subsidiary of Geneva-headquartered Bank Reyl. In 2019, I moved to Panama where I became the Vice President of Private Banking for Atlas Bank in Central America. I am also the owner of RSHB S.A., a Panamanian investment and real estate consulting firm. Â
Before Capview, I founded and grew Rising Star Financial, a registered investment advisory firm in Florida and Texas which has become Capview Advisors in 2025, an integrated subsidiary of Capview Holdings. I also hold the position as Head of Capital Markets in my capacity with Capview Holdings, a Miami-based private equity firm with a focus on triple net lease real estate investment solutions for single family rental homes.
I live between Miami and Panama, frequently traveling across the Americas and the Caribbean.Â