10440 N Central Expressway, Suite 800, Dallas, TX 75231, USA
147 Via Condado Way, Palm Beach Gardens, FL 33418
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 17 years of experience in Wealth Management and started my career with the Swiss Union of Raiffeisenbanks in 2003. I 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. I joined Credit Suisse as a Relationship Manager at the bank’s Zurich based headquarters before transferring to Credit Suisse Private Advisors, an SEC- and FINRA registered broker dealer. After getting my Series 7 and Series 66 licenses, I became the Head of the firm’s brokerage and trading desk.
In 2010, I joined Vontobel Swiss Wealth Advisors, an SEC-registered Investment Adviser offering wealth management services to U.S. clients. I developed and managed the firm’s first U.S. location in Dallas, Texas. From 2015 until 2019, I worked in the United States for Reyl Overseas, a Swiss wealth management company with focus on HNWI clients in North America. I most recently held the position as Vice President of Private Banking at Atlas Bank SA in Panama.