Amerant investments, Inc.

Roger Bosch is a financial advisor at Amerant Investments, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Boreal Capital Securities LLC and Amerant Bank NA. Bosch is based in Coral Gables, Florida. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm uses model portfolios and mutual funds to implement investment strategies focused on global, multi-asset diversification and offers access to alternative investments through a centralized marketplace.

Jonathan Sauce is a financial advisor with Amerant Investments, Inc. in Miami, FL, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Insigneo Advisory Services, Insigneo Securities, and Mercantil Commercebank Investment Services. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management, wrap-program services, and separately managed accounts primarily to affluent and high-net-worth individuals, IRAs, trusts, and personal investment companies. The firm uses model portfolios, third-party managers, and emphasizes global, multi-asset diversification while operating as a wholly owned subsidiary of Amerant Bank, N.A.

Gilberto Paez is a financial advisor at Amerant Investments, Inc. in Coral Gables, FL, holding a Series 66 designation with 10 years of industry experience. He has worked at Mercantil Commercebank Investment Services since 2015 and at Mercantil Commercebank since 2014. Amerant Investments, Inc. serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts through discretionary and non-discretionary portfolio management, using model portfolios and mutual funds as primary investment vehicles. The firm emphasizes global, multi-asset diversification and offers access to alternative investments, operating as a wholly owned subsidiary of Amerant Bank with a dual SEC-registered investment adviser and FINRA broker-dealer registration.

Gregory Pita is a financial advisor at Amerant Investments, Inc. with 12 years of industry experience. He holds the Series 66 designation and has been with Mercantil Commercebank Investment Services since 2013. Amerant Investments, Inc. provides portfolio management and advisory services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm employs model portfolios and third-party sub-advisors with an emphasis on global, multi-asset diversification and is a wholly owned subsidiary of Amerant Bank, N.A.

Daniel Segal is a financial advisor at Amerant Investments, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at BackEnd Resolve, Benchmark Financial Wealth Advisory LLC, American Portfolios Financial Services, Inc., and he has been involved with Illuminating Solutions LLC for over a decade. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm uses model portfolios, third-party portfolio managers, and a global, multi-asset diversification approach, and it is a wholly owned subsidiary of Amerant Bank, N.A.

Ron Eisner is a financial advisor with Amerant Investments, Inc. in Ocean Ridge, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Hightower, Kensington Financial Associates, 1818 Private Client Group, and Leumi Investment Services Inc. Outside of finance, Eisner is a musician and performs with The Resolvers, LLC and Eisner Music LLC, where he also manages administrative functions. Amerant Investments, Inc. serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts with discretionary and non-discretionary portfolio management. The firm emphasizes global, multi-asset diversification and uses model portfolios, third-party managers, and alternative investments, managing approximately $688 million in assets through 15 advisors.

Patricia Leon Ponte is a financial advisor at Amerant Investments, Inc. with 13 years of industry experience. She holds a Series 66 designation and has been affiliated with Mercantil Commercebank and its investment services division since 2011. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management along with wrap programs and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm uses model portfolios, third-party managers, and emphasizes global, multi-asset diversification, serving approximately 531 clients with $688 million in assets under management.

Breno Sily Vasconcellos is a financial advisor at Amerant Investments, Inc. with one year of industry experience. He holds a Series 66 designation and has been with Amerant in various capacities since 2023. Prior to his current role, he also worked at Barry University and UFES. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management, wrap programs, and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm emphasizes global, multi-asset diversification and uses model portfolios, third-party portfolio managers, and sub-advisors to implement client investment strategies.

Luis Hernandez Guerrero is a financial advisor at Amerant Investments, Inc. with four years of industry experience. He holds the Series 66 designation and has worked at Amerant Investments since 2021. His prior experience includes positions at SBA Communications and Banctrust & Co, as well as a seven-year tenure at Universidad Metropolitana. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm employs a global, multi-asset diversification approach and utilizes model portfolios, third-party portfolio managers, and alternative investments, managing approximately $688 million in assets for over 500 clients.

Juan Hernandez Hidrobo is a financial advisor at Amerant Investments, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Amerant Investments since 2021. His prior roles include positions at Hult International Business School and Financiera De Desarrollo Nacional. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm employs global, multi-asset diversification strategies and uses model portfolios alongside third-party portfolio managers, managing approximately $688 million in assets as of the end of 2024.

Diego Abreu is a financial advisor at Amerant Investments, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at TD Bank. Amerant Investments, Inc. provides portfolio management and advisory services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm manages approximately $688 million in assets and emphasizes global, multi-asset diversification using model portfolios, third-party managers, and alternative investments.

Diego Garcia Devillalobosadames is a financial advisor at Amerant Investments, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Puente Asesoramiento de Inversiones, LLC, Puente Servicios Financieros LLC, and Wallis Bank. Amerant Investments, Inc. provides portfolio management and advisory services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm employs model portfolios emphasizing global, multi-asset diversification and manages approximately $688 million in assets under management.

Ian Dubugras is a financial advisor at Amerant Investments, Inc. with three years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Amerant Investments since 2022, following roles at Belvedere Wealth Advisors and as a self-employed advisor. Outside of his advisory work, he manages a non-investment real estate LLC, primarily overseeing its tax and legal compliance. Amerant Investments, Inc. provides portfolio management and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm emphasizes global, multi-asset diversification and uses model portfolios, third-party managers, and an ETF authorized as a UCITS product, serving roughly 531 clients with approximately $688 million in assets under management.

Sebastian Gomez is a financial advisor at Amerant Investments, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mariva Global Asset Management and BigSur Wealth Management. Outside of his advisory role, he serves as a tennis instructor for advanced young players on weekends. Amerant Investments, Inc. provides portfolio management and advisory services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm employs model portfolios with a focus on global, multi-asset diversification and offers access to alternative investments, managing approximately $688 million in assets as of December 2024.

Baylor Lancaster Samuel is a financial advisor at Amerant Investments, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at Amerant Investments since 2021, following prior roles at 1919 Investment Counsel, CV Advisors, and Taplin, Canida & Habacht. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm employs model portfolios with a focus on global, multi-asset diversification and offers access to alternative investments through a centralized marketplace.