Ameraudi Asset Management, Inc.

Caylea Schmitz Gursoy is a financial advisor at Ameraudi Asset Management, Inc. with a Series 65 designation and over seven years of experience in the industry. She has worked at Ameraudi Asset Management since 2018 and previously spent four years at Raymond James Financial Services / Interaudi Bank. Gursoy also serves as a compliance officer within Ameraudi’s affiliated entities. Ameraudi Asset Management provides investment advisory and portfolio management services primarily to high-net-worth individuals, corporations, and trusts. The firm utilizes a macro, asset-allocation approach with diversified exposure mainly through index ETFs and offers both discretionary and non-discretionary portfolios.

Ladyanne Castellanos is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Ameraudi Asset Management, Inc. since 2024 and previously held roles at Morgan Stanley Smith Barney LLC and Wells Fargo Advisors. Ameraudi Asset Management provides investment advisory and portfolio management services primarily to high-net-worth individuals, corporations, and trusts, serving both domestic and foreign clients. The firm uses a macro, asset-allocation approach with diversified exposures including index ETFs and individual securities, and manages approximately $1.74 billion in client assets.

Daniel Lima is a CFA® charterholder and holds a Series 63 license with four years of industry experience. He is currently an advisor at Ameraudi Asset Management, Inc., having previously worked at Deutsche Bank Securities and Moody's Corporation. Outside of his advisory role, he is involved with The Narita Group LLC, which provides career development coaching and produces travel guides. Ameraudi Asset Management serves high-net-worth individuals, corporations, and trusts with investment advisory and portfolio management services. The firm employs a macro, asset-allocation strategy using diversified exposures through index ETFs and other securities, and manages both discretionary and non-discretionary accounts.

George Audi is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He is CEO of Interaudi Bank and has worked at Ameraudi Asset Management, Inc. since 2014. Ameraudi Asset Management provides investment advisory and portfolio management services primarily to high-net-worth individuals, corporations, and trusts, utilizing a macro, asset-allocation approach with diversified exposure through index ETFs and other securities. The firm is an affiliate of Interaudi Bank and manages approximately $1.74 billion in client assets.

Joao Viscardo is a financial advisor at Ameraudi Asset Management, Inc. in New York, NY, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior roles include positions at Bolton Global Capital/Interaudi Bank and Raymond James Financial Services. Ameraudi Asset Management serves high-net-worth individuals, corporations, and trusts with investment advisory and portfolio management services, employing a macro, asset-allocation approach primarily through diversified index ETFs while also using individual securities and derivatives as appropriate. The firm manages a significant amount of assets with a focus on both discretionary and non-discretionary accounts and operates as a subsidiary of Interaudi Bank.

Pablo Jimenez is an investment advisor at Ameraudi Asset Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameraudi Asset Management since 2018, with prior experience at Raymond James Financial Services and Bolton Global Capital/Interaudi Bank. Ameraudi Asset Management serves primarily high-net-worth individuals, corporations, and trusts with both discretionary and non-discretionary portfolios, employing a macro, asset-allocation approach that uses diversified exposures through index ETFs and other securities. The firm is a wholly owned subsidiary of Interaudi Bank and manages approximately $1.74 billion in client assets.

Eduardo Ramirez Cruz is a financial advisor at Ameraudi Asset Management, Inc. in New York, NY, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Truist Investment Services and Santander Private Banking. Ameraudi Asset Management provides investment advisory and portfolio management services primarily to high-net-worth individuals, corporations, and trusts, utilizing a macro, asset-allocation approach with diversified exposure mainly through index ETFs and other securities. The firm is a wholly owned subsidiary of Interaudi Bank and manages approximately $1.74 billion in client assets.

Daniel Pompeo Camargo Jannuzzi is a financial advisor at Ameraudi Asset Management, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Safra National Bank of New York, Delta National Bank, Magnetis Investimentos, and BTG Pactual. Ameraudi Asset Management provides investment advisory and portfolio management services primarily to high-net-worth individuals, corporations, and trusts, serving both domestic and foreign clients. The firm employs a macro, asset-allocation approach using diversified exposure mainly through index ETFs, alongside individual securities and derivatives when appropriate.

Cynthia Raad is a financial advisor with Ameraudi Asset Management, Inc. in New York, NY. She holds a Series 65 designation and has been with the firm since 2023. Prior to joining Ameraudi, she worked at Lebanese American University and Cornell University. Ameraudi Asset Management provides investment advisory and portfolio management services primarily to high-net-worth individuals, corporations, and trusts. The firm emphasizes a macro, asset-allocation approach using diversified exposure through index ETFs and other securities, and it serves both domestic and foreign clients.

Michael O'Shaughnessy is an investment advisor representative at Ameraudi Asset Management, Inc. with 36 years of industry experience. He has worked at Ameraudi Asset Management since 2018 and previously held roles at Raymond James Financial Services and Bolton Global Capital/Interaudi Bank. Ameraudi Asset Management provides investment advisory and portfolio management services primarily to high-net-worth individuals, corporations, and trusts, employing a macro, asset-allocation approach that uses diversified exposure through index ETFs alongside individual securities and derivatives. The firm is a wholly owned subsidiary of Interaudi Bank and manages approximately $1.74 billion in client assets, with a significant portion maintained on a non-discretionary basis.

Jennifer Henao is a Series 65-licensed advisor at Ameraudi Asset Management, Inc. in New York, NY, with seven years of industry experience. She has worked at Ameraudi since 2019 and previously held roles at Interaudi Bank and Neuropsychological Services, P.C. Ameraudi Asset Management serves high-net-worth individuals, corporations, and trusts with both discretionary and non-discretionary portfolio management. The firm employs a macro, asset-allocation approach using diversified exposures primarily through index ETFs and manages approximately $1.74 billion in client assets.