Andbanc Advisory LLC

Ana Arnau is a financial advisor with Andbanc Advisory LLC in Miami, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior roles include positions at Mora Wm Securities LLC and Morgan Stanley Private Bank. Andbanc Advisory LLC offers discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients, managing approximately $872 million across a team of ten advisors. The firm uses an open-architecture investment approach that integrates fundamental, technical, and macro analysis to customize asset allocation according to client risk profiles.

Luiz Boruchowski is a financial advisor with Andbanc Advisory LLC in Miami, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association, with ten years at the latter. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients, managing approximately $872 million across a team of ten advisors. The firm employs an open-architecture investment approach that incorporates fundamental, technical, and macro analysis, customizing asset allocation to client risk profiles across a variety of asset classes.

Karen Mendoza is a Series 66-licensed advisor with Andbanc Advisory LLC in Miami, FL, where she has worked since 2015. She has 23 years of industry experience. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients. The firm manages approximately $872 million through a team of ten advisors, offering customized portfolio management, investment policy, and estate planning support using an open-architecture investment approach.

Leandro De Almeida is a financial advisor at Andbanc Advisory LLC in Miami, FL, holding a Series 66 designation with three years of industry experience. He has served as CEO of Jatai Gestão de Recursos since 2018 and previously worked at Lynce Group Ltda. from 2011 to 2018. Outside of advisory work, he is a managing member of Lupita Investments LLC, a personal investment vehicle. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients. The firm manages approximately $872 million across a team of ten advisors, employing an open-architecture investment approach that integrates fundamental, technical, and macro analysis tailored to client risk profiles.

Armando Rodriguez is a financial advisor at Andbanc Advisory LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, JPMorgan Securities, and Wells Fargo Advisors. Outside of his advisory role, he serves as Vice President of the Kenland Pointe Condominium II HOA in a volunteer capacity. Andbanc Advisory LLC provides investment management and family wealth consulting services to individual, high-net-worth, and institutional clients. The firm manages approximately $872 million across a team of ten advisors, employing an open-architecture investment approach that incorporates fundamental, technical, and macro analysis tailored to client risk profiles.

Arturo Carrera Munoz is a CFA® charterholder with nine years of industry experience. He is currently with Andbanc Advisory LLC and previously worked at Amerant Bank. Outside of his advisory role, he is involved with Maplebeas Inc., a delivery services company. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients, managing approximately $872 million across a team of ten advisors. The firm employs an open-architecture investment approach that integrates fundamental, technical, and macro analysis, offering customized portfolio management and estate/succession planning support.

Carlos Gribel is a Series 66-licensed financial advisor with Andbanc Advisory LLC, where he has worked since 2015. He has 16 years of industry experience and serves as CEO and a board member of the firm. Gribel also holds board positions with Andbank Brazil and the nonprofit If You Foundation. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients. The firm employs an open-architecture investment approach that integrates fundamental, technical, and macro analysis, customizing asset allocation across multiple asset classes.

Miguel Cardoso is a financial advisor with Andbanc Advisory LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Andbanc Advisory since 2015 and is also affiliated with Andbanc Brokerage. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients. The firm employs an open-architecture investment approach, customizing asset allocation based on client risk profiles across a range of asset classes.

Andres Sinclair is a financial advisor with Andbanc Advisory LLC in Miami, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with Genesis Fund Management LLC since 2010 and Genesis Investment Advisors LLC since 2005. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients. The firm employs an open-architecture investment approach combining fundamental, technical, and macro analysis, customizing asset allocation across a range of investment vehicles.

Juan Venegas is a financial advisor at Andbanc Advisory LLC in Miami, FL, holding a Series 65 designation with 12 years of industry experience. He has been associated with Andbanc Advisory LLC since 2009 and Andbanc Brokerage LLC since 2017. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients. The firm manages approximately $872 million across a team of ten advisors and employs an open-architecture investment approach that integrates fundamental, technical, and macro analysis tailored to client risk profiles.

Lineo Poll is a financial advisor at Andbanc Advisory LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Scotia Wealth Management for twelve years before joining Andbanc Brokerage LLC. Andbanc Advisory LLC manages approximately $872 million across a team of ten advisors, providing discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients. The firm employs an open-architecture investment approach that integrates fundamental, technical, and macro analysis, tailoring asset allocation to client risk profiles across various investment vehicles.

Hector Horcajada Romay is a financial advisor with Andbanc Advisory LLC in Miami, FL, holding a Series 66 designation and two years of industry experience. He has worked at Andbanc Brokerage LLC and ANDBANC WEALTH MANAGEMENT since 2022. Prior to his advisory career, he was employed at Lindenwood University and IES Cardenal Herrera Oria. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients. The firm employs an open-architecture investment approach, customizing asset allocation based on client risk profiles and utilizing a diverse range of investment products.