Advisors at this firm
Victor B
Series 63, Series 66
The Woodlands, TX
Banorte Asset Management, Inc.
Victor Bujanda is a financial advisor at Banorte Asset Management, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo and Invex, Inc. Outside of his advisory role, he co-owns a rental property in Huixquilucan, Mexico. Banorte Asset Management provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios and model portfolios ranging from fixed income to global equities, serving a largely international client base with a notable presence in Latin America.
Brenda G
Series 63, Series 66
The Woodlands, TX
Banorte Asset Management, Inc.
Brenda Garcia Ayala is a financial advisor at Banorte Asset Management, Inc. with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at VectorGlobalWMG, Inc. from 2014 to 2021. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios through its BAM Traditional program and a white-label digital platform, serving a largely international client base with a focus on Latin America.
Salomon L
Series 63, Series 66
Houston, TX
Banorte Asset Management, Inc.
Salomon Lahana is a financial advisor at Banorte Asset Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at PNC Bank, BBVA Wealth Solutions Inc., and Invex Advisors LLC. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios and model strategies ranging from fixed income to global equities, serving a largely international client base with a focus on Latin America.
Aaron B
Series 63, Series 65
The Woodlands, TX
Banorte Asset Management, Inc.
Aaron Buitron Romero is a financial advisor at Banorte Asset Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Banorte Asset Management since 2018, also working with Banorte Securities International, Ltd. since 2013. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios through its BAM Traditional program and a white-label digital platform, serving a largely international clientele with a focus on Latin America.
Mario H
Series 63, Series 66
The Woodlands, TX
Banorte Asset Management, Inc.
Mario Hank is a financial advisor at Banorte Asset Management, Inc. with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Banorte Asset Management since 2021 and Banorte Securities International, Ltd. since 2016. Outside of his advisory role, he manages a home rental property in Houston, Texas. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios, model portfolios ranging from fixed income to global equities, and integrates digital platforms through third-party sub-advisers, serving a primarily international client base with a significant presence in Latin America.
Jose R
Series 63, Series 65
Houston, TX
Banorte Asset Management, Inc.
Jose Rodriguez is a financial advisor at Banorte Asset Management, Inc. based in Houston, TX, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Banorte Asset Management, Banorte Ventures Ltd., Banorte Securities International, PNC Investments, BBVA Securities Inc., and other affiliated firms. Outside of his advisory role, he is an owner and passive investor in Roycel, LLC. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios and model portfolios through both traditional management and a white-label digital platform, serving a largely international client base with a focus on Latin America.
Maria H
Series 63, Series 65
Houston, TX
Banorte Asset Management, Inc.
Maria Hernandez is a financial advisor at Banorte Asset Management, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including PNC Investments and Insigneo Advisory Services LLC. Hernandez is currently based in Houston, TX, and has been with Banorte since 2025. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolio construction, ongoing monitoring, and reporting, serving a primarily international client base with a significant presence in Latin America.
Laura M
Series 63, Series 65
Houston, TX
Banorte Asset Management, Inc.
Laura Manzo is a financial advisor with Banorte Asset Management, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior roles include positions at UBS Financial Services, Raymond James & Associates, and Deutsche Bank Securities. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, offers discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm utilizes customized portfolios and model strategies, delivering services through both traditional and digital platforms, with a client base largely composed of international investors, particularly from Latin America.
Miguel M
Series 66
Houston, TX
Banorte Asset Management, Inc.
Miguel Maisterra Silva is a financial advisor at Banorte Asset Management, Inc. with two years of industry experience. He holds a Series 66 designation and has prior work experience at Banorte Securities International, Ltd. and several academic institutions. Outside of his advisory role, he is also a golf coach and owns a golf lesson business. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios and a range of model portfolios, delivering services through wrap-fee arrangements and a white-label digital platform managed by a third-party sub-adviser.
Jorge F
Series 66
Houston, TX
Banorte Asset Management, Inc.
Jorge Figueroa is a financial advisor at Banorte Asset Management, Inc. based in Houston, TX, holding a Series 66 credential with two years of industry experience. His career includes roles at several Banorte affiliates and a prior position at Figtree Financial USA. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios and model portfolios ranging from fixed income to global equities, serving a largely international client base with a notable presence in Latin America.
Ricardo R
Series 63, Series 65
The Woodlands, TX
Banorte Asset Management, Inc.
Ricardo Roche Maldonado is a financial advisor at Banorte Asset Management, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Banorte Securities International, Ltd. since 2013. Maldonado has been with Banorte Asset Management since 2019. Banorte Asset Management, Inc. provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios through its BAM Traditional program and a white-label digital platform, serving a substantially international client base with a focus on Latin America.
Marcelo A
CFP®, Series 66
Houston, TX
Banorte Asset Management, Inc.
Marcelo Andres Gomez is a CFP® with 11 years of industry experience, currently serving at Banorte Asset Management, Inc. since 2023. His prior experience includes roles at Truist Advisory Services, Inc. and Actinver Securities, Inc. He is co-founder and advisor of ZAFE, an insurance deductible financing business. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios through its BAM Traditional and BAM Digital programs, serving a primarily international clientele with a notable presence in Latin America.
Antonio T
Series 63, Series 65
The Woodlands, TX
Banorte Asset Management, Inc.
Antonio Teruggi Pereda is a financial advisor at Banorte Asset Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Banorte Asset Management since 2019 and at Banorte Securities International, Ltd. since 2014. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios and a range of model portfolios, serving a primarily international client base with a notable presence in Latin America.
Julio G
Series 63, Series 65
The Woodlands, TX
Banorte Asset Management, Inc.
Julio Gil Recio is a financial advisor with Banorte Asset Management, Inc., holding Series 63 and Series 65 credentials and having 12 years of industry experience. He has worked at Banorte Asset Management since 2019 and at Banorte Securities International, Ltd. since 2013. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios and model portfolios across various asset classes, serving a predominantly international client base, particularly Mexican citizens, and utilizes both traditional and digital investment platforms.
Guillermo P
Series 66
Houston, TX
Banorte Asset Management, Inc.
Guillermo Pena Facio is a financial advisor at Banorte Asset Management, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at several Banorte affiliates since 2023. Prior to his financial services career, he was involved with Tecnologico de Monterrey for seven years and has experience in coaching and entrepreneurial activities. Banorte Asset Management, Inc. provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios and model portfolios through both traditional and digital platforms, serving a primarily international client base with a notable presence in Latin America.