Chapel Bridge Wealth Advisors

Jonathan Pacheco Figueroa is a financial advisor at Chapel Bridge Wealth Advisors in San Juan, Puerto Rico, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Banco Popular de Puerto Rico and Goldman Sachs. Chapel Bridge Wealth Advisors provides discretionary portfolio management, financial planning, and family office services to primarily individual and high-net-worth clients, as well as charitable organizations and private equity funds. The firm employs a customized investment approach that includes traditional and alternative strategies, derivatives, and tailored estate and tax planning.

Joseph Davies is a CFA® charterholder with 11 years of industry experience. He has worked at Chapel Bridge Wealth Advisors since 2021 and previously spent 19 years at Windsor Advisory Group, LLC. Outside of his advisory role, he serves on the investor and advisory board of Tradovate Holdings, a futures trading platform and brokerage. Chapel Bridge Wealth Advisors provides discretionary portfolio management, financial planning, and family office services to primarily individual and high-net-worth clients, as well as charitable organizations and private equity funds. The firm offers customized investment advice across traditional and alternative asset classes, including derivatives, and manages a small client base with substantial assets under management.

Renee Davies is a financial advisor at Chapel Bridge Wealth Advisors with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Chapel Bridge since 2021. Prior to her advisory role, she was a full-time homemaker for six years. Chapel Bridge Wealth Advisors provides discretionary portfolio management, financial planning, and family office services primarily to individual and high-net-worth clients, as well as charitable organizations and private equity funds. The firm employs a range of strategies including traditional equities, fixed income, alternative investments, and complex instruments, managing accounts on a discretionary basis and engaging sub-advisers when appropriate.