Finec Asset Management

Christian Unrath Mac Gregor is an investment advisor representative at Finec Asset Management with three years of industry experience. He holds a Series 65 designation and has previously worked at Finec Servicios S.A. de C.V. and Curtoil de Mexico S.A. de C.V. He also serves as an analyst for Finec Servicios S.A. de C.V., where he dedicates part of his time to market analysis and forecasting. Finec Asset Management is an SEC-registered firm providing discretionary and non-discretionary portfolio management, research, and financial advisory services to individuals, high-net-worth clients, trusts, corporations, and other entities. The firm integrates fundamental, technical, and cyclical analysis with macroeconomic research to create customized portfolios tailored to clients’ objectives and risk profiles, serving a diverse client base across the Americas.

Rene Toussaint Lopez is a financial advisor at Finec Asset Management with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Finec since 2016 in various capacities. In addition to his role at Finec, he is an analyst for Finec Asset Management Corp., a Panama-based investment advisor, and a partner in a property management company in Mexico. Finec Asset Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and corporations in the U.S., Canada, Mexico, and Latin America. The firm offers customized portfolio management using fundamental, technical, and cyclical analysis, with a focus on incorporating diverse asset classes and international market exposure.

Jack Cohen Nieto is a financial advisor at Finec Asset Management with three years of industry experience. He holds a Series 65 designation and has worked previously at Deloitte Touche Tohmatsu Limited and Seguros Monterrey New York Life. In addition to his advisory role, he serves as an Asset Management Analyst for Finec Asset Management SA de CV Asesores en Inversiones Independientes, a regulated firm based in Mexico City. Finec Asset Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and corporations primarily in the U.S., Canada, and Latin America. The firm combines fundamental, technical, and cyclical analysis with macroeconomic research to build customized portfolios that may include equities, fixed income, options, and alternative instruments tailored to client objectives and risk profiles.

Mauricio Lepe Melgoza is a financial advisor at Finec Asset Management with nine years of industry experience. He holds a Series 65 designation and has worked at multiple Finec entities since 2015, as well as at Tauris Derivatives Solutions SA and Site Plasticos SA de CV from 2019 to 2023. He also serves as a director at Finec Asset Management Corp., a Panama-based investment advisory firm. Finec Asset Management is an SEC-registered adviser that provides discretionary and non-discretionary portfolio management and financial advisory services to individuals, high-net-worth clients, trusts, and corporations. The firm serves clients primarily in the U.S., Canada, Mexico, and Latin America, using a combination of fundamental, technical, and cyclical analysis to construct customized portfolios incorporating equities, fixed income, options, and alternative instruments.

Nicolas Mendoza Fernandez is a financial advisor at Finec Asset Management with two years of industry experience. He holds a Series 65 designation and has previously worked at Finec Servicios SA de CV and Union Editorialista SA de CV. Outside of his advisory role, he provides family office services to high-net-worth individuals, including financial reporting and bill payment. Finec Asset Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, corporations, and other entities primarily in the United States, Canada, Mexico, and Latin America. The firm uses a combination of fundamental, technical, and cyclical analysis along with third-party macroeconomic research to create customized portfolios tailored to clients’ objectives and risk tolerances.

Alfonso Ruiz Ortiz is a financial advisor at Finec Asset Management with three years of industry experience. He holds a Series 65 designation and has worked at Finec Asset Management since 2021. Ortiz also serves as a fund manager for Administración y Asesoría Dinámica SC, a financial advisory firm based in Guadalajara, Mexico, where he dedicates part of his time managing investment funds. Finec Asset Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and corporations primarily in the United States, Canada, Mexico, and other Latin American countries. The firm employs a combination of fundamental, technical, and cyclical analysis alongside macroeconomic research to create customized portfolios tailored to client objectives and risk profiles.