Advisors at this firm
Norman C
Series 65
Miami, FL
Sierra Capital LLC
Norman Chamorro is a financial advisor at Sierra Capital LLC in Miami, FL, holding a Series 65 designation with four years of industry experience. He has been with Sierra Capital since 2015, including a prior period between 2015 and the present, and worked at Pangea Asesores LLC from 2019 to 2021. Sierra Capital provides advisory services to ultra-high net worth individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients, including banking and insurance companies. The firm uses a manager-of-managers approach with a focus on asset allocation, employing a broad range of instruments and strategies to implement client investment policies.
Zev Z
CFA®, Series 63
Miami, FL
Sierra Capital LLC
Zev Zaretsky is a CFA® charterholder and holds a Series 63 license, with one year of industry experience. He has worked at Sierra Capital Partners since 2021 and previously held roles at Seacoast National Bank and Macquarie Capital (USA) Inc. Sierra Capital LLC serves ultra-high net worth individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients. The firm employs a manager-of-managers investment approach, utilizing a diverse range of strategies and instruments to implement client policies.
Kevin H
Series 63, Series 65
Miami, FL
Sierra Capital LLC
Kevin Hernandez is a financial advisor at Sierra Capital LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sierra Capital in two separate periods totaling ten years, with a one-year tenure at Afar Capital in between. Sierra Capital provides advisory services to ultra-high net worth individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients, including banking and insurance companies. The firm employs a manager-of-managers approach with an emphasis on asset allocation, utilizing a broad range of investment instruments and strategies to implement client policies.
Carlos P
Series 63, Series 65
Miami, FL
Sierra Capital LLC
Carlos Pedroso is a financial advisor at Sierra Capital LLC in Miami, FL, with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pangea Asesores LLC from 2019 to 2021. Sierra Capital provides advisory services to ultra-high net worth individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients, including banking and insurance companies. The firm employs an asset allocation and manager-of-managers approach, using a broad set of instruments and strategies to implement client investment policies.
Maria Teresa F
Series 65
Miami, FL
Sierra Capital LLC
Maria Teresa Felix Cubero is a financial advisor at Sierra Capital LLC in Miami, FL, holding a Series 65 designation with three years of industry experience. Her background includes roles at International Finance Bank and Sabadell Bank, as well as academic experience at Universidad de Valencia and the University of North Carolina. She also pursued full-time education, completing an MBA and studying for the CFA exam. Sierra Capital provides advisory services to ultra-high net worth individuals, institutions, and corporate clients, employing a manager-of-managers approach that incorporates diverse investment strategies and asset classes. The firm manages approximately $1.5 billion in client assets and has expertise in international and Latin American capital markets.
Rafael D
Series 63, Series 65
Miami, FL
Sierra Capital LLC
Rafael Delasierra III is a financial advisor at Sierra Capital LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pangea Asesores LLC from 2019 to 2021. He has been associated with Sierra Capital since 1998. Sierra Capital provides advisory services to ultra-high net worth individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients, including banking and insurance companies. The firm employs a manager-of-managers approach and emphasizes asset allocation, using a broad range of instruments and strategies to implement investment policies.
Charles F
CFA®, Series 66
Miami, FL
Sierra Capital LLC
Charles Flynn is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He has worked at Sierra Capital LLC since 2021 and previously spent five years with UBS Financial Services Inc. in various roles. Sierra Capital serves ultra-high net worth individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients, including banking and insurance companies. The firm uses a manager-of-managers approach and a broad range of investment strategies to implement client policies, managing approximately $1.5 billion in assets with a notable focus on international and Latin American capital markets.