Uyana Partners LLC

Sofia Tello is a financial advisor at Uyana Partners LLC in Miami, FL, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at ETA Capital Partners and Insignium Asset Management. She also has academic experience at Tulane University. Uyana Partners serves individual, high-net-worth, ultra-high-net-worth, corporate, insurance-company, and non-U.S. clients by providing portfolio management and financial planning. The firm uses a technology-enabled Step-Up program to guide clients through investment profiling and model portfolio selection, combining fundamental and technical analysis with diversified model portfolios and regular account reviews.

Luis Guerra Burgos is a CFA® charterholder with one year of industry experience, currently serving at Uyana Partners LLC. Prior to joining Uyana Partners, he has been involved with DILUDA Analytics since 2021 and worked at IndexPubs S.A. from 2013 to 2022. Outside of financial advising, he is the proprietor and president of DILUDA Analytics, a company that develops supervised learning prediction models for soccer analytics. Uyana Partners serves individual, high-net-worth, and ultra-high-net-worth clients as well as corporations, including insurance companies and a notable non-U.S. clientele. The firm offers portfolio management and financial planning through a technology-enabled Step-Up program that incorporates both fundamental and technical analysis, providing diversified model portfolios with ongoing account reviews.

Claude Ronc is a financial advisor at Uyana Partners LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at UBS AG from 2000 to 2016 and Insignium Wealth Management AG since 2016, where he serves as a Relationship Manager. Ronc maintains his role at Insignium while working at Uyana Partners. Uyana Partners serves individual, high-net-worth, and ultra-high-net-worth clients, as well as corporations, insurance companies, and a significant international client base. The firm offers portfolio management and financial planning through a technology-enabled Step-Up program that guides clients in investment profiling and model portfolio selection, combining fundamental and technical analysis with diversified model portfolios and periodic reviews.

Felipe Chediak Bueno is a financial advisor at Uyana Partners LLC with six years of industry experience. He holds a Series 65 credential and has worked at Insignium Asset Management, LLC since 2018, as well as Insignium Wealth Management AG since 2011, where he serves as a Non-Executive Director. Uyana Partners serves individual, high-net-worth, ultra-high-net-worth, and corporate clients, including insurance companies and a significant non-U.S. client base. The firm offers portfolio management and financial planning through its technology-enabled Step-Up program, combining fundamental and technical analysis to create diversified model portfolios with ongoing reviews and rebalancing.

Javier Ojeda Garcia is a financial advisor at Uyana Partners LLC with a Series 65 designation and three years of industry experience. He has worked with Insignium Asset Management, LLC since 2022 and has been a Relationship Manager at Insignium Wealth Management AG since 2016. Outside of his advisory role, he serves as Head of Operations and Accounting at Alpina Brands Gmbh. Uyana Partners serves individual, high-net-worth, and ultra-high-net-worth clients, as well as corporations and insurance-company clients, including a significant non-U.S. client base. The firm provides portfolio management and financial planning through a technology-enabled Step-Up program, combining fundamental and technical analysis and offering both discretionary and non-discretionary management with diversified model portfolios.

Ignacio Rosales is a financial advisor at Uyana Partners LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Insignium Asset Management, Morgan Stanley, and PricewaterhouseCoopers, among others. Rosales is also Chief Behavioral Officer and a member of the investment committee at BuenTrip Ventures. Uyana Partners serves individual, high-net-worth, ultra-high-net-worth, corporate, insurance-company, and international clients, providing portfolio management and financial planning through a technology-enabled Step-Up program. The firm combines fundamental and technical analysis, offers both discretionary and non-discretionary management, and utilizes diversified model portfolios with periodic rebalancing and reviews.