Julio has been an advisor to individuals and family offices throughout Europe, Israel and Latin America since 1985 when he joined Merrill Lynch in Argentina. He was based in London from 1994 to 2007 where he was part of the team that managed the London Pan European office, and was leader of the Scandinavian market. In 1998, he formed a team to manage assets for European and Latin American clients. He graduated from the University of Buenos Aires with a degree in Economics in 1985 and an MBA from the London Business School in 2005. He is Series 7 and Series 8 registered and was FSA registered from 1994 to 2010. He is involved in Private Equity & Venture Capital investments in Europe & Latin America. He speaks Spanish, English, French, Portuguese and Italian.
Monica has been an advisor to individuals and family offices throughout Europe, Israel and Latin America since 2001 when she joined Merrill Lynch in London. Prior to this, from 1984 to 2001, she was an institutional fund manager in the City of London where she was Divisional Director of Henderson Global investors and co-head of the Emerging Markets desk. She was also a director of Lazard Asset Management Unit Trust Company for Global Emerging Markets and a US equities fund manager for 12 years before that with Capital House Investment Management and Meridian Funds Management. Monica has a first honors degree from the Escola de Administracao de Empresas da Bahia, Universidade Federal da Bahia, Brazil, is a member of the Conselho Regional de Administracao da Bahia (CRA), an Associate Member of the UK Society of Investment Professionals and the CFA Institute. She was FSA registered from 2001 to 2010. She speaks English, Portuguese and Spanish.
He joined the team in 2012 at Merrill Lynch Montevideo. He previously worked as a Financial Assistant at R&M Consultores, and at Wells Fargo Advisors before that. In 2010 he obtained his Series 7 license. He graduated as a Public Accountant from the ORT University of Montevideo in 2014. He is a CFA Charterholder since 2018. Francisco speaks Spanish and English.
She joined the team in 2020 from HSBC Uruguay. She has a degree in Economics from the Universidad de la República de Uruguay and a Post-Graduate Degree in Information and Financial Advice from the UPF Barcelona School of Management. She speaks English and Spanish.