We’re different, and that’s what makes the difference.
An experienced team devoted to streamlining the complexities and capitalizing on substantial wealth opportunities with intellectual rigor, in-depth customization, and committed assistance.
Our mission is to provide the highest quality and result-driven service through discipline, knowledge and financial guidance.
Being that the majority of our clients are of Latin American origin, we take pride in the personal approach they receive and the positive experience this creates.
Because our clients don’t just hire credentials, they hire people.
We focus on having deep understanding of the unique priorities of high net worth individuals. Our experience in the industry allow us to guide multi-generational families through their financial and investment concerns. We believe the knowledge and reliability that we instill in our relationships enable clients to feel more confident, comfortable and like family.
Our team goes the extra mile for our clients because their needs are our top priority.
Our team
Industry professionals with extensive experience
Board of Advisors
Alan Rotter
Alan Rotter, with more than 25 years of experience, has held different positions in the financial industry throughout his professional career. Being a founding partner and director of the Activalores Group in 1986, he also served as a public broker of Securities of the Caracas Stock Exchange until 2004 and served as director of the Caracas Stock Exchange in 1996.
In 2010, he served as founding partner and director of AV Securities Inc., which is a Panamanian company with a brokerage house license, specialized in emerging markets and Latin American corporations with an emphasis on the Venezuelan market. Alan is currently a founding partner of Evolution Wealth Advisors and the founding partner and director of RZE Consulting Company. Alan graduated as an Industrial Engineer from the Andrés Bello Catholic University in Caracas in 1984.
Business Development
Marcel Apeloig
Marcel has 40 years of experience in financial markets and is currently a managing director and Partner at AV Financial Group. Previous to AV Financial, Marcel spent 10 years at Citibank.
He has ample experience in credit, structure deals, corporate finance, and portfolio management. He has also served as director in the Caracas Stock Exchange, Corimon, and Rattan Hypermarket, as well as oil companies in Colombia listed in the Toronto Stock Exchange, such as Suroco, Petromaerica, and Petronova.
Marcel received his graduate degree in Industrial Engineering and Engineering Management from Stanford University.
We are committed to providing the highest level of individual attention with a focus on your life, your family, and your priorities.
Outsourced Research Analysts
Andres
Silva
Miguel
Orozco
Federico
Hellmund
Santiago
Lossada
Pedro Luis
Mora
Knowledge and Reliability
Our experienced team of financial advisors and research analysts seek the best solutions suitable for you.
Our team strives to provide the highest quality service and assists requests promptly.
Sense of Urgency and Accessibility
Sense of Urgency and Accessibility
Our team is dedicated to providing the highest quality service and assisting our clients’
requests promptly.
Professionalism and Integrity
As our fiduciary duty, we aim to align with your interests and hold satisfaction and trust as our main priorities.