Team (leads)

Mauro Tortone, Director

Mauro leads the Wealth Management practice. He also works with the CISI as an external specialist. His expertise: finance & investment, strategic change and more.

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Thao Le, Director

Thao leads the International Concierge practice, providing private clients with lifestyle, relocation and education support. Her expertise: market research, logistics and more.

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Theo Bradley, New Business Lead

Theo leads business development at P27, drawing on decades of experience across sales leadership, corporate account management and strategic B2B expansion.

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Geilan Malet-Bates, GFTF Chair

Geilan chairs the Green FinTech Forum (GFTF). She also advises financial services, fintech and other businesses. Her expertise: sustainable finance and fintech, strategy and more.

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Deyvis Bebicaci, Snr Business Advisor

Deyvis is an advisor and ICF-certified business coach with 25+ years of experience as an entrepreneur in various industries, helping early-stage/small businesses grow and scale.

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Jhoan Cordoba, Snr Business Advisor

Jhoan is a former central bank economist and an investment professional with expertise in private markets, capital structuring and transaction analysis across sectors.

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Our leads have the support of a diverse and growing network of over 150 experienced specialists and former executives from banks, corporations, and tech start-ups worldwide. These experts come from more than 30 countries and have worked on over 1000 projects, helping small and mid-sized businesses (SMBs) and larger businesses in Financial Services, Technology, and other sectors. Their expertise includes wealth management, change management, ESG Integration and more.
 

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