Team (leads)

Mauro Tortone, Director

Mauro leads the Wealth Management practice. He also works with the CISI as an external specialist. His expertise: wealth management, 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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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.
 

The services are delivered by our two practices Wealth Management and International Concierge.
 

Join our team