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FUNDRAISING NEWS | November 04, 2024

Insigneo Adds Former Merrill LatAm HNW Advisor to Miami Team

Tags: Personnel, Financial Advisor Move

Miami-based Insigneo said it has recruited a veteran advisor, most recently with Merrill Lynch, to bolster its efforts to serve high-net-worth clients in Latin America. 

Esteban Diaz joins Insigneo as senior vice president working closely under Chile market head Jose Luis Carreño. Diaz began his career at major financial institutions in Santiago, Chile, including Banco Penta and Banco BICE, before moving to Miami in 2008 to join Credit Suisse. He left for Merrill in 2013 and spent more than a decade there focusing on structured notes, alternative investments, and client-specific portfolios. 

Source: https://www.businesswire.com/news/home/20241104494276/en/Insigneo-Recruits-Former-Merrill-Lynch-Advisor-to-Strengthen-its-Network

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