Our Team

German Ricardo Mora

Senior Investment Advisor

Based in Miami, German is a seasoned executive with over 25 years of experience in Fortune 100 companies and international finance & banking institutions. He specializes in clients primarily from Mexico & other international markets with investments and opportunities in the US.

German builds long lasting relationships through comprehensive wealth management, investment needs analysis and tailored strategies to meet clients’ financial goals.

German holds a Master of Science in Information Systems from the University of Miami & an MBA in International Finance from the University of Texas. He enjoys swimming, tennis and playing golf, although his handicap is not that great. He has 2 sons, Andre & Daniel, who live in Miami with him.