Founding Partner

José is a founding partner of FitzRoy Investment Advisors.

José has more than 20 years’ experience in banking and finance, having worked for one of the world’s largest investment banking and wealth management firms (UBS) between 1994 and 2011.

José started his career in fixed income research in 1994 in New York and in 1996 moved to capital markets origination.

In 2000 José transferred to London with UBS, where he was in charge of debt capital markets origination for financial institutions in Spain, Portugal and France.

In 2007 José became Desk Head for the Americas at UBS Wealth Management in the UK, leading a team of seven professionals with over $3.5bn of assets under management.

José left UBS in 2011 to set up FitzRoy Investment Advisors

José holds a MPhil from Cambridge University and a BA (Hons) from Bristol University.

Founding Partner and current advisor

Marcelo is a founding partner of FitzRoy Investment Advisors and is currently an external advisor to the firm with a focus on quantitative analysis, manager selection and investment strategy.

Marcelo has over 30 years’ experience in finance, in a career that has included many senior positions in banking and asset management.

Marcelo started his career as a derivatives trader in Canada and also worked stints in the corporate and insurance risk advisory sectors in Europe and the Americas.

Marcelo joined the derivatives marketing team of Merrill Lynch in 1993 and subsequently moved to UBS, where he was Co-Head of Debt Capital Markets for Latin America.

Marcelo became CEO of UBS Argentina in 1996 and in 2001 moved to London to be CEO of Poalim Asset Management for the UK.

He was subsequently Managing Director of Russell Investments in the UK and in 2011 set up FitzRoy Investment Advisors with Jose

Marcelo holds an MBA from York University in Toronto and a BSc from the University of Toronto.

COO and Finance VP

Catarina Silva is COO and Finance VP of FitzRoy Investment Advisors.

Catarina has 15 years’ professional experience in investment banking, strategy consulting and the corporate sector.

Catarina joined Morgan Stanley in London in 2001, where she worked as an analyst in the investment banking division of the firm.

In 2003 Catarina joined the debt capital markets group of UBS in London, working in the structuring and marketing of bond issues for borrowers in Europe.

Catarina left UBS in 2005 to work for Roland Berger Strategy Consultants in Lisbon and Madrid, focusing on advisory projects in the banking and telecoms sectors.

After graduating with an MBA from London Business School in 2008, Catarina joined the finance department of PepsiCo. Between 2008 and 2015 Catarina held various positions at PepsiCo in the UK and Switzerland, including M&A and Strategy Manager for Europe and Global Director of Strategic Planning for the Pepsi Lipton Ice Tea Joint Venture. She joined FitzRoy Investment Advisors in 2015.

Catarina has an MBA from London Business School and a BSc in Economics from CATÓLICA-LISBON School of Business & Economics in Portugal.

Investment Advisory Manager

Kimberly Argüello is Investments Advisory Manager of FitzRoy Investment Advisors.

Kimberly has over ten years of experience in the investment industry. Prior to joining FitzRoy Investment Advisors, Kimberly was a Financial Associate with WE Family Offices. Her responsibilities included conducting analysis of investment opportunities, implementation of asset/portfolio allocation strategies, and servicing ultra-high net worth families.

Prior to joining WE, Kimberly served as the Investment Coordinator for Provenance Wealth Advisors, where she was responsible for managing all investment related matters for the firm, in addition to providing economic and investment research as a member of the firm’s research group.

Preceding PWA, she was a Portfolio Analyst with US Trust, Bank of America Private Wealth Management, where she actively managed investment portfolios for high net worth clients.

Kimberly holds a Master of Business Administration with a focus on International Business from the University of Miami. She also holds a Master of Science in Finance with a focus on Investment Analytics, and a Bachelor of Business Administration – Finance from Florida International University. She is CFA Charterholder, and is also a CAIA Level II Candidate.

Consolidation and Reporting Manager

Ruben Perez is Consolidation and Reporting Manager of FitzRoy Investment Advisors.

Prior to joining FitzRoy Investment Advisors Ruben worked as an Investment Operations Officer at Mercantil Commercebank where he supervised the monthly consolidation and reporting.

Ruben started his professional career at JPMorgan Chase as a Relationship Banker and also participated in an internship program at a FX trading firm shortly after graduation.

Ruben has a BS in Finance from Manhattan College in New York City.

Analyst

Oscar Irigoyen is an Analyst at FitzRoy Investment Advisors.

Oscar has a BS in Economics and an MSc in Finance from FIU (Florida International University).

Prior to FitzRoy Oscar worked at Fidelity Investments in Miami.

Analyst

Kevin Pena is an Analyst at FitzRoy Investment Advisors.

Kevin has a BS in Business Administration from FIU (Florida International University).

Prior to FitzRoy Kevin worked at Banco Santander Private Bank in Miami as a Risk Management Analyst.

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