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He currently leads the development of "Wealth Management" of Grupo Numa for Latin America, CEO of Numa Americas with more than US200 million under advisory services. He has executed several financial consulting mandates, in valuations, risk analysis in structured products, financial restructurings and asset management and portfolios. Previously he was Senior Vice President of the Atlantic Security Bank, for the management of third party assets and proprietary portfolios (US $ 300 million). Prior to that, he was Senior Operating Officer (director) of a fund of a fund company, Van Eck (US $ 2,000 million) in New York. Prior to that, he was Vice President for Bankers Trust in New York. Additionally, in his spare time, he is a Professor of the Master of Finance at Universidad del Pacífico. He has an MBA from the Wharton School of Management and a degree in bachelor in Industrial and Systems Engineering, from the Technological Institute and Higher Studies of Monterrey, in Mexico.

Juan Carlos Franco is a seasoned financial professional serving as a Senior Advisor Affiliated at Numa Americas Corp, an esteemed asset management company. With a wealth of experience in global financial markets, he specializes in portfolio management, risk assessment, and strategic investments. Throughout his career, Juan Carlos has successfully managed portfolios for high-net-worth individuals and institutional clients, earning a reputation for delivering strong investment returns. His expertise and commitment to ethical practices have made him a trusted advisor in the industry. Juan Carlos is known for his dedication to building long-lasting client relationships based on trust and transparency. He actively contributes to the finance community through publications and speaking engagements, sharing his insights and knowledge. As a key member of the Numa Americas Corp team, Juan Carlos plays a pivotal role in shaping the company’s investment strategies and guiding clients toward financial success. His passion for finance and client-focused approach continue to drive positive outcomes and contribute to the company’s growth.

Executive with more than 25 years of experience in the financial system with specialization in the area of Wealth Management. Studied Economics at the Universidad Catolica del Perú and at the Extension Program of the University of Texas at Austin. Was the head of Private Banking at Scotiabank Peru between 2005 and 2016. Joined the Numa Americas team in 2017 as a Senior Associate. Focused on establishing and maintaining long-term relationships with Families, advising them on the management and administration of their investment portfolios, succession plans and tax planning in coordination with specialists in each subject.

As the Office Manager of NYX SYSTEMS SAC , Ana María is known for her exceptional organizational abilities, efficient time management skills, and a proactive approach to problem-solving. With her excellent interpersonal skills, Ana Maria fosters a positive and collaborative work environment. She communicates effectively with colleagues, senior executives and clients, ensuring strong relationships and smooth communication channels. Ana Maria is known for her professionalism, discretion, and ability to handle sensitive information with the utmost confidentiality. In addition to her administrative responsibilities, Ana Maria is often entrusted with managing special projects, including office relocations, system implementations, and event planning. She thrives in fast-paced environments, adapting to changing priorities, and consistently delivering high-quality results within deadlines.

With 17 years of experience in Credit Suisse Private Banking and my current role at Numa, I have thoroughly enjoyed every aspect of my career. I have built strong relationships with clients, both individuals and private organizations, serving as the bridge between them and the bank/broker. Trust, confidentiality, efficiency, and respect have always been my guiding principles in providing excellent service. Working at Numa has exposed me to complex business challenges and ethical considerations, while ensuring compliance with SEC regulations as an Investment Advisor. These experiences have shaped me into a dedicated team player, focused on developing and maintaining high-quality client relationships.