Luis Alegre Named Managing Director of International Investments
MIAMI – Industry veteran Luis Alegre has been named Managing Director of International Investments for Capital Guardian, LLC. Mr. Alegre brings 26 years of experience serving as a multilingual, senior executive in the financial service and telecommunication industries. Most recently, Mr. Alegre was Vice President at AllianceBerstein where he developed the small and midsize domestic and international banking business. He managed in excess of $330 million of assets for affluent domestic and international individuals and global institutions.
“Our institutional and private clients require a robust platform to deliver on their increasingly global footprint. Capital Guardian’s scope and capabilities, along with its strategic relationship with Pershing, are key components to being able to meet the needs of affluent individuals, families and institutions,” said Mr. Alegre. “With $29.3 trillion in assets under custody and administration with its parent company Bank of New York Mellon, the Pershing platform provides clients a high-level of security and comfort along with access to state of the art products and services they require,” added Mr. Alegre.
Capital Guardian CEO Alan Boyer concluded, "We are pleased to have Luis join our team in downtown Miami. His experience will significantly enhance the firm's strategic focus of offering a leading global platform for our clients.
Capital Guardian LLC is a boutique wealth management firm with offices throughout the United States. Capital Guardian advisors and their clients have access to an open architecture platform, personalized client support, global resources and an innovative management team. The firm’s mission is to liberate and empower investors and advisors. The Miami office is located at 801 Brickell Avenue, Suite 1400, Miami, Florida 33131. For more information, please contact Senior Managing Director, Scott Chaisson at (786) 594-4412 or visit www.capitalguardianllc.com.
Securities offered through Capital Guardian, LLC, member FINRA/SIPC. Investment Advisory Services offered through Capital Guardian Wealth Management, an SEC registered Investment Advisor. Securities Products are not FDIC insured, are not bank guaranteed, and may lose value.