Insigneo, an international wealth management firm, welcomes The Americas Financial Group, a newly formed team led by José Cabrera Sr., alongside José Cabrera Jr. and Kristina Cabrera. The launch of their independent venture under Insigneo’s platform marks a key move in the international wealth management landscape, following their recent separation from The Americas Group of Raymond James.
With more than 30 years of experience advising ultra-high-net-worth individuals and institutions across the English-speaking Caribbean region, the team has built a legacy of trust, integrity and deep client relationships. Prior to Raymond James, the trio built their careers at other industry-leading firms such as Smith Barney and Morgan Stanley.
They will leverage Insigneo’s robust infrastructure and its custodial relationships with BNY Pershing and Goldman Sachs to expand their reach and continue delivering even more comprehensive wealth management solutions to their clients.
