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Fernando Massaro possesses over two decades of experience providing financial advice to prominent families and high-profile tech companies and entrepreneurs in Latin America and the United States. He is dedicated to fostering close personal relationships with his clients and curating tailored, holistic wealth planning and portfolio management strategies on both discretionary and non-discretionary bases. Focusing on hedging strategies, tactical investments, risk management, diversification strategies, macroeconomic analysis, and active trading, Fernando also focuses on supplying cash management solutions and equity administration to companies.

Originally from Argentina, Fernando pursued his entire professional and academic careers in New York City. Fernando and the team structure have the knowledge and infrastructure necessary to advise ultra-high-net-worth (UHNW) clients, family offices, and both public and private institutions while navigating the complicated familial and regulatory dynamics that they face.

Fernando earned his MBA in Finance at New York University in New York City, where he currently resides with his wife and three children. In his free time, he enjoys spending time with his family and flying small planes

Daniel is a Senior Wealth Strategy Associate for the Pacifico Group. Daniel focuses on portfolio construction, asset allocation and portfolio management for UHNW and Institutional clients.  He has over 15 years of experience, including positions at JP Morgan, Morgan Stanley, and UBS. Prior to joining UBS, he was the Lead Portfolio Manager for OCIO International clients at Morgan Stanley.

Daniel graduated from Baruch College with a Bachelor of Business Administration and from Bocconi University with a Master in Corporate Finance. He is a CFA charter holder and is fluent in English, Spanish and Italian.

Richard Gonzalez is a Senior Wealth Strategy Associate with the Pacifico Group. Richard supports & manages client portfolios, creates investment ideas, implements fundamental research strategies, and supports business development. Richard began his career as an intern at Wells Fargo Advisors. After experiencing success in this role and discovering a passion for the financial services industry, Richard transitioned into an Associate Financial Advisor position.

Richard graduated from Baruch College’s Zicklin School of Business with a bachelor’s degree in Finance in 2018. He was born and raised in Westchester, New York, where he also currently resides. In his free time, Richard enjoys running around with his recently adopted German Shepherd, Rio, and spending his weekends on the golf course.

Michael Presta is a Wealth Strategy Associate with the Pacifico Group. Michael supports the team with trading, portfolio reviews, investment implementation ideas, and client support. Michael's past experiences in operational capacities helps in his current role with effective handling of the comprehensive day-to-day functions including: trade support, margin reviews, and daily reconciliations. 

Michael graduated from Marist College with a Bachelor of Science in Finance and Bachelor of Arts in Economics in 2019. Michael was also a Student-Athlete, belonging to the Marist’s NCAA Division 1 Men’s Swimming Team. Michael currently resides in the Upper East Side, New York and in his free time he enjoys traveling and spending summer at the beach. Michael is licensed with the Series 7 and 66 Registrations.

Luis A. Reyes Morillo is a Senior Client Associate with the Pacifico Group. Luis began his career at Morgan Stanley as a Wealth Management Operations Analyst in September 2020, before joining UBS in April 2024. Luis serves the field in client operations, margin, client service, and trade support for futures and foreign exchange products.

Luis graduated summa cum laude from Barton College with a bachelor’s degree in Business Administration and a minor in accounting. He attended the institution as captain of the swimming team with a student-athlete scholarship. Born in the Dominican Republic, Luis currently resides in Long Island City, New York, and enjoys spending time outdoors, traveling, and trying new restaurants.