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Juan Carlos Carvallo

CEO

Juan is the CEO of LifeInvest. He is an economist with a Master’s in Management from the University of Miami and has over 25 years in the financial sector. He has worked at institutions such as Oppenheimer & Co and Morgan Stanley in New York. He was also a founding partner of Econoinvest Casa de Bolsa, Chairman of Seguros Carabobo, and a founding director of the Fundación para la Cultura Urbana.

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Victor Silva

Wealth Management Analyst

Victor is a Wealth Management Analyst at Lifeinvest Wealth Management. With 25 years of experience, he has focused on understanding the needs of high-net-worth Latin American clients and building tailored financial solutions. He has served as CEO, Research Director, and Head Trader at various financial services firms. He is an Economist and holds investment advisor licenses in the U.S. (Series 65), Panama, and Venezuela.

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Ernesto Rangel

Wealth Management Director

Ernesto is the Wealth Management Director (CIO) at LifeInvest. A graduate of Columbia University, he has over 30 years of experience in the financial industry, including institutions such as Morgan Stanley, Bear Stearns, and Citibank. He is also a co-founder of "Guataca," a foundation that promotes musical talent among young people.

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David Alayon

Marketing Director and Investment Advisor

David is the Marketing Director and Investment Advisor at Lifeinvest. He has over 25 years of experience as an investment portfolio manager and financial planner for families and businesses in Latin America. He holds an MBA from the Instituto de Empresa Business School in Madrid and has investment advisory and public brokerage licenses in both Venezuela and Panama.

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Miguel Osio

External Legal Advisor

Miguel is an External Legal Advisor at Lifeinvest, specializing in legal, tax, and wealth planning. A lawyer with over 25 years of professional experience, he has developed his career in corporate, financial, and tax law.

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Asdrubal Rivas

Wealth Management Analyst

Asdrúbal is a Wealth Management Analyst at Lifeinvest Wealth Management, responsible for investment strategies and asset allocation in portfolios. He has 17 years of experience in managing third-party and institutional funds. He is an Economist with a Master’s in Finance and holds securities broker and investment advisor licenses in Venezuela and Panama.

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Alain de la Bastide

Relationship Manager

Alain is a Relationship Manager at LifeInvest. Based in Madrid, he is an administrator with over 20 years in the industry. He was a Director and Sales Manager at Econoinvest, the largest brokerage firm in Venezuela.

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Gabriel Osio

Chairman of the Board

Gabriel is the Chairman of the Board at Lifeinvest. He has 30 years of experience in capital markets and financial advisory services. He is an administrator with a specialization in management. Gabriel is a founding partner of the Econoinvest Group, a former Director of the Caracas Stock Exchange, the Venezuelan Association of Brokerage Firms, and the Venezuelan Securities Depository (CVV).

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Juan Rodrigo Carvallo

Portfolio Manager

Juan is a Portfolio Manager at LifeInvest. He holds the FINRA Series 7 Registered Representative certification and has 5 years of experience in the industry. He graduated in Business Administration from the Universidad Metropolitana in Venezuela.

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Evelyn Pazo

Operations Manager

Evelyn is the Operations Manager of LifeInvest. She holds a degree in Computer Science and has over 35 years of experience in the banking, financial, and capital markets sectors. She has worked at institutions such as Banco Mercantil, U21 Casa de Bolsa, and Econoinvest.

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Gioconda Bolinches

Financial Advisor

Gioconda is a Financial Advisor at Lifeinvest. She is an administrator with a Master’s in Finance and holds FINRA Series 7 and Series 66 licenses. She has 16 years of experience in the financial market, working closely with clients seeking capital market solutions.

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Iriana Quero

Investment Advisor

Iriana is an Investment Advisor at Lifeinvest. She is an economist with over 20 years of experience helping clients structure and manage their investment portfolios according to their financial profiles and goals, as well as other wealth protection solutions. She has worked at BBO Financial Services and Econoinvest and holds a securities broker license in Panama.

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Johanna Songaila

Investment Advisor

Johanna is an Investment Advisor at Lifeinvest. She is an industrial engineer with a specialization in finance. With over 15 years in the industry, she focuses on investment portfolio monitoring and support, specializing in family wealth management. She holds an investment advisor license in Panama.

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Luis Felipe Pulido

Investment Advisor

Luis is an Investment Advisor at Lifeinvest. He is a business administrator with 15 years of experience in client services, financial solutions, portfolio structuring, and monitoring. He holds an investment advisor license in Panama and has experience in sales at Citibank N.A. and as a trader at various financial services companies.

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Maria Monica Giorgini

Investment Advisor

Mónica Giorgini is an Investment Advisor at Lifeinvest. She is a business administrator with over 20 years of experience in financial planning, banking, and insurance. She holds a Securities Broker license in Panama and an Insurance Agent license in Venezuela.

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Mariló Fernández

Investment Advisor

Mariló is an Investment Advisor at Lifeinvest. She specializes in wealth management for families and small to medium-sized businesses. With over 20 years of experience, she studied Administration and specialized in Finance. She is the director of FUNDAPROCURA and holds the U.S. Series 65 Investment Advisor license and a securities broker license in Panama.

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Rafael Senado

Investment Advisor

Rafael is an Investment Advisor at Lifeinvest, based in Mexico. He holds a degree in Financial Administration from the Tecnológico de Monterrey and has over 5 years of experience in stock market analysis and financial markets. He holds the FINRA Series 7 license.

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Ricardo Szlezinger

Relationship Manager

Ricardo joined Lifeinvest in 2009 as a Relationship Manager. He has over 25 years of experience in international financial markets. He previously worked at Citibank and Chase, specializing in European and Latin American markets. He studied Economics at Cornell University.

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Douglas Salazar

Wealth Management Analyst

Douglas is a Wealth Management Analyst at LifeInvest. With over 20 years of experience, he has worked as a chief trader at various banking institutions in Venezuela and Panama, specializing in fixed income, equities, options, commodities futures, and structured notes. Douglas is an administrator and holds a securities broker license from the Superintendence of the Securities Market of Panama.

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Albin Lorena Perdomo

Chief Information Officer

Albin is the Chief Information Officer (CIO) of Lifeinvest. A Systems Engineer and IESA graduate, he has over 20 years of experience in managerial positions in technology and strategic planning within the financial sector, including roles at BBO Casa de Bolsa and Grupo Econoinvest.

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Christian Ramírez

Compliance Officer

Christian Ramírez is the Compliance Officer (CCO) at LifeInvest. Throughout his career, he has gained extensive experience in operations, administration/accounting, treasury, and risk management. He also worked as a Financial Advisor for 13 years at Econoinvest Casa de Bolsa, Caracas, Venezuela. He holds a specialization in Finance from Universidad Metropolitana (Caracas) and a Bachelor's degree in Accounting from Universidad Santa María (Caracas). He has pursued financial studies in Florida (U.S.), holds a Series 65 Investment Advisor license, and is registered as an Investment Advisor with Panama’s National Securities Commission.

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Claudia Martínez

Investment Advisor

Claudia is an Investment Advisor at Lifeinvest. She is an administrator with a Master’s in Finance from IESA, where she is also a guest lecturer. She has 15 years of experience in capital markets, identifying suitable wealth management solutions for clients.

We are dedicated to creating financial strategies that protect and enrich lives, ensuring that every decision supports the freedom and security to live the life our clients envision.

Our Approach

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UNDERSTAND DEFINE IMPLEMENT

At LifeInvest, we start by getting to know your entire financial picture—everything you own and how it all works together. By understanding this, we can figure out the best way to arrange your money so it’s well-protected, costs less to manage, and ultimately makes you more money.

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Next, we gather all your financial details into a modern, user-friendly system. This gives you a clear, real-time view of your investments, making it easy for you to stay informed and make smart decisions.

CONNECT OPTIMIZE TECHNOLOGY

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With your finances organized and easy to follow, we then suggest which investments deserve your attention and which ones you might want to adjust. This helps ensure your money is always working hard for you, growing steadily over time.

continuous growth

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With your finances organized and easy to follow, we then suggest which investments deserve your attention and which ones you might want to adjust. This helps ensure your money is always working hard for you, growing steadily over time.

continuous growth

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We are an investment advisory firm highly specialized in global markets. 

Founded in 2007 by a group of professionals with more than 25 years of experience in the financial markets.

About Us

Get to know our group

Our leaders bring decades of knowledge and dedication from top global financial institutions, guiding us in crafting tailored investment solutions for our clients. Explore the bios of our key professionals to see how their unique backgrounds and commitment drive LifeInvest’s mission to protect and grow your wealth. 

Hover over the image to view bios, and click for LinkedIn profiles.

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We are a Registered Investment Advisor

Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

We offer solutions to meet needs in investment portfolio management, wealth planning, tax, and estate planning.

We maintain strategic alliances with leading market companies, financial institutions, and other business partners.

We have offices in New York, Miami, and San Diego.

We rely on a highly professional team backed by their experience, training, and strong work ethic.

Miami

Madrid

New York

San Diego

Mexico City
Panama City
Caracas

A dynamic network closer to you.

Our offices and financial advisors will always be at your disposal wherever you are located.

Head Office

Offices

Investment Advisors

Operations

Wealth isn’t a permanent status; it’s a responsibility that requires continuous effort to maintain.

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