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.
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Juan Carlos Carvallo
CEO
Over 25 years in the financial sector. Has worked at institutions like Oppenheimer & Co and Morgan Stanley in New York.
Victor Silva
Wealth Management Analyst
Over 25 years of experience focused on understanding the needs of high-income Latin American clients and building tailored financial solutions for them.
Ernesto Rangel
Wealth Management Director
With over 30 years of experience in the financial industry, including institutions such as Morgan Stanley, Bear Stearns, and Citibank.
David Alayon
Marketing Director and Investment Advisor
Holds an MBA from the Instituto de Empresa Business School in Madrid.
Miguel Osio
External Legal Advisor
Lawyer, with over 25 years of professional experience.
Asdrubal Rivas
Wealth Management Analyst
Has 17 years of experience managing third-party and institutional funds.
Alain de la Bastide
Relationship Manager
Was Director and Sales Manager at Econoinvest, the largest brokerage house in Venezuela.
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Gabriel Osio
Chairman of the Board
Has 30 years of experience working in the capital markets and financial advisory services.
Juan Rodrigo Carvallo
Portfolio Manager
Holds the FINRA Registered Representative certification (Series 7) and has 5 years of experience in the industry.
Evelyn Pazo
Operations Manager
Has over 35 years of experience in the banking, financial, and capital markets sector.
Gioconda Bolinches
Financial Advisor
She is an administrator with a master's degree in Finance and holds FINRA Series 7 and Series 66 licenses.
Iriana Quero
Investment Advisor
Economist with over 20 years of experience helping individuals structure and manage their investment portfolios.
Johanna Songaila
Investment Advisor
With over 15 years in the industry, he stands out for following up and supporting his investment portfolios, specializing in family wealth.
Luis Felipe Pulido
Investment Advisor
Holds an Investment Advisor license in Panama. Worked in sales at Citibank.
Maria Monica Giorgini
Investment Advisor
Has over 20 years of experience in financial planning, banking, and insurance.
Mariló Fernández
Investment Advisor
Holds an Investment Advisor License - Series 65 - in the U.S. and a securities broker license in Panama.
Rafael Senado
Investment Advisor
Holds a degree in financial administration from the Tecnológico de Monterrey.
Ricardo Szlezinger
Relationship Manager
Worked at Citibank and Chase, specializing in European and Latin American markets.
Douglas Salazar
Wealth Management Analyst
Over 20 years of experience as a chief trader in various banking institutions in both Venezuela and Panama.
Albin Lorena Perdomo
Chief Information Officer
Has more than 20 years of managerial experience in Technology and Strategic Planning.
Christian Ramírez
Compliance Officer
Throughout his career, has gained extensive experience in various areas such as operations, administration/accounting, treasury, and risk.
Claudia Martínez
Investment Advisor
Has 15 years of experience in capital markets, identifying suitable wealth solutions for clients.