MIAMI--(BUSINESS WIRE)--Insigneo, a leading international wealth management firm, is pleased to announce the affiliation of Angel L. Colina II as Managing Director, Financial Advisor along with Stephanie M. Cabrera, Senior Registered Client Associate. The team will be based in the firm’s Miami, Florida headquarters. Mr. Colina brings over 20 years of experience in the financial industry, most recently at Morgan Stanley’s Coral Gables office since 2012.
Mr. Colina has a proven track record of success, managing a book of over $350 million that include ultra-high net worth private clients, business owners and institutions from Latin America, Caribbean, and the United States.
Javier Rivero Insigneo’s President, and COO said, “I am excited to welcome Angel and Stephanie to the Insigneo family as they transition their business to what I consider the future of global wealth management”. Rivero added, “I had the pleasure of working many years with Angel at Wells Fargo Advisors and know the caliber of clients he manages as a top-notch advisor. I could not be happier to join forces again and help fuel his future growth during this exciting time in his career.”
At Insigneo the team will leverage the technology of the newly launched ALIA platform for onboarding and multi-custody capabilities, while taking advantage of the open architecture the firm provides. They will also be able to expand their client base and offer a more holistic approach to managing client’s global wealth leveraging the multi-family office capabilities.
Jose Salazar, Insigneo's US Market Head said, "We are thrilled to welcome Angel to our team. His extensive experience and proven success in the industry will be a valuable asset as we continue to expand our business model in key markets across the US.”
Mr. Colina added, "I am excited to join the Insigneo team and look forward to leveraging the firm's customized solutions and client-first service to provide a fully integrated, best-in-class independent wealth management platform to my clients."
About Insigneo Financial Group
Insigneo is a leading international wealth management firm providing services and technologies that empower investment professionals to successfully serve their clients globally. Insigneo leverages its customized solutions, client-first service, and custodial relationship with BNY Mellon’s Pershing to provide a fully integrated, best-in-class independent wealth management platform. With over $19B in assets, Insigneo supports more than 400 investment professionals serving over 30,000 clients. For more information, visit www.insigneo.com.