Insigneo Adds Esteban Diaz as Senior Vice President to Expand Latin American Client Services

Esteban Diaz, Senior Vice President, Insigneo ● Photo Credit: Insigneo

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MIAMI, November 7, 2024 (VSNewsNetwork.com) — Wealth management firm Insigneo has announced the addition of Esteban Diaz as Senior Vice President. According to the company, the appointment is intended to strengthen its advisory services for Latin American clients, particularly in Chile. Diaz, who has a background in asset allocation and customized investment solutions, will work under Chile Market Head Jose Luis Carreño.

Diaz brings over 15 years of experience in international wealth management, with a background that includes roles at Banco Penta and Banco BICE in Santiago, Chile. In 2008, he joined Credit Suisse in Miami and later moved to Merrill Lynch in 2013, focusing on structured notes, alternative investments, and client portfolios.

“We are delighted to welcome someone of Esteban’s expertise to the Insigneo team. I am confident that Insigneo will serve as a strong strategic partner to his clients, helping him to deepen and expand these relationships for sustained long-term success. We look forward to a mutually beneficial collaboration with Esteban in the years ahead,” said Carreño.

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Diaz holds a Bachelor’s degree in Accounting and Auditing from Universidad de Santiago de Chile and an M.B.A. from Loyola College. He is also fluent in both Spanish and English, positioning him to connect with Latin American clients through Insigneo’s wealth management approach.

“It is with great pleasure that I announce I’m joining Insigneo, a distinguished organization dedicated to setting the standard for client satisfaction. I look forward to integrating my skills and expertise with a talented team to deliver tailored solutions and exceptional service that surpasses expectations,” said Diaz.

For additional information, visit www.insigneo.com.

Source: Insigneo