Mike is responsible for the execution of Hedgeo's vision of becoming one of the world's premier Global Private Investment Firms. Mike has spent over 25 years in the financial industry as President of two Private Investment Advisory firms and Senior Vice President of both US Trust and Citigroup. Mike holds Series 63, 65 and 66 designations.
Senior Vice President
Sonia leads Hedgeo's Client Services, Reporting, and Communications. She is also responsible for managing and developing our Latin American client and partner relationships. Having been born and lived in Brazil gives Sonia a unique perspective on the opportunities available in the Emerging Markets of Latin America.
Brian is a finance, investment and tax professional that has served as a consultant to ultra-high net worth families for the past two decades. In recent years he has worked extensively with high net worth families with collective assets totaling in excess of $3 Billion. Brian holds Series 63 and 65 designations.