Michael Averett
Chief Revenue Officer
Michael Averett is a seasoned professional in the financial services industry, currently serving as the Chief Revenue Officer at Insigneo, a leading global wealth management firm. In this role, Michael leverages his vast experience and proven track record to drive the company’s organic growth strategy, overseeing all revenue-generating facets and actively executing its strategic vision and mission.
Prior to joining Insigneo, Michael held the position of Head of Business Development at Bolton Global Capital, where he led firm-wide growth efforts, with a focus on Financial Advisor recruitment and product platform expansion and optimization. Additionally, he served as the Executive Leader of Bolton’s South Florida Wealth Complex.
Michael’s career is marked by his extensive background in international wealth management, cultivated during his 21-year tenure at Citigroup before joining Bolton in February 2022. At Citigroup, he held various leadership roles, including Head of Sales, Head of Products & Client Solutions, and Head of the Andean Region within the $25 Billion AUM International Personal Bank division. Michael led teams across the U.S., Uruguay, Colombia, Venezuela, Peru, and Ecuador, delivering annual revenues exceeding $150 million. He also served on the Boards of Directors of Citi International Financial Services in San Juan, Puerto Rico, and Citivalores S.A. in Bogota, Colombia.
Originally from Montana, Michael’s career journey took him to Mexico and Colombia before settling in South Florida, where he has resided for the past two decades. He holds a B.A. in Business Administration and Spanish from Concordia College, as well as a Master of International Management from the Thunderbird School of Global Management. Additionally, he possesses Series 7, 9, 10, 24, and 66 investment licenses.
Get to know our talented team.
Ahmed Riesgo
Chief Investment Officer
Alfredo Maldonado
Market Head New York/US NE
Anabelle Teves
Head of Human Capital
Carlos M. Garcia
External Director – Founder and CEO of BayBoston Managers LLC
Carlos Mejia
Head of Strategy & Corporate Development
Christian Watson
Head of Trading
Danilo Narbona
Market Head – Andean and Central America
Darcie Burk
External Director
Francisco Nuñez
CFO
George “Tres” Arnett
General Counsel
Giovanna Souza
Head of Marketing
Guillermo Acosta
Head of Commissions & Billing
Guillermo Broukaert
Market Head – Uruguay
Jacobo Gadala Maria
External Director – President & CIO Unimar Financial Services
Javier Rivero
President & COO
José Luis Carreño Rodríguez
Market Head – Chile
Jose Salazar
Market Head - US
June Huang
External Director VP at Bain Capital Credit
Manolo Cuervo
Chief Human Resources Officer
Mariano Scandizzo
Head of Asset Management & Portfolio Manager
Mariela Arana
Head of Client Experience
Marlon Young
External Director – Associate Partner Cambridge Advisors to Family Enterprise
Mirko Joldzic
Head of Investment Solutions
Paul Caulfield
Chief Compliance Officer
Raul Henriquez
CEO & Chairman of the Board
Richard L. Carrión
External Director – Chairman of the Board of Directors of Popular, Inc.
Vicente Martin
Head of Structured Products