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CONTACT US NOW!

Meet Our Team of Financial Experts

Unmatched Expertise in Finance, Investments, and Accounting

Founder & Chief Executive Officer

Roberto A. Bernal

Co-Founder & Portfolio Manager

José M. Crespí Iglesias

Compliance & Operations Manager

Lynnette M. Figueroa

Senior Economic Advisor

Ferdinand J. Ruaño Arroyo

Tax Advisor

José E. Ruiz, CPA

Investment Advisor Associate

Jared R. Vizcarrondo Bibiloni

"The future is simply the result of what we do today and how we respond and adjust to changes along the way."
Roberto Bernal, CEO of Lyon Bern

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