Cecilia Santana

Starting in 2001, Cecilia worked for UBS/BTG Pactual Wealth Management for 9 years where she spend the majority of the time as Daily Banker providing support to team officers and managing onshore and offshore clients and prospects. In 2010 she left BTG Pactual and jointed GPS Portfolio Strategists, a Multi-Family Office in Sao Paulo where she served the first 2 years as a Controller for clients with total assets above BRL 150mm and for the third and last year as a Wealth Management Officer.

Maria Elena Vergara

Maria Elena began her career at Generale Bank in Brussels in 1987 as a credit analyst. Over the next decade, Maria Elena worked in Spain and Colombia, where she advanced into roles spanning the areas of International Lending, International Treasury, Correspondent Banking and Corporate Banking.

Marcus R. Epprecht

Marcus started his career at Swiss Bank Corporation, predecessor to today’s UBS AG, in 1985. His global career included positions as a Private Wealth Manager, Representative in Brazil and a Manager of Brazil Teams based in New York and Miami. Over the past two decades, Marcus has developed a broad network within the Latin American financial industry and an array of others through longstanding client relationships and work with various target companies and individuals.

Marius A. Holzer, CFA, CAIA

Marius Holzer is Chief Operating Officer and Partner at Parkview Group. Over a three‑decade career in global finance, he has led origination and back‑office teams, guided strategic transformation projects, and coached senior executives—all with a consistent focus on investment governance, risk management, and family‑office excellence. Earlier in his career, he headed the international business division of a leading global private bank, delivering wealth‑management solutions to ultra‑high‑net‑worth families across Europe and Asia.