Mr. Maldonado will drive the company’s growth by focusing on top line revenue and assets for its existing business, while expanding its footprint in the Northeast
May 15, 2023 09:30 AM Eastern Daylight Time–NEW YORK–(BUSINESS WIRE)–Insigneo, a leading global wealth management firm, is delighted to announce the appointment of Alfredo Maldonado as Managing Director and Market Head for New York and the US Northeast Region. Mr. Maldonado will be based at Insigneo’s expanding office located on Madison Avenue and 41st Street reporting to Rodolfo Castilla, Insigneo’s Head of Sales.
With this important incorporation, Insigneo reaffirms its commitment to delivering exceptional financial services to clients across the globe. The company’s decision to hire Mr. Maldonado underscores its focus on hiring the best talent and reinforces its position as a leading player in the global wealth management sector. New York is an important hub for the firm to continue its expansion plans while providing an integrated platform for Investment Professionals and their clients globally.
In his new role, Mr. Maldonado will oversee Insigneo’s existing business in New York, driving the company’s growth by focusing on top line revenue and assets for its existing business, while expanding its footprint in the Northeast. “Alfredo’s appointment reflects Insigneo’s aspiration to be recognized as the best value proposition for all independent advisors focused on international clients. We are thrilled to welcome such a distinguished professional, and particularly somebody that shares our values, which is critical to all of us,” said Rodolfo Castilla, Head of Sales for Insigneo.
Years Of Experience
Mr. Maldonado brings 25 years of international wealth management experience, having worked in New York, California, and Florida, expanding his network and knowledge across these regions. The senior hire brings a deep understanding of the New York market, which will be crucial in growing Insigneo’s presence in the city. “Insigneo’s commitment to providing a pro-business approach for financial advisors, enabling them to provide exemplary service to their clients is unmatched in the industry,” said Mr. Maldonado.
“I am happy to welcome a leader of Alfredo’s caliber and culture to our growing Insigneo family. New York and the Northeast are very important markets for us to grow and we are excited he will lead those efforts to make us a powerhouse,” said Javier Rivero, Insigneo’s President & COO.
Insigneo is a leading international wealth management firm providing services and technologies that empower investment professionals to successfully serve their clients globally. Insigneo leverages its customized solutions, client-first service, and custodial relationship with BNY Mellon’s Pershing to provide a fully integrated, best-in-class independent wealth management platform. With over $20B in supported customer assets, Insigneo empowers more than 440 investment professionals serving over 27,000 clients. For more information, visit www.insigneo.com.
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