Deltec Investment Research
Deltec Conference 2019
Deltec Initiatives Foundation

Our Team

Deltec draws upon the diversity of experience and backgrounds of more than 120 professionals. Our team includes private bankers and investment professionals from top-tier firms, trust officers, lawyers and certified public accountants with the knowledge, experience and global network to provide world-class expertise. Our experienced investment team of portfolio managers, investment analysts, economists, strategists, and traders can guide clients and managers towards the right solution — across public markets and private investments.

Our culture is one of a supportive and collegial environment dedicated to servicing our clients. Clients and managers benefit from the professional systems, processes and resources of a large institution, while enjoying the personalized attention that only a boutique organization can provide.

Our team includes multilingual professionals with global and local market expertise from around the world, across the following areas of expertise:

  • Investment management
  • Economics and investment strategy research
  • Alternative investment research
  • Investment banking
  • Private equity and mezzanine finance
  • Legal and accounting
  • Wealth structuring and succession planning
  • Corporate and family governance advisory
  • Corporate advisory for clients with family-owned companies
  • Marketing and fundraising 

For more information on the Deltec team and individual team member biographies, please contact us.