About Us

— President and Chief Executive Officer (CEO) —

Charlie Morris, visionary founder of Trusted Advisors, is not just a leader; he’s an inspiration in the financial arena. With an impeccable 25-year track record in the capital market, his academic background has taken him through the halls of Florida State University and the classrooms of the iconic Harvard Business School, reflecting his constant pursuit of excellence and mastery.

Throughout his career in the capital markets, he has been a key piece in high-caliber in financial institutions as Vice President of Investments at Wall Street Securities and VP Wealth Management at MMG Bank. In every challenge, he has been a pioneer in providing personalized financial solutions to exclusive clients in Latin America, always being the bridge between grand goals and tangible achievements.

Recognized as an authority in investment advice and wealth management, Charlie has not only built relationships but also legacies with a select and distinguished clientele. His acumen in detecting opportunities and discerning risks has paved the way for exceptional results, meeting and exceeding expectations.

—Manager and Chief Operations Officer (COO) —

Johann Rodriguez, holds a degree in Finance from USMA and an MBA with an emphasis in Human Resources. Recently, she obtained an Executive Coach certification from INCAE, aiming to bring a human-centered approach to the group’s capital. With over 20 years of experience in the Securities sector, she began her career as an intern at the Stock Exchange and the Central Securities Depository, later transitioning into Investment Banking at prestigious institutions such as BLADEX and MMG Bank.

Throughout her career, she has worked in key areas, ranging from back office (Operations Manager) and front office (Securities Broker) to Compliance Officer. She holds two licenses regulated by the Superintendence of the Securities Market, which gives her a comprehensive perspective of the business. Additionally, she is a member of ASOCUPA and enjoys volunteering with the Down Syndrome Foundation of Panama in her free time.

—Wealth Management Director  —

Kristian Kwiecinski

With a strong background in Business Administration and a specialization in Banking and Finance from the University of Geneva, Switzerland, Kristian has developed a deep understanding of the financial market.

His ability to offer tailored investment services stems from over 25 years of experience in wealth management and financial advisory. His career at prestigious and renowned companies such as UBS, Pictet, and Octogone Group has provided him with expertise in delivering personalized services and managing successful client relationships.

With his commitment to transparency and excellence, he has established himself as a trusted leader in the financial sector.

—Director of Investment Banking and Financial Planning —

Eric Molino, is an economist with over 15 years of experience in corporate finance, having held executive positions in construction, logistics, energy, industrial sanitation, and financial services.

Dr. Molino’s expertise focuses on business valuation, mergers and acquisitions, financial due diligence, cash flow management, debt restructuring, and financial strategy planning.

In addition to being a consultant, Dr. Molino is a professor of Economics and Finance at QLU and the University of Chile. He holds a Doctorate in Business Administration and serves as the President of the Inter-American Council of Commerce and Production, President of the National Economic and Financial Affairs Commission, and is the former President of the Free Enterprise and Foreign Trade Commission of APEDE. He also holds two licenses from the Superintendence of the Securities Market of Panama.

—Wealth Management Director —

Alex Caballero, studied Social Communication Sciences at Universidad Santa María La Antigua, and Alex furthered his education with a specialization in Finance Management at The George Washington University.

With over 18 years of experience in the banking sector, he has held key positions at institutions such as BBVA Panamá, Global Bank, Multibank, Prival, and Credicorp Bank. He specializes in serving high-net-worth individuals and advising financial institutions, including credit unions and some of the most significant pension funds in the region.

He has participated in the placement of major local issuances such as ENA, Alta Plaza Mall, and Farmacias Arrocha. His professional focus is on providing personalized financial solutions and fostering long-lasting relationships with his clients.

— Wealth Management Specialist —

Jaime Fábrega is not just a leader in wealth management; he’s a shining blend of engineering and finance. A graduate in Industrial Engineering from the prestigious Universidad Santa María la Antigua, Jaime has augmented his profile with licenses as a Securities Broker, Analyst, and Principal Executive, all sanctioned by the Superintendency of the Securities Market.

With over a decade of experience, Jaime has carved a path of excellence advising on investments and wealth management. His expertise spans a wide spectrum, from individuals and foundations to family offices, with his guidance standing as a testament to precision, knowledge, and commitment. In Jaime, technical ingenuity merges with the financial pulse, crafting tailored solutions while protecting the client’s financial wealth.

— Investment Analyst —

Armaan Chandnani stands out as a beacon of brilliance in the realm of investment analysis. His education at the esteemed Kenan-Flagler Business School in North Carolina has equipped him with the tools and insights to excel in this field. Specializing in investment analysis and investment banking, he has applied his dedication and talent across globally recognized firms.

Internships at KPMG in investment banking and at Valores Banistmo in investment analysis laid the foundation for his acute understanding of financial nuances. His notable stint at Ernst & Young, in the M&A department, saw him delving into strategic buy/sell company transactions. This cumulative experience led him to Trusted Advisors, where he now shines as an unparalleled investment analyst.

—Customer Service Representative —

Linda Carter, is a professional with over 10 years of experience in sales, specializing in the luxury industry. Throughout her career, she has developed strong skills in customer service, commercial reporting, and effective communication, working closely with teams in dynamic and demanding environments.

Her strategic approach and results-driven mindset enable her to overcome challenges while staying committed to excellence.

She holds a degree in Accounting from the University of Panama and a Master’s in Business Administration from Universidad Latina de Panamá. Additionally, she has 19 years of experience at Motta Internacional, where she held roles in both administrative and commercial areas.

— Administration and Accounting —

Bachelor’s Degree in Accounting with CPA License, graduated from the University of Panama. She has more than 10 years of experience in the private sector as Accounting Administrator and Portfolio Recovery.

—Independent Director of Trusted Advisor Inc.—

Sally Loo embodies leadership and expertise in the financial realm. Holding a degree in Finance from the Universidad Santa María la Antigua and a Master’s in Business Administration with a focus on Marketing from ULACIT, her education has laid the foundation for a distinguished career.

With a journey spanning over 30 years in the banking and securities sector, Sally has left her mark of innovation and precision wherever she has ventured. Her abilities led her to serve as Senior Vice President of Operations at Geneva Asset Management for more than 15 years, a testament to her caliber and commitment. Moreover, she holds the esteemed licenses as a Principal Executive and Securities Broker, both sanctioned by the Superintendency of the Securities Market, solidifying her stance as one of the paramount figures in the financial field.

— Director and Vicepresident of Trusted Advisors, Inc. —

Roger L. Ducruet is an outstanding businessman and leader in the insurance field. He has a degree in Business Administration with a specialization in Finance and Marketing from the Centro de Estudios Superiores de Administración (Apede) and is certified as an Insurance Broker by the Panamanian Association of Insurers. With more than 30 years of experience in the sector, he has led companies such as Unity Ducruet, American Insurance Managers, S.A., Aon Insurance Managers Panama, S.A. among others.  A

Currently he is Director and Legal Representative of Unity Willis Tower Watson Panama, Director of Global Marine Panama, Treasurer of the Nautical Tourism Association.

— Secretary and Director of Trusted Advisors, Inc. —

Adolfo Fabrega, is a prominent entrepreneur and leader in the field of technology and IT security. Holds a degree in Information Systems Engineering from the University of Notre Dame and a Certificate of Executive Education in Innovation Strategy Implementation from the Massachusetts Institute of Technology. In addition, he has participated in the Program for Young Executives at INCAE Business School.

With more than 20 years of experience in the sector, he is a founding partner and General Manager of Pensanomica, S.A. (Flexio Software) and Arion Intelligence Corp.  He is currently President of the Chamber of Commerce, Industries and Agriculture of Panama. He is also President of the Panama Chapter – Entrepreneurs Organization (EO) and active member of the Board of Directors – National Congress of Science and Technology (CONACYT).

—Independent Director of Trusted Advisor Inc.—

Angie Sucre de Hanily, is passionate about business strategy. She has over 25 years of experience in strategy and planning, organizational change, performance management, innovation and business development for companies such as the Panama Canal, Oliver Wyman, Mercer, McKinsey, Deloitte, Acciona, Mobil Oil, and Petroterminales, among others.

She has led complex strategic change processes for large, medium and small companies, generating revenues and savings in the millions of dollars, always adapting to the client’s needs and carefully selecting the best solutions for each case. She is clear that a brilliant strategy is nothing without a good implementation that considers communication, change management and the application of proven follow-up methodologies.

Angie is an Industrial Engineer Suma Cum Laude from ULACIT, she obtained her MBA with a focus on strategy at Yale University, has taken executive courses at Harvard Business School, Oxford University, among others, and is a certified Professional Coach by the International Coaching Institute.

—Treasurer and Director of Trusted Advisors Inc.—

A prominent lawyer with a Master’s in Law obtained from Queen Mary & Westfield College at the University of London. Mr. Dutar,  is a founding member of Dutari & Co., a prestigious law firm, and has successfully represented numerous national and international individuals and entities in a wide range of legal matters, including commercial, corporate, banking, insurance, and real estate law. He has held directorial positions in significant financial institutions, such as Banco Cuscatlán de Panamá and Banco Citibank Panamá, among others. In addition to serving as a director at Trusted Advisors, he is also the board secretary of Panacredit and a director at Pederson Holding, Inc.

—Compliance Officer—

Since joining in 2014, she has held essential roles, ranging from Operations Assistant to her current position as Compliance Officer at Trusted Advisors Inc. Her multifaceted skills have allowed her to excel in both operational and business areas, serving as a key pillar in roles such as Securities Broker and Front Office Assistant.

Her determination and expertise in compliance, ensuring adherence to the Securities Market Law and regulatory reporting, have earned her a reputation for reliability and professionalism in the industry. She is a dedicated professional committed to excellence, providing security and confidence to both her colleagues and clients.