We are people’s people
We help to achieve it
We are a boutique financial advisor that was born in 2012, focused on wealth management and planning. We are deeply involved in each case we attend, understanding client needs, and then outlining and executing a healthy financial plan. This way, clients can grow their wealth for generations.
To optimize the lives of our clients and give them a personalized service, we execute the plan considering the financial, legal, accounting, taxation, and insurance aspects that may affect the client directly or indirectly.
Do you want expert advice
to reach your financial goals?
Allow us to give you customized advice
To identify your financial needs and opportunities in order to design a strategic plan that will help you achieve your financial goals, meet your wealth objectives and ensure your generational legacy.
To accompany you along the way and advise you in the difficult task of making financial decisions with the objective of increasing and safeguarding your wealth.
Team and Board of Directors
— Founder, President and CEO —
Graduated in Business Administration at Florida State University and has been trained in finance and marketing courses at Harvard Business School. He was Vice President of Investments at Wall Street Securities and VP Wealth Management at MMG Bank, since then he has 25 years of experience in the capital markets.
—Manager and Chief Operations Officer (COO)—
Bachelor’s Degree in Finance from Universidad Santa María la Antigua and a Master’s Degree in Business Administration with emphasis in Marketing from ULACIT. He has more than 30 years of experience in the banking and securities sector. He was Senior Vice President of Operations at Geneva Asset Management for over 15 years. He is a licensed Senior Executive and Securities Broker authorized by the Superintendence of the Securities Market.
—Senior Director of Wealth Management —
A highly accomplished Business Administrator with a specialization in Banking and Finance from the esteemed University of Geneva, Switzerland, Kwiecinski, boasts an impressive 28-year career in the financial field. His expertise as an Asset Manager is unparalleled, with a wealth of experience in offering tailored investment products to High Net Worth Individuals and Families throughout the Latin American and Caribbean region.
Kwiecinski, has held pivotal roles at prestigious financial institutions, including notable positions at Pictet Bank & Trust Ltd. and Octogone Fund Management Ltd., among others.
— Director of Wealth Management —
Bachelor’s Degree in Industrial Engineering from Universidad Santa María la Antigua. He is a licensed Securities Broker, Analyst and Senior Executive authorized by the Superintendence of the Securities Market. He has more than 10 years of experience advising on investment matters as well as wealth management to individuals, foundations and family offices.
— Investment Analyst —
Graduated from Kenan-Flagler Business School in North Carolina with an emphasis in investment analysis and investment banking. He has completed internships in investment banking at KPMG and investment analysis at Banistmo. He was part of Ernest & Young, in the M&A department, where he analyzed buy/sell transactions of companies, before joining Trusted Advisors as an investment analyst/trader.
María Delmi Testa
— Family Office Director —
He has a career in Banking and Investments for more than 10 years, with experience in the branch of Trusts and Wealth Management. She has worked in MMG Bank, Global Valores, BLADEX, ALCOGAL, among others. She currently holds the position of Financial Administrator of Moma Holdings.
— Wealth Management —
Graduated from Universidad Latina de Panama where she obtained her degree in Banking and Finance, as well as her MBA in Senior Management with emphasis in Business and Entrepreneurial Management. She has more than 10 years of experience in the banking sector, specifically in the business segment, managing portfolios and client relationships in conjunction with teams under her responsibility, as a Relationship Manager and Branch Manager.
— 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.
— 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).
Angie Sucre de Hanily
—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.
Tito Enrique Dutari
—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.
The path to financial peace of mind with Trusted Advisors
Young doctor grew his wealth with effort and commitment through a re-investment plan.
Group of friends managed to form their business and diversify their investments.
Family business achieved a policy structure and generational legacy.
Company is financially up to date and manages to reinvent itself.