Santiago Copello

Santiago Copello currently serves as Vice President – Investment at Boreal Capital Management LLC in Miami, FL, where he is responsible for delivering tailored portfolio management and investment advisory services to a diverse client base, including individuals, families, and institutional investors. At Boreal, he guides clients through asset allocation and investment strategy, focusing on optimizing portfolios for risk-adjusted returns within multi-asset class frameworks.

With over 18 years of experience in wealth management, Santiago Copello previously held the role of Vice President at Insigneo Financial Group and Mora Wealth Management, and worked as a Financial Advisor at several independent and international firms. His expertise encompasses portfolio management for high-net-worth individuals, small businesses, and institutional clients, with exposure to both U.S. and international markets.

Copello holds a Bachelor of Science in Industrial Engineering from Pontificia Universidad Javeriana and has passed the Series 63 and 65 examinations, qualifying him to provide investment advisory services in Florida. He specializes in guiding investments across equities, fixed income, and alternative asset classes, leveraging a strong analytical background to design bespoke solutions for clients seeking comprehensive wealth and investment management.