The BigSur Team

Most of BigSur’s senior team members have a history of working together and leading some of the top financial institutions, both domestically and abroad. We are proud of their distinguished professional and academic achievements, as well as the caliber of intellectual capital they offer our clients.

Founding Partner | CEO | Investment Advisor
Founding Partner | Investment Advisor
Chief Compliance Officer
Head of Investment Research & Products
Operations Manager
Relationship Manager
Senior Advisor
Senior Advisor
Office & Accounting Manager
Senior Client Service Analyst
Senior Research Analyst
Senior Portfolio & Research Analyst
Research Analyst
Operations Analyst
Operations and Portfolio Analyst