Boston Private is pleased to announce that Alejandro Algaze and Daniel Lopez have joined the firm as Relationship Managers. They will be responsible for providing holistic wealth management solutions to high-net-worth individuals, family offices, endowments and foundations, primarily in the South Florida area.
Mr. Algaze has extensive experience in finance and private banking, beginning his career in international wealth management serving high-net-worth LATAM clients at Bank Hapoalim and Bank Leumi. His more recent experience is in private equity, asset management and consulting, managing direct investment opportunities for wealthy families in South Florida and Latin America. Mr. Algaze has deep expertise in deal sourcing and due diligence, project structuring, deal execution and operations management. He earned his Masters of Business Administration in finance and international business from the University of Miami.
Mr. Lopez brings more than 20 years of private banking and investment experience, having served most recently as a Managing Director at Sira Capital in Miami. Prior to that, he served in various positions serving ultra-high-net-worth clients in Miami and Latin America with JP Morgan, Bank Hapoalim and Axioma Capital. Mr. Lopez is a Chartered Financial Analyst (CFA). He graduated from the University of Pennsylvania with a Bachelor’s degree in economics.