W.E. FAMILY OFFICES, LLC

W.E. FAMILY OFFICES, LLC of CORAL GABLES, FL is an SEC-registered investment adviser (CRD 109869). Regulatory assets under management: $17.8B.

Registration

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (34)

Showing 25 of 34 people.

NameRoleLocation
Kim YoungCHIEF FINANCIAL OFFICER; CONTROLLERNew York, NY
Donald K ScottDIRECTORRALEIGH, NC
Maria Elena LagomasinoCEO, MANAGER; CEO, MANAGER, DIRECTOR; MANAGER (+1 more)Jupiter, FL
Donald ScottDIRECTORSan Jose, CA
Santiago UlloaMANAGER; MANAGER, DIRECTOR
Myron Michael ZeunerMANAGER; MANAGER, DIRECTOR
Alberto Luis BeeckDIRECTOR
Edward D MccutcheonCHIEF COMPLIANCE OFFICER
DIBARTOLO JOSEPH MAURICECHIEF COMPLIANCE OFFICER
PAPARELLI PATRICK ANTHONYCHIEF COMPLIANCE OFFICER
ULLOA SANTIAGOCHIEF EXECUTIVE OFFICER AND DIRECTOR; CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND DIRECTOR; ELECTED MANAGER (+6 more)
GOLDBERG LEONEL BARUCHDIRECTOR; SHAREHOLDER
HOFFMAN PAUL ANTHONYCHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER / COO; CHIEF OPERATING OFFICER (+1 more)
PACHON CESAR AUGUSTOCHIEF FINANCIAL OFFICER; CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER
MANOTAS MANUEL ROBERTODIRECTOR
LAGOMASINO MARIA ELENACEO & ELECTED MANAGER; CEO, MANAGER, DIRECTOR; CHIEF EXECUTIVE OFFICER (+2 more)
ZEUNER MICHAELELECTED MANAGER; MANAGER; MANAGER, DIRECTOR (+3 more)
HOLDEN MICHAEL JAMESCHIEF OPERATING OFFICER; SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER
NEAL GINNY RAESECRETARY
SABORIO ALVARODIRECTOR
TRISTAN MARCO VINICIODIRECTOR
SESSIONS NEAL BRADLEYCHIEF FINANCIAL OFFICER
ELMES JOHN THOMASHEAD OF INVESTMENTS
BRUNEL JEAN LOUIS PIERRECHIEF INVESTMENT OFFICER
MOREY JORGECHIEF OPERATING OFFICER

Branch offices (1)

CityStateEmployeesPhone
NEW YORKNY3(212) 218-5100

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