Our Team
Whether you’re looking to protect your assets or grow them, having a team with strong synergies is a real advantage. Each member of our team brings unique expertise, passion and dedication. From innovative thinkers to precise planners, our team embodies collaboration, creativity and the pursuit of excellence.
Discover the faces behind our success and the stories that fuel our motivation:
CEO & Founder
With a PhD in Finance from Kenan-Flagler Business School in North Carolina, Carlos has consolidated his reputation in…
COO & Member of the Board
Alain Benoit has extensive experience in the financial sector. His impressive career includes key roles that …
Chief Investment Officer
Riccardo has extensive experience in the financial markets. His career began in 2000 as a …
Chief Compliance Officer
Zeinab has joined SFM as Chief Compliance Officer. She has extensive experience, particularly in …
Managing Partner
With over 25 years’ experience in wealth management and strategic consulting, Pascal accompanies a clientele …
Client Services & Administration Associate
With solid experience in administration and customer service, Juliette has worked in several sectors…
