Our Team

Our Team

Over 10 years providing financial advice supported by a strong team of qualified and experienced professionals


Managing Partner

José is the managing partner and a founder of FitzRoy Investment Advisors.

José has more than 25 years’ experience in banking and finance, having worked for one of the world’s largest investment banking and wealth management firms (UBS) between 1994 and 2011.

José started his career in fixed income research in 1994 in New York and in 1996 moved to capital markets origination.

In 2000 José transferred to London with UBS, where he was in charge of debt capital markets origination for financial institutions in Spain, Portugal and France.

In 2007 José became Desk Head for the Americas at UBS Wealth Management in the UK, leading a team of seven professionals with over $3.5bn of assets under management.

José left UBS in 2011 to set up FitzRoy Investment Advisors.

José holds a MPhil from Cambridge University and a BA (Hons) from Bristol University.


COO and Finance VP

Catarina Silva is the COO and Finance VP of FitzRoy Investment Advisors.

Catarina has close to 20 years’ professional experience in investment banking, strategy consulting and the corporate sector.

Catarina joined Morgan Stanley in London in 2001, where she worked as an analyst in the investment banking division of the firm.

In 2003 Catarina joined the debt capital markets group of UBS in London, working in the structuring and marketing of bond issues for borrowers in Europe.

Catarina left UBS in 2005 to work for Roland Berger Strategy Consultants in Lisbon and Madrid, focusing on advisory projects in the banking and telecoms sectors.

After graduating with an MBA from London Business School in 2008, Catarina joined the finance department of PepsiCo. Between 2008 and 2015 Catarina held various positions at PepsiCo in the UK and Switzerland, including M&A and Strategy Manager for Europe and Global Director of Strategic Planning for the Pepsi Lipton Ice Tea Joint Venture. She joined FitzRoy Investment Advisors in 2015.

Catarina has an MBA from London Business School and a BSc in Economics from CATÓLICA-LISBON School of Business & Economics in Portugal.


Director, Operations & Portfolio Implementation

Ruben Perez is Director, Operations & Portfolio Implementation at FitzRoy Investment Advisors.

Prior to joining FitzRoy Investment Advisors Ruben worked as an Investment Operations Officer at Mercantil Commercebank where he supervised the monthly consolidation and reporting.

Ruben started his professional career at JPMorgan Chase as a Relationship Banker and also participated in an internship program at a FX trading firm shortly after graduation. He joined FitzRoy Investment Advisors in 2016.

Ruben has a BS in Finance from Manhattan College in New York City.


Senior Investment Associate

Marcela Sánchez is a Senior Investment Associate at FitzRoy Investment Advisors.

Marcela joined FitzRoy in April 2022 and has close to 16 years’ professional experience in financial solutions.

Marcela started her career as a Hybrid Wholesaler in Asset Management for Skandia Global Funds and Investec Asset Management in New York, where she supported all sales efforts, developed, and maintained relationships with Institutional clients, brokers and prospects in New York, Miami, and Latin America.

In 2012 Marcela joined Lloyds TSB Bank, where she worked as a Private Banker responsible for analyzing Latin American High Net Worth individual’s asset allocation portfolios and strategies.

In 2013 Marcela joined Amerant Investments, where she worked as an Assistant Vice President Product Associate. She was responsible for sourcing and recommending investment solutions and conducting investment manager quantitative and qualitative Due Diligence.

Marcela earned her bachelor’s degree in Finance and International Business and a Diploma in International Banking from the Florida International University.


Investments Associate

Alfredo Gonzalez is an Investments Associate at FitzRoy Investment Advisors.

Prior to joining FitzRoy Investment Advisors Alfredo worked for International Finance Bank (IFB) in Miami in a variety of roles across Corporate Syndication Credit, Treasury and Accounting.

Alfredo started his career as an intern at LW Investment Management where he worked on the Asset Management side. He worked for FitzRoy Investment Advisors between 2016 – 2017 as a junior Analyst and joined again as an Investments Associate in 2020 after his experience at IFB.

Alfredo has a BA in Business Administration from FIU (Florida International University).


Reconciliation & Reporting Manager

Nicole Sager is the Reconciliation & Reporting Manager at FitzRoy Investment Advisors. She joined FritzRoy in January 2022 with over 5-years of experience in the Finance Industry, the majority of which focused on reconciliation and reporting.

Before joining the FitzRoy team, she worked for Alvarium Investment Advisors - considered one of the largest international family offices with presence in Miami. Nicole was part of the reporting group where she was involved in optimizing outdated practices and bringing them in line with a modern and efficient approach within recent industry standard systems.

Nicole has a Master of Science in Finance degree from the University of Miami, and a Bachelor of Science in Finance from the University of Central Florida.


Investments Associate

Oscar Irigoyen is an Investments Associate at FitzRoy Investment Advisors.

He has a BS in Economics and an MSc in Finance from FIU (Florida International University).

Prior to FitzRoy Oscar worked at Fidelity Investments in Miami. He joined FitzRoy Investment Advisors in 2016.