Top leaders in finance: a noteworthy index.

Author:Gutierrez, Mariana
 
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Today, more and more Latinos are successfully pursuing the American Dream through careful planning, hard work and an unbeatable entrepreneurial spirit. The 40 million Latinos currently living in the U.S. represent 13 percent of the country's population, a number that is expected to grow 18 percent by 2025. Nationally, Latinos -both native and foreign-born- have a disposable income of $686 billion, however, the need for financial education continues to be imperative.

According to the Yankelovich Hispanic Monitor Study, 85 percent of Latinos living in the U.S. need more financial information, and 91 percent want to see more financial institutions offer products and services with them in mind. In addition, Hispanic investors have a strong appetite for financial education and more sophisticated investment knowledge, according to a recent Wells Fargo survey. Almost half of surveyed Hispanics (45%) say that no one ever taught them about saving and investing (versus 31% of U.S. investors overall), and three out of four (7696) wish they had learned more about managing money when they were growing up (compared to 61% of U.S. investors overall). Most Hispanic investors (72%) stated they wish they knew more about investing in mutual funds, stocks, and bonds. Latinos look to the future with great optimism, but some are yet to understand the importance of aging their personal finances and have not taken the necessary steps for their financial security.

For certain, financial literacy is key for the success of the Latino community as a whole, for its potential to materialize and its resources to solidify. And this is where our leaders in finance step in. These are leaders by definition because client by client they effect change. Strategic thinking, in-depth knowledge of the industry and a disposition to always put the client first are some of the traits that separate the best from the rest. Here then, and in no particular order, we present fifteen top producing and highly influential Hispanic managers and advisors in 2015.

CLAUDIO PHILLIPS

Managing Principal

MB Global Partners, LLC (MBGP)

Claudio Phillips was born in Mazatlan, Mexico, educated in the U.S. and graduated from Harvard University in Cambridge, MA with a B.A. in Government. In 1983, he began his investing and trading career at Citibank, focusing on corporate credit. He has subsequently held senior leadership positions in asset management at HSBC, NationsBank, Salomon Brothers and The Commonfund.

Throughout his career, Claudio has been actively involved in community affairs. Among other volunteer positions, he is currently on the Board of Directors of the New America Alliance, Habitat for Humanity of Westchester and the Gonzaga Preparatory School Finance Advisory Board. He has also been past President of the Westchester Hispanic Coalition and an appointee to the Westchester County Hispanic Advisory Board.

MBGP is a New York-based asset management firm offering a comprehensive solution for institutional clients to tactically invest in credit and special situations markets. Founded by Maria Boyazny, the firm runs capital on behalf of Fortune 50 companies, foundations, U.S. and Canadian pension funds, insurance companies and multi-billion dollar family offices. MBGP currently has approximately $450 M in AUM.

LIZZIE DIPP METZGER, CFP

Founder

Crown Wealth Strategies

Elizabeth "Lizzie" Dipp Metzger is the founder of Crown Wealth Strategies in El Paso, TX. Her firm focuses on working with affluent business owners, physicians, and independent professionals on wealth management, estate and advanced business planning. Lizzie is also a financial advisor through Eagle Strategies, an agent of New York Life, and a member of The Nautilus Group.

She is a nationally recognized advisor and has been featured in CNBC, Adviser Today, The Wealth Channel Magazine, Diversity Journal, and National Underwriter. She is also the 2013 recipient of Advisor Today's Four Under Forty Award by the National Association of Insurance and Financial Advisers, and a member of the Million Dollar Round Table since 2011, where her professional knowledge, strict ethical conduct and outstanding client service has been recognized.

As a financial adviser, Lizzie is known for providing clients with an integrated investment and insurance strategy focused on maximizing value over the course of their lifetime. With her previous experience as a business owner, Lizzie understands the financial challenges most individuals and business owners face today and works diligently to research and provide the right solutions for them.

KENNETH CORREA, CFP[R]

Branch Manager

Advisory & Brokerage Services UBS Financial Services

Kenneth Correa is an Executive Director at UBS Financial Services and serves as the Branch Manager for its flagship Wealth Management Office in New York City. In his role, he oversees a combination of Financial Advisors, Institutional Equity and Fixed Income traders. Ken started his career on Wall Street with UBS in 1998 and during his tenure he has ascended...

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