Gabriel serves as the Senior Portfolio Strategist and Investment Advisor for Welcy Capital Advisors, a Miami based RIA with a Latin American focus. Prior to that, he was an Investment Specialist for Banco Santander International for almost 10 years, providing advice and trade execution in all asset classes for Latin American clients. He formerly had a similar role with BNP Paribas' Latin America Wealth Management. Before BNP, he was the Senior Portfolio Strategist of Deltec Wealth Management, an RIA out of Palm Beach serving the US ultra high net worth segment. Prior to Deltec, Gabriel was an Investment Analyst for GenSpring Family Offices’ Investment Advisory Center (IAC). In that role, Mr. Freund oversaw a group of active strategies in multiple asset classes that gathered over $600 million in client assets in part due to Gabriel’s active involvement with client advisors in explaining the strategies themselves and how to use them in client portfolios. Before his tenure with GenSpring, Gabriel was the Senior Financial Analyst of the former GenSpring Family Office International where he was the investment professional that supported a group of international advisors who had more than $400 million in total assets under advisement. Earlier in his career, Mr. Freund held multiple roles that enabled him to fully understand the hundreds of investment products and strategies available today to investors. Mr. Freund earned his MBA with an emphasis in Finance and Corporate Strategy from the University of Michigan’s Stephen Ross School of Business. He completed his BBA in Finance and Accounting at the University of Puerto Rico, Rio Piedras Campus. He is a CFA charter holder, a CAIA Charterholder, and passed all four parts of the Uniform CPA examination in one sitting.
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