Our Team

senior leadership

Majority shareholder
Consultant at McKinsey & Co.
US Congressional aide
BA (University of Southern California) & MBA (Harvard Business School)

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suresh rajan

Executive Chairman & Founder

Managing director at Accenture
Engagement manager at McKinsey & Co.
Naval aviator, US Navy
BA (Yale University) & MBA (Harvard Business School)

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sherman baldwin

Chief Executive Officer

Multiple senior-level director positions at Praxair, Inc.
Six Sigma–trained black belt
BA (Indiana University) & MBA (Xavier University)

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Gregory sweeney

Chief Client Officer

Registered independent advisor at Goldman Sachs & United Capital
Consultant at PricewaterhouseCoopers
Corporate finance at GE Capital
BS (Fisher School of Business at Ohio State University) & MBA (University of Connecticut)

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Tom garvey

President, LCR Wealth

20 years in institutional-level real estate and finance
Former National Real Estate Advisory Leader at KPMG
Former VP with Goldman Sachs’ Real Estate Investment Banking Team
MBA (Columbia University Business School) & JD (William & Mary Law School)

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Louis Frost

Chief Financial Officer

commercial team

Entrepreneur vested in textiles, technology, education, real estate
Named one of Businessweek Asia’s “Asia’s 20 Upcoming Entrepreneurs Under 25 for 2006”
MBA (Thunderbird School of Global Management at Arizona State University)

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Dinesh Goel

Global Managing Director, Corporate Development

VP, head of offshore products, & head of content at Avendus Wealth Management
Associate & team supervisor – investment banking at Nomura
BE (Mumbai University) & MBA (IIT Madras), CFA Charter

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Shilpa Menon

Managing Director, Commercial

Specialist in International Relations and Channel Management for Latin America
Entrepreneurial Business Professional Bridging Brazilian and US Markets
BA (Florida International University)

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Marcelo Gorenstein

Senior Director, Latin America

10+ years working in the EB-5 industry
Extensive international and US experience building client relationships and strategic partnerships
BS (University of Pune) & MS (Iowa State University)

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Chaitrali Karve

Senior Director, North America

15+ years of experience in Private Banking and Venture Capital
Extensive expertise in wealth management, family office solutions, and strategic investments
MBA (ICFAI Business School, Mumbai) & CFA Level 2 Candidate

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Rahul Mishra

Senior Director, India

12+ years working with HNW/UHNW clients
Advised 200+ clients on global migration and global education opportunities
BSc (Hons.) (University of Worcester, UK) & MBA (NMIMS, India)

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Gokul Ahuja

Director, India

7+ years in SaaS tech industry in sales and partnership building
Specialty in customer relationships in the EMEA region and the US
BSc (Università Bocconi)

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Nadir Mansor

Associate Vice President, Western Europe & Canada

Extensive knowledge, training, and experience in international luxury retail
Over 10 years experience in the luxury sector
BA (Delhi University) & postgraduate diploma (Pearl Academy of Fashion)

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Pretty Kapoor

Senior Associate

10+ years in investment and financial asset customer service
Extensive experience developing relationships with international clients
BA (Universidade Federal de Viçosa, Brazil) & student, intern, and research fellow (Florida Agricultural and Mechanical University)

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Silas Humberto Zeferino

Associate

8 years in multinational firms in investment migration industry
Partnership development, investment sales, and advisory to thousands of HNWIs in MENA region
BS (Arab International University)

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Bassel Sweid

Senior Advisor, GCC

Client Services

Investment management, Rio Bravo Investimentos
Private wealth, Robertson Stephens and Bear Stearns
BA (Pontifícia Universidade Católica de São Paulo)

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Ilka Komatsu

Senior Director, Client Services

Programmer analyst at Cognizant Technology
BTech (Jawaharlal Nehru Technological University) & MBA (Fairfield University)

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Aliya Shakir

Vice President, Client Service

Customer support specialist, JP Morgan Chase
BA (University of Mumbai)

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Sienna Rebello

Associate Vice President - Client Services and Investor Relations

Operations and Communications Project Manager at SAP Canada
6+ years in the communications domain
BBA (Simon Fraser University)

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Roy Cheng

Associate, Client Service and Finance Operations

Marketing & Operations

15+ years working with HNW/UHNW customer acquisition and client service
General Manager, Peter Murphy Enterprises
BBA (Universidade Presbiteriana Mackenzie) & MA (University College Dublin)

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Ana Elisa Bezerra

Senior Director, Marketing

15 Years at Accenture supporting commercial operations for major accounts
Certified Public Accountant and Chartered Accountant
Started career as an auditor at KPMG
BComm (University of Toronto) & MBA (York University)

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Tracy Kan

Senior Director, Finance & Operations

5 years’ experience in marketing
BA & MBA (Escola Superior de Propaganda e Marketing, São Paulo)

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Tharine Ribeiro

Associate Vice President, Marketing

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