Christian Felix brings over two decades of experience in the financial industry, specializing in the complex and evolving needs of high-net-worth families across Latin America and the United States. Christian began as Banking Officer at Lloyds TSB Bank in Ecuador (2002–2004), then Assistant Vice President in Miami (2004–2006). He later held senior roles as Vice President at Santander Private Banking (2006–2010) and First Vice President at Merrill Lynch Bank of America (2010–2016), advising high-net-worth clients. Since 2016, he has run his own independent practice, offering clients a more personalized and relationship-driven wealth management experience. Understanding that traditional wealth management is no longer sufficient, Christian champions a comprehensive, multifaceted approach that extends far beyond investment and risk decisions.

 

Grounded in high ethical standards, Christian places a strong emphasis on trust and personalized guidance. Together with his team, he delivers a multifamily office model, providing clients with access to a curated network of experts. This network supports a wide range of services, including portfolio construction, credit solutions, generational wealth transfer, family governance and dispute resolution, insurance planning, estate and business succession strategies, and investment banking.

 

Christian holds FINRA Series 7 and Series 66 securities licenses, further underscoring his commitment to regulatory excellence and

client-first service.