IPG Appoints Daniel de Ontañón as Director, Growth and Business Development

Former Director of Wealth Management US at VectorGlobal WMG

Date: 11 Dec 2025 · 23:34

Investment Placement Group (IPG) Appoints Daniel de Ontañón as Director, Growth and Business Development at Its Miami Office

Until last November, Ontañón served as Director of Wealth Management US at VectorGlobal WMG, the international arm of the Mexican firm Vector Casa de Bolsa

Before working at VectorGlobal WMG, he was Managing Director at CIMA Strategic Solutions and CEO of Insigneo for three years. Previously, he spent over 11 years at Citi Private Bank

Investment Placement Group (IPG) Appoints Daniel de Ontañón as Director, Growth and Business Development, According to a Post Shared by Him on LinkedIn

“I’m pleased to share that I’m starting a new position as Director, Growth and Business Development at Investment Placement Group!” wrote de Ontañón, who served until last November as Director of Wealth Management US at VectorGlobal WMG, the international arm of the Mexican firm Vector Casa de Bolsa.

Before working at VectorGlobal WMG, de Ontañón held the role of Managing Director at CIMA Strategic Solutions. Previously, he was CEO of Insigneo for three years, and before that, he worked for more than 11 years at Citi Private Bank, where his last position was Regional Investments, Head Americas. He also held positions at Banco Popular de Puerto Rico and UBS.

IPG’s new hire holds a Bachelor’s Degree in Business Administration from the University of Puerto Rico, Río Piedras, and holds FINRA Series 7, 9, 10, 23, 4, 65, and 3 licenses.

AMCS Group mejora la estructura de su equipo comercial US Offshore

AMCS Group Strengthens the Structure of Its US Offshore Sales Team

Ascensos y relocalizaciones para consolidar esfuerzos en mercados clave

Promotions and Relocations to Consolidate Efforts in Key Markets

The AMCS Group nombra Head of US Offshore Advisory Sales, con efecto inmediato, a Álvaro Palenga. Asumirá la responsabilidad del mercado de Nueva York, trabajando inicialmente en conjunto con Chris Stapleton

The AMCS Group Appoints Álvaro Palenga as Head of US Offshore Advisory Sales, Effective Immediately. He Will Take Responsibility for the New York Market, Initially Working Alongside Chris Stapleton.

Por otro lado, Daniel Vivas, Associate Sales Director, basado en Montevideo, será relocalizado en Miami y se incorporará al equipo offshore de EE.UU. a partir de comienzos de 2026. Reportará a Álvaro Palenga

On the other hand, Daniel Vivas, Associate Sales Director based in Montevideo, will be relocated to Miami and will join the U.S. offshore team starting in early 2026. He will report to Álvaro Palenga.

Vivas ayudará a impulsar el crecimiento del canal de asesoría independiente en Miami, al tiempo que asumirá la responsabilidad total de cobertura para la región del Suroeste

Vivas will help drive growth in the independent advisory channel in Miami, while also taking on full coverage responsibility for the Southwest region.

The AMCS Group anunció cambios en su estructura comercial para cubrir el mercado offshore de Estados Unidos. La firma nombró Head of US Offshore Advisory Sales, con efecto inmediato, a Álvaro Palenga, mientras que Daniel Vivas, Associate Sales Director, será relocalizado en Miami y se incorporará al equipo offshore de EE.UU. a partir de comienzos de 2026, reportando a Palenga. La nueva estructura fue diseñada para reforzar la presencia de la compañía dentro del canal de asesoría independiente y coordinar de manera más eficaz sus esfuerzos en mercados regionales clave del Suroeste y Nordeste, según informó el grupo a través de un comunicado. Junto al nombramiento de liderazgo de Palenga, el profesional asumirá la responsabilidad del mercado de Nueva York, trabajando inicialmente en conjunto con Chris Stapleton, cofundador y Managing Partner de AMCS. El ascenso de Álvaro Palenga llega tras un historial en el que impulsó el crecimiento de la firma en el mercado de Florida en los últimos años. AMCS observa cada vez más que algunos de los equipos más grandes de wirehouses y bancos globales operan tanto desde Nueva York como desde Miami. Según la firma, Álvaro Palenga será clave en la cobertura de estos equipos multiubicación para profundizar la presencia de AMCS en el mercado neoyorquino y sostener el impulso de la compañía en este segmento estratégico. Por otro lado, y como parte de esta iniciativa, Vivas ayudará a impulsar el crecimiento del canal de asesoría independiente en Miami, al tiempo que asumirá la responsabilidad total de cobertura para la región del Suroeste. Daniel Vivas se incorporó inicialmente a AMCS en mayo de 2024, con base en Montevideo, enfocado en las ventas del Cono Sur. A lo largo de su carrera, ha desarrollado una profunda experiencia en atender las necesidades específicas del segmento de asesoría independiente, y su traslado a Miami potenciará aún más la capacidad de la firma para brindar soporte de calidad a los asesores de toda la región, según el comunicado. En sus extendidas funciones, cubrirá todos los clientes, incluyendo wirehouses y bancos globales en la región del Suroeste, que abarca las ciudades de Houston, San Antonio, McAllen (Texas), Tucson (Arizona) y San Diego (California). “Estamos entusiasmados con estas inminentes mejoras del equipo. La incorporación de Dani Vivas a nuestro equipo offshore de EE. UU. demuestra nuestro compromiso de aumentar la participación de mercado de nuestros socios en el segmento de asesores independientes, que ha venido creciendo tanto en escala como en relevancia”, aseguró Andres Munho, cofundador y Managing Partner de Grupo AMCS. Por su parte, Chris Stapleton, cofundador y Managing Partner de la firma, añadió: “Tenemos la fortuna de contar con una excelente propuesta de fondos a través de AXA IM/BNP Paribas, Jupiter Asset Management y Man Group, y esperamos que esta nueva estructura continúe impulsando los resultados excepcionales obtenidos durante 2025 hacia 2026 y más allá. También me entusiasma trabajar junto a Álvaro para apoyar el crecimiento continuo de nuestro negocio en el Nordeste”.

The AMCS Group Announces Changes to Its Commercial Structure to Cover the U.S. Offshore Market

The firm has appointed Álvaro Palenga as Head of US Offshore Advisory Sales, effective immediately, while Daniel Vivas, Associate Sales Director, will be relocated to Miami and will join the U.S. offshore team starting in early 2026, reporting to Palenga.

The new structure was designed to strengthen the company’s presence within the independent advisory channel and to more effectively coordinate its efforts in key regional markets in the Southwest and Northeast, according to a statement released by the group.

Alongside Palenga’s leadership appointment, he will take responsibility for the New York market, initially working alongside Chris Stapleton, Co-Founder and Managing Partner of AMCS. Palenga’s promotion follows a successful track record in driving the firm’s growth in the Florida market over recent years.

AMCS has observed that some of the largest teams from wirehouses and global banks increasingly operate from both New York and Miami. According to the firm, Álvaro Palenga will be instrumental in covering these multi-location teams to deepen AMCS’ presence in the New York market and sustain the firm’s momentum in this strategic segment.

As part of this initiative, Vivas will help drive growth in the independent advisory channel in Miami, while also assuming full coverage responsibility for the Southwest region.

Daniel Vivas initially joined AMCS in May 2024, based in Montevideo, focusing on Southern Cone sales. Over the course of his career, he has developed deep expertise in addressing the specific needs of the independent advisory segment, and his relocation to Miami will further enhance the firm’s ability to deliver quality support to advisors across the region, according to the statement.

In his expanded role, he will cover all clients, including wirehouses and global banks in the Southwest region, which includes the cities of Houston, San Antonio, McAllen (Texas), Tucson (Arizona), and San Diego (California).

“We are excited about these upcoming team enhancements. The addition of Dani Vivas to our U.S. offshore team demonstrates our commitment to increasing the market share of our partners in the independent advisory segment, which has been growing in both scale and relevance,” said Andres Munho, Co-Founder and Managing Partner of AMCS Group.

For his part, Chris Stapleton, Co-Founder and Managing Partner of the firm, added: “We are fortunate to have an excellent fund offering through AXA IM/BNP Paribas, Jupiter Asset Management, and Man Group, and we expect this new structure to continue driving the outstanding results achieved during 2025 into 2026 and beyond. I’m also excited to work alongside Álvaro to support the continued growth of our business in the Northeast.”