Last updated: 20:03 / Tuesday, 20 September 2016
Following Rocio Harb

$100M Global Private Banking Team joins Investment Placement Group’s Miami Office

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$100M Global Private Banking Team joins Investment Placement Group’s Miami Office

Investment Placement Group (IPG), an Independent Broker Dealer and IPG Investment Advisors, a Registered Investment Advisor, announced on Tuesday that former Wunderlich Securities advisors Maurico Assael, Roberto Lizama and registered sales assistant Mildred Ottenwalder have joined the firm’s newly established Miami, Florida office which is managed by Rocio Harb.

“We are very excited to become part of IPG.  With our diverse client base in Latin America and the United States, IPG is the right platform and has the expertise to allow us to offer high quality service to our clients” said Lizama.

“The commitment of IPG to Latin American Investors was a key factor in our decision to join the firm. From the ownership, management team and support staff the knowledge of the international markets and needs of the investors are second to none” adds Assael.

“Maurico, Roberto and Mildred are highly capable and experienced team.  They are the perfect fit for our firm and I am confident that they will have continued success at IPG”, said Gilbert Addeo, COO and Head of Business Development of IPG.

The Miami, Florida office was established last July.

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