Balanz USA has a new key position: Federico Francia is the new Head of Wealth Management for its Latin America-focused wealth division based in Miami.
“In this role, Mr. Francia will lead the firm’s wealth management strategy across the Latin American region, further strengthening Balanz USA’s commitment to offering personalized investment solutions to its clients,” the Argentine-headquartered firm told Funds Society.
Federico Francia steps into his new role this February 2026, after working for more than eleven years at Puente Servicios Financieros, where he held positions such as Senior Financial Advisor (also in Miami), Team Leader, and Financial Advisor Private Banking.
“With more than 11 years of experience, today it’s time to say goodbye to Puente, a firm that allowed me to learn, grow, and develop in the Wealth Management industry. Thank you to all the colleagues, clients, and friends who accompanied me on this journey, both in Uruguay and the United States. It has been a true pleasure to share this path with you,” Francia shared on LinkedIn.
The new Balanz hire also worked at SURA Uruguay and HSBC, always in the wealth management sector.
The professional holds an MBA from EADA Business School and FINRA Series 66 and 7 licenses.
