Last updated: 12:32 / Monday, 18 December 2017
As its new sales team

Casellas, Bernal and Vilchis Join Vanguard Mexico

Casellas, Bernal and Vilchis Join Vanguard Mexico
  • Denise Casellas was working at SURA Asset Management
  • Guillermo Vilchis comes from Citibanamex
  • Pablo Bernal used to work at Sherpa Capital

Vanguard continues to grow in Mexico. The firm that last summer hired Juan Manuel Hernandez to lead its business in Mexico as the company expands its efforts to meet local investors’ needs for low-cost and broadly diversified investment products, has hired three new sales employees.

Denise Casellas joins as Sales Consultant, while Guillermo Vilchis and Pablo Bernal join as Sales Executives. Juan Manuel Hernandez told Funds Society: “I am delighted that Denise, Guillermo, and Pablo are joining Vanguard to bring the Vanguard way of investing to Mexican investors. Their deep knowledge and expertise will serve our clients well.”

Denise Casellas joins Vanguard most recently from SURA Asset Management where she spent the last year as a Product Specialist. Before SURA, she spent almost 4 years at Santander Asset Management and earlier in her career, she worked for UBS Wealth Management and Prudential Financial. Denise holds a BS in Finance from ITESM, has a Banking and Finance Diploma from IEB Spain and is a Certified Financial Advisor per the Mexican AMIB.

Guillermo Vilchis joins Vanguard most recently from Citigroup´s Mexico broker dealer, Citibanamex where he spent the last 4 years as an equity sales trader. Previously, he spent 7 years at Bank of America Merrill Lynch. Guillermo holds a BS in Industrial Engineering from Universidad Iberoamericana and an MBA from ITAM. He is also a certified Mexican stock exchange trader and holds FINRA Series 7 Certification.

Pablo Bernal joins Vanguard from Sherpa Capital, a boutique asset management firm specialized in Mexican equities where he spent the last 5 years as an Associate Portfolio Manager. Previously, Pablo worked at BlackRock´s iShares, the United Nations, and Deloitte. Pablo holds a BA in Public Accounting and Finance from ITAM and is a CFA Chart holder.

Vanguard, the world’s second-largest ETF provider, offers 65 US-domiciled ETFs in Mexico.