- Morgan will be responsible for serving the Argentine clients of DAVINCI, which currently distributes the strategies of Allianz GI and Jupiter AM
- This strategically important decision allows the firm to continue with its growth plans in the region
- "We have restructured our team to deepen our presence in key markets such as Chile, Peru, Colombia, Panama and Brazil"
Esteban Morgan has joined DAVINCI Trusted Partner as Sales Manager for Argentina, the financial services firm's founders, Santiago Queirolo and James Whitelaw, confirmed to Funds Society.
Morgan will be responsible for serving the Argentine clients of DAVINCI, a company that currently distributes the strategies of two international asset managers: Allianz Global Investors and Jupiter Asset Management.
"It is essential for us to have a local presence in Argentina. It is a strategically important decision that reinforces our commitment to our clients and allows us to continue with our growth plans in the region. Additionally, the pandemic continues to make travel difficult, so we are excited to bring Esteban on board so that we can be closer to the advisors who have always been with us," explained Queirolo, Managing Director of DAVINCI Trusted Partner, at the company's Montevideo headquarters.
Morgan holds an Economic degree from Universidad Torcuato Di Tella (Buenos Aires) and in 2018 he approved the master’s in finance courses from the same university. In 2019 he performed satisfactorily the Level 1 exam from the CFA Program. With more than 8 years’ experience in the financial sector, Esteban started his career in the Portfolio Personal’s commercial team (PPI).
Recently he worked as a VP in the Santander Argentina Investment Banking team participating in the execution of multiple structured finance transactions including syndicated loans, debt capital markets issuances, export & agency finance loans and corporate finance for main banks clients. This year he was appointed as responsible for leading Sustainable Financing alternatives, advising clients in green loans certification and compliance with ESG standards.
Meanwhile, the firm maintains its international expansion plans in the other relevant Latin American markets. "We have restructured our team to deepen our presence in key markets such as Chile, Peru, Colombia, Panama and Brazil. As health protocols allow, we will begin to visit our clients and present Jupiter Asset Management's strategies," explained Whitelaw, Managing Director of the firm created a year ago.