Insigneo, a leading international wealth management firm, is pleased to welcome Leopoldo “Leo” Ferris Wallis as an Investment Professional. Based in New York, Ferris joins Insigneo’s network of professionals, bringing more than three decades of experience in international wealth management, private banking, and offshore business development. Ferris will conduct his wealth management business through REL Capital, an entity registered as a d/b/a within Insigneo’s network, reflecting both his established practice and Insigneo’s model of supporting advisor-led businesses through its comprehensive wealth management platform.
“Joining Insigneo represents an exciting step in my career and an opportunity to continue growing REL Capital through a platform with robust international capabilities,” said Leopoldo Ferris Wallis, Investment Professional at Insigneo. “I look forward to continuing to serve clients with a tailored approach, while leveraging the resources and solutions available across the Insigneo network.”
Prior to joining Insigneo, Ferris served as Senior Vice President at Oppenheimer & Co. in New York, where he managed client portfolios and developed long-term relationships with institutional and high-net-worth private clients. His career also includes senior positions at Morgan Stanley, Banco Santander International, Banco Español de Crédito, Banco Provincial (BBVA), and Banvenez Trading. Throughout his career, he has focused on complex portfolios, strategic market development, and tailored solutions for high-net-worth individuals and institutional clients. Ferris holds a Bachelor of Arts degree from Indiana University Bloomington and an MBA from Boston University. He also completed the Advanced Management Program at IESA in Caracas, Venezuela.
“We are delighted to welcome Leo to Insigneo and to our growing New York team,” noted Alfredo J. Maldonado, Market Head for New York and the U.S. Northeast at Insigneo. “His extensive background in international wealth management, private banking, and cross-border markets will be a valuable addition to our network, and we look forward to supporting him as he continues to build his business and serve his clients.” The addition of Ferris further strengthens Insigneo’s presence in New York and underscores the firm’s ongoing focus on attracting experienced investment professionals seeking a platform built to support independent, client-centric business models.
