Insigneo Attracts Founding Member of $6 Billion Raymond James Team

Forms "The Americas Financial Group"

Date: 17 Nov 2025 · 23:17

Photo courtesy

Insigneo announced the addition of "The Americas Financial Group" to its ranks, a new team formed by José Cabrera Sr., along with José Cabrera Jr. and Kristina Cabrera

All three are former members of "The Americas Group" at Raymond James

With more than 30 years of experience advising UHNW individuals and institutions in the English-speaking Caribbean region, prior to working at Raymond James, the trio developed their careers at Smith Barney and Morgan Stanley

Insigneo, a leading international wealth management firm, welcomes The Americas
Financial Group, a newly formed team led by José Cabrera Sr., alongside José Cabrera
Jr. and Kristina Cabrera. The launch of their independent venture under Insigneo’s
platform marks a key move in the international wealth management landscape,
following their recent separation from The Americas Group of Raymond James.
With more than 30 years of experience advising ultra-high-net-worth individuals and
institutions across the English-speaking Caribbean region, the team has built a legacy
of trust, integrity, and deep client relationships. Prior to Raymond James, the trio built
their careers at other industry-leading firms such as Smith Barney and Morgan Stanley.
“This move represents both a continuation and a transformation of our legacy,” said
José Cabrera Sr., new Managing Director and Founder of The Americas Financial
Group at Insigneo. “We are excited to embark on this new chapter and look forward to
deepening our client relationships through Insigneo’s global capabilities and
comprehensive platform”, added José Cabrera Jr., now Executive Director at Insigneo.
They will leverage Insigneo’s robust infrastructure and its custodial relationships with
BNY Pershing and Goldman Sachs to expand their reach and continue delivering even
more comprehensive wealth management solutions to their clients. The firm’s open-
architecture model offers access to a wide range of products and services tailored for
high-net-worth individuals and institutions alike.
“We are very excited to welcome The Americas Financial Group team,” said José
Salazar, Market Head at Insigneo. “They bring deep experience, regional expertise, and
strong client relationships that align perfectly with our culture and long-term growth
strategy. Their addition reinforces our commitment to expanding and strengthening our
presence across key international markets.”
The new venture cements Insigneo’s position as market leader in attracting top-tier, well
established wealth management teams seeking a sophisticated platform with true global
reach. The move also reflects the firm’s continued momentum in expanding its presence
across high-potential markets throughout the Americas.