Ricardo F. Nieto
Chief Investment Officer and Co-Founder at Aragon Capital, LLC
His main function is to develop and monitor the investment strategy for each customer according to their specific goals. Part of his duties includes educate each client about the financial products available to have a better understanding of the performance of their portfolios. Before joining Aragon Capital, LLC, Ricardo worked for Morgan Stanley as financial advisor to private and institutional clients. Ricardo holds a BA degree in Finance from Florida International University in 2010 and earned his Master of Science in Finance from Florida Atlantic University in 2017
Alberto Chocron, M.B.A.
Chief Operations Officer and Co-Founder at Aragon Capital, LLC
He manages the day-to-day operations of Aragon Capital, LLC, including all levels of client services, financial investment operations, and assisting with client reviews and investment strategies. He began his financial career as trader for small shops. Prior to joining Aragon Capital, LLC, Alberto served as Financial Controller for Tempus Quo Capital Management, where he was responsible for processed trades, booked receipts, reconciled daily cash balances and produced daily proof of portfolio holdings and accrual information. Alberto earned his M.B.A. in Finance from Huizenga Business School from Nova Southeastern University in 2012 and his bachelor degree of Computer Engineering in 2005.
Daniela Wechselblatt, CFA
Her main functions are to develop the investment strategy for each client considering their specific objectives of risk and return, to monitor the portfolios and inform their performance. She also runs the blog “DW Global Investments” and gives clases in different financial institutions. Before joining Aragon Capital LLC, Daniela Wechselblatt worked as an independent financial advisor in Buenos Aires for the local market. Daniela holds a Business Administration degree from Universidad de Buenos Aires (2008). She obtained the certification in “Market Capitals Expert” from Instituto Argentino de Mercado de Capitales (2010), specialized in “Fixed Income Securities Debt Markets and the Macro Economy" in London School of Economics (2011) and earned the CFA Charter designation (2015).
Before joining Aragon Capital LLC, Flavio developed his experience in the Venezuelan financial sector from 1985 to 1997 in the area of treasury, production and foreign debt, formerly at Cremerca Sociedad Financiera, Banco Barinas, Banco Consolidado and Banco Canarias. Since 1997 he has so far exercised work in the capital market as a broker and investment adviser in partnerships with national companies (Venezuela) and international brokers.
From 1985 to 2006 was an active board member of the national council of trade and services (CONSECOMERCIO) holding the position of treasurer. At present apart from its independent exercise as an investment adviser and public hall, stands out as a professor of the chair of Financial Markets UCAB in School Administration and Accounting from 2014. Graduated as an Economist from Universidad Santa Maria in 1985, Graduate Studies in Financial Institutions at UCAB in 2000.
Roberto Rodriguez Werner
Financial Adviser at Aragon Capital LLC
He specializes primarily in educating and advising clients on implementing a constructive systematic approach to wealth management with an emphasis on retirement planning. Prior to joining Aragon Capital LLC, he’s spent over 25 years in the financial services industry with firms such as Santander Securities, Merrill Lynch and AXA Advisors in the capacity of Financial Advisor.
Roberto holds an B.S.B.A. in business administration with from the University of Puerto Rico.
Financial Adviser at Aragon Capital LLC
His main function is to help mass affluent and affluent client's build and manage wealth to reach their financial goals. Edgardo specializes primarily in retirement planning, social security, and defined benefit planning. Prior to joining Aragon Capital LLC, Edgardo has spent over10 years in the financial services industry with firms such as JP Morgan Chase, Wells Fargo Advisors, and HSBC Securities in the capacity of financial advisor and private banker.
Edgardo holds an AA in business administration from Wharton College in Texas and attended the University of Houston prior to serving 2 years in the United States Army.
We founded Aragon Capital, LLC after reaching several conclusions during our years of full time experience catering to the professional investment community and during our lifelong friendship with one another:
Simplicity and transparency is best
Complex investments are often that way to bury hidden costs from view and hide the fact that you are at a disadvantage versus sophisticated counterparties.
We use stock and bond funds which have daily disclosure and trade on public exchanges with minimal embedded costs and maximum liquidity.
Risk controls matter
No one can predict the future- top experts have totally missed imminent crises and have been blindsided by world events. Many elements of life are truly beyond our personal control.
We help you insure against unlikely but catastrophic events (fat tails), we diversify your investments to prevent concentrated risk, and yet we also make sure you stay exposed to markets with the upside potential to reward you over time.