Marcelo Poliak is Managing Director for Jefferies Private Wealth Management and a senior member of the Wealth Management team in Miami. Marcelo focuses on asset management for high-net-worth individuals, family offices, middle market sized companies and institutions. Marcelo has been with Jefferies since 2017. […]

Pablo Gherardi is a Managing Director for Jefferies Private Wealth Management and a member of the wealth management team in Miami. Pablo focuses on asset management for high-net-worth individuals and over the course of his career, has developed extensive resources and relationships with wealthy families, family offices and assets managers. […]

Guillermo Guerra is a Senior Vice President for Jefferies Private Wealth Management in Miami and focuses on asset management for high-net-worth individuals, family offices, middle market sized companies, and institutions. Guillermo has been with Jefferies since 2017. Prior to joining Jefferies, he was a Senior Vice President at Wells Fargo Advisors. […]

Stefania Curotto is a Vice President for the Private Wealth Management team in Miami. She focuses on asset management for high-net-worth individuals, family offices, middle market sized companies and institutions. Prior to Jefferies, Stefania was a Registered Client Associate at Wells Fargo Advisors, having been recognized for Client […]

Tom Brown is a Vice President for Jefferies Private Wealth Management. He began his career as a multi-family office analyst specializing in portfolio allocation and investment research. Prior to Jefferies, he was Senior Financial Analyst for the Investment and Acquisitions Group at Horizon Media Inc. in New York. Tom received his bachelor’s degree in […]

Jeimy Hernandez is Assistant Vice President for Jefferies Private Wealth Management in Miami, Florida. In her role, she assists four financial advisors. Prior to Jefferies, Jeimy was a senior registered account administrator at Wells Fargo Advisors for over seven years. Jeimy’s accolades include a Financial Advisor Service Excellence award in 2013 […]

Duleidys Perez Jorge is an Assistant Vice President for Jefferies Private Wealth Management in Miami and carries a Series 7 license. Prior to Jefferies, Duleidys was a client associate at Wells Fargo Advisors.

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Karla Menendez is an Associate for Jefferies Private Wealth Management in Miami, she holds Series 7 and 66 licenses. Prior to Jefferies, Karla was a Compliance Associate at Bulltick.