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 Managing Director 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 […]

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.

Lucca Macher is a Sales Associate for Jefferies, supporting the Sky Blue Investment group within Wealth Management. In this role, he provides personalized service to high-net-worth individuals, family offices, middle market sized companies, and institutions. Prior to joining Jefferies, Lucca served as an intern at Insigneo Financial Group in Miami. Lucca holds a Master of Science in Finance, and bachelor’s degree in Finance and Economics, from Florida International University. He also holds his Series 7 License and Series 66 License.

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.