Miguel Ortiz is a Managing Director at UCAP Americas and a Certified Financial Planner® with nearly 30 years of experience in investment advisory and brokerage. He specializes in financial planning and asset allocation for both private and institutional clients. Over the course of his career, Miguel has worked across independent and international platforms, including American Express Financial Advisors, Centennial Capital Management, , and Global Investor Services (now Insigneo Financial Group). He later spent 13 years at EFG Capital International, where he advised institutional, sub-clearing, and private clients. At UCAP, Miguel builds on that experience to deliver tailored solutions across these client segments.