Our Services

Account Opening Portfolio Management Market Information Financial Service Account Opening

Key Points

Meet Our Team

Miguel Gonzalez

CEO - BOARD MEMBER

Miguel Gonzalez, co-founder, serves as member of the Board of Directors and CEO at Firmus Financial Inc and is a licensed executive principal and broker-dealer by the SMV, the Superintendency of the Security Market of Panama. He graduated from the University of Geneva in Switzerland with a degree in Economics and a degree in Law. In 1994 he began his career in banking at Compagnie de Gestion et de Banque Gonet, as client relationship manager. In 1997, he continued this role at Pictet Bank & Trust Ltd. in Nassau, Bahamas. He would later become the Bank’s Vice-President and Director of Pictet Overseas Trust Corporation. Then in Nassau, he worked 14 years at Syz & Co. Bank and Trust Ltd. as Managing Director and Member of the Board of Directors of several companies of the Group Syz. During that time, he contributed to the growth of the assets under management of the Bank as well as its team. Moreover, he served as a Member of the Board of Directors of both the Bahamas Financial Services Board (2006-2010) and the Association of International Banks & Trust (2012-2015). In 2013, he became a Member of the Society of Trust and Estate Practitioners (STEP).

Ana Maria Jadid-Gonzalez

DIRECTOR - CHAIRMAN

Ana María Jadid-Gonzalez, co-founder, serves as member of the Board of Directors and COO at Firmus Financial Inc and is a licensed broker-dealer by the SMV, the Superintendency of the Security Market of Panama. She graduated with a bachelor’s degree in marine biology from Jorge Tadeo Lozano University in Colombia and with a master’s degree in biology from the University of Geneva in Switzerland.

Kristian Kwiecinski

PORTFOLIO MANAGER

Kristian Kwiecinski serves as portfolio manager and client relationship manager at Firmus Financial Inc and is a licensed broker-dealer by the SMV, the Superintendency of the Security Market of Panama. He graduated with a degree in Economics from the University of Geneva in Switzerland. His professional career began in 1995 as an officer in the Trade Finance unit at Swiss Bank Corporation in Panama (now UBS). He later joined the Private Banking unit for Latin America in 1997 of UBS. A year later, he joined Pictet Bank & Trust in Nassau, Bahamas as Head of the Latin American Desk, specializing in personal and family wealth management. In 2012 he joined the Octogone Group as Director for the development of the latin american clientele.

Laura Jurado

ASSISTANT

Laura Jurado serves in middle-office operations (account openings, trading and broker-dealer functions) at Firmus Financial Inc and is a licensed executive principal and broker-dealer by the SMV, the Superintendency of the Security Market of Panama. She graduated with a bachelor’s degree in public accounting from Universidad Dr. Rafael Belloso Chacín in Venezuela and undertook graduate studies in tax management from Universidad Rafael Urdaneta. At the University of California, Irvine Extension and Aden International Business School, she specialized in human resources and in compliance. With a work experience of over 14 years and combining the areas of finance, audit, and compliance, she has held multiple management positions.

Yariela Samaniego

COMPLIANCE OFFICER

Yariela Samaniego serves as compliance officer at Firmus Financial Inc and is a licensed executive principal and broker-dealer by the SMV, the Superintendency of the Security Market of Panama. She graduated with a degree in Economics from Universidad Nacional de Panamá. Certified money laundering risk manager in July 2021 and compliance officer ISO 37301 in October 2021 by the organization of risk management certification. Her professional career began as analyst at Bstocks Casa de Valores. Later in 2013,while at Winexco Securities she served as compliance officer, broker-dealer, and assistant of operations. In 2020, she became independent offering the following services as independent advisor to committee of ethics, risk, and compliance of Firmus Financial Inc and advisor to the fund latam real estate growth.

Anny Uzcátegui

ASSISTANT

Anny Uzcátegui serves in back-office operations (accounting and administrative functions) at Firmus Financial Inc. She graduated with degrees in administrative and managerial sciences from Universidad Tecnológica del Centro in Venezuela. Her past work experience includes holding positions as warehouse manager, inventory manager, office coordinator, purchasing manager, and accounting assistant.

List of Banks and Custodians

We are adding features to our website,
please check back soon

Contact
Firmus Financial Inc.

We’re here to help and answer any question you might have. We look forward to hearing from you

Firmus
Financial Inc.

PH Times Square Center,
Offices 17 D-E, Costa del Este,
Av. Costa del Sol, Panamá City

+507 310 0625

contact@firmus-financial.com