Managing Partner, Founder
Ruben Lerner, formerly a Managing Director at Morgan Stanley has been a financial professional for over 17 years. He began his career at Merrill Lynch and also served as Executive Director at Smith Barney. Mr. Lerner is originally from Venezuela, and holds a Masters in Business Administration from Boston University and a Bachelor of Finance degree from Universidad Metropolitan in Venezuela. He is a wine connoisseur and resides in Scarsdale, NY with his wife and three children.
Ariel Materin, Managing Director at REL Capital Advisors, manages client acquisition, as well as investment strategy. Before joining REL Capital Advisors, he was with Morgan Stanley and JP Morgan. Mr. Materin is originally from Argentina, and graduated from Drexel University in 2008 with a Bachelor in Business Administration. He resides in Scarsdale, NY with his wife and daughter and is a passionate sports fan.
Client Relationship Manager
Jennifer Ramos, Vice President and Client relationship Manager at REL Capital Advisors. She has been working in the financial industry for over 14 years, initially at Citi Smith Barney, and later moving on to the Latin American Private wealth management division at Morgan Stanley. She takes care of our client onboarding, operations, and all client facing matters. She has a Bachelor’s in Business Administration from Zicklin School of Business, from City University of New York. Currently she resides in South Florida with her husband and son.