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OUR TEAM

Ruben Lerner

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

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 children and is a passionate sports fan.

Juan Medina

Director of Business Development

With more than 20 years of experience in corporate finance, investments, management consulting, and strategy development throughout Latin America and the U.S., Juan is passionate about building comprehensive solutions that help clients preserve and growth their wealth. Previously, Juan was Chief Investment Officer of Banorte Securities.Juan earned his bachelor's degree in Business Administration from EAFIT in Medellin, Colombia, as well as a Master of Science in Financial Markets from the Illinois Institute of Technology. He is a member of the CFA Society of Houston and he is a CFA charter holder.

Jennifer Ramos

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.

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