Who We Are
A Different Approach to Wealth Management
We founded our firm to offer something different—financial strategies that are entirely built around you.
Our Story
Trust Built Through Experience
With a friendship spanning over a decade, Marcello and Juan Martin shared a vision that grew from countless conversations about serving clients differently.
Our Mission
We empower clients through comprehensive wealth management that integrates all aspects of their financial lives. We deliver sophisticated solutions that help protect wealth across generations.
Our Vision
To serve as a trusted wealth management firm for sophisticated international families, known for seamlessly integrating global financial services with personalized, boutique attention.
Our Values
The Principles that Guide Us
Integrity
Upholding the highest standards of ethics, always putting your best interests first.
Transparency
Providing a clear, open-architecture platform that lets you see the full range of options for your wealth.
Clients First
Our strategies are meticulously crafted to align with your goals and aspirations.
Lasting Relationships
Building strong, trust-driven partnerships that adapt as your financial journey evolves.
Our Team
Together, we combine deep investment experience with sophisticated banking experience to serve our clients’ complex financial needs.
-
Marcello Zaffaroni
Chief Executive Officer
Marcello Zaffaroni brings over 24 years of experience in wealth management and banking, providing expert advice to affluent families. Born in Miami and raised in Uruguay, his multicultural background allows him to effectively serve a diverse clientele both domestically and internationally. His areas of expertise include wealth management, banking, credit solutions, estate planning, asset protection strategies, and business advisory services specifically tailored for high-net-worth individuals and their enterprises.
Building trust-based relationships is at the core of Marcello’s approach. He invests time in understanding each client’s unique circumstances, family dynamics, and financial aspirations. This client-focused strategy, combined with his extensive experience at top financial institutions, enables him to provide personalized guidance tailored to meet each client’s objectives. Marcello resides in South Florida with his wife and four children. In his spare time, he enjoys ocean water sports, actively participating in local fundraising events to support cancer research and serves on the board of a private local charitable foundation.
-
Juan Martin Campuzano
Chief Investment Officer
Managing our global investment strategy and portfolios, Juan Martin brings over 17 years of trading expertise and quantitative analysis to our investment process. With domestic and international market experience, Juan Martin shapes our analytical approach to portfolio construction and risk management.
Prior to joining Hillguard Wealth, Juan Martin worked for Truist Financial and its predecessor since 2013, most recently as an Investment Manager.
In 2008, Juan Martin earned a Bachelor of Business Administration with a major in Finance and minors in Management and Marketing at the University of West Florida. In 2016, Juan Martin earned a Master of Science in Finance degree with a concentration in Portfolio and Risk Management at Webster University in St. Louis, MO. From 2019 through 2021, he pursued postgraduate studies with a Doctorate candidacy at Northcentral University, focusing on quantitative investing factors and alternative stock option strategies research.
-
Ivan Flores
Wealth Associate
-
Maria Zaffaroni
Director of Operations
Why Us
Your Strategic Partner in Global Wealth
In a world of financial complexity, selecting the right partner for managing your wealth is crucial. Here is why sophisticated investors choose Hillguard Wealth Management.
Client-Focused Global Expertise
We understand the international complexities of wealth management, delivering personalized strategies through our multi-custodian platform that address the unique needs of our global clientele.
Independent and Transparent
As a boutique firm, we maintain our independence to provide unbiased guidance, ensuring open communication and close collaboration throughout our multi-disciplined approach.
Enduring Trust-Based Relationships
We build meaningful, lasting relationships with our clients through a deep understanding of their goals and aspirations, grounded in respect and integrity.
