Insigneo, a global leader in wealth management services, proudly welcomes financial advisors Patricia Holder and Nicole Spirgatis, along with Renato Izaguirre as a Client Associate, to its network. Together, they form Phoenix Private Client Group, a testament to unwavering client service and dedication.

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Nicole Spirgatis, Patricia Holder and Renato Izaguirre - Phoenix Private Client Group (Photo: Business Wire)

With a collective experience of five decades in financial services, specializing in Latin American markets, Patricia, and Nicole transition to Insigneo from Morgan Stanley. Patricia's extensive career includes 25 years at Morgan Stanley and advisory roles at Citi Smith Barney and Merrill Lynch, while Nicole has a distinguished background spanning Merrill Lynch, Banco de Crédito del Peru, and Scotiabank.

"We are thrilled to embark on this new chapter with Insigneo. Our expertise in Latin American markets, position us to contribute significantly to Insigneo's commitment to excellence," said Patricia Holder, Managing Director. "Together, we aim to navigate the complexities of wealth management, foster lasting client relationships, and capitalize on opportunities in the dynamic international financial services industry."

Patricia and Nicole's expertise and cultural fluency in Latin American markets underscore their capacity to deliver tailored wealth management solutions. They recognize the significance of understanding local intricacies to provide optimal client service, demonstrating their commitment to developing relationships based on trust, proficiency, and integrity.

Jose Salazar, Market Head Miami-US, expressed enthusiasm about the new additions, stating, "We are excited to welcome Patricia and Nicole to Insigneo. Their experience and success in international markets perfectly align with our growth strategy. Their addition strengthens our commitment to excellence and enhances our ability to serve clients in key markets."

The addition of Phoenix Private Client Group is another milestone in Insigneo's expansion efforts, reaffirming its status as a leading wealth management institution in the US and Latin America.

About Insigneo:

Insigneo is a leading international wealth management firm providing services and technologies that empower investment professionals to successfully serve their clients globally. Insigneo leverages its customized solutions, client-first service, and custodial relationship with BNY Mellon’s Pershing to provide a fully integrated, best-in-class independent wealth management platform. With over $24B in supported customer assets, Insigneo empowers more than 440 investment professionals serving over 30,000 clients. For more information, visit www.insigneo.com.

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