About us · Team

The people behind
your wealth.

Professionals with decades of experience in markets, private banking, asset management and tax planning. Same team, same advisor, for 10, 15, 20 years. No turnover, no asymmetry, no pushed products.

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Leadership

Founders and Managing Partners.

Our four founding partners lead strategy, operations, advisory and portfolio design. They make the decisions — and stand behind them.

Founder & Director

Miguel Boggiano

Economist specializing in financial markets, with more than 25 years of experience. Founder of CDI Capital and Carta Financiera. A leading media voice on economics and markets in Argentina, with regular appearances on TV, radio and in print. Columnist and educator.

Founder · CDI Capital & Carta Financiera
25+ years in global markets
A leading voice in economic education

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CEO & Co-founder

Tomás Olivera

Chief Executive Officer and co-founder of CDI Capital. He leads the firm’s strategy and overall operations. Background in corporate finance and in structuring investment products for high-net-worth clients.

Co-founder · CDI Capital
Strategy & Operations
Corporate finance

Managing Partner

Agustín Beret

Managing Partner at CDI Capital. As Head of CDI Capital, he leads the Comprehensive Wealth Advisory unit. Expertise in wealth planning, portfolio structuring for families and tax optimization.

Managing Partner
Head of CDI Capital
Comprehensive Wealth Advisory

Head of Wealth Management

Blas Díaz Saubidet

Head of Wealth Management. Designs portfolios for institutions and high-net-worth clients. Strong background in local markets, fixed income and equities.

Head of Wealth Management
Research
Institutional & HNW portfolios

Wealth Advisors

Senior advisors.

The advisors who work with you day to day. They don’t rotate: the relationship is direct, stable and lasts for years.

Juan Pablo Asprella

Head of Financial Advisory & Project Manager

He leads the advisory team, with extensive experience in financial advisory and wealth structuring. He is also in charge of the CDI PRO project.

Santiago Arrastoa

Financial Advisor Wealth Advisor

Wealth advisory for families and companies, from portfolio design and wealth planning to day-to-day follow-up. His job is to understand what you are looking for and offer you the best solution.

Máximo Portais

Financial Advisor Wealth Advisor

Wealth advisory for families and companies, from portfolio design and wealth planning to day-to-day follow-up. His job is to understand what you are looking for and offer you the best solution.

Martín Bampini

Senior Sales Advisor Product Sales

He is your gateway to the world of CDI Club de Inversores. Martín helps you figure out whether your profile is a fit for CDI PRO or CDI Capital, and knows every one of the company’s products in depth: from the membership and workshops to putting you in touch with a Financial Advisor.

Operations & Research

What makes everything else possible.

Research, compliance, operations and customer service. The quiet backbone of the business.

Maira Pérez Elena

Customer Service

First operational point of contact. Onboarding, documentation and support for CDI clients.

Migjoam Galarraga

Manager Customer Experience & After-Sales Credit & Collections, Administration & HR.

Customer care and experience, after-sales, credit and collections, administration and human resources.

Research Team

Macro & Equities

Our macro, credit and equities research team. Its work feeds the model portfolio recommendations and our strategic reports.

Next step

Get to know us in a meeting.

Our team is available for a no-obligation assessment. You’ll walk away with more clarity about your situation — whether or not you decide to work with us.

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CDI Memberships & Workshops

Annual membership

Upcoming workshops