Santiago Castillo

Santiago Castillo

Partner – Investment Advisor Representative

• M.B.A. – USC Marshall School of Business, in Entrepreneurship & Innovation, Magna Cum Laude
• B.A. – University of Miami
• Former collegiate tennis player with a strong entrepreneurial background
• Experience includes founding a successful e-commerce brand, raising capital with VC firms, and scaling a PropTech startup
• Series 65 licensed; pursuing CFP® certification
• Focus: Client relationships, business development, and firm growth