About Us
Founded in 2002, Beenoll is a Portfolio Manager in the Securities Market Registry of the Republic of Uruguay, and supervised by the Central Bank of Uruguay.
We listen to the investors. We work independently to give them the appropriate advice to their profile. We manage their investment portfolio with transparency and suitability, considering the most convenient financial instruments and paying attention to confidentiality and professionalism.
Our Services
01
Private Banking
Portfolio Management & Financial asset management
Comprehensive and personalized advice for each client, considering their personal, economic, fiscal and generational needs and objectives.
02
Personalized Advice in the Management of investment Portfolios
Investment Advisory
The financial advice contemplates their asset structure, tax, personal, family and professional situation, their investment horizon and liquidity needs, risk profile, etc
03
Comprehensive Advice on Public offering Securities
Access to the Global Markets
Mutual Funds, securities, equity, options, ETF.
Staff
Marcelo Ortiz de Rozas, CFA
Managing Director
Bachelor of Science in Business Economics at Di Tella University, Buenos Aires. Previously, Head of Sales at Silver Cloud Advisors, Commercial Leader at Consultatio Asset Management. Equity Analyst at Compass Group. Private clients portfolio’s management at Soluciones Financieras SA.
Fabián Dall´Orso
Director
Bachelor of Information Technology at ORT University, Uruguay. Previous experience at compliance, back office and operations areas at BBVA, De Larrobla & Asociados y Tonalford SA.
Valentín López Sobrero
Senior Analyst, Trader
Bachelor at ORT University. Member of European Financial Planning Association (EFPA).Previously, Operative Manager and Trader at Riva Damo Asesores de Inversión and Consultatio Uruguay.
Jimena Rodriguez Shaw
Back Office and Compliance Assistant
Bachelor in Business Administration and Management at the University of Montevideo. Previously, she worked in event organization at the Quality Assurance Department.
Relevant Information
Inscripción en BCU
Código de Buenas Prácticas
Head of Commercial Area:
Marcelo Ortiz de Rozas, CFA
Compliance Officer, Customer Service Responsable, Data Saving and Software:
Fabián Dall’ Orso
Contact and claims:
Contact Us
