Mr. Juan Castañeda is the Co-Founder of Alta Vera Securities and Principal of Alta Vera Global Capital Advisors, and the Founder and Managing Partner of Mar8 Family Office, based in Miami, Florida.

He advises affluent individuals, families, and multi-generational trusts, delivering highly tailored wealth management, cross-border tax and estate planning strategies, and access to differentiated private investment opportunities.

With over 20 years of experience, Mr. Castañeda brings deep global expertise across private wealth, capital markets, and alternative investments. He is a trusted advisor to U.S. and non-U.S. families navigating complex, multigenerational financial needs.

Prior to founding Mar8, Mr. Castañeda held senior leadership roles at Merrill Private Wealth Management and J.P. Morgan Private Bank, and previously served as Managing Director at Fieldpoint Private. Earlier in his career, he spent more than a decade at UBS Investment Bank in New York and São Paulo, leading Latin America and Caribbean financial institutions coverage.

Mr. Castañeda earned a Bachelor’s degree in Economics and Foreign Affairs from the University of Virginia and completed an Executive Program at IESE Business School.

Mr. Castañeda holds SIE, Series 7, 63, and 65 registrations with FINRA.