BWA is a boutique wealth management firm created by Cerity Partners and the Moreno family.
Cerity Partners is an award-winning investment and wealth management firm offering customized financial advice to individuals, families, and businesses. With offices in cities throughout the United States and $62 Billion USD in AUA.
The Moreno family heads a Mexican boutique investment bank offering transaction services, that include capital raising, loan syndication, corporate and government debt restructuring advisory, and infrastructure finance.
Who we are
BWA is a financial advisory firm focused on providing a range of planning, investment, and other services to Mexican individuals and families with investments in the U.S.
Consider BWA as your outsourced investment office, composed of credentialed investment professionals with extensive experience in designing, implementing and monitoring investment programs for taxable and tax-exempt investors. With no products to sell, we have the freedom to design and manage investment programs that are composed of best-in-class investment managers.
OUR VISION
Our highest priority is to preserve and protect our clients’ principal, and to aim to ensure all acceptable risks have commensurate returns.
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Provide each of our clients with state-of-the-art advice on the structuring and investment of their assets in the U.S.
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Maximize privacy and protection of wealth, and deliver the broadest possible range of U.S. investment services and solutions.
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Our structures and solutions are customized on a case-by-case basis to address the specific issues of each client with whom we work.
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To provide access to a broad range of public and private investment opportunities.
Team
Paul is a Partner and the firm’s Chief Planning Officer based in New York. Paul has over 25 years of experience in helping families create and optimize their wealth planning structures. His experience extends beyond traditional trust and estate planning to areas such as asset protection planning, income tax strategies, charitable and philanthropic structuring, and planning for international families and individuals.
Prior to joining Cerity Partners, Paul was a Managing Director at Deutsche Bank’s Asset & Wealth Management division and the firm’s senior planning expert in the Americas. Paul is a graduate of Harvard Law School and practiced law in New York City for 11 years, representing both U.S. and international clients in their trust, estate and tax planning needs. Paul also has special expertise in the areas of planning for owners and executives of private companies prior to liquidity events, planning for hedge fund and private equity principals, and planning for international clients who are investing in U.S.-based assets.
Paul McGloin
Chief Planning Officer
Partner
Ben is the Chief Investment Officer and a member of the Investment Committee. Prior to joining Cerity Partners, Benjamin Pace was Chief Investment Officer and Head of Global Investment Solutions for Deutsche Bank Private Wealth Management in the U.S. In his role as CIO, he sat on the PWM Global Investment Committee, providing input on the U.S. economy and capital markets. He oversaw the investment strategy and asset allocation for PWM clients in the U.S. As Head of Global Investment Solutions, he brought together PWM’s capital markets and investment capabilities in an effort to provide an effective and consistent experience for clients.
Ben has more than 25 years of experience in investment management. Prior to joining Deutsche Bank in 1994, he managed equity income funds for two investment organizations. During his tenure with those institutions, he also served as a securities analyst with a particular emphasis on the financial services and healthcare industries.
Ben earned his B.A. in economics from Columbia University and M.B.A. in finance from New York University.
Ben
Pace
Chief Investment Officer
Partner
Larry is a Senior Investment Advisor and a member of the firm’s Investment Committee. Larry has 30 years of experience in the financial services industry with the responsibility for investment strategies and asset allocation in the portfolios of high net worth and institutional clients.
Prior to joining Cerity Partners, Larry was a Managing Director and the Head of Deutsche Bank Private Wealth Management’s U.S. Investment Advisory Group. Larry was a member of the Private Wealth Management Global and US Investment Committees, responsible for investment strategy, asset allocation and manager review for investment assets in client portfolios. He also served on the Product Review Committee and Talent Management Committees.
Prior to joining Deutsche Bank, Larry has held various portfolio management positions at other financial institutions including Citibank, Neuberger Berman, and TIAA-CREF and has served on and chaired a number of college endowment and foundation investment committees.
Larry earned his B.S. with honors from Cornell University and his M.B.A. from Columbia University. He is a Chartered Financial Analyst.
Larry
Weissman
Partner
Marco
Moreno Garcia
Ownership
Marco Moreno Garcia is the owner of Baja Holdings LLC, which has a 50% ownership interest in Baja Wealth Advisors (“BWA”). BWA is a joint-venture between Baja Holdings, LLC and with Cerity Partners, and is an SEC registered investment adviser. Cerity Partners is an SEC registered investment advisor with offices located throughout the United States and has $62B USD in AUA.
Registration of an Investment Advisor does not imply any level of skill or training.