Miguel DaPonte

Miguel is a seasoned executive with an MBA from the Richard Ivey School of Business and a CFA designation, bringing a wealth of knowledge to his role as Chief Wealth Management Officer at Clarien. He oversees all aspects of Wealth Management, including Trust and Corporate Services, ensuring that clients receive integrated and comprehensive financial solutions. With extensive experience in managing substantial investment portfolios and developing strategic asset allocation plans, Miguel is committed to delivering tailored financial strategies that align with the goals of ultra-high net worth individuals and families.