Ricardo J. Stegmann
Partner – Financial Advisor
Ricardo J. Stegmann specializes in personalized financial advisory services, managing investment portfolios since 2007.
Since 2020 he has been part of Holistic Advisors as a financial advisor and partner. He previously worked 7 years at Julius Baer and 7 years at Merrill Lynch Wealth Management.
Ricardo has a degree in Economics from the University of San Andres and did his Master’s in Finance at the same institution.