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Andoni 3

Andoni Yturralde, AIF®

Co-Founder and Managing Partner

biography
Career
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Biography

Andoni brings over two decades of expertise in the global wealth management industry in his role as Managing Partner at Cross Border Wealth. Prior to establishing the firm, he held pivotal positions at prominent global financial institutions, such as Citibank, Merrill Lynch, Morgan Stanley and UBS. In his role as Managing Partner, Andoni oversees the entire operation at the firm, leading a team of financial advisors, investment associates and client service specialists in addressing the unique challenges faced by US-connected global individuals.

 

Career

Andoni brings over a wealth of expertise in global wealth management. Prior to co-founding Cross Border Wealth, he had stints at various global wealth management institutions such as Citibank, Merrill Lynch, Morgan Stanley and UBS.

2017 - Present

Co-Founder and Managing Partner, Cross Border Wealth

2016 - 2017

Head of Private Client | Area Manager | Senior Investment Advisor, deVere USA Inc.

2012 - 2016

Head of Private Client | Chief Compliance Officer | Area Manager | Senior Investment Advisor, deVere USA Inc.

2009 - 2011

Senior Relationship Manager, Citigold International

2004 - 2009

International Financial Advisor, Merrill Lynch International

2002 - 2004

Investment Associate, Morgan Stanley Wealth Management

Highlights

Two Decades Experience

Accredited Investment Fiduciary (AIF®)

Global Wealth
Management Expert

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