Skip to content

Wealth Management 
Without Borders

Wealth Management Without Borders | The Pathways

Wealth Management
Without Borders

We believe that distance should not hinder US-connected global individuals when it comes to managing their wealth. Driven by this belief, we focus on providing specialized overseas wealth management solutions that are tailor-fit to their unique needs.

WHO WE ARE

Overseas Wealth Management Specialists

Cross Border Wealth is a US-based investment advisory firm that focuses in providing specialized cross-border wealth management solutions for US-connected individuals and their families who are living all over the world.

Headquartered in New York, with global presence spanning the United States, Middle East to Asia, our team of cross-border wealth management specialists is strategically positioned to serve clients wherever their financial journey has taken them.

Cross Border Wealth | Our Mission

Our Mission

Enable US-connected global citizens to pursue the financial goals they set for themselves and their families, unhindered by distance.

Our Vision

Be the most trusted partner of US-connected global citizens, renowned as the foremost specialists in overseas wealth management.

 

Cross Border Wealth | Our Vision

Our Team

A global ensemble of seasoned cross-border wealth management specialists working with a shared purpose and goal.

Andoni Yturralde
Co-Founder and Managing Partner

Eric Glassbrenner
Senior Investment Advisor

Ian Delector
Senior Investment Associate

Richard Rebong
Investment Associate

Rafaello Inigo
Client Services Associate

Aris Marquez
Head of Marketing

Lynyrd Salita
Web and Systems Administrator


Fabrice Mercier
Co-Founder and Managing Partner

Andrew Scibetta
Investment Advisor

James Avondolio
Investment Associate

Arden Santos
Client Services Manager

Romina Solano
Senior Business Intelligence Analyst

Paula Gisala
Art Director
 

Jane Doe
Digital Marketing Specialist


 

Yvonne Basa
Chief Compliance Officer

Luke Papaelias
Investment Advisor

Karl Bruch
Investment Associate

Mark Urbano
Client Servicecs Associate

JP Tilaon
Business Intelligence Analyst


Jean Rose Delan
Marketing Associate Associate

Grazel Adoulfadam
Office Administrator

  

Our Team

Andoni

Andoni Yturralde, AIF®

Co-Founder and Managing Partner

Fabrice

Fabrice Mercier, CFP®

Co-Founder and Managing Partner

Yvonne

Yvonne Basa, CCO®

Chief Compliance
Officer

Eric

Eric Glassbrenner

Senior Investment
Advisor

Andrew

Andrew Scibetta

Investment
Advisor

Luke

Luke Papaelias

Investment
Advisor

Karl

Karl Bruch

Investment
Advisor

Ian

Ian Delector

Senior
Associate

Richard

Richard Rebong

Associate

Arden

Arden Santos

Client Services
Manager

Mark

Mark Urbano

Client Services
Associate

Hedel

Hedel Turallo

Client Services
Associate

Aris

Aris Marquez

Head of Marketing and
Creative Director

Paula

Paula Gisala

Art
Director

Dhon

Dhon Christer Samosa

Digital Marketing
Specialist

Romina

Romina Solano

Senior Business
Intelligence Analyst

Lynyrd

Lynyrd Salita

Web and Systems
Administrator

Grazel

Grazel Aboulfadam

Office
Administrator

WHO WE ARE FOR

We Focus on US-Connected Global Citizens

americans living overseas

Americans Living Overseas

For individuals residing outside the US, whether US citizens or US Green Card holders, our services are available.

foreign nationals with us investments

Foreign Nationals with US Investments

For individuals who worked in the US and currently residing overseas, we can help you optimize your assets in the US.

us residents with uk pensions

US Residents who have UK Pensions

For US residents having difficulty managing their UK private pension or QROPS, our team is available to help.

Our Global Presence

United States

New York & Pittsburgh

Middle East

Dubai, UAE

Asia

Manila, Philippines