Esteban is a Senior Client Operations Associate based in our New York City office where he supports the wider operations team by helping to manage and complete incoming tasks, process accounts, and maintain client data.
He has over two decades of experience in all aspects of the financial services industry, most recently serving as the owner, CEO, and business manager of Generational Wealth LLC. Before that, he held various positions in private banking, taking on leadership roles at organizations such as Bank of America Merrill Lynch, BNY Mellon, and HSBC Securities.
Previous Experience
- Business Manager, Owner, CEO of Generational Wealth LLC
- Business Manager at NKSFB
- Wealth Director at BNY Mellon
- Vice President, Senior Relationship Manager at PNC Private Bank
- Global International Financial Advisor at Bank of America Merrill Lynch
- Vice President, Business Financer Officer/Head of Financial Planning & Analysis – Latin America at Bank of America Merrill Lynch
- Vice President, COO of Global Banking & Markets – Americas at HSBC Securities
- Vice President, Head of Financial Planning & Analysis, Global Banking & Markets – Latin America at HSBC Securities
- Assistant Vice President, Manager of Incentive Compensation – Global Banking & Markets USA at HSBC Securities
Education & Credentials
- BA Baruch College, Biology, minor in Finance
- Series 7 and 66 licenses
- Notary Public
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
