Fernando Pou (Managing Partner - Foreign Nationals & Premium Finance)

Biography

Fernando J. Pou is the Founder and Managing Partner of Passerelle Solutions, a boutique wealth advisory firm catering to high net worth entrepreneurial families, assisting them with their investments, estate planning and business-succession solutions. Mr. Pou is a seasoned private banker with more than 20 years of experience, specializing in advanced insurance solutions. He has worked with various private banks, catering to both U.S. and International based high-net worth families.

Prior to launching Passerelle Solutions, Mr. Pou worked in executive roles at various distinguished financial institutions in the Americas. In his previous role as one of EFG’s Senior Vice Presidents, Mr. Pou focused on business development and wealth management solutions for international and U.S. markets. While there, his focus was comprehensive. He customized and developed various asset management solutions, in addition to tax and wealth planning strategies for families and entrepreneurs. He also designed and implemented all-encompassing client-centric solutions using capital markets, wealth planning structures and insurance vehicles.

Before joining EFG, Mr. Pou spent more than four years with UBS AG, first serving as a Director at the Private Bank, and later as the Andean Region Country Representative for the Bank based in Bogota, Colombia.

Mr. Pou earned his Bachelor of Science degree in Finance from DePaul University and currently holds Series 7 and Series 66 securities registrations in addition to a Life, Health, and Annuities Insurance License.

Passerelle Solutions

Passerelle Solutions is a leading insurance advisory firm with offices in Miami, Charlotte, and Chicago. Passerelle caters to private clients, professional advisors, and institutions delivering creative solutions through the discreet Passerelle client experience. The firm manages a portfolio consisting of $8.7B in structures and $4.5B in loans.

Capitas Financial

Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.