Hugo Mantilla
Joined Morgan Stanley in 2006
Hugo was born in Mexico City and has lived in five countries across the Americas. He concentrates on constructing portfolios and developing the asset allocation and risk structure of tailored investment solutions for the team’s international and domestic clients. He focuses primarily on family offices and institutions in Latin America and the Caribbean, guiding them through the process of Investment Policy creation, implementation and monitoring. Hugo began his financial services career at Merrill Lynch in 1991. Joining Lehman Brothers in 1994, he served as a senior vice president and managed private client and institutional portfolios in Mexico, Colombia, Venezuela and Ecuador. He also launched and served as co-head of the firm’s Latin American Council; an organization geared toward mentoring young Latin employees. Hugo brought his talents to Morgan Stanley’s Private Wealth Management division in 2006, where he joined forces with Graystone Consulting, one of the largest investment consulting firms in the country. He earned a master’s degree from the London Business School and an M.B.A. from Columbia University. Hugo is a registered investment advisor and FINRA registered representative holding the SIE, Series 3, 7, 63, 66 and 79 licenses.
Hugo is passionate about education, mentoring and diversity initiatives. He previously served as the President of School and Home at Saint Stephen’s Episcopal Day School and Chairman of the Board at Palmer Trinity Schools. He has been an active volunteer with Big Brothers Big Sisters of America since 2008 and was named Big Brother of the Year in 2019. A former Division III tennis player, he also enjoys skiing, golf, sailing and chess.
Graystone Consulting - Miami, Florida200 South Biscayne Boulevard. 15TH Floor
Miami, Florida 33131
The Graystone Consulting Miami, FL team currently provides financial advisory and consulting services to clients representing an aggregate of over $3.66 billion in client assets (as of December 2022). Our practice is defined by an acute focus on helping our clients achieve their goals and align investments to reflect their values. The team members who will support you currently service approximately 20 institutional clients. This reduced client load compared to industry averages affords Graystone Miami the opportunity to selectively seek new clients who will benefit from the team’s strong attention to detail and superior service model.