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Stelac Advisory Services LLC Employee Directory

Financial ServicesNew York, United States11-50 Employees

Stelac Advisory Services LLC is a financial services firm operating as a multifamily office and registered investment adviser with the U.S. Securities and Exchange Commission. It provides independent, objective investment guidance to clients by acting as an intermediary among clients and a broad set of financial institutions, drawing on a team of strategists, economists, bankers and portfolio managers with experience across market conditions. The company serves sophisticated investors across multiple regions, including New York, Miami, Lima, Monterrey, Bogota and Madrid, and focuses on delivering unbiased advice within a diversified investment framework. Based in New York, Stelac has been active since 2007 and maintains a presence in several major markets to support its advisory services. Recent activity noted in public sources includes investments in a range of asset types through stakes in various exchange-traded funds and equities, reflecting its role in constructing and managing client portfolios across global markets.

Find Stelac Advisory Services LLC employees' phone numbers or email addresses

Stelac Advisory Services LLC Global Highlights

Location
Employees

North America
45

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  • United States Of America
    40
  • Mexico
    3
  • Canada
    2

Europe
1

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  • Italy
    1

Oceania
1

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  • Australia
    1

South America
1

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  • Peru
    1

Stelac Advisory Services LLC's Leadership

  • Stylized image of a person
    C. L.
    Chief Financial Officer
  • Stylized image of a person
    C. L. O.
    Managing Partner
  • Stylized image of a person
    M. Z.
    Operations
  • Stylized image of a person
    A. T.
    Executive Assistant
  • Stylized image of a person
    L. D.
    Executive Assistant

Stelac Advisory Services LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Consultant
  • Legal
  • Other

Contact profiles from Stelac Advisory Services LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. L. O.
    Managing Partner
    Oct 22, 2024
  • Stylized image of a person
    C. L.
    Chief Financial Officer
    Apr 03, 2025
  • Stylized image of a person
    M. Z.
    Operations
    MexicoNuevo León
    May 30, 2026
  • Stylized image of a person
    A. T.
    Executive Assistant
    Oct 21, 2024
  • Stylized image of a person
    L. D.
    Executive Assistant
    Oct 23, 2024

Frequently Asked Questions

What is Stelac Advisory Services LLC known for?

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Stelac Advisory Services LLC was founded in 2007 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Stelac Advisory Services LLC's company overview page for more information.

What is Stelac Advisory Services LLC's most common email format?

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Stelac Advisory Services LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Stelac Advisory Services LLC email formats with LeadIQ.

How many employees does Stelac Advisory Services LLC have currently?

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Stelac Advisory Services LLC has approximately 20 employees as of July 2026. These team members are located across 4 continents, including North AmericaEuropeOceania.

Who are Stelac Advisory Services LLC's key employees and leadership?

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As of July 2026, Stelac Advisory Services LLC's key employees include:

  • Chief Financial Officer: C. L.
  • Managing Partner: C. L. O.
  • Operations: M. Z.
  • Executive Assistant: A. T.
  • Executive Assistant: L. D.

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