Aventura Private Wealth Welcomes Dayana Velasco As Chief Growth Officer for Enhanced Strategic Development
Aventura Private Wealth, a leading Multi-Family Office and registered investment advisor based in Aventura, Florida, proudly announces the appointment of Dayana Velasco as its new Chief Growth Officer (CGO). Dayana's addition to the team marks a significant step in the firm's commitment to enhancing its advisor platform and client offerings.
With over two decades of extensive experience in the wealth management sector, Dayana brings a wealth of knowledge and expertise to her new role. Previously, she spent 22 years at JPMorgan and another two at Wells Fargo Advisors, where she held various senior management positions overseeing advisory teams in highly competitive markets. Her expertise includes promoting excellence among advisors, driving strategic growth, and increasing meaningful client engagement, making her an ideal fit for Aventura Private Wealth.
"Joining Aventura Private Wealth as Chief Growth Officer is an exciting opportunity for me," Velasco expressed. "Throughout my career, I have been dedicated to helping advisors achieve significant growth while ensuring exceptional outcomes for clients. I've learned that when advisors are supported by the right platform, leadership, and company culture, they can scale and build sustainable businesses that thrive over time."
In her new position, Velasco will concentrate on advancing Aventura Private Wealth's growth initiatives through targeted advisor development, goals-based planning, and improved client experiences. She is particularly focused on constructing a comprehensive multi-family office platform tailored to support the complex requirements of new clients coming from incoming advisors. Her leadership philosophy centers on clarity, discipline, and a commitment to creating lasting value for clients.
Velasco was attracted to Aventura Private Wealth due to its strong commitment to independence, purposeful growth, and a client-first approach. "This firm truly recognizes that growth is not merely about numbers; it's fundamentally about people, relationships, and investing intentionally for impact," she noted. "My agenda is to drive strategic expansion while bolstering advisor development, ultimately positioning the firm as the go-to destination for advisors seeking flexibility, partnership, and innovative leadership."
In her own words, Velasco remarks, "I am honored to participate in Aventura Private Wealth's exciting journey ahead, and I look forward to cultivating meaningful growth together with this outstanding team."
Aventura Private Wealth is an SEC-registered Investment Advisory and Wealth Management firm situated in Aventura, Florida. The firm specializes in working with high-net-worth individuals and families, offering customized guidance in investment management, tax-aware planning, legacy strategies, and family governance. Their aim is to ensure thoughtful wealth transfer and long-term wealth preservation. Boasting access to exclusive private market opportunities and a focus on coordinated, goal-aligned strategies, Aventura Private Wealth is dedicated to helping clients grow, protect, and pass on their wealth across generations.
With over two decades of extensive experience in the wealth management sector, Dayana brings a wealth of knowledge and expertise to her new role. Previously, she spent 22 years at JPMorgan and another two at Wells Fargo Advisors, where she held various senior management positions overseeing advisory teams in highly competitive markets. Her expertise includes promoting excellence among advisors, driving strategic growth, and increasing meaningful client engagement, making her an ideal fit for Aventura Private Wealth.
"Joining Aventura Private Wealth as Chief Growth Officer is an exciting opportunity for me," Velasco expressed. "Throughout my career, I have been dedicated to helping advisors achieve significant growth while ensuring exceptional outcomes for clients. I've learned that when advisors are supported by the right platform, leadership, and company culture, they can scale and build sustainable businesses that thrive over time."
In her new position, Velasco will concentrate on advancing Aventura Private Wealth's growth initiatives through targeted advisor development, goals-based planning, and improved client experiences. She is particularly focused on constructing a comprehensive multi-family office platform tailored to support the complex requirements of new clients coming from incoming advisors. Her leadership philosophy centers on clarity, discipline, and a commitment to creating lasting value for clients.
Velasco was attracted to Aventura Private Wealth due to its strong commitment to independence, purposeful growth, and a client-first approach. "This firm truly recognizes that growth is not merely about numbers; it's fundamentally about people, relationships, and investing intentionally for impact," she noted. "My agenda is to drive strategic expansion while bolstering advisor development, ultimately positioning the firm as the go-to destination for advisors seeking flexibility, partnership, and innovative leadership."
In her own words, Velasco remarks, "I am honored to participate in Aventura Private Wealth's exciting journey ahead, and I look forward to cultivating meaningful growth together with this outstanding team."
About Aventura Private Wealth
Aventura Private Wealth is an SEC-registered Investment Advisory and Wealth Management firm situated in Aventura, Florida. The firm specializes in working with high-net-worth individuals and families, offering customized guidance in investment management, tax-aware planning, legacy strategies, and family governance. Their aim is to ensure thoughtful wealth transfer and long-term wealth preservation. Boasting access to exclusive private market opportunities and a focus on coordinated, goal-aligned strategies, Aventura Private Wealth is dedicated to helping clients grow, protect, and pass on their wealth across generations.
Topics Financial Services & Investing）
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