Client Login
  • English
  • Español (Spanish)
  • Home
  • Our Firm
    • Executive Leadership
    • Our Advisors
      • San Diego, CA
      • Miami, FL
      • Tucson, AZ
    • Investment Team
    • Social Responsibility
  • Private Banking
    • Family Office
    • Wealth Management
  • Investment Management
    • Independent Research
    • Asset Allocation
    • Portfolio Management
  • Institutional Investors
    • Independent Execution
    • Trading Services
  • CONTACT US

Executive Leadership

  • Executive Leadership
  • Our Advisors
  • Investment Team
  • Social Responsibility
  • Contact Us
  • Investment Team
  • San Diego
  • IPG Links
  • Executive Leadership

B.2-Executive-Leadership

Adolfo Gonzalez-Rubio Beckmann

Partner, Chairman & Chief Executive Officer

Adolfo Gonzalez-Rubio Beckmann is a partner at IPG. He has oversight of all company operations with direct responsibility of Investment Management and Institutional Investor relationships.

Adolfo has over 25 years of experience in the financial services industry. He joined the company in 1990 working in Sales and Trading. He was promoted to Chief Operating Officer in 2000, and was elected to his current position in 2009.

Adolfo received a bachelor’s degree in Industrial Engineering from the Instituto Tecnológico y de Estudios Superiores de Occidente (ITESO). In 2017 Adolfo completed the Harvard Business School Executive Leadership Program in Owner/President Management (OPM). He holds FINRA Series 7, Series 66 and Series 24 Licenses.

He serves in the advisory boards of the Guadalajara World Trade Center, Optima Automotriz and Scripps Health Foundation.

Check the background of this investment professional on FINRA’s BrokerCheck
</>

Alberto Benrey Boguslavsky

Partner

Alberto Benrey Boguslavsky is a partner at IPG and CEO of IPG Investment Advisors, LLC.

Alberto has over 25 years of experience in the financial services industry. He joined IPG in 1999, and in 2011, was promoted to his current position. Prior to working at IPG, he spent seven years as Manager at Discount Bank and Trust Company in Mexico City. Before that, he was founder and owner at Orofac Factoraje Financiero for four years in Mexico City.

Alberto earned his MBA from Universidad Iberoamericana in Mexico City, and he holds a bachelor’s degree in Business Administration from the University of San Diego (USD). He holds FINRA Series 7, Series 24, Series 63 and Series 66 Licenses.

He currently serves as an Independent Board Member of Union de Credito el Aguila, S.A. de C.V.

Check the background of this investment professional on FINRA’s BrokerCheck
</>

Alfonso Aldrete Haas

Partner

Alfonso Aldrete Haas is a partner at IPG. He is the President of Investment Placement Commodities, an affiliate company, and a NFA Registered Introducing Commodities and Futures Broker.

Alfonso has more than 25 years of experience in the financial services industry. He joined the firm in 1996, occupying various positions and becoming a partner in 2006. Prior to joining IPG, he served as Northwest Regional Director of Specialized Business Credit at Grupo Financiero Serfin in Sonora, Mexico, and as Commercial Director of Serfin Leasing in Mexico City, a joint-venture with GE Capital and Operadora de Bolsa.

Alfonso earned a bachelor’s degree in Business Administration from Centro de Enseñanza Técnica y Superior (CETYS) in Mexicali, Mexico. He holds FINRA Series 3, Series 7, Series 24, Series 63 and Series 66 Licenses.

Currently, Alfonso is a member of Mexico’s Northwest Advisory Board of Nacional Financiera (NAFINSA).

Check the background of this investment professional on FINRA’s BrokerCheck
</>

Maria Luisa Boyd

Chief Compliance Officer

Maria Luisa Boyd oversees all regulatory aspects of IPG.

Maria Luisa has over 25 years of experience in the financial services industry ranging from Customer Service, Operations to Compliance. She joined the company in 1987 as an Executive Assistant and later, was promoted to Operations Manager. She became Compliance Principal in 2002 and Chief Compliance Officer in 2005.

She is a member of the National Society Compliance Professionals and Southern California Compliance Group. She actively participates in compliance conferences throughout the year and numerous training in Compliance and Anti-Money Laundering matters. Maria holds FINRA Series 7, Series 24, Series 63 and Series 66 Licenses. She is also a certified Anti-Money Laundering Specialist and Financial Crime Specialist.

Check the background of this investment professional on FINRA’s BrokerCheck
</>

Martha E. Soto

Chief Financial Officer

Martha Soto oversees the financial operations and accounting for the firm.

Martha has over 25 years of experience in finance within various industries. She joined IPG in 2005 as the company Controller and since then, she’s been a key figure in the development and establishment of internal controls and best practices across our entire organization. In 2010, she was promoted to her current position as Chief Financial Officer (FINOP). Prior to joining IPG, Martha worked for a Fortune 100 Company as their Controller overseeing West Coast Operations. She was based within the US-Mexico border in charge of their Finance, International Trade and Information Technology departments.

Martha earned a bachelor’s degree in Accounting and Audit from Universidad Autónoma de Baja California (UABC) in Tijuana, Mexico. In 2004, she became a Honeywell Presidents Club Member, and in 2003 she was awarded with a Six Sigma Green Belt Certification. Martha also has a Total Quality Management Certification. She holds FINRA Series 27 License.

Check the background of this investment professional on FINRA’s BrokerCheck

  • Order routing practices
  • Business Continuity
  • Privacy Policy
  • FINRA
  • SIPC
  • USA Patriot Act
  • FINRA’s BrokerCheck
Copyright © 2014 Investment Placement Group. All rights reserved.
Developed By : Tinyfrog.com

linkedin