A HISTORY OF SOLIDITY

 

Since its founding, IPG has grown from one family office in
California to a multi-generational, diversified investment firm with expert financial professional’s servicing clients both domestically and internationally.

Our clients know they can depend on the stability, reliability, and trustworthiness afforded by IPG’s long, four-decade duration of making smart, strategic decisions and providing informed, results-driven wealth management solutions.

While markets evolve and the families we serve change over time, IPG has consistently adapted to stay one step ahead. At the forefront of our progression, we aim to meet the challenges of today so we can serve a better tomorrow for our clients.

However, our roots as a family office will never change. Even as IPG evolves toward innovation, flexibility, and continuous learning, we embrace the traditional values of humility, discretion, discipline, and personal service.

A HISTORY OF SOLIDITY

 

Since its founding, IPG has grown from one family office in California to a multi-generational, diversified investment firm with expert financial professional’s servicing clients both domestically and internationally.

Our clients know they can depend on the stability, reliability, and trustworthiness afforded by IPG’s long, four-decade duration of making smart, strategic decisions and providing informed, results-driven wealth management solutions.

While markets evolve and the families we serve change over time, IPG has consistently adapted to stay one step ahead. At the forefront of our progression, we aim to meet the challenges of today so we can serve a better tomorrow for our clients.

However, our roots as a family office will never change. Even as IPG evolves toward innovation, flexibility, and continuous learning, we embrace the traditional values of humility, discretion, discipline, and personal service.

OUR LEADERSHIP

 

Together, IPG’s executive team brings 100+ years of experience in the financial industry, with the wisdom and knowledge to guide the firm into its next 40 years of success.

ADOLFO GONZALEZ-RUBIO BECKMANN

 

Partner, Chairman and Chief Executive Officer of
Investment Placement Group and affiliated companies.

Adolfo joined IPG in 1986. Since the start of his financial career in 1983, Adolfo’s industry experience includes roles in Sales and Trading, Broker, Financial Advisor & COO. Adolfo completed Harvard Business School OPM executive leadership program and earned his B.S. in Industrial Engineering from ITESO, Mexico. Serves as Board Member of Monro Capital and Scripps Health Foundation.

ALBERTO BENREY BOGUSLAVSKY

 

Partner and Chief Executive Officer of IPG Investment Advisors, LLC; affiliate company.

Alberto joined IPG in 1990. Since the start of his financial career in 1983, Alberto’s industry experience includes roles as Manager, Financial Advisor and Board Member. Alberto earned his MBA from IBERO, Mexico and B.S. in Business Administration from University of San Diego, California

ALFONSO ALDRETE HAAS

 

Partner & President of Investment Placement Commodities; affiliate company Advisors, LLC; affiliate company.

Alfonso joined IPG in 1996. Since the start of his financial career in 1980 Alfonso’s industry experience includes roles as Regional Director, Commercial Director, Financial Advisor and Board Member. Alfonso earned a bachelor’s degree in Business Administration from Centro de Enseñanza Técnica y Superior (CETYS) in Mexicali, Mexico.

DARIUS LASHKARI

 

Chief Compliance Officer and AML Compliance Officer of Investment Placement Group and affiliated companies.

Darius joined IPG in 2021. Since the start of his career in 2000, Darius’ industry experience includes roles as AMPL Compliance Ocer, and Principal Operations Ocer at various financial firms and wire houses with over 15 industry licenses. Darius earned his B.S. from Queens College, New York

MARTHA E. SOTO

 

Chief Financial Officer and Chief Operations Officer of Investment Placement Group and affiliated companies.

Martha joined IPG in 2005. Since the start of her career in 1983, Martha’s experience includes Controller for Fortune 100 company and Director of Finance. Martha earned her B.S. in Audit and Accounting from UABC, Mexico. Holds a Six Sigma Green Belt Certification and Total Quality Management Certification.

ADOLFO GONZALEZ-RUBIO BECKMANN

 

Partner, Chairman and Chief Executive Officer of
Investment Placement Group and affiliated companies.

Adolfo joined IPG in 1986. Since the start of his financial career in 1983, Adolfo’s industry experience includes roles in Sales and Trading, Broker, Financial Advisor & COO. Adolfo completed Harvard Business School OPM executive leadership program and earned his B.S. in Industrial Engineering from ITESO, Mexico. Serves as Board Member of Monro Capital and Scripps Health Foundation.

ALBERTO BENREY BOGUSLAVSKY

 

Partner and Chief Executive Officer of IPG Investment Advisors, LLC; affiliate company.

Alberto joined IPG in 1990. Since the start of his financial career in 1983, Alberto’s industry experience includes roles as Manager, Financial Advisor and Board Member. Alberto earned his MBA from IBERO, Mexico and B.S. in Business Administration from University of San Diego, California

ALFONSO ALDRETE HAAS

 

Partner & President of Investment Placement Commodities; affiliate company Advisors, LLC; affiliate company.

Alfonso joined IPG in 1996. Since the start of his financial career in 1980 Alfonso’s industry experience includes roles as Regional Director, Commercial Director, Financial Advisor and Board Member. Alfonso earned a bachelor’s degree in Business Administration from Centro de Enseñanza Técnica y Superior (CETYS) in Mexicali, Mexico.

DARIUS LASHKARI

 

Chief Compliance Officer and AML Compliance Officer of Investment Placement Group and affiliated companies

Darius joined IPG in 2021. Since the start of his career in 2000, Darius’ industry experience includes roles as AMPL Compliance Ocer, and Principal Operations Ocer at various financial firms and wire houses with over 15 industry licenses. Darius earned his B.S. from Queens College, New York

MARTHA E. SOTO

 

Chief Financial Officer and Chief Operations Officer of Investment Placement Group and affiliated companies.

Martha joined IPG in 2005. Since the start of her career in 1983, Martha’s experience includes Controller for Fortune 100 company and Director of Finance. Martha earned her B.S. in Audit and Accounting from UABC, Mexico. Holds a Six Sigma Green Belt Certification and Total Quality Management Certification.

OUR PRESENCE

 

With multiple offices in the United States and a growing global presence, we strive to maintain a close relationship with our clients, offering the utmost personalized care with privacy and discretion.

OUR PRESENCE

 

With multiple oces in the United States and a growing
global presence, we strive to maintain a close relationship
with our clients, oering the utmost personalized care with
privacy and discretion.

INVESTMENT PLACEMENT GROUP SAN DIEGO, CA


350 10th Ave, Suite 1150
San Diego, CA 92101
Tel: +1 (619) 326-1200
info@ipgsd.com

INVESTMENT PLACEMENT GROUP MIAMI, FL


1111 Brickell Avenue, Suite 2720 Miami, Florida 33131
Tel: +1 (305) 928-2700 info@ipgsd.com

INVESTMENT PLACEMENT GROUP TUCSON, AZ


3573 E. Sunrise Drive, Suite 120 Tucson, AZ 85718
Tel: +1 (520) 448-5111 info@ipgsd.com

INVESTMENT PLACEMENT GROUP SAN DIEGO, CA


350 10th Ave, Suite 1150
San Diego, CA 92101
Tel: +1 (619) 326-1200
info@ipgsd.com

INVESTMENT PLACEMENT GROUP MIAMI, FL


1111 Brickell Avenue, Suite 2720
Miami, Florida 33131
Tel: +1 (305) 928-2700
info@ipgsd.com

INVESTMENT PLACEMENT GROUP TUCSON, AZ


3573 E. Sunrise Drive,
Suite 120
Tucson, AZ 85718
Tel: +1 (520) 448-5111
info@ipgsd.com