David M. Guss
Honorary Chairman
David Guss is an Honorary Chairman of IPG as well as its founder. David held the position of Chairman from 1983 up until 2009. David is currently an Investment Adviser for IPG Investment Advisors, LLC.
David maintains an extensive background in banking. Along with his responsibilities at IPG, from 1989 to 2001, David served as director at First National Bank, formerly known as Bank of Southern California. Prior to working at the IPG, he worked at First Chicago International, New York Branch in the Financial Institution Department with a focus on Latin America. Prior to this role, he worked at First National Bank of Chicago in Chicago, IL from 1978 to 1980.
David holds a bachelor’s degree in Economics from San Diego State University (SDSU), and advance studies in banking through First Chicago/Northwestern University program.
He holds FINRA Series 7 and Series 24 Licenses.
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David Gaistman
Vice President, Private Banking
David Gaistman is an Investment Advisor at IPG with extensive business and entrepreneurial experience. This allows him to have a skilled perspective with unique insight into the world of investments.
Prior to working at IPG, David managed and owned several businesses. His company Figuras Cósmicas, owns Prospect Neo Spa in Mexico City, a novel fully integrated beauty spa that caters to a high-end market. He also created, managed and successfully sold Casa Del Yogurt, a producer and retail chain comprised of 14 ‘Nunys Yogurt’ locations around Mexico. Before this, Mr. Gaistman was the owner and President of Dagai Textil, S.A. de C.V. in Mexico City, a textile manufacturing company operating in Latin America.
David earned a bachelor’s degree in Business Administration from Universidad Tecnológica de Mexico (Unitec).
He holds FINRA Series 7 and Series 66 Licenses.
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Luisa Serena
Vice President, Private Banking
Luisa Serena is an Investment Advisor at IPG.
Luisa has over 40 years of experience in the financial services industry. Prior to joining the firm, from 2002 to 2009, she was Director at American Express Bank LTD, which was later bought by Standard Chartered Bank-Stanchart Securities International. During her tenure at American Express/Standard Chartered she established and managed the San Diego Office for Private Banking, where she oversaw high net worth client relationships and led a team of advisors. Luisa worked as Vice President and Senior Relationship Manager at Bank of America from 1994 to 2002.
Prior to Bank of America, she worked at First Interstate Bank of California from 1994 to 1995 and Security Pacific from 1974 to 1987, occupying diverse management positions in their respective International Private Banking departments.
Luisa holds FINRA Series 7, Series 63, and Series 66 Licenses.
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Eduardo G. Torres
Vice President, Private Banking
Eduardo Torres is an Investment Adviser at IPG with extensive experience in Fixed Income and Equity Trading with Institutions and Private Clients from the U.S and Latin America. Prior to joining IPG, Eduardo worked at Oppenheimer & Co. in various institutional and retail positions from 2003 to 2016. Before that, Eduardo worked at CIBC World Markets Corp and Bear, Stearns & Co. His experience extends to sophisticated portfolio management techniques applied to bonds and stocks.
Eduardo earned his Bachelor’s degree from the University of San Francisco and earned his MBA from the Harvard Business School.
Eduardo holds FINRA Series 3, 7, 63, 65 licenses.
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Rafael Benrey
Private Banking
Rafael Benrey oversees IPG’s fund strategy. He is responsible for the due diligence of fund investments and the management of the firm’s fund model portfolios. Rafael has over four years of experience in the finance industry. Before IPG, he worked at Cambridge Associates, the market leader in financial consulting to Endowments and non-profit institutions in the US, as an Associate Investment Director. Previously, he was a summer analyst at RBC Capital Markets and Societe Generale Private Banking. He holds a bachelors degree in Finance and Economics from Babson College, and holds FINRA Series 7 and Series 66.
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Daniel Mauser
Vice President, Private Banking
Daniel Mauser is an Investment Advisor Representative with IPG Investment Advisors, LLC. and Registered Representative with Investment Placement Group based in San Diego.
Daniel’s experience is in asset management, portfolio construction, securities analysis, and retirement and estate planning. Formerly, Daniel was Head of International Business for Gawker Media (acquired by Univision), a mid-size, global digital media company where he led business development efforts. Prior to Gawker, he was the founder of Guanabee Media, a digital media company addressing Hispanics (acquired by Gawker Media). His experience is in finance and entrepreneurship. Daniel holds a Master of Science in Finance from Georgetown University and a Bachelors in International Affairs from George Washington University in Washington DC.
Daniel hold his FINRA Series 7 and 66 Licenses.
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Maria Jimena Montes de Oca
Advisory Associate
Maria Jimena Montes de Oca is a Registered Representative at Investment Placement Group and Registered Investment Advisor Representative at IPG Investment Advisors, LLC. She has over 15 years of experience in the financial industry.
Prior to joining the firm, Maria Jimena owned and operated a Avis Rental Car Dealer Franchise in San Diego. Prior to Avis Maria Jimena worked at various financial firms.
From 1997 to 2002 Maria Jimena worked as an Executive Sales Assistant at Wells Fargo Securities and Prudential Securities in San Diego and Santander Securities of Puerto Rico in Miami servicing High Net Worth Individuals and Institutional Clients.
Maria Jimena holds a bachelor’s degree in International Business from CETYS Universidad in Tijuana, B.C. Mexico.
She holds FINRA Series 7 and Series 66 Licenses.
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FINRA Licenses
All of our advisors hold the necessary FINRA Licenses and actively participate in our continuing education program.