Welcome

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. During the last 17 years I have helped both U.S. and non-U.S. resident clients with with the challenge of managing their net worth. Most of these clients live in Argentina, where I am from, as well as Uruguay and Mexico. I also work with families in Venezuela, Panama, and with Latin American families who live in the United States. I understand your culture, because I share the same traditions. This helps me understand my clients’ needs and build productive, long-term relationships.
Services Include
  • Wealth Management1
  • Alternative Investments2
  • Art Advisory3
  • Asset Management4
  • Cash Management5
  • Corporate Bonds6
  • Endowments and Foundations7
  • Fixed Income8
  • Foreign Exchange9
  • Lending Products
  • Municipal Bonds10
  • Planning for Education Funding11
  • Structured Products12
  • Syndicate13
  • Trust Accounts14
  • Wealth Consulting
Securities Agent: CA, CT, DE, FL, IL, NH, NJ, NY, PR, TX; Investment Advisor Representative; General Securities Representative
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

My experience

During the last 17 years I have helped non-U.S. resident clients with with the challenge of managing their net worth. Most of these clients live in Argentina, where I am from, as well as Uruguay and Mexico. I also work with families in Venezuela, Panama, and with Latin American families who live in the United States. I understand your culture, because I share the same traditions. This helps me understand my clients’ needs and build productive, long-term relationships.

I was born and raised in the city of Cordoba, Argentina and later lived in Buenos Aires. I moved to the U.S. in 1990 with my family. From 1990 to 2001 I established a commercial operation for an Argentine group of art galleries, as Director of Praxis International Art and established a gallery in NY. In 2001 I obtained my licenses to act as a securities broker. Since then I have always worked in the area of financial advising and wealth management for individual clients. In 2001 I joined UBS Financial Services in NY, and later on I joined Merrill Lynch, working with exclusively international clients. Since 2014 I have been part of the Morgan Stanley team at the Midtown NYC Complex as an International Client Advisor, specialized in helping clients who do not reside in the United States.

    Education

    • I studied Engineering at the University of Buenos Aires and completed courses in Political Science at Universidad Catolica Argentina and Technology at the ORT Institute of Buenos Aires

    Personal Interests

    One of my main interests is art in many of its expressions. I am especially interested in the fine arts, particularly contemporary art. I follow the art market and the fascinating world of art collectors, art dealers, galleries and museums. I am involved in many events world wide, including museum exhibitions, art fairs and auctions. I also love the performing arts: dance, theater and opera. Literature is another art form I love to enjoy, especially in subjects related to history, economics and science. Additionally I love to travel; I have traveled a lot in Latin America, North America and Europe.

    Clients

    My clients are mostly from Latin America, Argentina, Uruguay, Mexico, Venezuela, Panama, and Europe, and some who reside in the United States. My clients include families, individuals and corporations. Due to my previous experience in the art market, I developed relations amongst art collectors, art dealers and artists, as well as art institutions, museums and foundations. I also manage portfolios and provide advice to financial institutions as well as independent financial advisors.

    Location

    522 5th Avenue
    11th Floor
    New York, NY 10036
    US
    Direct:
    (212) 603-6201(212) 603-6201
    Investment and Market Perspectives

    On the Markets

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Why Financial Fitness is One of the Easier Resolutions You Can Make

    Why Financial Fitness is One of the Easier Resolutions You Can Make

    Don’t overlook resolving to focus on your finances this year. There are a number of financial New Year’s Resolutions you can make that may yield results for years to come.
    Learn more about Why Financial Fitness is One of the Easier Resolutions You Can Make

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.
    Learn more about Financial Transition: A Guide for Women

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.
    Learn more about 6 Keys to Building a Startup

    More from Morgan Stanley

    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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    Your Financial World. On the Go.

    Your Financial World. On the Go.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Ready to start a conversation? Contact Jose Delmedico today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

    3Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.

    4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

    8Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    9GlobalCurrency deposits are held at Morgan Stanley Private Bank, National Association ("MSPBNA"), Member FDIC. Morgan Stanley Smith Barney LLC and MSPBNA are affiliates. Morgan Stanley Smith Barney LLC is a registered broker-dealer, not a bank. Unless specifically disclosed in writing, other investments and services offered through Morgan Stanley Smith Barney are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, a bank and involve investment risks, including possible loss of principal amount invested. FDIC insurance does not protect against losses due to exchange rate movements.

    10Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

    11Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    12Structured Investments are complex and not suitable for all investors, and there is no assurance that a strategy of using structured product for wealth preservation, yield enhancement, and/or interest rate risk hedging will meet its objectives.

    13Participating in a new issue/syndicate is subject to availability and suitability. IPOs are highly speculative and may not be suitable for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.

    14Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

    The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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