Alvaro PereyraBroker Dealer CEO

Alvaro Pereyra is a seasoned C-level executive bringing more than 15 years of experience as the CEO of multiple FINRA-regulated broker-dealers and fintech startups. Mr. Pereyra’s unique experience lends itself to commanding the “Launch” and “Growth” phases of the broker-dealer life cycle, where he specializes in bringing firms to positive revenue after our team achieves successful regulatory approvals.

Prior to joining CXG, Mr. Pereyra led several broker-dealers through to profitability, both small and mid-sized ventures alike. He also spent significant time standing up app-based fintech services operations as the CEO of firms such as Passfolio Securities, and Vestfi Inc. Notable achievements include merging online broker-dealers, expanding access to U.S. financial assets for global clients, consolidating global investment portfolios, and managing full-service broker-dealers within the large financial institutional settings.

Mr. Pereyra is a Harvard University Alumnus, where he earned a Master’s Degree in Finance and Macroeconomics and holds Series 7, 24, 99 & 66 licenses.