Arturo Castelo (Partner - Foreign Nationals & Premium Finance)

Biography

Arturo is an experienced wealth management professional with a strong track record across leading global financial institutions. He is currently a Partner at Passerelle Partners, a role he assumed in March 2026. Prior to this, Arturo served as a Senior Relationship Manager at Vontobel SFA from October 2023 to December 2025, where he focused on delivering tailored advisory solutions to high-net-worth clients.

Earlier in his career, Arturo held the position of Managing Director at B. Riley from January 2022 to October 2023. He spent nearly a decade at Morgan Stanley Wealth Management as a Senior Vice President (May 2013 – January 2022), building deep expertise in portfolio management, client advisory, and strategic wealth planning. Before that, Arturo was a Director at UBS AG from August 2009 to May 2013, where he further developed his foundation in private banking and client relationship management.

Arturo earned a Bachelor of Arts in Business Administration from ITESM (Monterrey Tec). Outside of his professional endeavors, he is passionate about health and fitness, maintaining an active life style.

Passerelle Solutions

Passerelle Solutions is a leading insurance advisory firm with offices in Miami, Charlotte, and Chicago. Passerelle caters to private clients, professional advisors, and institutions delivering creative solutions through the discreet Passerelle client experience. The firm manages a portfolio consisting of $8.7B in structures and $4.5B in loans.

Capitas Financial

Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.