ABOUT US
Protect Wealth. Build Confidence. Sleep Easy.

Winterleaf Investments works with the world’s most respected institutions — Bank of New York Mellon, Deloitte, Ocorian, and NAV Consultants — to deliver advisors and their clients access to a stable, non-correlated allocation.
Our Duty
Advisors deserve a partner aligned with their clients’ long-term goals. At Winterleaf, outcomes come first. We provide access to allocations administered within a framework of custody, audit, trustee oversight, and independent valuation — ensuring clarity, transparency, and confidence at every step.
100+ A+
Insurance Carriers
$5B+
Life Settlements Underwritten
21+
Years of Team Experience
Our Story and Mission
Winterleaf was founded to bridge financial professionals to an allocation that adds balance and stability to client portfolios. With two decades of experience sourcing longevity-based strategies and over $5 billion in policies underwritten, our mission is clear:
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To deliver stable, non-correlated returns through disciplined sourcing and institutional oversight.
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To complement advisor relationships by providing access through a secure, transparent framework.
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To operate as a distribution partner, standing alongside global institutions that provide custody, audit, and valuation.
Meet Our Leaders
Our dedicated team at Winterleaf Investments is committed to providing exceptional service and expertise to our valued clients.
Christian Blane
CEO
Juan Carlos Salas
CIO
Nicolas Cuello
CDO
Diego Primavesi
MD Southern Cone
Sergio Reyes
MD Central America
Gustavo Darquea
MD Ecuador
Meljane Smith
HR Lead
Alexandre Pagliuso
MD Brazil Institutional
Marcus Saki
Underwriting Team Lead
Wilson Freire
MD Brazil Retail
John Lavendar
Technology Team Lead
What to Expect as Our Partner
The Power of Partnership
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We work directly with financial professionals across Latin America, aligning with their goals and enabling access to allocations designed for long-term stability.
Clarity and Confidence
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Independent audit by Deloitte, trustee oversight by Ocorian, custody by Bank of New York Mellon, and valuation by NAV Consultants provide advisors and clients with confidence grounded in global credibility.
Specialized Sourcing
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Winterleaf focuses exclusively on connecting advisors to this allocation, leveraging established networks to source portfolios that fit seamlessly into the institutional framework.
Responsibility in Practice
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We recognize the importance of stability in client portfolios. Our role is to ensure that allocations are supported by independent oversight and administered with transparency, discipline, and care.
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