About Wise Bridge
Bridging traditional financial wisdom with innovative strategies to serve our clients' most important objectives.
Our Story
Founded in 2002, Wise Bridge Global Partners emerged from a vision to create a financial advisory firm that combines the sophistication of international finance with the personal attention that defines exceptional client relationships. Our founders, drawing from decades of experience in global markets, recognized the need for a more thoughtful approach to wealth management and corporate advisory services.
Today, we serve a distinguished clientele across multiple continents, managing over $2.5 billion in assets while maintaining our commitment to personalized service and fiduciary responsibility. Our Italian-inspired approach emphasizes elegance in strategy, precision in execution, and unwavering integrity in all client relationships.
Our Philosophy
At Wise Bridge Global Partners, we believe that exceptional financial outcomes are built on a foundation of trust, expertise, and disciplined methodology. Our investment philosophy centers on three core principles:
Disciplined Approach
Every investment decision undergoes rigorous analysis and risk assessment, ensuring alignment with long-term objectives.
Client-Centric Focus
We tailor our strategies to each client's unique circumstances, goals, and risk tolerance, never applying one-size-fits-all solutions.
Global Perspective
Our international network and cross-border expertise enable us to identify opportunities and manage risks across global markets.
Our Leadership Team
Meet the experienced professionals who guide Wise Bridge Global Partners and serve our clients with distinction.
Marco Santorini
Managing Partner & Chief Investment Officer
With over 25 years in international finance, Marco leads our investment strategy and client advisory services. Previously Senior Portfolio Manager at Goldman Sachs International.
Elena Rosenberg
Senior Partner & Head of Corporate Finance
Elena specializes in mergers & acquisitions and capital markets transactions. Former Managing Director at Morgan Stanley with expertise in cross-border corporate finance.
David Chen
Partner & Head of Wealth Management
David oversees our private wealth management division, serving high-net-worth families and individuals. Twenty years of experience in personalized wealth strategies and estate planning.
Our Core Values
The principles that guide every decision and shape every client relationship at Wise Bridge Global Partners.
Fiduciary Responsibility
We place our clients' interests above all else, maintaining the highest standards of fiduciary duty in every recommendation and decision. Our compensation structure is aligned with client success, ensuring that your financial well-being is our primary concern.
Transparent Communication
Clear, honest communication forms the foundation of trust. We provide regular, comprehensive reporting and maintain open dialogue about strategy, performance, and market conditions that may affect your investments.
Continuous Innovation
While rooted in time-tested principles, we continuously evolve our methodologies to incorporate new insights, technologies, and market opportunities that benefit our clients' long-term financial objectives.
Cultural Excellence
Our commitment to excellence extends beyond financial performance to encompass professional development, ethical conduct, and contribution to the broader financial services industry and communities we serve.
Global Presence, Local Expertise
Our international network spans major financial centers, enabling us to serve clients across multiple jurisdictions while maintaining deep local market knowledge.
Americas
Europe
Asia Pacific
This global infrastructure allows us to provide seamless service to clients with international interests while ensuring compliance with local regulations and cultural business practices in each market we serve.
Recognition & Achievements
Our commitment to excellence has been recognized by leading industry organizations and financial publications.
Financial Times
Top 100 Global Wealth Managers
Institutional Investor
Excellence in Corporate Finance
Private Banker International
Best Multi-Family Office
Wealth Management
Advisor of the Year
Partner with Excellence
Discover how our experience, expertise, and commitment to your success can help achieve your financial objectives.