Amerant Investments Hired Two Wealth Management Veterans
The firm added experienced advisors to capture growing international wealth demand in Coral Gables.
Updated on Sept. 23, 2026 in Financial Services
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Amerant Investments has expanded its team by hiring Jorge Morasso as Vice President and Wealth Management Advisor and Ricardo Sucre as Head of Business Development. These strategic appointments aim to strengthen the firm's position in the international wealth management sector.
Why it matters
The firm is scaling its operations to better compete for Latin American wealth managed from the United States. This expansion seeks to leverage significant existing deposit relationships, particularly those involving clients domiciled in Venezuela.
Amerant Bancorp reported $10.3 billion in total assets and $8.4 billion in total deposits as of June 2026. Assets under management and custody grew to $3.37 billion in the second quarter of 2026, up from $3.3 billion at the end of 2025.
The players
Jorge Morasso
He is the newly appointed Vice President and Wealth Management Advisor at Amerant Investments with over 25 years of experience.
Ricardo Sucre
He serves as the Head of Business Development for International Wealth Management at Amerant Investments and has over two decades of experience.
Amerant Investments
This firm is a wealth management entity based in Coral Gables that focuses on international high-net-worth clients.
The details
Amerant is integrating the investment capabilities of its broker-dealer with the existing banking and credit infrastructure of its parent bank. The company has recruited executives with extensive backgrounds at major U.S. wealth management platforms to attract high-net-worth international clientele.
Timeline
Q1 2026: The bank recorded $2.006 billion in Venezuelan client deposits.
Q2 2026: Assets under management and custody reached $3.37 billion.
June 2026: The bank reported total assets of $10.3 billion.
July 2026: Ricardo Sucre joined the firm as Head of Business Development.
September 2026: Amerant announced the hiring of Jorge Morasso.
Market Landscape
Amerant's recruitment strategy reflects a broader industry movement among financial institutions to capture the growing volume of Latin American wealth managed within the United States. This expansion positions the firm to compete more aggressively against global banks for market share.
Clients of the firm may experience expanded service offerings as the company integrates its brokerage and banking capabilities. The increased focus on international wealth management could lead to enhanced advisory services for high-net-worth customers in the Coral Gables area.
The takeaway
The move underscores the critical importance of regional expertise in managing cross-border financial assets. Investors should monitor how these new leadership roles translate into service quality improvements for international clients.
Further reading
For more information on the regional industry, visit Financial Services.
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