San Blas Securities is a full-service investment bank and independent advisor network, self-described as helping advisors and institutional investors to see more opportunities and achieve their financial goals.

San Blas Securities

San Blas Securities | 703 followers on LinkedIn. Helping advisors and institutional investors to see more opportunities and achieve their financial goals.   | San Blas Securities is a full-service Broker/Dealer. Our platform includes Capital Markets and an Advisor Network. We are comprised of a core team of individuals with a proven track record in both fields.

Pioneer in at-the-market offerings (ATMs)

Todd Wyche

Chief Executive Officer Chief Compliance Officer at San Blas Securities

Daniel Padilla

Head of Institutional Sales at San Blas Securities

Geoffrey B. Sargeant, CFP®

Executive Vice President at San Blas Securities

Eric Small

Executive Chairman Alex McKenzie, his wife Yamilka and daughter Narobi, recently attended the Los Ninos Primero Gala in Atlanta. San Blas Securities was a sponsor for the event. Los Ninos Primero is a non-profit organization inspires Latino children to learn English and be involved in community.

San Blas Securities Investment Banking Team (Gabe Sanchez, Jeff Morfit, Michael Squitieri and Ryan Hanavan) visited with Shaquille O’Neal earlier this month in Floral Park, NY, on the set of the epic Brooklyn crime series, “Gravesend.” O’Neal recently joined the cast for the new season. #Gravesend #ShaquilleONeal #InvestmentBanking

San Blas Securities Investment Banking Team (Gabe Sanchez, Jeff Morfit, Michael Squitieri and Ryan Hanavan) visited with Shaquille O’Neal earlier this month in Floral Park, NY, on the set of the epic Brooklyn crime series, “Gravesend.” O’Neal recently joined the cast for the new season. #InvestmentBanking #ShaquilleO 'Neal #Gravesend

Alex Mckenzie , San Blas Securities Executive Chairman, will be running for Dad tomorrow morning, Father's Day, June 16, at run4DAD. The race benefits ProstAware, a non-profit that works to increase awareness and education of prostate cancer. Alex serves on the board of ProstAware. It is an important cause for him since his father had prostate cancer. https://lnkd.in/efFbCdxb

San Blas Securities Executive Chairman Alex McKenzie attended the 2024 Diverse Financial Institutions Group (DFIG) Executive Summit in Virginia earlier this month. Leaders from more than 80 MDIs, broker dealers and asset managers gathered to further drive Citi DFIG’s mission of working with their partners to create revenue-generating opportunities, share expertise, and drive even greater impact. And there might have been a round of golf as well! #CitiDFIGSummit #Leadership

Our Chief Investment Officer, Stephen Colavito, was on stage again today! He talked about “Micro Politics & Macro Economics“ at national accounting and consulting firm, UHY Consulting’s conference. #economicupdate #macroeconomics #sanblassecurities

Welcome to the 10-member premier banking team joining San Blas Securities. Leading San Blas Capital Markets are Jeff Morfit, Head of Investment Banking, and Ryan Hanavan, Head of Capital Markets. #capitalmarkets #investmentbanking https://lnkd.in/ekxggUnf

Our Chief Investment Officer, Stephen Colavito, was interviewed by Wall Street Journal reporter Luis Garcia for an article about public market equivalent (PME) methods for comparing private equity fund returns to public benchmarks. As more investors look to private markets, advisors must use more than just potential IRRs as metrics. “It’s something that I will look at to evaluate performance, but it’s just one part of a bigger data-point subset,” Stephen said in the article. In today's complex investing world, using PME or other equivalent methods must be part of the due diligence. https://lnkd.in/efWV6Qej

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San Blas Securities