X-Square is a minority owned and operated registered investment advisor that provides investment advisory services to individual and institutional clients.
Our team is comprised of professional money managers and advisors with extensive knowledge and experience in financial markets.
Relentless search for value, inefficiencies, and event driven opportunities.
Ignacio Canto, CFA, FRM
Ignacio Canto is the founder, President and Portfolio Manager at X-Square Capital Group. He served as Executive Vice President and Treasurer for the Government Development Bank for Puerto Rico (GDB) from 2010 to 2012. Prior to that, he worked as a portfolio manager and portfolio analyst at Santander Asset Management Corporation, where he traded interest rate derivatives, U.S. Government and Agency securities, structured products, municipal bonds, equities and equity derivatives.
He holds the Chartered Financial Analyst (CFA) designation and the Financial Risk Manager (FRM) designation.
Gabriel Medina, CFA
Gabriel Medina is Portfolio Manager for X-Square Capital. He began his career at Saint-Gobian as a production engineer in the manufacturing sector. He then transitioned into the services industry, working at Liberty Mutual and Accenture as a business analyst. Gabriel interned as a private equity analyst while studying for his Master’s Degree in Boston. He has managed to successfully leverage his prior experience in the asset management industry.
He holds the Chartered Financial Analyst (CFA) designation.
Cristina Pérez Franceschini
Cristina Pérez Franceschini is Chief Compliance Officer and Head of Operations at X-Square Capital. She has over 20 years of experience in the accounting and administration of investment companies in Puerto Rico. In her prior role at Banco Popular, Ms. Pérez was in charge of preparing financial statements for ten open-end and closed-end Funds. Her main duties included overseeing daily NAV calculations, expense budgeting and accruals. She acted as liaison with external auditors and was responsible for regulatory compliance reporting with the local authorities. She also coordinated the printing and mailing of semi-annual and annual reports to shareholders and assisted with proxy voting for annual shareholder meetings.
Jimmy Rodríguez is Head of Business Development and Senior Vice President in X-Square Capital. In his over 30 years of experience, he served as President and Chief Executive Officer in Santander Securities Corporation, and prior to that, he was Managing Director in charge of Institutional Sales for Popular Securities.
Lee Daniel Cardona
Lee Cardona is a Senior Vice President at X-Square Capital. He served as First Vice President of Investments for Popular Securities from August 2011 through February 2019, where he oversaw a book of approximately $475MM in assets under management. He specializes in developing strategies and solutions based on the client’s risk tolerance, time horizon, liquidity needs, and overall investment goals for high net worth individuals.
Salvador Gómez worked as a Senior Vice President of Investments for Santander Securities Corporation from November 2005 through February 2016. Prior to joining Santander Securities, he worked as a Financial Consultant for Popular Securities (1996-2003) and RG Investments Corp. (2003-2005). Mr. Gomez holds a Bachelor’s Degree in Business Administration from Washington University in St. Louis, a Master’s in Business Administration from the University of Texas at Austin as a Fellow of the Consortium for Graduate Study in Management, and a Juris Doctor from the Interamerican University School of Law in Puerto Rico.
Feel free to contact us. We always look forward to communicating with current and potential clients as well as interested third parties.
X-Square Capital, LLC
Centro Internacional de Mercadeo II
90 Carr 165, Ste 803
Guaynabo, PR 00968
An investor should consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus containing this and other information, please call 1-787-282-1621 or download one from www.xsquarecapital.com. Read the prospectus carefully before you invest.
The Fund is new and has limited operating history.
Investing involves risks, including loss of principal.
ALPS Distributors, Inc. is the distributor of the X-Square Balanced Fund. There is no affiliation between X-Square Capital, LLC and ALPS Distributors, Inc. ALPS Distributors, Inc. 1290 Broadway, Suite 1100, Denver, CO 80203