Yvonne spent her childhood amidst the color and bustle of Mexico City, before moving north to Dallas at age 10. At Wharton, she earned her degree in finance, marketing and entrepreneurial management. In the late 90s at Merrill, Yvonne specialized in M&A and marketing within the evolving asset management sector. She started her entrepreneurial journey when she joined the founding team of Undiscovered Managers Funds, to focus on developing innovative solutions for advisors.
Yvonne deepened her experience partnering with RIA founders and leaders as President and COO of Fiduciary Network, which she co-founded in 2006. At FN, she guided firms through internal transitions, facilitated strategic acquisitions and developed scaled operational platforms to support sustained growth. As a TRIA founder, Yvonne applies her vast, hands-on expertise to all facets of developing RIAs — from counseling leadership to scaling operations to leveraging emerging technologies like AI.
BS in Finance, Marketing and Entrepreneurial Management, Wharton School
Executive Education Program in Data, Analytics and Artificial Intelligence, Harvard Business School
Curious traveler, professional niece-and-nephew spoiler
