Nantas
Get to know us
Cr. Rodrigo Cancela, CFA
Founder / Chief Executive Officer
CFA Charterholder and Public Accountant, graduated from the University of the Republic.
Welcome! I started Nantas with the goal of raising the standard of investment advice in the region. I believe in the value and freedom that comes with having a financial plan and the tranquility and peace of mind of investing money correctly. I also believe in the value of a professional and objective financial advisor to help you on that path.
I am proud to be able to lead and serve as an advisor at Nantas, a firm that believes in holistic and independent planning, and that, from day one, decided not to sell financial products, but to help its clients buy them, without conflicts of interest. .
I have experience in portfolio management and financial advice, having worked as an investment specialist at Aiva. Prior to that I worked at Apex Fund Services and CPA Ferrere.
Ec. Juan Martín Rodríguez, CFA
Partner / Head of Wealth / Head of Marketing & Growth
CFA Charterholder and Bachelor of Economics, graduated from the University of the Republic.
He has more than 10 years of experience in the national and international stock markets. At the local level, he was part of the BEVSA (Electronic Stock Exchange) trading desk. On an international level, I initially worked as an investment advisor at the Danish firm Saxo Bank and continued my career at Credit Agricole Indosuez Montevideo, being part of a team of advisors specializing in Wealth Management. In 2019, together with my team of advisors, I joined the multi-family office Saint Joseph International, where I managed to consolidate my management as an investment advisor, adding inheritance and estate planning tools in the service of my clients, with a specific focus on Brazilian clients. . Starting in 2023, I decided to join the Nantas team, emphasizing my role in financial planning and independent advice in line with the interests of my clients.
I envision education and financial advice as fundamental pillars in the construction of a freer and more equitable society where material existences depend on people and not the other way around. In the spirit of repaying, even partially, the training and opportunities received, I participate in Ad Honorem activities in institutions that seek to promote sports, education and integration in civil society.
Agustín Ortas, CFA
Head of Savings / Content Creation
I am a CFA Charterholder, hold a Master’s Degree in Finance with honors from the Instituto de Estudios Bursátiles (IEB, Spain), and have a degree in International Business from the University of Montevideo, where I currently serve as an Adjunct Professor in the Corporate Finance course.
I have more than five years of experience in investment advisory and portfolio management, having worked at firms in Uruguay, Spain, and Ireland, including CFS Advisors, Miragon Investments, and J O Hambro.
I founded The Average Investor with the purpose of bringing personal finance closer to a new generation of investors in Latin America. My goal is to help drive the shift toward a fiduciary, transparent financial industry that is truly aligned with the client’s best interests.
Martín Perera, CFA
Service Advisor
I have more than 20 years of experience in the financial sector, where I have developed strong expertise in capital markets, trading, and investment advisory. Throughout my career, I have held leadership roles as Manager at Saks Global, DIF Markets, and Saxo Capital Markets, and also served as Vice President at NVN Securities. My experience includes managing trading desks and developing thematic portfolios.
I hold a degree in Economics from Universidad de la República (UDELAR) and am a CFA Charterholder, a distinction awarded by the CFA Institute. I also hold the ACI Dealing Certificate from the ACI Financial Markets Association.
I am currently a member of CFA Society Uruguay, where I promote excellence and high ethical standards within the local financial community.
Pia Cousillas
Client Service Specialist
My professional career has been a journey of constant learning and adaptation. I began my career as an agricultural technician, which allowed me to understand the complexities of the rural world and resource management. Later, I ventured into secretarial, administration, billing and accounting roles, where I developed solid skills in business management and organization.
Keeping my passion for baking alive, I founded my own baking company, where I have successfully applied my business and creative skills.
I am currently embarking on a new chapter of my career in the financial sector. My focus on continuous learning and adaptation drives me to face new challenges with enthusiasm.
Francisco Tochetti, TEP
Of Counsel - Wealth Planning
I am a lawyer and international wealth planning advisor with extensive experience advising families across Latin America on key areas such as asset protection, tax efficiency, and succession planning, among others.
I hold a Doctor of Law degree from the Catholic University of Uruguay, as well as a Master’s degree in Law and Tax Techniques from the University of Montevideo and an Executive Master’s degree in International Taxation from Centro de Estudios Garrigues in Madrid. I am also CESCOM-certified by the Spanish Compliance Association and hold the Trust and Estate Practitioner designation from STEP, in addition to other postgraduate studies.
My professional career has taken me through Uruguay, Argentina, Spain, the United States, New Zealand, and Mexico. I have also served as a lecturer, columnist, and professor in master’s and postgraduate programs across Europe and Latin America.
