our team

Operating exclusively

alongside our clients

Carlos De Obaldía Navarro

FOUNDER · CEO

Carlos holds a Bachelor’s degree in Business Administration from the University of Notre Dame (2014). He is a licensed Principal Executive and Securities Broker & Financial Analyst certified by the Superintendency of the Securities Market of Panama (SMV), as well as a Licensed Real Estate Broker registered with the Ministry of Commerce and Industries (MICI). Carlos has extensive expertise in the wealth management industry, having spent over a decade as an investment advisor at UBS Asesores and EFG Asesores Panama prior to founding Acta Wealth Management in 2025. Leveraging a comprehensive skill set that spans capital markets and private investments, he also serves on the Board of Directors for several prominent corporations, including TRENCO and Tropic Star Lodge.

Jose Ángel De Obaldía Navarro

Strategic Advisor

Jose is a legal and business consultant specializing in corporate governance and strategic advisory for prominent family owned businesses. He currently works in the management team in Tropic Star Lodge, overseeing new developments and projects. He holds a Bachelor of Arts in Political Science with a minor in Economics from Emory University (2021) and is completing his Bachelor of Law (LL.B.) in Panama. His core expertise includes legal strategy and analysis, corporate law consulting, and family business governance.

Gabriel Eduardo Navarro Campagnani

Co-Founder

Gabriel holds a Master of Finance from INCAE Business School (2026) and a Bachelor’s degree from Suffolk University (2017). He is a licensed Principal Executive and Securities Broker & Financial Analyst certified by the Superintendency of the Securities Market of Panama (SMV). Prior to co-founding Acta Wealth Management in 2025, Gabriel worked at In On Capital as a financial analyst, advising clients on their investment portfolios. His experience also includes managing family wealth across public and private investments. He brings a disciplined and transparent approach to wealth management, focused on aligning investment strategies with individual objectives.

Diego Eloy Morales Vargas

Head of Compliance

Diego is a Compliance Officer and Attorney with over 10 years of experience leading risk management across the banking and financial sectors in Panama. Throughout his career, he has served as a Compliance Manager for several institutions, including Tower Securities and Sweetwater Securities. He holds a Bachelor of Laws (LL.B.) from Universidad Católica Santa María La Antigua (USMA), where he is currently pursuing a Master’s degree in Maritime Law. He is a licensed Compliance Officer and Securities Broker & Financial Analyst certified by the Superintendency of the Securities Market of Panama (SMV). His core expertise encompasses risk matrix development, corporate governance, staff training, and international tax compliance (FATCA/SRS).

After more than a decade in the wealth management industry, we kept coming back to the same uncomfortable realization: Proper independence is difficult to achieve when the advisor is compensated by a financial institution, as their interests cannot be fully aligned with those of the families they serve.

We believed there had to be a better way.

That conviction became the foundation of Acta, a one hundred percent family owned and operated firm built on a single principle:

Our duty is exclusively to the families we serve.

Shared Values

As a family owned and operated company, our mission is to stand squarely on the client’s side, providing a robust and efficient structures alongside objective and candid advisory.

Complete Independence

Our structure is fully transparent: zero commissions, retrocessions, or kickbacks written into every contract.

Enduring Legacy

Dedicated advice solely focused on preserving and growing your wealth, delivering tailored solutions for all your needs with complete discretion and professionalism.

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