Profile
Ana has over 20 years of experience in law, finance, and the environment, she brings an interdisciplinary approach to wealth planning, investment strategy, and risk management.
Ana partners closely with clients to clarify goals, craft tailored solutions, and navigate complex life and business transitions, from launching ventures and planning major milestones to managing philanthropic giving and aligning portfolios with social or environmental values.
Before launching her advisory practice in 2025, Ana worked with public-sector entities, top law firms, international development organizations, private equity investors, Wall Street institutions, non-profits, and philanthropy. Her background provides a deep understanding of capital not just in financial markets, but as a tool for change and independence, enabling her to serve as both an advisor and strategic thought partner.
Ana’s hands-on experience in project incubation, startup strategy, governance, and financial decision-making allows her to support clients across a wide spectrum of needs: building wealth, funding impact, or stewarding legacy.
Throughout her career and prior to launching her advisory practice, Ana worked with, advised, or collaborated on legal, strategic, or other initiatives with the Government of Colombia, the United Nations, Waterkeeper Alliance, the Humane Society of New York, S&P Global, First Affirmative Financial, The SRI Conference, Restore America’s Estuaries, The Nature Conservancy, the Walton Family Foundation, CK Blueshift and BlueCommons, and the Shareholders Rights Group, among others.
Ana is a Board Member at Coalitions and Collaboratives a non-profit advancing healthy and resilient communities through conservation and restoration.
Key Skills
Project Finance
Impact Investing
ESG and SRI
Strategy and Consulting
Financial Planning and Analysis
Capital Markets
Credit Analysis
Energy, Climate, Water
Advocacy and Engagement
Non-profits and Foundations
Environmental and Social Justice
Animal Welfare
Education
LL.M Energy and Environmental Law
Tulane University Law School
New Orleans, LA (2011)
Administrative Law Specialization
Javeriana University
Bogotá D.C., Colombia (2005)
J.D.
Javeriana University
Bogotá D.C., Colombia (2004)
Other Credentials
Uniform Investment Adviser Law Exam (Series 65) (2024)
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Ana has also completed the following training courses and continued education offerings: Amplified Planning Externship (2025); Shareholder Advocacy Fellowship (2025); US SIF, Fundamentals of Responsible Investment (2018); Financial Accounting I, NYU, School of Professional Continuing Studies (2013); Rating Analyst Certification, S&P and NYU Stern School of Business (2013).
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Please view form ADV Part 2 B for additional information. A detailed resume is available upon request.