AM Global Family Investment Office was created out of a desire to be objective and independent and do things differently.

Founder Andrew Mehalko and Co-Founder Steve Barimo have been friends since age three, growing up two houses apart in Hialeah, Florida. Growing up with modest means, they learned early the value of hard work and the importance of honesty. They feel strongly that a person’s words should match their deeds. When they became professional colleagues in 2001, after working separately in the financial services industry, they set out to build a wealth advisory firm that was aligned with its clients. Ultimately, Andrew and Steve became leaders in the family office industry, even before there was a ‘family office industry’. With AM Global, Andrew and Steve have set out to build an investment advisory firm that offered the objectivity, service and transparency of a family office but focused first on investing. A firm with an investment culture undiluted by competing disciplines.

Prior to founding AM Global, Andrew Mehalko and Steve Barimo served at GenSpring Family Offices. During their tenure, the firm became one of the world’s foremost multi-family offices, ranked #1 Registered Investment Adviser*, growing from $400 million in assets to over $20 billion assets under advisement, serving more than 700 of the world’s wealthiest families.

We think that you will enjoy working with AM Global professionals: Nice. Experienced. Down-to-Earth. Brutally honest. Family-oriented. 100% client focused.

Get to know us – give us a call or come by our office. We’d love to discuss anything you have on your mind.

*As ranked by Forbes (2011), Financial Planning Magazine (2011) and Investment News (2012)

Who We Are

as a firm is defined by our experience, our perspectives, our track record.

Our Team

No stuffed shirts. Real. Experienced. Friendly people.

Most firms talk about having the best and brightest people. We think we do too, but as importantly we believe that we have the people with whom you will really enjoy working. Our folks are able to simplify complex topics. They are friendly and thoughtful. They are trustworthy. They put themselves in your shoes and ask “how can I help?”

Sean Boner, Investment Analyst

Sean joined AM Global in August of 2015 as an Investment Analyst. He is responsible for manager due diligence, equity monitoring, market research and quantitative analysis, carrying out these tasks in close collaboration with both the Senior Investment Analyst and Chief Investment Officer.

Prior to joining AM Global, Sean worked as a valuation analyst for a certified public accounting firm. There, he served the business advisory services department by focusing on the valuation of privately held businesses, assets and various securities. Sean’s internship track record is diverse in both nature and geography, working in the private equity and financial advisory services industries.

Sean has a Bachelor of Science in Finance and Real Estate from Florida State University, graduating with a Cum Laude Distinction. He has continued his education outside of the office and is currently a Level III candidate in the Chartered Financial Analyst (CFA) Program.

Amy Heaney, Director of Operations & Compliance

Amy Heaney serves as AM Global’s director of operations and compliance. She manages custodial relationships, trading functions and client on-boarding, ensuring timeliness and accuracy in the reporting of each family’s investment results. Amy has 17 years of experience with compliance and operational aspects of investment advisory firms, broker-dealers, as well private and commercial banking and has been a featured speaker at multiple national conferences on compliance and regulatory topics.

Prior to joining AM Global at the firm’s inception, Amy served as compliance director of GenSpring Family Offices. At GenSpring, Amy was responsible for supervising the compliance of the firm’s professionals as they provided investment advisory and financial planning services. Amy focused on both the compliance and operational facets of the Registered Investment Advisor, specializing in the areas of risk management, audits/examinations and custodial banking issues.

Previously, Amy was a vice president and custody compliance officer at Fiduciary Trust Company International in New York, where she was responsible for creating and testing compliance functions for the Global Custody group. While still with Fiduciary, Amy became the client service manager, supervising the staff that dealt directly with Fiduciary’s individual and institutional custody clients. Amy also served in a variety of compliance and client service roles in Barnett Bank (now Bank of America.)

She earned a Bachelor of Arts degree from Florida State University and a Secondary Education Certification from Florida Atlantic University. Amy has been granted the designation of Certified Associate in Anti-Money Laundering by the Florida International Bankers Association.

Diana Hernandez, Operations Manager

Diana Hernandez has been in the Family Office Industry for nearly a decade. Diana joined AM Global in 2013 as Operations Manager and oversees Office Management & Human Resources. Diana is also responsible for to the firm’s day to day operation functions, including account reconciliation, custodial relationships and the production of custom client reports.

Prior to AM Global, Diana served as Human Resources Associate for GenSpring Family Offices. In this role she performed both legal and human resources functions including facilitation of the annual compensation process, partnering with the internal recruiter to identify candidates, interviewing and facilitating new hires, maintaining personnel files, managing special projects as needed by firm executives, and managing administrative staff. In addition to these responsibilities, her role also included close partnership with the investment team to manage travel, coordinate national meetings and organize monthly investment calls.

Prior to her role at GenSpring Family Offices, Diana was a Senior Underwriting Administrator for Associated Industries Insurance Services, Inc.

Colin Hickey, CAIA, Senior Investment Analyst

Colin joined AM Global at the firm’s inception in 2012. Colin reports directly to the chief investment officer and is primarily responsible for the firm’s investment sourcing and research, quantitative risk management, and manager due diligence. Other responsibilities include working with the chief investment officer on manager selection, execution of investment strategies, and portfolio construction.

Prior to AM Global, Colin graduated with a Master of Science in Finance from Florida State University and helped manage the program’s investment fund directing the investment strategy.

In 2010, Colin worked with UBS Financial Services in Weehawken, NJ and New York, completing the firm’s structured Internship Program. His responsibilities included analysis on various investment strategies including fixed income, equities, hedge funds, and structured products.

Colin earned a Bachelor of Science in Finance and a Minor in Economics from Florida State University. During his under graduate work he made the Dean’s List and earned scholarships and honors from the College of Business Alumni, Finance Department, Golden Key International Honor Society, Beta Gamma Sigma College of Business Honor Society and Cum Laude Distinction.

Colin holds the FINRA Series 65 securities registration and the Chartered Alternative Investment Analyst (CAIA) designation.

Maria Pia Leon, Director, Client Advisory Services

Maria Pia Leon joined AM Global in 2013. With nearly two decades of experience working in the financial industry, Pia strongly believes in helping her clients to understand the relationship between their financial and family decisions, and helping them to navigate the opportunities and challenges associated with a life with wealth.

Prior to joining AM Global Pia was a partner at GenSpring Family Offices International (now WE Family Offices). During her seven years with GenSpring, Pia advised families with over $3 billion of assets. Prior to GenSpring, Pia had an 18-year career in banking with Standard Chartered and Citibank. During her banking career, Pia worked across various banking units, including Investment Banking, Corporate Finance, and Private Banking, taking her to live in seven different countries. Pia decided to leave the banking industry to advise wealthy individuals and families more broadly on their financial and non-financial wealth management decisions.

Pia holds an MA in International Politics from University of Miami, a BA in Economics from Universidad del Pacifico (Lima, Peru), and is currently working on a postgraduate degree in Family Systems Theory at the Bowen Center (Georgetown University).

Pia has been a speaker at Terrapin Conferences on the topic of Impact Investments and has been interviewed by Latin Alternatives Assets Magazine on the sustainability of wealth along generations.

Pia holds the FINRA Series 65 securities registration.

Andrew Mehalko, CFA, Founder, Chief Investment Officer

Andrew has more than 24 years of investment experience. Prior to founding AM Global, Andrew served as Chief Investment Officer, Chairman of the Investment Committee, and a member of the Operating Committee for GenSpring Family Offices (1999 to 2011). Andrew was responsible for all investment activities at GenSpring including managing more than $13 billion of discretionary assets under management.

Steve Barimo, Co-Founder, Chief Operations Officer

Prior to AM Global, Steve served as the Chief Marketing Officer, Head of Business Development, Chief Innovation Officer and Member of the Operating Committee for GenSpring Family Offices (2001 to 2012). Steve created GenSpring’s Wealth Management Process, hosted learning programs throughout the US and Latin America, and authored and/or published more than 30 white papers on a variety of wealth management topics.

Victoria Karasin, CTFA, Director, Client Advisory Services

Victoria Karasin joined AM Global in 2014 and has more than 20 years of experience working in the family office industry. As a director of client advisory services with AM Global, she advises clients on a range of family wealth issues, coordinating with their other advisors and ensuring the delivery of all family investment office services.

Prior to joining AM Global, Victoria worked with SunTrust Banks in the multi-client family office and private wealth management areas. Victoria has focused on working with high-net worth families as the team leader in the delivery of the wealth management process. Before her role at SunTrust Banks, she served as a family wealth advisor for GenSpring Family Offices, working with client families to provide investment advisory and asset management services; customized financial planning strategies; tax and estate planning issues; estate and trust administration; philanthropy; and family governance matters.

Victoria is a graduate (Summa Cum Laude) of Fordham University in New York City with a Bachelor Degree in Economics. Victoria holds the Chartered Trust and Financial Advisor designation, the FINRA Series 65 securities registration, and is Florida Life, Health and Variable Annuity Insurance licensed.

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