Paratum Inc. represents the culmination of more than two decades collaboration in the launch of the next generation client-centered, multi-faceted financial services boutique. With the fragmentation of global wealth management and its' broken delivery models, Paratum's mission was clear: to bring about a bonafide client focus to the ultra high net worth market segment that was solution agnostic, while revolving around the client and the not an organizations "products, motives or agendas"
Aaron R. Sokol
Aaron Sokol is the principal at Paratum Inc. where he focuses on creating and utilizing innovative structured solutions for high net worth individuals, closely held businesses, and hedge funds. Preceding the formation of Paratum Inc., Aaron was a Managing Director of Euram Structured Products with primary responsibility for client marketing, and whose remit included Euram’s products and services related to Asset Management, Private Banking and Corporate Finance.
Prior to joining Euram, Aaron was a Managing Director at Bear, Stearns and Co. Inc. in Los Angeles where his responsibilities included providing global investment management services for existing and prospective clients. He also offered wealthy individuals and families innovative and customized solutions in the areas of wealth preservation, investment analytics, restricted and control stock management, and philanthropic planning.
Aaron joined Bear, Stearns and Co., Inc. from Los Angeles-based Deutsche Bank Alex Brown where he was responsible for new business development as well as global financial advisory services for high-net-worth individuals. Aaron also was a portfolio manager and Vice President at Scudder Kemper Investments, Inc. overseeing investment portfolios for high net-worth individuals and companies. He began his financial services career after graduate school in Corporate Finance as an Assistant Vice President at First Chicago Capital Markets, Inc., and just before that, as an Associate in Corporate Finance at Nationsbank Capital Markets, Inc.
Aaron earned his J.D. in 1993 from Boston University School of Law and completed his M.B.A. in Finance and New Venture Management from the University of Southern California in 1991. In 1987, Aaron graduated with a B.S. in History from Yeshiva University in New York.
Vijay is a Senior Level Banker and a specialist in structured finance and corporate finance. Vijay’s practice focuses on M&A and capital formation advisory for businesses, institutions and high net worth individuals and families. His experience encompasses a broad range of industries and asset classes including manufacturing and service sector companies, media, entertainment (music and film), real estate, restaurants and hospitality, sports, private equity, intellectual property, collectables, fine art, restricted stock and hedge fund LP assets.
As Managing Director of the Cauvery Group, Inc., a boutique corporate finance and advisory firm he founded in 2002, he has to date assisted privately held businesses and high net worth individuals in raising over $900 million in capital. Vijay was also Managing Director and Senior Vice President of Wachovia Bank’s Wealth Management Structured Finance Group, and established their presence in the Western United States. He was also responsible for building the loan origination business for Wachovia Securities nationwide. He also served ten years as a Vice President and Senior Underwriter for the Citibank Private Bank Structured Finance Group and Corporate Finance Group in New York where he created loan platforms for private equity, alternative investments, real estate and entertainment. Prior to Citibank, Vijay served for four years as Vice President and Senior Underwriter for highly leveraged transactions at Whirlpool Financial helping establish their office in New York and spent nearly nine years with the CIT Group where he began his full time financial services career while attending university. Vijay has also acted as interim CFO for several middle market companies and start-ups.
In his 35 years in financial services, Chandran has sourced, structured and closed several billion dollars in global transactions and acted as interim CFO for six companies. He is an expert at deal structuring, underwriting and due diligence, contract negotiations, client management and risk management. Vijay has a BS in Finance and Marketing from New York University and holds FINRA licenses 63 and 79.
Carlos (Charlie) Pampliega has over thirty-five years of experience in financial services, in particular in the field of commodities. Charlie was the CEO of Molinera del Sur S.A., a wheat mills company located in Argentina for ten years. During his tenure as CEO, he served on the Argentine Grain Board and the Camara Arbtral de la Bolsa de Cereales de Buenos Aires as Vice President. Charlie worked as CEO of Luguminosas Rapelli S.A., a company specializing in the conditioning and shipment of edible beans in Argentina for eleven years.
Charlie also worked for Prudential Bache in Argentina as the Head of Commodities and Regional Director for Latin America for three years and for Putman Investments as a Senior Vice President for seven years. At Putnam Investments, Charlie placed $1.35 Billion from 1998 to 2002. Since 2005, Charlie is the President and founder of Latin Capital Partners S.A.