About Us
We founded VWP with one goal in mind - to serve our clients by putting their interests first. By design, we partner with only a select number of clients to provide superior client service in helping each client achieve unique financial goals. With over 45 years of collective wealth management experience, we work transparently and truthfully with clients through long-term relationships of trust with a goal of providing peace of mind.
Enrique Figueroa CFA®, CFP®
Managing Partner
Enrique Figueroa has over 25 years of investment experience, encompassing relationship management, wealth management, portfolio management and equity research. Previously Enrique served as a Managing Director at Glovista Investments, as an International Wealth Advisor at Merrill Lynch-Bank of America's PBIG and as Chief Investment Officer at Sand Hill Global Advisors, overseeing over $1 billion in assets.
Before relocating to the San Francisco area, Enrique was a First Vice President in Merrill Lynch’s Equity Research group, a Vice President at Oppenheimer, and a Vice President at HSBC James Capel, all in New York City.
Enrique was ranked top Latin America Food and Beverage Analyst by Greenwich Associates and runner up by Institutional Investor magazine.***
Enrique began his career as an Associate for McKinsey & Company management consulting firm and as the Manager of Financial Planning for a PepsiCo subsidiary in Mexico.
Enrique has earned the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations. He also holds an MBA from Thunderbird School of Global Management and a CPA-equivalency in Mexico from the Instituto Tecnólogico Autónomo de Mexico (ITAM).
*** Ranking given by Greenwich Associates and Institutional Investor Magazine in 1998 and 1999. No compensation was paid for such ranking.
Christopher Caruso
Managing Partner
Christopher Caruso has over 25 years of investment experience, encompassing comprehensive wealth management services, portfolio management, equity analysis, and financial analysis.
Previously Chris served as a Financial Adviser at Glovista Investments LLC. Prior to Glovista, Chris was a Portfolio Manager at Citi Private Bank, overseeing $2 billion in client assets.
Chris was previously the Market Investment Director and Senior Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management, overseeing $1.2 billion in assets for some of the firm’s most complex high net worth, foundation, and non-profit clients.
Prior to joining U.S. Trust, Chris was the Director of Research and Senior Portfolio Manager at Sand Hill Advisors.
Chris received a Bachelor Degree in Economics from California State University at San Diego, and holds an MBA from The Paul Merage School of Business at the University of California, Irvine.