Who We Are

As the founder of The Burns International Group, Carlos oversees sophisticated investment strategies for clients in the Caribbean, South America, and the U.S. With over forty years of experience in commercial banking, trade finance, investment banking and advisory services, Carlos has built a reputation for upholding the highest ethical standards in providing independent, needs-driven investment advice.

Prior to joining Oppenheimer, Carlos was with Credit Suisse where he initiated a Caribbean-focused investment advisory business. He was also co-founder and CEO of Bankers Trust Caribe and served as Sr. VP of Drexel Burnham Lambert in Puerto Rico, furnishing advisory services and financing for governments and corporations in the Caribbean. His depth of institutional experience and long-standing commitment to the region means Carlos approaches each engagement as a true partnership.

Carlos began his career at Chase Manhattan Bank, where he served as Vice President. He holds a B.S. in Management and Industrial Relations from New York University.

With over twenty years of experience as an investment professional, Regine focuses on delivering wealth management and asset allocation strategies to a broad range of institutional and retail clients. By thoroughly understanding each client’s unique needs and objectives, she brings the highest level of personal attention, service and trust to the financial advisory relationship.

Before joining Oppenheimer & Co, Inc. Regine worked with Carlos servicing offshore banking, insurance and trust clientele at Credit Suisse. Regine takes pride in helping institutional clients find the best possible place to invest that squarely fits their mandates and benefits their portfolio holistically.

Regine started her career as a Financial Advisor at American Express Financial Advisors. She holds a B.S. in Economics from Cornell University and an M.B.A. in International Business from the University of Miami.

Thanks to her strong knowledge of the fixed income capital markets, Christina brings a consultative sales approach to her institutional clients. She has a proven track record of identifying investment-grade and high-yield fixed income opportunities to meet each client’s unique needs and objectives.

Christina joined Oppenheimer & Co, Inc. after working on the fixed income desk at Deutsche Bank (Miami), covering middle market institutions. Her prior experience also includes senior sales executive positions with Bloomberg in London and New York. Born in France, Christina received a B.S. in Business Administration from the European University. Her career began on the floor of the Paris Futures & Options Exchange (MATIF).

Nicolay is a second-generation team member who is focused on continuing a legacy of partnership and success for our clients and investors. He works closely with our affiliate, Oppenheimer Asset Management, in recommending customized investment strategies for the group’s institutional clients. Nicolay reports on investment performance, proposes changes in asset allocation, and provides ongoing client support.

Before entering the financial industry, Nicolay honed his analytical and problem-solving skills through a variety of roles in management consulting, fundraising, and standardized test preparation. Born in Bulgaria, he holds an M.A. from Yale University and graduated magna cum laude with Highest Honors from Harvard College.

Gianni joined Oppenheimer in the spring of 2016 as an Operations Specialist in the Miami Branch Operations Team. He became a member of the Burns International Group in 2019, where he assists in the processing of client requests and ensures the maintenance of records for compliance. Born in Colombia, Gianni earned a B.B.A. in Marketing from the University of Phoenix. Gianni is fluent in English and Spanish