Maria Lagomasino has been CEO, Manager of W.e. Family Offices since March 2013, is a control person of the firm and directly owns under 5% of it. Maria Lagomasino holds a Bachelor of Arts from Manhattanville College, a Master of Science from Columbia University and an MBA from Fordham University.
W.e. Family Offices, LLC is a Coral Gables, FL firm with $17.8B under management, 112 clients and 35 advisers across 2 offices, as of its April 2026 filing.
Maria Elena (Mel) Lagomasino is Chief Executive Officer & Managing Partner of WE Family Offices. Before founding WE, she served as CEO of GenSpring Family Offices and, before that, as chairman and chief executive officer of JP Morgan Private Bank. Her banking career began at Citibank in 1977.
- We Family OfficesCurrent– present · 12 yearsCoral Gables, FL · Adviser representative · Firm CRD 109869
Investment adviser representative registrations
Maria Lagomasino is registered as an investment adviser representative in 2 states. The first approvals date from November 2013; the most recent is New York, in August 2021.
- FloridaSince 4 November 2013
- New YorkSince 28 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 August 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Maria Elena Lagomasino
- CRD
- 4596698
- Firm
- W.e. Family Offices · CRD 109869
- Role
- CEO, Manager
- Office
- 2811 PONCE DE LEON BLVD, SUITE 840, Coral Gables, FL 33134
- Registration
- Investment adviser registration
- In the industry since
- November 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wefamilyoffices.com
Where does Maria Lagomasino work?
Maria Lagomasino has been CEO, Manager of W.e. Family Offices, LLC since March 2013, and is a control person of the firm.
Is Maria Lagomasino a financial advisor?
Yes. Maria Lagomasino has a current investment-adviser registration in Florida and New York, through W.e. Family Offices since November 2013.
How many years of experience does Maria Lagomasino have?
Maria Lagomasino has 12 years in the financial industry, since November 2013, across 1 adviser firm.
What exams has Maria Lagomasino passed?
Maria Lagomasino passed the Series 65 in August 2013.
Where is Maria Lagomasino based?
Maria Lagomasino’s registered office is in Coral Gables, FL.
Is Maria Lagomasino registered with FINRA?
No. Maria Lagomasino has no current broker registration.
How can I verify Maria Lagomasino’s record?
Search CRD 4596698 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Maria Lagomasino’s full registration record.
