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IWM Management

Sergio Esposito
Sergio Esposito is a director of Italian Wine Merchant Holdings. With more than 20 years of experience in the world of Italian wine, Sergio Esposito is recognized by industry insiders as the premier Italian wine consultant in the United States.

In 1999, Esposito founded Italian Wine Merchants in New York City. And as one of the directors of IWMH, Esposito continues to lead the store in raising the profile of Italian wine in this country and influencing both colleagues and collectors with cutting-edge selections and services. Journalists, writers, and wine enthusiasts regularly consult with him, and he is frequently featured in The New York Times, The Wall Street Journal, The International Herald Tribune, Wine Spectator, Food & Wine, and SmartMoney.

Esposito spends three months of the year in Italy, where he meets with producers, tastes new vintages, and brokers the sale of wines. He travels around the United States monthly, giving lectures and presenting tastings. Esposito is also the author of Passion on the Vine: A Memoir of Food, Wine, and Family in the Heart of Italy. The colorful narrative, takes the reader on an illuminating exploration of Esposito’s native land and its remarkable vintners.


Perry Porricelli
Perry Porricelli is currently the president of Italian Wine Merchants. While sales constituted Perry's primary focus for several years, recently he has undertaken a more supervisory role, dedicated to safeguarding the fundamental tenets of IWM. It is Perry's ultimate desire to ensure that IWM's identity does not alter, no matter how dramatic its physical growth or expansion into various segments of the wine industry and beyond.

Perry has been with IWM since inception in 1999, his foundation is rooted in the financial services industry beginning at Elms Capital Management, a private investment group. Perry moved on to Salomon Brothers, where he specialized in securities, serving as the primary liaison between the US trading desk and both England and Japan. Thus, on an almost intuitive basis, he began shaping the design that would inform his personal engagement with wine, which began with a French wine import company in New York City.


Jorge Mora
Jorge has over 15 years of experience in Private Equity Investments and Investment Banking. Most recently, Jorge was a Managing Director in the Financial Sponsors & Leveraged Finance Group of UBS. Since joining UBS in 2001, Jorge was the lead banker in over 75 transactions. Jorge began his investment banking career at Donaldson, Lufkin & Jenrette in 1993. From 1997 to 2001 Jorge was a Managing Director with The Exxel Group, the largest Private Equity firm in Latin America at the time. Mr. Mora has a B.A. from The University of Miami in Entrepreneurship, and an MBA in Finance from The Wharton School of Business. He also completed graduate courses in International Economics at The Johns Hopkins School of Advanced International Studies. Jorge is a member of the Phillips Academy, Andover Financial Aid Task Force, and a founding member of Friends of Andover Athletics.


Daniel M. Holtz
Daniel has served as Managing Principal of Walden Capital Management, LLC, a Miami-based financial services company specializing in leveraged real estate financing for development projects since its inception in February 1998. Daniel is also Chairman of the Board and Chief Executive Officer of a number of private investment entities. Previously, Daniel served as Managing Partner of Crescent Heights, Inc., a national residential developer of condominium buildings in urban markets throughout the United States, and Chairman, Chief Executive Officer, and President of Capital Bancorp, a Florida-based financial services company with over $2 billion in assets. Daniel has also served in the capacity of President and Chief Operating Officer of Capital Bank, and Executive Vice President of Capital Bank's Retail Banking Division. Daniel has served as a Director of Prestige Cruise International since 2003 and of Verifier Capital Holdings since 2008. He also holds an undergraduate degree from the University of Florida.


Gustavo Adolfo Hernández Frieri
Gustavo is Principal for Global Securities Advisors, LLC, an asset management firm. In parallel, Gustavo acts as Director for Millesime Compagnie Financiere, a Geneva-based multi-family office and as Director for Global Strategic Investments, LLC, a Miami-based broker-dealer with affiliated entities throughout Latin America. Gustavo was Chair of Political Economy at the Universidad de los Andes in Bogotá, Colombia, and led consulting mandates and research programs. Gustavo is a Ph.D. candidate and holds a M.S. from the Institut d'Etudes Politiques in Paris, France, in Economics & Political Science. He also holds a J.D. from the Universidad del Rosario in Bogotá, Colombia.

 

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