A native of Key Biscayne, Michelle Grillone oversees all aspects of portfolio operations for Singer Xenos, helping create and maintain all of the company’s client accounts and Singer Xenos’ portfolio management software database.
Michelle has worked at the firm for more than 15 years. She received her Bachelor’s degree in Business Administration with a major in Accounting from the University of Miami. Since arriving at Singer Xenos, she has passed FINRA’s Series 99, Series 6 and Series 26 qualification exams.
When not working, Michelle enjoys volunteering for non-profit organizations, meditating, butterfly gardening, traveling and spending time with her husband and their four dogs. She is half-French and half-Argentinian and is fluent in three languages.
After 25 years in the securities industry, there’s not much that Grissel Carbonell hasn’t encountered. That wealth of experience helps her performs several key functions for Singer Xenos including the execution of trades while also processing journals and disbursements. Additionally, she works with clients to process requests and obtains new account paperwork while also assisting Singer Xenos’ Advisors in preparing rebalance and trading reports.
Grissel, who has an Associate’s Degree in Business Administration, is a Registered ParaplannerSM and a Chartered Retirement Planning CounselorSM.
She lives in Cutler Bay where she enjoys seeking out the beach to clear her head and alleviate stress. In her free time, she enjoys being with her two daughters and doting over her grandchildren. lf-Argentinian and is fluent in three languages.
For nearly two decades, Singer Xenos clients have had the joy of interacting with Esther Montane.
As Senior Portfolio Administrator, Esther handles the administrative requests of all Singer Xenos clients and serves as a liaison between clients and their external accounting and legal counsel. She is a Registered Paraplanner SM with extensive experience in brokerage accounts, annuities and mutual fund operations.
Outside the office, Esther lives in Miami and enjoys being with her family, including her two daughters, two grandchildren and her mother, who is 93. Esther isn’t much for sports or traveling, but she loves dancing and considers salsa to be great exercise.
After nearly 20 years with the firm, Esther considers the Singer Xenos team, especially co-founders Faith Xenos and Marc Singer, to be just as close as family.
Maria Birdwell has supported Faith Read Xenos for over 16 years, assisting with company and client matters and helping schedule appointments and arrange annual events, such as the Singer Xenos Client Appreciation Dinner.
Maria lives in Cutler Bay with her husband and has three children. She enjoys relaxing by the pool, travelling and a good book.
Yvonne Tepper plays a critical role for Singer Xenos, assisting Advisors with client reporting and day-to-day account maintenance.
Yvonne has more than 18 years of experience in the financial industry and is a Registered Paraplanner SM. Since joining the Singer Xenos family, Yvonne has enjoyed connecting with clients on a personal level and making sure each individual knows they are more than just an “account,” they are part of Singer Xenos’ extended family. Her greatest joy comes from helping clients realize they can plan for their future even if they thought they had little to no opportunity for financial growth.
Yvonne has three children and lives in Palm Beach. If you’re ever around her, there is sure to be music playing as she is an avid fan of musical concerts and festivals.
Portfolio Administrator & Executive Assistant
Olga Gerdts serves as support for Partner Jay Schechter, assisting with company and client matters and helping schedule appointments. She also is responsible for documenting and managing client communications, journal requests, client reporting, new account openings and other administrative duties.
Olga has more than 20 years of experience dealing with senior management.
Outside of the office, she lives in West Kendall with her husband. They have two children, a son and daughter, whom she enjoys spending time with when she’s not doing projects around her house.
Portfolio Administrator, Paraplanner
Paula Ramos brings a determination and commitment to the firm as a Paraplanner that is hard to match.
A graduate of the University of Central Florida, Paula received her Bachelors of Science degree in Business Administration with a concentration in Finance. She previously worked with Allgen Financial Services as a Registered Investment Advisor and HBIF of Florida, a non-profit organization in Orlando.
Paula lives in Miami with her “children,” a 14-year-old dog and two cats. When she’s not working, Paula loves to create, whether DIY-art projects or holiday-themed recipes. She enjoys seeking out handmade local art and finds inspiration both from her Singer Xenos colleagues and from other artists to help push her to continue learning, both professionally and creatively.
Director of Singer Xenos Events
To say Lindsey stays busy would be an understatement.
Not only did she and her husband welcome their first child, a son, in June 2016, Lindsey continues to play a critical role for Singer Xenos in coordinating and implementing the firm’s array of special events designed specifically for its longtime wealth management clients. She also spearheads the annual Singer Xenos Client Appreciation Gala.
Working with the firm’s advisors, Lindsey conceives high-profile events, whether it be a Women’s Spa Day, VIP experience at the South Beach Wine & Food Festival, or even the Singer Xenos Book Club, to create unique and memorable experiences for the people who entrust Singer Xenos with the responsibility of safeguarding and growing their net worth.
With an associate’s degree in Hospitality Management and nine years of experience in event planning, Lindsey loves to host parties and entertain. And while she is incredibly proud to contribute to Singer Xenos’ reputation for exceptional customer service and attention, Lindsey says she is also finding passion and purpose as a mother to her newborn baby boy.
800 Douglas Road Suite 900 Coral Gables, FL 33134 Tel: 305.443.0060