About Us
Welcome to Moreno Capital
We are a team of experienced professionals dedicated to providing innovative and tailored financial solutions.
Our expertise spans strategic asset allocation and late-stage venture capital investments, allowing us to offer
a comprehensive suite of services that meet the diverse needs of our clients.
We pride ourselves on our ability to combine deep industry knowledge with a proactive approach to
navigating complex financial landscapes. By staying ahead of market trends and employing advanced
strategies, we ensure our clients have access to exceptional investment opportunities and receive the highest
standard of service.
Our commitment to client success drives every decision we make. We work tirelessly to understand each
client’s unique goals and aspirations, crafting personalized solutions that help them achieve their financial
objectives with confidence.
Our Approach
At Moreno Capital, we take a strategic, data-driven, and client-centric approach to investing. Our methodology is built on four core
principles:
• Renowned Expertise – Through our extensive network of contacts, strategic partnerships (including Sydecar), and substantial experience in venture capital deals, we provide clients with access to high-quality investment opportunities.
• Client-First Philosophy – Every portfolio and investment strategy is designed with the client’s long-term financial success in mind.
• Exclusive Market Access – Through our well-established industry relationships, we provide clients with opportunities that are typically inaccessible to retail investors.
• Risk Management and Diversification – We employ advanced risk mitigation tools, including hedging strategies and sector diversification, to optimize performance across market cycles.
Transparency is at the core of our operations. Through our partnership with Charles Schwab, clients have full access to their accounts, investment reports, and portfolio performance in real-time. Using Schwab’s robust platform, they can track their wealth, review financial statements, and monitor market movements 24/7, ensuring complete visibility and control over their investments.
Building Trust with Moreno Capital
The trust our clients place in us is built on several key pillars:
Our team, comprising industry-leading professionals, offers unparalleled guidance in finance and investment.
We excel in devising bespoke investment strategies, meticulously aligned with each client’s unique financial aspirations, focusing on sustainable growth and stability
Our primary commitment lies in syncing our strategies with your goals, dedicating ourselves to your financial prosperity.
We’re committed to broadening access to high-value investments, creating pathways for our clients to explore a wider range of financial possibilities.
Our Team
Baltazar Moreno
Managing Partner/ Founder
Baltazar Moreno Bio
Baltazar Moreno is the founder and managing partner of Moreno Capital, focusing on finding unique investment opportunities in areas such as equity markets, private equity, venture capital, derivatives, and foreign exchange. With a talent for spotting growth potential and performing thorough research, Baltazar has a strong track record of improving returns through smart portfolio management. He creates options strategies that reduce risk and boost returns, providing solid risk management and steady cash flow.
Baltazar holds an MBA in Finance from Pepperdine Graziadio Business School, a graduate degree in Civil Industrial Engineering, a Bachelor’s Degree in Engineering Sciences, and a Series 65 License.
Madeline
Director of Operations
Madeline Bio
Madeline is the Director of Operations at Moreno Capital, where she manages the daily activities to keep things running smoothly. She focuses on making the best use of resources, improving efficiency, and overseeing human resources. Madeline’s work helps the firm grow and succeed by ensuring everything operates effectively. Her commitment and skills are essential in delivering top-quality advisory services and supporting Moreno Capital’s goal of providing great value to its clients.
Corrado Summaria
Venture consultant
Corrado Summaria Bio
Corrado Summaria is a seasoned Venture Consultant with a rich history in consumer startups. As the former Growth Manager at BeReal, Corrado played a crucial role in the company’s ascent, achieving a $550M exit and amassing over 100 million app users. He is also part of the teams at Airbuds, which has raised a seed round from 776 and a16z, and Gigi, supported by seed funding from OpenAI and Sequoia.
Holding a BA in Advertising from Pepperdine University, Corrado’s academic and professional experiences equip him to offer strategic guidance and insights to startups navigating the complexities of scaling and market integration. His expertise includes synthesizing market research, user acquisition strategies, and facilitating growth and sustainable success for innovative startups.
Agostino Moltedo Fonzo
Analyst
Agostino Moltedo Fonzo Bio
Agostino Moltedo Fonzo is an Analyst at Moreno Capital, with a strong background in international management and industrial engineering, focusing on entrepreneurship and innovation. He holds an International Master in Management from IE Business School, where he developed a strategic approach to business and investments. Throughout his career, Agostino has helped improve operational efficiency and optimize resources, identifying opportunities for growth in both public and private markets while managing risks effectively.
Cooper Hathaway
Data Scientist
Cooper Hathaway Bio
Data Science Immersive graduate with over 4 years of experience in data analysis, project work, and a strong background in operations and implementation Proficient in Python, SQL, Tableau, and advanced data analytics. Demonstrated ability to apply data analysis techniques to drive growth, optimize strategies, and enhance decision-making in fast-paced environments. Enthusiastic learner with a keen interest in financial data analysis and machine learning.