Lupe Rodriguez

A strategic advisor to HNWs, public, and private companies, and governments, Lupe is a seasoned investor with avant-garde strategies. Her dedication to cultivating market settlers distinguishes her in the industry.

Lupe is a seasoned professional investor and thought leader who has pioneered new industries, shaping the private investment landscape with avant-garde strategies. A strategic advisor to HNWs, public and private companies, and governments, her dedication to cultivating market settlers distinguishes her in the industry. Guadalupe heads up Talipot Investments, a large single-family office, as the CIO with locations in the United States and Mexico.

Her rich career began in public service, gradually leading her through the intricate landscape of government affairs before evolving into the world of management consulting. As a partner in the Firm she co-founded and sold, she had the privilege of working with highly esteemed industry giants such as Berkshire Hathaway and Bain Capital. Here, Guadalupe was mentored and learned at the knees of political titans such as John Kerry, the Clintons, the Bushes, and Henry Kissinger, forging her trajectory as a skilled and successful strategist, establishing new benchmarks for the industry.

Her blueprint for success is evident in her dedication to developing new investment vehicles and other opportunities for all stakeholders involved. Lupe’s models create strategies that include investors, shareholders, customers, and employees. With a focus on growing the pie, splitting the pie, and making more pies, she empowers all to grow in financial prosperity. Her forward-thinking mindset and dedication equip individuals and businesses to unlock their full potential.