Blue Ocean Global Technology Interviews Jorge Sonville | Managing Partner at Savile Capital Group

Blue Ocean Global Technology Interviews Jorge Sonville | Managing Partner at Savile Capital Group

About Jorge Sonville

Jorge Sonville

Jorge Sonville is a Managing Partner at Savile Capital Group. As a seasoned wealth manager, he assists clients in navigating through the preservation and creation of wealth by creating portfolios tailored to their needs to plan through different economic cycles and challenges. With almost three decades of experience, Jorge has extensive expertise in financial planning and portfolio structuring. His deep understanding of international markets allows him to create diverse and robust investment plans. Jorge is committed to serving his clients with an open architecture and best-in-class custodial services, tailored to each family’s needs. Jorge holds a degree in Finance from the School of Management at Boston University. Fluent in English, Spanish, and Portuguese, he also holds FINRA Series 7, 63, and 65 licenses.

Blue Ocean: Please tell us a bit about yourself.

Jorge Sonville: I was born in Lima, Peru, and have lived in various countries growing up, which gave me a unique global perspective on various cultures. My family eventually settled in Portugal and I graduated from the American International School of Lisbon in 1990. I pursued my bachelor’s degree in business administration with a specialization in finance from Boston University. After graduating in 1994, my journey in finance began at Merrill Lynch in New York, where I spent 27 years and ultimately became a senior vice president there.

I founded the New York International Group to manage global families’ estates. In 2003, I moved to Miami to expand our presence in South Florida and Latin America, growing our assets under management to $2.1 billion. After the 2020 pandemic, I founded F1 Global Advisors to provide an independent, open-architecture approach to client service. A year later, I joined Savile Capital Group.

Apart from being an entrepreneur, a connoisseur in wealth management, and a husband, I am a proud father of three beautiful children. I enjoy playing tennis, golf, and boating with my family in my free time.

Blue Ocean: Tell us about your professional life. Why did you choose to work in the finance industry?

Jorge Sonville: After graduating from Boston University, I did two internships in wealth management. It made me realize I wanted to pursue a career in the finance industry. Having lived for 10 years both in the US and Europe, I wanted to extend my global network into my broker career. My professional life has been centered in Miami and New York, managing clients globally and I have always had my client’s best interests at heart.

Blue Ocean: How have you differentiated yourself and what underpins your success?

Jorge Sonville: I have always been a staunch believer in making commitments and standing by them. I believe in hard work and dedication towards my clients. I believe in living life to the fullest, both personally and professionally. My motivation to work hard drives me to continuously strive for success and the best outcome possible for my clients and my career.

Blue Ocean: What is something unique you offer your clients?

Jorge Sonville: The most unique thing I offer my clients is my best-in-class personal service tailored to each client according to their needs. This approach puts their priorities as my own, providing personalized services to each and every one of my clients. I believe this is the best way to achieve their goals and it acknowledges that every client’s needs are different, and there isn’t a one-size-fits-all approach to success.

Jorge Sonville

Blue Ocean: What is an achievement in your personal or professional life that you are most proud of?

Jorge Sonville: On a personal level, being a father of three beautiful children. Professionally, my commitment to the wealth management career. The value of longevity is embedded in having generations of my clients trust me with their wealth. Managing the accounts of my older clients’ children is truly rewarding.

Blue Ocean: What advice would you give to young people aspiring to pursue finance?

Jorge Sonville: One advice I would give is that you have to be locked in and pay attention to the details. Look between the lines, and be diligent and disciplined with your work. The second would be to continue to stay in touch with the relevant developments in the finance industry. This can take you a long way, and help you adapt to the changes and developments accordingly.

Blue Ocean: What are your sources of inspiration?

Jorge Sonville: Success stories are a constant source of inspiration for me. I’ve seen businesses start from scratch and make their way up the ranks. It’s been rewarding to watch clients build their companies from the ground up and eventually make sales. Hard work is my biggest inspiration. I feel inspired when I see other people succeed.

Jorge Sonville

Blue Ocean: Outside of work, what passions or interests do you pursue?

Jorge Sonville: Outside of work, I like tennis, golf, pádele boarding, and skiing. I try to keep the drive to stay active, so I do that by pursuing hobbies that keep my body moving. It’s not only good for your health but also good for stress to keep that balance between work and your health.

Blue Ocean: Please share your favorite quotation.

Jorge Sonville: The quote that really resonates with me is: “Don’t leave for tomorrow what you can do today.” When I think about it, I think it really reflects in my work ethic and how I approach my career. I always plan my day ahead, and it keeps me productive. So I really believe in this quote, to do what you need to do and not procrastinate.

Do you have a personal or professional story that can inspire other people into becoming the best version of themselves?

You are welcome to share your journey with our audience.

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Brittney Bagiardi

Business Development & Marketing Manager at Butler Weihmuller Katz Craig LLP February 4, 2020

The Legal Marketing Association's Tampa City Group was honored to have Sameer come to speak with us regarding Online Reputation Management. Sameer is an energetic presenter who took the time to answer each and every one of our questions. His expertise was evident in his polished presentation, and our members were engaged thoroughly. All communications leading up to the event were timely and friendly, and I have enjoyed my time working with Sameer on this speaking engagement.

Tamie Maffeo

Marketing Manager at NEIRG Wealth Management. & Business Succession Advisers, LLC

Working with Sameer and the team at Blue Ocean Global Technology has been such a positive experience! The ongoing communication combined with the efficiency of work of the team is very much appreicated. Sameer is quick to respond to any questions we may have. He and his team is quick to to resolve any questions that arise. They go above and beyond for us no matter what day or time we reach out. I have had many dissapointing engagements over the years with similar firms but must say that this is a refreshing experience. I am in a niche business with complicated regulations surronding our marketing platform. Having the peace of mind that the team at Blue Ocean is there to impliment and guide our firm gives me great satisfation. That being said, I give them my highest reccomendations and would gladly speak with anyone who has any questions regarding my experience.

Jay Chong

EVP, Head of e-Mobility Group at SK Group

I had a chance to work with Sameer for several months, and he has been one of the most transparent and responsible people I have ever worked with. He has been highly responsive, always responding within a day despite the time zone difference, and thoughtful, which was a big relief for me as some I worked with in the past were "Catch Me if You Can". He has delivered all his promises and more. He has been genuine and results oriented. It has been a pleasure working with him, and I highly recommend his service.

Vern Hayden

Client Advocate at Sovereign Financial Group, Inc

Sameer lives outside the cliche’s of life. Let me put it this way:

If you were looking for someone totally committed to helping in a mission, a cause, or company you would want Sameer.

If you were looking for someone who would drop everything to help you, who knows the best and worst about you, someone with empathy and understanding, in short someone you call a “true friend” , you would want Sameer.

If you want someone who has aligned themselves with the great causes of women you will want Sameer. If you want someone who gives a damn about kids that are abused,misplaced,without direction,kicked to the curb, and need help get Sameer.

If you want someone to give a mesmerizing presentation get Sameer. He will stay up all night doing relentless research on the subject and the audience and inspire your audience to action.

If you want someone with a consistent well defined philosophy of life combined with a remarkable code of ethics you want Sameer.

If you want a leader with emotional and academic intelligence combined with magnetic charisma check in with Sameer.

If you want a team player who has been in the trenches as well as the mountain tops Sameer has been there.

If you want someone to help stabilize your business and take it to greater fulfillment Sameer will be there for you.

If you need a George Gilder tech genius as a resource., Sameer knows the best and can bring innovative solutions to your challenges. ( the right wing radio host Rush Limbaugh said if he could choose another brain it would be Gilder’s.)
If you need someone to trust with integrity and accountability you need to meet Sameer. I could go on but I think you know how I feel about this guy now. I have known and been a friend for over two decades.

Najah A. Edmondson

Marketing professional at National Center For College & Career Transitions (NC3T), The TASA Group and ASK For Tutoring

Sameer Somal is a personality you cannot forget! I met Sameer one year exhibiting at the Delaware Valley Legal Expo in King of Prussia, PA. It was the end of the night and he came over to introduce himself to me and my colleague. We engaged in an amazing conversation about The TASA Group and about relationship management. He helped us take our belongings to the car at the end of the night. We all left with a new connection and a lifelong friend. So excited with meeting Sameer, we immediately figured out how we could work together - webinars, articles and in-person presentations to some of the organizations we are partnered with. It's been a few years since we met and Sameer continues to thrive in his field and in his expertise. The light he exudes is both infectious and comforting. I would recommend Sameer for any job!

Walt Wiesenhutter

Certified Small Business Mentor at SCORE Mentors Philadelphia. Taught at Harvard University Executive MBA & at Columbia Executive MBA & Northwestern Executive MBA

My name is Walter J. Wiesenhutter and I am loyal client of Sameer Somal’s and Blue Ocean Global Technology. I founded Jay Associates in 1984 and served as president of our consulting company for several decades. Regretfully, our offices were in the World Trade Center in 9/11 and we lost key team members as a result of those tragic events. We persevered for the next few years to replace the seemingly unreplaceable. I met Sameer, one of the co-founders of Blue Ocean Global Technology in 2005. I was immediately impressed with his genuine character and commitment to serving others. The emergence of the internet and digital technology changed our business so much and our meeting couldn’t have been more serendipitous. I was quite fortunate to learn of this company’s world-class resources. Over the years, they were instrumental in improving our stellar reputation and building a digital presence that reflected the trust we had with our clients offline. As business partners, clients, and friends complained about their Google presence, disappointing web development projects, and digital marketing companies over promising and under delivering, I referred them directly to Sameer and his team at Blue Ocean Global Technology. Their needs and requirements were always handled with care; the feedback is always exceptional because they deliver results based on exactly what the companies want to help them grow. When Blue Ocean Global Tech did not feel they could provide the best service or guidance on a particular situation, Sameer and his colleagues are honest with me or anyone from my network. They then took the time to find resources and partners within their trusted network that were a better fit. Today, at 75, I am delighted to share and document my successful experiences with this team of excellent professionals. If you are looking for a global team that is diligent, honest, and transparent, you have found the right company in Blue Ocean Global Technology. Not only do I give them my highest and best recommendation, I feel fortunate to call many of their global team members my friends!