The Firm
The people who hold the architecture.
IVERIS is deliberately a firm before it is a set of names. These are the people clients and counterparties work with — and the advisors whose judgment the firm draws on.
Partners
Omar Tejeira
Managing Partner
Omar Tejeira is an entrepreneur and international business leader whose experience bridges insurance, financial services, private wealth strategy, and financial innovation. As Managing Partner of IVERIS, he leads the firm’s strategic direction, institutional partnerships, and international growth initiatives, advancing a multidisciplinary platform for private clients, family offices, and businesses with complex cross-border needs.
Richard Viera
Head of Business Development
Richard Viera serves as Head of Business Development at IVERIS, bringing a multidisciplinary background in international business, deal and financial strategy, investment consulting, and real estate development. His experience spans oil and gas, pharmaceuticals, and commodities, providing a cross-sector perspective on commercial strategy, investment opportunities, and long-term value creation.
Robert Stern
Head of Insurance & Estate Planning Solutions
Robert Stern serves as Head of Insurance & Estate Planning Solutions at IVERIS, supporting the development of insurance-led wealth preservation, estate planning, and cross-border protection strategies for private clients, family offices, and internationally active businesses. He brings decades of experience spanning insurance, healthcare advisory, public health leadership, and strategic business development.
Frank Roca III
Head of Healthcare & Strategic Partnerships
Frank Roca III is an entrepreneur and business development executive with more than three decades of experience across healthcare, life sciences, pharmaceutical services, medical technology, and private business ventures. His multidisciplinary career combines executive leadership, strategic partnerships, investment relationships, and commercial development.
Client relationships and engagements are never disclosed, by anyone, at any level of the firm.
Speak with the firm.
Conversations begin discreetly, with the partner best placed for the matter.