My value proposition:
Portfolio management expertise with a knack for demystifying the markets and developing investment solutions for clients
As a portfolio manager I thrive on cutting through the noise of the markets to discover what drives performance for clients. As a member of a six-person investment committee managing over $4 Billion, I lead customized investment solutions. Assets allocated customized investments solutions have jumped by 30% as a result of my focus on educating clients and collaborating with advisers.
In prior roles, I have developed and executed trading strategies achieving >20% annualized returns for a long-short portfolio. In addition, I lead the development of risk analysis processes for a proprietary trading desk managing over $100 Million in leveraged portfolios.
what is your current, past or ideal job title?
Idea role: Chief Investment Officer, where I am the "face" of investment management at a firm.
Currently I am a client facing portfolio manager on a private banking team
what languages do you speak?
spanish and english
what countries have you lived in?
Mexico, US, Brazil, UK, Argentina
what's your Hispanic connection?
I am cuban
where did you learn about nshp.org?
through my family
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