Miami, Florida, United States
As the LATAM & GFG Lead for Goals-Based Planning, International Private Bank at J.P. Morgan, I leverage my 17+ years of experience in the asset management industry to provide customized and holistic wealth management solutions to high-net-worth clients across Latin America and the Global Families Group. I am a CAIA® charterholder, a CFA Level III Candidate, and a Series 7 & 66 holder. My core competencies include portfolio management, client servicing, strategic marketing, and product development, with a specialization in alternative investments. I have a deep understanding of global capital markets, as well as various investment strategies employed by multi-asset portfolios. I have an exceptional ability to build effective relationships and interface with current and prospective clients, as well as internal and external partners. I have a high energy level and a proven track record of delivering impactful results both independently and as a team member. My mission is to help clients achieve their financial goals and aspirations, while adhering to the highest standards of ethics and integrity.
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Instrumental in launching and managing $1B Tactical Asset Allocation fund. Presented global updates as an internal product ambassador. Systematic monitoring of the risk/return profile, implementing day-to-day portfolio management, and communicating with internal departments to answer questions, resolve issues, and as sales support. Conducted ad-hoc research to identify alpha generating opportunities. Delivered monthly and quarterly presentations to external clients.