Overview

We are a newly formed NY RIA and I'm interested in partnering with other professionals for business development and investment management purpose. I'm a seasoned portfolio manager (CFA charter) of a global macro multi-asset strategies and my most recent experience has been with a midtown bank in NYC managing $500mm of onshore and offshore SMAs, as well as investment pools. Furthermore, I have very unique strategies in the local Tel-Aviv and Brazilian equity markets to be implemented via SMAs.

Long story short: after 20 years in the corporate world, building strategies and having advisors distributing them, I decided to jump ship and go on my own. Currently, I'm securing two partners for business development in the NYC/Brazil area.

My natural market is Brazil and United States and I have the opportunity to make a link between a Brazilian Investment Manager that is looking to enter the US market in order to expand their offerings to their client base of UHNW and HNW Brazilian citizens.

Last Activity
within 6 months

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