Alfredo la Rosa
Chief Investment Officer bei Corient Private Wealth LLC
Aktive Positionen von Alfredo la Rosa
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
San Antonio Symphony
 San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | Direktor/Vorstandsmitglied | - | - |
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL. | Chief Investment Officer | 01.04.2023 | - |
Karriereverlauf von Alfredo la Rosa
Ehemalige bekannte Positionen von Alfredo la Rosa
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Intercontinental Wealth Advisors LLC
 Intercontinental Wealth Advisors LLC Investment ManagersFinance Intercontinental Wealth Advisors LLC (Intercontinental) is an investment advisory firm headquartered in San Antonio, Texas. The firm was founded by John L. Kauth III and Isidoro Korngold in 1997 as Intercontinental Consultants LLC. In 2023, they became a subsidiary of Corient Private Wealth LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Intercontinental offers discretionary investment management services and financial planning to high-net-worth individuals and families, businesses, non-profit organizations, and foundations in the US and internationally. | Chief Investment Officer | 01.01.1994 | 01.08.2023 |
| Mitglied des Investmentausschusses | 01.01.1994 | 01.08.2023 | |
| Portfolio Manager-Aktien | 01.01.1994 | 01.08.2023 |
Ausbildung von Alfredo la Rosa
| The University of Texas at Austin | Graduate Degree |
| Universidad Pontificia Catolica del Peru | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 5 |
| Peru | 2 |
Operativ
| Chief Investment Officer | 2 |
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
Sektoral
| Consumer Services | 4 |
| Finance | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Intercontinental Wealth Advisors LLC
Intercontinental Wealth Advisors LLC Investment ManagersFinance Intercontinental Wealth Advisors LLC (Intercontinental) is an investment advisory firm headquartered in San Antonio, Texas. The firm was founded by John L. Kauth III and Isidoro Korngold in 1997 as Intercontinental Consultants LLC. In 2023, they became a subsidiary of Corient Private Wealth LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Intercontinental offers discretionary investment management services and financial planning to high-net-worth individuals and families, businesses, non-profit organizations, and foundations in the US and internationally. | Finance |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | Consumer Services |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL. | Finance |
- Börse
- Insiders
- Alfredo la Rosa
- Erfahrung