Gerhard Herrera-Pahl
Portfolio Manager-Aktien bei Evolution Wealth Advisors LLC
Profil
Mr. Gerhard Herrera-Pahl is a Chief Investment Strategist at Evolution Wealth Advisors LLC.
He has over 25 years of experience in Global Asset Management, Proprietary Trading, and Wealth Management Advisory Services.
He has held Chief Investment Officer roles and led Research and Investment teams in Miami, Geneva, New York, Minneapolis, and London.
He has been working with high net families for almost two decades, offering an extensive array of skills to help them achieve their goals.
Mr. Herrera-Pahl has lectured at the Instituto Tecnológico y de Estudios Superiores de Monterrey (ITESM), and is fluent in English, Spanish, and German.
He holds a B.Sc.
degree in Economics from the Instituto Tecnológico Autónomo de México (ITAM).
Aktive Positionen von Gerhard Herrera-Pahl
| Unternehmen | Position | Beginn |
|---|---|---|
Evolution Wealth Advisors LLC
 Evolution Wealth Advisors LLC Investment ManagersFinance Evolution Wealth Advisors LLC (EWA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Aventura, Florida. The firm was founded in 2016 and is principally owned by Roberto Vainrub through the Roberto Vainrub Revocable Trust. EWA provides advisory services to high-net-worth individuals, family office, corporations or other business entities, and foundations. The firm also sponsors a Wrap Fee Program. | Portfolio Manager-Aktien | 01.05.2019 |
Ehemalige bekannte Positionen von Gerhard Herrera-Pahl
| Unternehmen | Position | Ende |
|---|---|---|
BigSur Wealth Management LLC
 BigSur Wealth Management LLC Investment ManagersFinance BigSur Wealth Management LLC (BSWM) is a fee-based global multi-family office and SEC-registered investment advisor headquartered in Miami, Florida. The firm was founded in 2007 by Ignacio Pakciarz. They are a wholly owned subsidiary of BigSur Partners LLC, which is owned by BigSur Advisors Corp. BSWM provides investment advisory and consulting services to high-net-worth individuals, trusts, corporations, single family offices and pooled unregistered investment vehicles. | Chief Investment Officer | - |
Ausbildung von Gerhard Herrera-Pahl
| Instituto Tecnológico Autónomo de México | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
BigSur Wealth Management LLC
BigSur Wealth Management LLC Investment ManagersFinance BigSur Wealth Management LLC (BSWM) is a fee-based global multi-family office and SEC-registered investment advisor headquartered in Miami, Florida. The firm was founded in 2007 by Ignacio Pakciarz. They are a wholly owned subsidiary of BigSur Partners LLC, which is owned by BigSur Advisors Corp. BSWM provides investment advisory and consulting services to high-net-worth individuals, trusts, corporations, single family offices and pooled unregistered investment vehicles. | Finance |
Evolution Wealth Advisors LLC
Evolution Wealth Advisors LLC Investment ManagersFinance Evolution Wealth Advisors LLC (EWA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Aventura, Florida. The firm was founded in 2016 and is principally owned by Roberto Vainrub through the Roberto Vainrub Revocable Trust. EWA provides advisory services to high-net-worth individuals, family office, corporations or other business entities, and foundations. The firm also sponsors a Wrap Fee Program. | Finance |