Alfredo la Rosa
Directeur en chef des Investissements chez Corient Private Wealth LLC
Postes actifs de Alfredo la Rosa
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
San Antonio Symphony
 San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | Directeur/Membre du Conseil | - | - |
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. | Directeur en chef des Investissements | 01/04/2023 | - |
Historique de carrière de Alfredo la Rosa
Anciens postes connus de Alfredo la Rosa
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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. | Directeur en chef des Investissements | 01/01/1994 | 01/08/2023 |
| Membre du Comité d'Investissement | 01/01/1994 | 01/08/2023 | |
| Gestionnaire de Portefeuille-Actions | 01/01/1994 | 01/08/2023 |
Formation de Alfredo la Rosa
| The University of Texas at Austin | Graduate Degree |
| Universidad Pontificia Catolica del Peru | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 5 |
| Pérou | 2 |
Opérationnelle
| Chief Investment Officer | 2 |
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
Sectorielle
| Consumer Services | 4 |
| Finance | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 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 |
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