![Francisco Soler](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Francisco J.
Soler is a Chief Investment Officer & Senior Vice President at MAS Advisors LLC.
He is a member of our Investment Committee and Management Committee and oversees all investment related activities which are focused on non-correlated, tax-efficient investment strategies primarily within insurance-compliant managed accounts for the separate account divisions of private placement variable life insurance and variable annuity companies.
He also oversees regulatory compliance.
Mr. Soler has over 20 years of experience in global financial services, having operated extensively in private banking and asset management.
Mr. Soler was previously employed as a Senior Portfolio Manager by EFG Asset Management (Americas) Corp.
and a Portfolio Manager by EFG Asset Management (Americas) Corp.
He received his undergraduate degree from Florida International University.
Postes actifs de Francisco Soler
| Sociétés | Poste | Début |
|---|---|---|
MAS Advisors LLC
 MAS Advisors LLC Investment ManagersFinance MAS Advisors designs PPLI Compliant SMA portfolios for variable insurance companies for allocation by clients that own private placement life insurance (PPLI) and variable annuities (PPVA). The firm utilizes a rules-based process to create a wide array of qualified insurance-only portfolio strategies, from benchmark-constrained to absolute return strategies, and from total return to other risk-based strategies. Importantly, since PPLI and PPVA contracts enjoy tax-free compounding of returns, they have the flexibility to pursue alternative investment strategies that would otherwise be tax-inefficient such as private credit, private equity, and hedge funds. | President | 01/02/2025 |
Anciens postes connus de Francisco Soler
| Sociétés | Poste | Fin |
|---|---|---|
EFG Asset Management (Americas) Corp.
 EFG Asset Management (Americas) Corp. Investment ManagersFinance EFG Private Wealth focuses on investments in various kinds of assets and securities in a variety of markets that is intended to fit within the objectives, strategies and risk profile as described by each client. The firm may analyze the securities and other investment products it recommends purchases or sells with respect to client accounts through its various specialized area programs using charting, fundamental, technical and cyclical methods. | Corporate Officer/Principal | 01/04/2021 |
MAS Advisors LLC
MAS Advisors LLC Investment ManagersFinance MAS Advisors designs PPLI Compliant SMA portfolios for variable insurance companies for allocation by clients that own private placement life insurance (PPLI) and variable annuities (PPVA). The firm utilizes a rules-based process to create a wide array of qualified insurance-only portfolio strategies, from benchmark-constrained to absolute return strategies, and from total return to other risk-based strategies. Importantly, since PPLI and PPVA contracts enjoy tax-free compounding of returns, they have the flexibility to pursue alternative investment strategies that would otherwise be tax-inefficient such as private credit, private equity, and hedge funds. | Corporate Officer/Principal | 01/01/2018 |
EFG Asset Management (Americas) Corp.
EFG Asset Management (Americas) Corp. Investment ManagersFinance EFG Private Wealth focuses on investments in various kinds of assets and securities in a variety of markets that is intended to fit within the objectives, strategies and risk profile as described by each client. The firm may analyze the securities and other investment products it recommends purchases or sells with respect to client accounts through its various specialized area programs using charting, fundamental, technical and cyclical methods. | Corporate Officer/Principal | 01/01/2013 |
Formation de Francisco Soler
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
45
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Florida International University
 Florida International University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
EFG Asset Management (Americas) Corp.
EFG Asset Management (Americas) Corp. Investment ManagersFinance EFG Private Wealth focuses on investments in various kinds of assets and securities in a variety of markets that is intended to fit within the objectives, strategies and risk profile as described by each client. The firm may analyze the securities and other investment products it recommends purchases or sells with respect to client accounts through its various specialized area programs using charting, fundamental, technical and cyclical methods. | Finance |
MAS Advisors LLC
MAS Advisors LLC Investment ManagersFinance MAS Advisors designs PPLI Compliant SMA portfolios for variable insurance companies for allocation by clients that own private placement life insurance (PPLI) and variable annuities (PPVA). The firm utilizes a rules-based process to create a wide array of qualified insurance-only portfolio strategies, from benchmark-constrained to absolute return strategies, and from total return to other risk-based strategies. Importantly, since PPLI and PPVA contracts enjoy tax-free compounding of returns, they have the flexibility to pursue alternative investment strategies that would otherwise be tax-inefficient such as private credit, private equity, and hedge funds. | Finance |
