Alfredo la Rosa
Chief Investment Officer at Corient Private Wealth LLC
Alfredo la Rosa active positions
| Companies | Position | Start | End |
|---|---|---|---|
San Antonio Symphony
 San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | Director/Board Member | - | - |
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 | 31/03/2023 | - |
Career history of Alfredo la Rosa
Former positions of Alfredo la Rosa
| Companies | Position | Start | End |
|---|---|---|---|
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 | 31/12/1993 | 31/07/2023 |
| Investment Committee Member | 31/12/1993 | 31/07/2023 | |
| Portfolio Manager-Equities | 31/12/1993 | 31/07/2023 |
Training of Alfredo la Rosa
| The University of Texas at Austin | Graduate Degree |
| Universidad Pontificia Catolica del Peru | Undergraduate Degree |
Statistics
International
| United States | 5 |
| Peru | 2 |
Operational
| Chief Investment Officer | 2 |
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Consumer Services | 4 |
| Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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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