Pablo Sotomoyor

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Finance

Consumer Services

Profile

Pablo Sotomoyor worked as a Portfolio Manager at Intercontinental Wealth Advisors LLC from 2007 to 2023.
From 2023 to 2026, Mr. Sotomoyor was Director of Investments at Corient Private Wealth LP.
Mr. Sotomoyor completed undergraduate studies at the University of the Incarnate Word.

Former positions of Pablo Sotomoyor

Companies	Position	End
Corient Private Wealth LLC Corient Private Wealth LLC Investment ManagersFinance Corient provides customized investment strategies designed to meet their clients’ individual needs. The firm recommends investment strategies and vehicles not managed by them or their affiliates, including mutual funds, ETFs, and ETNs (in addition to those managed by them or their affiliates).	Director of Investments	28/02/2026
Intercontinental Wealth Advisors LLC Intercontinental Wealth Advisors LLC Investment ManagersFinance Intercontinental is a multi-strategy manager which uses fundamental economic analysis to guide their medium and long-term structural macro-economic views. The firm generally seeks to invest in securities for the long term. They buy and sell independently, making decisions that are influenced only by the client’s specific needs, including stocks, bonds, mutual funds, ETFs, options, futures, derivatives, and private offerings. In building the client’s portfolio, Intercontinental aims to maximize tax efficiency and ensure the highest level of transparency.	Portfolio Manager-Equities	31/07/2023

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Private companies	3
University of the Incarnate Word University of the Incarnate Word Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Intercontinental Wealth Advisors LLC Intercontinental Wealth Advisors LLC Investment ManagersFinance Intercontinental is a multi-strategy manager which uses fundamental economic analysis to guide their medium and long-term structural macro-economic views. The firm generally seeks to invest in securities for the long term. They buy and sell independently, making decisions that are influenced only by the client’s specific needs, including stocks, bonds, mutual funds, ETFs, options, futures, derivatives, and private offerings. In building the client’s portfolio, Intercontinental aims to maximize tax efficiency and ensure the highest level of transparency.	Finance
Corient Private Wealth LLC Corient Private Wealth LLC Investment ManagersFinance Corient provides customized investment strategies designed to meet their clients’ individual needs. The firm recommends investment strategies and vehicles not managed by them or their affiliates, including mutual funds, ETFs, and ETNs (in addition to those managed by them or their affiliates).	Finance