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Gerhard Herrera-Pahl
Gestore di Portafoglio-Azioni presso Evolution Wealth Advisors LLC
Posizioni attive di Gerhard Herrera-Pahl
Società | Posizione | Inizio | Fine |
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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. | Gestore di Portafoglio-Azioni | 01/05/2019 | - |
Stratega di mercato | 01/01/2022 | - |
Storia della carriera di Gerhard Herrera-Pahl
Precedenti posizioni note di Gerhard Herrera-Pahl
Società | Posizione | Inizio | Fine |
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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. | Direttore degli Investimenti | 01/11/2012 | - |
Responsabile della banca privata | 01/11/2012 | - |
Formazione di Gerhard Herrera-Pahl
Instituto Tecnológico Autónomo de México | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 3 |
Messico | 2 |
Posizioni
Chief Investment Officer | 1 |
Head of Private Banking | 1 |
Undergraduate Degree | 1 |
Settori
Finance | 3 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
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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 |
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