![Pablo Sotomoyor](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>)
Profilo
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.
Precedenti posizioni note di Pablo Sotomoyor
| Società | Posizione | Fine |
|---|---|---|
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 | 01/03/2026 |
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. | Gestore di Portafoglio-Azioni | 01/08/2023 |
Formazione di Pablo Sotomoyor
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
22
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
