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Alejandro L. Email & Phone Number

Family Office Consultant @ InvestX Capital | CFA, IMC at Bal Harbour Village
Location: Miami-Fort Lauderdale Area, United States, United States 7 work roles 3 schools
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Current company
Role
Family Office Consultant @ InvestX Capital | CFA, IMC
Location
Miami-Fort Lauderdale Area, United States, United States
Company size

Who is Alejandro L.? Overview

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Quick answer

Alejandro L. is listed as Family Office Consultant @ InvestX Capital | CFA, IMC at Bal Harbour Village, a company with 38 employees, based in Miami-Fort Lauderdale Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Alejandro L..

Alejandro L. previously worked as City Councilman at Bal Harbour Village and Family office Consultant at Investx Capital. Alejandro L. holds Imc from Cfa Institute.

Company email context

Email format at Bal Harbour Village

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Bal Harbour Village

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Profile bio

About Alejandro L.

Family Office Executive | Councilman, Bal Harbour Village | Medical first responderWith over 20 years in international banking, private equity, and venture capital, I specialize in sourcing and managing high-value investment opportunities for ultra-high-net-worth clients and family offices. My expertise spans late-stage private equity deals, global distribution channels, and building relationships across LATAM, the Middle East, and the USA.As a Councilman for Bal Harbour Village, I prioritize community-driven initiatives and sustainable growth. Additionally, I volunteer with Hatzalah as a first responder, a role that has honed my ability to lead under pressure and serve with compassion.Passionate about delivering value, I combine financial expertise with a deep commitment to community and innovation.

Listed skills include Wealth Management, Portfolio Management, Management, Derivatives, and 10 others.

Current workplace

Alejandro L.'s current company

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Bal Harbour Village
Bal Harbour Village
Family Office Consultant @ InvestX Capital | CFA, IMC
bal harbour, florida, united states
Employees
38
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7 roles · 22 years

Alejandro L. work experience

A career timeline built from the work history available for this profile.

Family Office Consultant

Current

Vancouver, Canada Area

Mar 2018 - Present

Cfo

Colombia

Sep 2015 - Jan 2017

Director

Ubs
2013 - 2015 ~2 yrs

Assistance Vp

Luxembourg

2004 - 2009 ~5 yrs
Team & coworkers

Colleagues at Bal Harbour Village

Other employees you can reach at balharbourfloida.com. View company contacts for 38 employees →

3 education records

Alejandro L. education

Imc

Cfa Institute

Bachelor’S Degree

Instituto Universitario De Nuevas Profesiones
FAQ

Frequently asked questions about Alejandro L.

Quick answers generated from the profile data available on this page.

What company does Alejandro L. work for?

Alejandro L. works for Bal Harbour Village.

What is Alejandro L.'s role at Bal Harbour Village?

Alejandro L. is listed as Family Office Consultant @ InvestX Capital | CFA, IMC at Bal Harbour Village.

Where is Alejandro L. based?

Alejandro L. is based in Miami-Fort Lauderdale Area, United States, United States while working with Bal Harbour Village.

What companies has Alejandro L. worked for?

Alejandro L. has worked for Bal Harbour Village, Investx Capital, Bank Leumi בנק לאומי, Colven, and Ubs.

Who are Alejandro L.'s colleagues at Bal Harbour Village?

Alejandro L.'s colleagues at Bal Harbour Village include Tina Robinson, Juan Partagas, Bob Leeq, Lourdes Rodríguez, Cfm, and Matilde "Mattie" E Reyes, Ra, Leed Ap.

How can I contact Alejandro L.?

You can use AeroLeads to view verified contact signals for Alejandro L. at Bal Harbour Village, including work email, phone, and LinkedIn data when available.

What schools did Alejandro L. attend?

Alejandro L. holds Imc from Cfa Institute.

What skills is Alejandro L. known for?

Alejandro L. is listed with skills including Wealth Management, Portfolio Management, Management, Derivatives, Investments, Banking, Risk Management, and Asset Management.

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