Asset Manager
Personal Portfolio
AeroLeads people directory · profile
Felipe Diaz Email & Phone Number
Asset Manager
at
Personal Portfolio
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Asset Manager
Location
New York City Metropolitan Area, United States, United States
Who is Felipe Diaz? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Felipe Diaz is listed as Asset Manager at Personal Portfolio, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Felipe Diaz.
Felipe Diaz previously worked as Equity Research Specialist at S&P Global and Corporate Advisory Associate at S&P Global. Felipe Diaz holds Master'S Degree, Ms In Management - Project Management from St. Francis College.
Company email context
Email format at Personal Portfolio
This section adds company-level context without repeating Felipe Diaz's masked contact details.
Personal Portfolio
Review company-level records connected to Felipe Diaz before choosing the right outreach path.
Profile bio
About Felipe Diaz
Experienced in equities investment and derivatives trading with a deep understanding of both fundamental and technical factors in public markets. Knowledgeable in alternative assets, insurance, consumer credit and homebuilding serving as an Investor Relations (IR) consultant for issuers in this space. Demonstrated success in IR targeting and consulting, with a history of leading projects to drive innovation and enhance efficiencies at S&P Global through technology solutions. Proficient in managing personal portfolios by utilizing implied volatility through option contracts.
Current workplace
Felipe Diaz's current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles
Felipe Diaz work experience
A career timeline built from the work history available for this profile.
Equity Research Specialist
Current
Oct 2023 - Present
Corporate Advisory Associate
- Conduct surveillance of client securities and create C-suite level reports utilizing DTC flows, technical indicators, and fundamentals.- Develop on-demand reports for IROs to understand technical and fundamental activities in their securities, leveraging advanced Excel and CIQ.- Automate workflows using VBA, PBI, and Python to increase efficiencies.
Mar 2022 - Oct 2023
Asset Manager
Current
Personal Portfolio
- Conduct research and analysis of prospects for investment.- Utilize a value investing approach that combines both top-down and bottom-up analyses.- Leverage volatility through option contracts that generate synthetic dividends.- Utilize technical analysis for swing trades through options.- Create an automated tool that identifies entry points for long.
Jan 2018 - Present
Research Analyst
- Conduct surveillance of client securities and create C-suite level reports utilizing DTC flows, technical indicators, and fundamentals.- Develop on-demand reports for IROs to understand technical and fundamental activities in their securities, leveraging advanced Excel and Factset.- Automate workflows using VBA, PBI, and Python to increase efficiencies.
Jan 2022 - Mar 2022
Financial Services Strategist
- Analyzed strategic data and created business intelligence reports through PowerBI.- Automated process of sourcing specific and relevant external market events with direct impact to the business lines.- Identified and created weekly reports from automated database for leadership of Financial Services division - largest in IHSM, now S&P.
Jun 2021 - Jul 2021
Research Intern
Jan 2020 - May 2020
Senior Counselor
Youth development through didactic activities
May 2018 - Dec 2018
Customer Service Representative
Aug 2016 - Jul 2017
3 education records
Felipe Diaz education
Master'S Degree, Ms In Management - Project Management
St. Francis College
Bachelor'S Degree Science, Business Administration And Management, General
St. Francis College
Associate'S Degree, Business Administration And Management, General
Jamestown Community College
FAQ
Frequently asked questions about Felipe Diaz
Quick answers generated from the profile data available on this page.
What company does Felipe Diaz work for?
Felipe Diaz works for Personal Portfolio.
What is Felipe Diaz's role at Personal Portfolio?
Felipe Diaz is listed as Asset Manager at Personal Portfolio.
Where is Felipe Diaz based?
Felipe Diaz is based in New York City Metropolitan Area, United States, United States while working with Personal Portfolio.
What companies has Felipe Diaz worked for?
Felipe Diaz has worked for Personal Portfolio, S&P Global, Ihs Markit, Maxim Group, and Ymca Of The Usa (National Resource Office).
How can I contact Felipe Diaz?
You can use AeroLeads to view verified contact signals for Felipe Diaz at Personal Portfolio, including work email, phone, and LinkedIn data when available.
What schools did Felipe Diaz attend?
Felipe Diaz holds Master'S Degree, Ms In Management - Project Management from St. Francis College.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial