Juan Carlos Campuzano Email and Phone Number
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Trusted, ethical global advisor in UHNW domestic and international investing, private equity, family office, philanthropic institutions and accounting. Experienced leader with a broad network of centers of influence and involved in community/philanthropic sectors.
Wisdom Capital, Llc
View- Website:
- wisdomcapital.in
- Employees:
- 46
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Wisdom Capital, LlcFlorida, United States
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Founder, Managing PrincipalWisdom Capital, Llc 2022 - PresentAdvisor to ultra-high net worth individuals, family officers and institutions on traditional and non-traditional investments, including alternatives, real estate and private equity. Capital raising and other advisory activities for select managers, funds, projects and private transactions.
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Director, Banker (Citi Private Bank)Citi 2019 - 2022New York, New York, UsSenior Advisor and primary point of contact serving UHNW individuals, family offices, private equity firms and institutions, including endowment & foundations.• Sourced and referred $4BN+ of new business opportunities, including institutional, private equity, individual and investment banking clients. -
Managing Director – Latin American Group & Global Family OfficeNorthern Trust 2011 - 2014Chicago, Illinois, UsReported to CEO and selected to lead the Miami based international team of 13 professionals dedicated to support the Latin American, Caribbean and European clientele. Chairman of Offshore Cayman subsidiary, and member of Executive Committee for the Global Family Office group.• Refocused effort on upmarket investment management clients ($1.8BN in assets), providing strategic investment advice for a diverse high net worth clientele. • Developed an underperforming team by evaluating and redefining roles, which positioned them amongst the top in the country, via coaching and mentoring on sales initiatives, asset allocation and risk control.• Spearheaded international expansion of Global Family Office segment after the LatAm Group was merged, resulting in increased assets under management and new Family Office segments. • Created partnerships with COI’s (Centers of Influence) including partners and industry experts, in the Family Office segment. -
Managing Director- Foundation & Institutional Advisory ServicesNorthern Trust 2008 - 2011Chicago, Illinois, UsReturned to Northern Trust at the request of the Corporation President to lead a newly created business segment dedicated to the institutional market (Endowments, Foundations and Philanthropic Organizations) in the Southeast region (Florida and Georgia). Member of the Southeast Management Committee composed of the region presidents.• Managed and supported a regional group of investment and asset servicing professionals (8+ total team reports) dedicated exclusively to providing investment management, investment consulting/advisory and custody services to over $4 billion in institutional client assets.• Developed strategy, created vision and implemented operational efficiencies regionally, and had full P&L responsibility.
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Senior Vice President – InvestmentsUbs 2005 - 2008Zurich, ChCo-team leader and investment head for ultra-high net worth investment advisor team.• Recommended, managed, monitored and reallocated investment portfolios for high net worth individuals and institutions.• Uncovered and referred various capital market transactions to the investment bank, including private equity and debt raises ($400M+) and merger & acquisition assignments ($850M+). -
Vice President – Trust InvestmentsNorthern Trust Corporation 2001 - 2005Chicago, Illinois, Us• Consulted and managed $350M+ AUM for significant personal (domestic and international) and institutional clients on investment needs, including equity, fixed income and alternative investments.
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PrincipalInterprise Technology Partners Jan 1999 - Nov 2001Partner and founding group member in $110M information technology venture capital firm.• Negotiated, structured and monitored investments in portfolio companies. • Managed all operating, finance and administrative functions of the firm, including coordinating investor communications, and successfully negotiated a $15M credit facility.
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Managing Director - Portfolio ManagerInvesco Capital Management 1992 - 1999• Managed, serviced and marketed institutional investment portfolios, total AUM of $150M+.• Developed and serviced relationships with both U.S. and Latin American institutional investors, governments, pension funds (AFP's), and plan sponsors, including Chile and Bolivia’s privatized social security pension system.
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General Practice ManagerCoopers & Lybrand 1982 - 1990• Managed significant engagements in banking, services, real estate, hospitality and others.
Juan Carlos Campuzano Skills
Juan Carlos Campuzano Education Details
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Harvard Business SchoolFinance & General Management -
University Of MiamiAccounting
Frequently Asked Questions about Juan Carlos Campuzano
What company does Juan Carlos Campuzano work for?
Juan Carlos Campuzano works for Wisdom Capital, Llc
What is Juan Carlos Campuzano's role at the current company?
Juan Carlos Campuzano's current role is Founder & Managing Principal.
What is Juan Carlos Campuzano's email address?
Juan Carlos Campuzano's email address is jc****@****trs.com
What schools did Juan Carlos Campuzano attend?
Juan Carlos Campuzano attended Harvard Business School, University Of Miami.
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Juan Carlos Campuzano has interest in Avid Tennis Player And Fan, Education, Boating.
What skills is Juan Carlos Campuzano known for?
Juan Carlos Campuzano has skills like Equities, Banking, Asset Managment, Wealth Management, Finance, Management, Investment Management, Wealth Management Services, Auditing, Asset Management, Financial Modeling, Alternative Investments.
Who are Juan Carlos Campuzano's colleagues?
Juan Carlos Campuzano's colleagues are Raman Kumar, Manish Rohila, Harsh Aggarwal, Shikha Gupta, Jitender Kumar, Rayyan Momin, Prakash Kumar.
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