Head of Admissions and Teacher of Latin, Spanish and Mathematics

Value Advice Partners provides comprehensive financial advice to individuals looking for professional help to manage and grow their net worth. Our focus is on building an open architecture, through which we select the best managers we can find, across the most reliable and flexible platforms.

Oficinas equipadas para profesionales y empresarios con espacios compartidos y servicios de apoyo

Managed Capital Campaign which raised $7.1 million for the renovation of several Parish buildings.

Member of Emerging Markets Equities team responsible for coverage of Latin America and Russia.

Start-up Long/Short Hedge Fund investing in equities in Latin America

Director of Latin American Equity Research. Responsible for a group of 39 analysts located in three countries. Also, as from June 2010 through March 2011, responsible for Equity Strategy for the Region. This includes running a model Equity portfolio for Latin America, providing investment advice and recommendations relating to country and sector positioning to institutional investors. Member of the Executive Committee of the Equity Research Department and Member of the Operating Committee for the Latin American Equities business.

Head of Latin American Equities for the Emerging Markets Group. Portfolio Manager for two closed end funds, “The Chile Fund Inc.” and “The Latin American Equity Fund Inc.”. Portfolio Manager for a Luxembourg registered mutual fund: Credit Suisse Equity Fund (Luxembourg) Latin America. This fund was a third quartile fund with AUM of less than US$30 million in June 2004 and I successfully grew it to US$400 million in five years with top quartile relative performance over 1, 3 and 5 years as of July 2009. Portfolio Manager for a similar Korean registered mutual fund. Total Assets under Management for these three funds: US$650 million (as of June 09). Latin American component of Emerging Markets funds: additional US$200.

Independent Financial Advisor, based in Santiago, Chile, operating through a custodial arrangement with Bear Stearns Inc.

General Manager of the Private Wealth Management Division of Compass based in Santiago, Chile. Compass is an asset management firm, headquartered in New York, focussed on Latin America. Responsible for managing a 5 person team with a portfolio of 35 high net worth individuals with assets of US$80 million.

Worked in the Private Client Services Group, with the New York Latin America Team, providing investment services to high net worth individuals and regional institutions in Latin America. Focussed principally on Chile and Venezuela.

From April 1999 to August 2000: Director, Equity ResearchResponsible for Equity Research coverage of telecommunications and internet companies in Latin AmericaSept 98 to April 99 – Director, Equity Capital Markets Worked in the joint venture with the Rothschild Group (ABN Amro Rothschild). Responsible for coverage of telecommunications companies in the Americas, but principally Latin America.

Director of Latin American Equity Research until June 1995, responsible for building a group of dedicated equity analysts to cover equities in Latin America. From June 1995 onwards was responsible for covering telecommunications stocks in Latin America.

Responsible for coverage of the Telecommunications Sector in Latin America. Also involved in the coverage of Electricity and Pulp and Paper sectors and as a generalist analyst for coverage of companies in Brazil, Chile and Perú. Ranked by Institutional Investor Magazine for coverage of Brazil, Chile, Telecommunications and Electricity sectors (June 1994).

Responsible for coverage of Telecommunications companies in Latin America and for coverage of the Brazilian, Chilean and Peruvian markets. Ranked by Institutional Investor Magazine for coverage of Chile and Telecommunications sector in Latin America (June 1993).

Jan. 1990 to Mar. 1992: Rothschild Asset Management Specific responsibility for the Five Arrows Chile Fund. Worked for one year based in London and one year on secondment to Rothschild’s associate bank in Chile, BICE Chileconsult S.A. Responsible for analyzing and making recommendations for the portfolio. Responsible for co-ordinating the production of bi-annual research on portfolio companies.Oct. 1987 to Dec. 1989: N M Rothschild & Sons - Corporate FinanceWorked in the Latin American and Southern European Corporate Finance Team. Worked on a range of products including Mergers and Acquisitions, Project Financings, Privatizations and Corporate Advisory. Also completed the IPO of the Five Arrows Chile Fund.