Pablo Matte R. Email and Phone Number
As a dedicated financial professional, I bring a wealth of experience in creating and implementing financial solutions that simplify the complexities of wealth management for clients. My approach is proactive, adaptable, and always focused on empowering individuals to make the best financial decisions that allow them to pursue what they love.I have led and collaborated with diverse teams to design and launch innovative products and platforms, always with the goal of making finance more accessible and understandable. My expertise in investments has been central to helping clients navigate their financial journeys with confidence.Driven by a passion to make a positive impact, I aim to be part of a team that not only excels in financial success but also contributes to broader societal goals, including environmental sustainability. My leadership is characterized by a strategic vision, a strong commitment to integrity, and a continuous drive to push beyond conventional boundaries.
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Chief Excecutive Officer - Principal | Registered Investment AdvisorSura Investments 2022 - PresentMiami, Florida. UsaAs the CEO and Principal at SURA Investments, I lead the organization’s strategic direction, focusing on driving growth and expanding our market presence. I oversee all aspects of investment advisory services, ensuring that our offerings align with client needs and market trends. My role involves steering the company through complex market conditions, optimizing investment strategies, and fostering a culture of innovation and excellence. Under my leadership, SURA Investments has expanded its client base and solidified its reputation as a leading investment advisory firm.
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Chief Investments And Products Officer - DirectorInversiones Sura Jun 2017 - Jan 2022Santiago, ChileIn this role, I was responsible for leading the client's investments recomendations, and product strategy for SURA Investments.I oversaw the investment recommendations process for clients, including local and offshore portfolios for discretionary portfolio management.I also led the trading desk for the brokerage unit, including Local Equities, FX, and International Markets, as well as the Distribution Desk. Additionally, I oversaw the creation and maintenance of Wealth Management products, such as Mutual Funds, Investment Funds (public and private markets), Insurance, Local Equities, Foreign Investments, and Portfolio Management.My leadership in these areas ensured the consistent delivery of high-quality financial products and services to our clients.
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Chief Investments And Products Officer - VicepresidentSura Chile May 2016 - May 2017Santiago, ChileAs Vice President, I was instrumental in the development and maintenance of Wealth Management products, including Investment Funds, Insurance Productos, Equities, ETFs, and Portfolio Management services.I was also responsible for constructing portfolio models for discretionary portfolio management and overseeing the trading desk, including Local Markets, International Markets, and FX. One of my significant achievements was the successful implementation of the offshore investments platform through Pershing, which enhanced our brokerage services for clients.
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Head Of Investments - Broker Dealer - VicepresidentSura Chile Apr 2013 - Apr 2016Santiago, ChileHead of trading desk (local equities and FX)Model portfolios for retail clients.
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Equity Sales TraderBbva Chile Sep 2011 - Apr 2013Santiago, ChileAt BBVA Chile, I specialized in servicing Institutional Clients, including pension funds, investment companies, insurance companies, and family offices.I managed the execution of local equity orders and generated trading ideas for our clients. I also played a key role in attracting new clients to our institutional portfolio, increasing transaction volumes and revenue year over year. -
Equity Sales TraderBice Inversiones Corredores De Bolsa Oct 2009 - Sep 2011Institutional Clients Sales Trader (Pension Funds, Investment Companies, Insurance Companies).Chilean ADRs arbitrage. -
Equities Assistant ManagerBanco Itaú Chile Aug 2008 - Oct 2009In this role, I was responsible for meeting the budget for Local Equities, and collaborating with the senior management to define and implement procedures, limits, and attributions.I actively participated in developing commercial strategies alongside the Commercial Management team and supported the sales force in managing both equity and other financial products offered by the brokerage. My leadership led to a 150% achievement of the 2009 Equity Income Budget and a 120% increase in average transaction volumes. -
Equity TraderEuroamerica Sep 2006 - Aug 2008At EuroAmerica, I was responsible for ADR arbitrage, eliminating price differences between Chilean stocks traded in New York.I also supported institutional client services, including investment companies and insurance companies. My achievements included meeting 130% of the arbitrage budget in 2008 and 100% in 2007. -
Global Investment Area AssistantEuroamerica Jan 2005 - Sep 2006In this role, I executed both international fixed income and equities operations, and actively participated in Investment Committees. I also supported the sales force in portfolio construction for clients and served as the Compliance Officer. I successfully established procedure manuals for the International Area and implemented a new platform for managing International Investments.
Pablo Matte R. Skills
Pablo Matte R. Education Details
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Mención Administración
Frequently Asked Questions about Pablo Matte R.
What company does Pablo Matte R. work for?
Pablo Matte R. works for Sura Investments
What is Pablo Matte R.'s role at the current company?
Pablo Matte R.'s current role is Principal - Inversiones SURA Corp - Registered Investment Advisor.
What schools did Pablo Matte R. attend?
Pablo Matte R. attended Universidad De Chile.
What skills is Pablo Matte R. known for?
Pablo Matte R. has skills like Visual Basic, Microsoft Office, Liderazgo De Equipos, Trabajo En Equipo, Microsoft Sql Server, Inversiones, Acciones, Bloomberg Terminal, Microsoft Excel, Trader De Acciones, Comercio, Excel.
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