Chief Investment Officer
Current
Aguilar Family Trust
Feb 2024 - Present
AeroLeads people directory · profile
Sienna Ramirez Email & Phone Number
Chief Investment Officer
at
Aguilar Family Trust
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 100%
Current company
Aguilar Family Trust
Role
Chief Investment Officer
Location
Orange, California, United States
Who is Sienna Ramirez? Overview
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Quick answer
Sienna Ramirez is listed as Chief Investment Officer at Aguilar Family Trust, based in Orange, California, United States. AeroLeads shows a matched LinkedIn profile for Sienna Ramirez.
Sienna Ramirez previously worked as Senior Investment Associate at Cambridge Associates and Investment Associate at Cambridge Associates. Sienna Ramirez holds Bachelor Of Business Administration - Bba, Finance & International Business from University Of Hawai‘I - Shidler College Of Business.
Profile bio
About Sienna Ramirez
Sienna Ramirez is a Chief Investment Officer at Aguilar Family Trust. She possess expertise in spanish, microsoft office, leadership, public speaking, social media and 29 more skills. She is proficient in Spanish.
Listed skills include Spanish, Microsoft Office, Leadership, Public Speaking, and 30 others.
Current workplace
Sienna Ramirez's current company
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Aguilar Family Trust
7 roles
Sienna Ramirez work experience
A career timeline built from the work history available for this profile.
Senior Investment Associate
Advise senior committees, trustee boards, and executive leadership on strategic investment decisions, ensuring alignment with organizational objectives.Collaborate with investment managers across diverse sectors and global markets to drive portfolio performance and optimize investment strategies.Resolve complex operational and execution-related inquiries with efficiency and precision, supporting seamless decision-making processes.Engage independently with clients to present data-driven recommendations, fostering strong relationships and trust through expert rapport-building.Contribute to business development, preparing and delivering compelling pitches as part of a cohesive team, securing new opportunities and partnerships.Specialize in advising pension clients, operating foundations, hedge funds, and cryptocurrency investments, providing tailored financial solutions.
Jan 2023 - Feb 2024
Investment Associate
Collaborate with the investment team to evaluate investment managers’ portfolios and effectively address client requests and inquiries.Deliver comprehensive investment and capital markets research, analysis, and tailored advice to a portfolio of approximately 20 clients, supporting informed decision-making.Collect and analyze historical asset allocation, spending patterns, and performance data to drive insights and optimize client portfolios.
Jan 2022 - Jan 2023
Investment Analyst
Create detailed exhibits, investment recommendation memos, and other presentation materials to support strategic decision-making and effectively communicate investment insights to stakeholders.
Jan 2020 - Dec 2021
Endowment Analyst
Oversee the management and strategic allocation of a one billion dollar endowment, ensuring optimalinvestment performance and compliance with objectives.Conduct thorough due diligence, meeting with and analyzing prospective fund managers at various stages of investment to provide comprehensive evaluations and recommendations.Leverage interactive data visualization tools to enhance internal data usage and streamline decision-making processes.Support the execution of approximately $600 million in real estate sales, followed by the development of a strategic procedure to reinvest newly acquired funds into the portfolio.Present market trends and insights to executive leadership, driving the development of more efficient in-house system management solutions.Evaluate investment portfolio performance, recommending adjustments to maximize returns and align with long-term goals.
Jun 2019 - Dec 2019
Director Of Career Development
May 2018 - May 2019
Legal Intern
Legal Research: Utilized online and print resources to help attorneys in cases where further information and research is needed.Train: Helped organize and prepare for two (large, two week long) trainings attended by newly hired attorneys.Assist: Was used as a resource by many attorneys in the office who needed an extra hand with cases, research, documentation, etc.Organize/ Plan Workshops: Acted as a person of contact between places such as the Orange County Coroner, Orange County Sheriff, and Orange County Crime Lab to set up and attend tours for other legal interns and law clerks.
May 2018 - Aug 2018
2 education records
Sienna Ramirez education
Bachelor Of Business Administration - Bba, Finance & International Business
University Of Hawai‘I - Shidler College Of Business
High School Diploma
Arnold O. Beckman High School
FAQ
Frequently asked questions about Sienna Ramirez
Quick answers generated from the profile data available on this page.
What company does Sienna Ramirez work for?
Sienna Ramirez works for Aguilar Family Trust.
What is Sienna Ramirez's role at Aguilar Family Trust?
Sienna Ramirez is listed as Chief Investment Officer at Aguilar Family Trust.
Where is Sienna Ramirez based?
Sienna Ramirez is based in Orange, California, United States while working with Aguilar Family Trust.
What companies has Sienna Ramirez worked for?
Sienna Ramirez has worked for Aguilar Family Trust, Cambridge Associates, LiliʻUokalani Trust, Financial Management Association Hawaii, and Orange County District Attorney’S Office.
How can I contact Sienna Ramirez?
You can use AeroLeads to view verified contact signals for Sienna Ramirez at Aguilar Family Trust, including work email, phone, and LinkedIn data when available.
What schools did Sienna Ramirez attend?
Sienna Ramirez holds Bachelor Of Business Administration - Bba, Finance & International Business from University Of Hawai‘I - Shidler College Of Business.
What skills is Sienna Ramirez known for?
Sienna Ramirez is listed with skills including Spanish, Microsoft Office, Leadership, Public Speaking, Social Media, Passionate About Diversity, Achievement Focused, and Academic Achievement.
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