Francisco Soler
Chief Investment Officer bij MAS Advisors LLC
Profiel
Francisco Jose Soler currently works at MAS Advisors LLC, as Chief Investment Officer & Senior Vice President from 2023.
Mr. Soler also formerly worked at EFG Asset Management (Americas) Corp., as Portfolio Manager from 2011 to 2013, EFG Asset Management (Americas) Corp., as Senior Portfolio Manager from 2018 to 2021, and MAS Advisors LLC, as Senior Portfolio Manager from 2013 to 2018.
Mr. Soler received his undergraduate degree in 2005 from Florida International University.
Actieve functies van Francisco Soler
| Bedrijven | Functie | Begin |
|---|---|---|
MAS Advisors LLC
 MAS Advisors LLC Investment ManagersFinance MAS Advisors LLC is a SEC-registered investment advisor headquartered in Miami, Florida. The firm was founded in 2012 and is owned by MAS Services LLC. MAS Advisors provides sophisticated wealth management services, with a focus on tax-efficient PPLI Separately Managed Accounts that utilizes their dynamic alternative asset platform. | Chief Investment Officer | 01-04-2023 |
Eerdere bekende functies van Francisco Soler
| Bedrijven | Functie | Einde |
|---|---|---|
EFG Asset Management (Americas) Corp.
 EFG Asset Management (Americas) Corp. Investment ManagersFinance EFG Asset Management (Americas) Corp. (EFG Americas) is a SEC-registered investment firm headquartered in Miami, Florida. The firm was founded in 2011 as EFG Asset Management (US) Corp. They are a wholly owned subsidiary of EFG International AG (SWX: EFGN) in Switzerland. EFG Americas offers investment advisory services primarily to non-US individuals, corporations, and other business entities. | Corporate Officer/Principal | 01-04-2021 |
MAS Advisors LLC
MAS Advisors LLC Investment ManagersFinance MAS Advisors LLC is a SEC-registered investment advisor headquartered in Miami, Florida. The firm was founded in 2012 and is owned by MAS Services LLC. MAS Advisors provides sophisticated wealth management services, with a focus on tax-efficient PPLI Separately Managed Accounts that utilizes their dynamic alternative asset platform. | Corporate Officer/Principal | 01-01-2018 |
EFG Asset Management (Americas) Corp.
EFG Asset Management (Americas) Corp. Investment ManagersFinance EFG Asset Management (Americas) Corp. (EFG Americas) is a SEC-registered investment firm headquartered in Miami, Florida. The firm was founded in 2011 as EFG Asset Management (US) Corp. They are a wholly owned subsidiary of EFG International AG (SWX: EFGN) in Switzerland. EFG Americas offers investment advisory services primarily to non-US individuals, corporations, and other business entities. | Corporate Officer/Principal | 01-01-2013 |
Opleiding van Francisco Soler
| Florida International University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
EFG Asset Management (Americas) Corp.
EFG Asset Management (Americas) Corp. Investment ManagersFinance EFG Asset Management (Americas) Corp. (EFG Americas) is a SEC-registered investment firm headquartered in Miami, Florida. The firm was founded in 2011 as EFG Asset Management (US) Corp. They are a wholly owned subsidiary of EFG International AG (SWX: EFGN) in Switzerland. EFG Americas offers investment advisory services primarily to non-US individuals, corporations, and other business entities. | Finance |
MAS Advisors LLC
MAS Advisors LLC Investment ManagersFinance MAS Advisors LLC is a SEC-registered investment advisor headquartered in Miami, Florida. The firm was founded in 2012 and is owned by MAS Services LLC. MAS Advisors provides sophisticated wealth management services, with a focus on tax-efficient PPLI Separately Managed Accounts that utilizes their dynamic alternative asset platform. | Finance |
