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Long term success of an investment strategy is directly correlated with the analytical know-how to design a tailored strategic asset allocation that maximizes returns while controlling for unnecessary risks.
As part of the Global Investments Lab – Latin America, Juan Francisco leads a team of Portfolio Analysts responsible for providing ultra high net worth individuals and their family offices with expertise and advice in portfolio construction, risk analytics and investment strategy. In this role, Juan and his team focus on holistic and comprehensive recommendations on investment related matters, including total wealth analyses and advanced analytics to meet each client’s financial goals and objectives.
Juan Francisco has over ten years of experience in the financial industry. Prior to Citi, he was a Senior Analyst at Bloomberg L.P. (2007-2010) where he developed unique solutions in the form of analytical capabilities, technical support and tailored client’s function deployment in the Bloomberg terminal. He was the point of contact for several key accounts in the United States, Mexico, Italy and Switzerland.
Juan Francisco holds a Bachelor of Science in Electrical Engineering from Simón Bolívar University in Caracas, Venezuela and an Master of Science in Electrical Engineering from Columbia University in New York. He is a native Spanish speaker and is also fluent in English and Italian. He holds FINRA Series 7, 66 and 31 licenses.