CONSULTIVA Internacional, Inc.

Alberto Pagan-Matos
CFA

Alberto Pagan-Matos, CFA, has 20 years of experience in the financial industry. He earned his MBA Degree from the University of California at Berkeley in 1992, and a BA in Finance and Economics from the University of Massachusetts at Amherst in 1987. He earned his Chartered Financial Analyst (CFA) designation in 2002.

Alberto began his career on Wall Street as an equity analyst for Nomura Research in the Global Infrastructure Team. He then became the Head for HSBC Institutional Sales & Trading advising investment firms and pension funds with their equity & debt holds in Emerging Markets. He spent 15 years based in New York working at various international financial conglomerates, including Morgan Stanley, for the past 10 years. Most recently, he was the Director for Morgan Stanley's Global Wealth Management in Miami overseeing over $5 billion in client assets among 40 Financial Advisors. His regulatory licenses include 7, 9, 10 and 65.

Alberto is married to Maria Aviles and they have two sons, Diego and Emilio.

	Consultiva Management Team<< Alberto Pagan-Matos CFA Alberto Pagan-Matos, CFA, has 20 years of experience in the financial industry. He earned his MBA Degree from the University of California at Berkeley in 1992, and a BA in Finance and Economics from the University of Massachusetts at Amherst in 1987. He earned his Chartered Financial Analyst (CFA) designation in 2002. Alberto began his career on Wall Street as an equity analyst for Nomura Research in the Global Infrastructure Team. He then became the Head for HSBC Institutional Sales & Trading advising investment firms and pension funds with their equity & debt holds in Emerging Markets. He spent 15 years based in New York working at various international financial conglomerates, including Morgan Stanley, for the past 10 years. Most recently, he was the Director for Morgan Stanley's Global Wealth Management in Miami overseeing over $5 billion in client assets among 40 Financial Advisors. His regulatory licenses include 7, 9, 10 and 65. Alberto is married to Maria Aviles and they have two sons, Diego and Emilio.


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