Alfredo la Rosa

Alfredo La Rosa, CFA has a wealth of experience in the investment industry. Alfredo currently serves as a Partner and Chief Investment Officer at Corient, one of the largest integrated registered investment advisory firms in the United States. In this role, Alfredo is responsible for overseeing the management of $147 billion in assets for high and ultra-high net worth clients. Alfredo leads a team of wealth advisors and ensures that the firm operates as fiduciaries. Prior to joining Corient, Alfredo held the position of Executive Vice President and Chief Investment Officer at Intercontinental Wealth Advisors. During their tenure at Intercontinental, they specialized in serving high net worth individuals, non-profit organizations, and corporations worldwide. Alfredo's expertise lies in managing global investment portfolios across various asset classes. With a combined experience dating back almost 100 years, Alfredo is a seasoned professional in the field of wealth management.

Alfredo La Rosa, CFA began their education at Pontificia Universidad Católica del Perú, where they obtained a Bachiller degree in Civil Engineering from 1981 to 1987. Following this, they pursued further studies at The University of Texas at Austin, from 1989 to 1990, earning a Master of Science (MS) degree in Civil Engineering. Continuing their educational journey, they attended Texas McCombs School of Business from 1990 to 1991, where they obtained a Master of Business Administration (MBA) degree with a specialization in Finance.