Andres Mallcott, CFA

Andres Mallcott, CFA has a diverse work experience spanning several industries. Andres currently serves as the Lead Investment Strategist at Y TREE, where they combine data, experience, and technology to provide insight into clients' financial profiles. Prior to this role, they worked as a Portfolio Manager within the same company and as an Analyst, contributing to Y TREE's mission of providing financial life intelligence.

Before joining Y TREE, Mallcott gained valuable experience at HSBC Private Banking as a Client Services Executive, where they were responsible for managing a book of Ultra High-Net Worth ResNonDom International clients. During their time at Bondwire, they served as a Junior Portfolio Manager, overseeing the management and construction of multi-asset portfolios and being entrusted with managing both their own and the company's book.

Mallcott began their career with a summer internship at Intertrust Financial Services and later undertook an intern role at Datanalisis, showcasing their early commitment to gaining industry experience.

Throughout their career, Mallcott has demonstrated their strong expertise in investment strategies, portfolio management, and client services.

Andres Mallcott, CFA attended Colegio Integral El Avila CIEA from 2000 to 2011, where they completed their high school education with a mention in Science. Andres then went on to pursue a Bachelor's Degree in Business Economics from Universidad Metropolitana (VE) from 2011 to 2016.

In terms of additional certifications, Andres obtained the Chartered Financial Analyst (CFA) designation from CFA Institute in October 2021. Prior to that, they achieved the CFA Exam Level III in August 2021 and the CFA Exam Level II in June 2019. Andres also obtained the Investment Management Certificate (IMC) from CFA UK in May 2019.

Furthermore, Andres has acquired various professional technology and data analytics skills. Andres completed courses such as "Programming Foundations: Fundamentals," "Master Advanced Excel Data & Analytics Skills," and "Excel 2016: Macros in Depth" on LinkedIn in 2018. Additionally, they completed the Thomson Reuters Eikon - Version 4 program offered by Thomson Reuters in September 2016.