Vicente Cabrera

About Vicente Cabrera

Vicente is passionate about working closely with clients to understand their needs and objectives with the goal of building, preserving, and managing their wealth for themselves and future generations. He is an experienced Investment Specialist / Investment Counselor with proven skills across the spectrum of investment management, from formulating an investment policy statement to asset allocation and portfolio construction, to taking advantage of tactical opportunities. He has extensive experience managing multi-asset strategies including everything from traditional mutual funds and ETFs for both Equities and Fixed Income, to structured products, to alternative assets such as hedge funds and private equity / private credit. Highlights• Experience managing $800mm in UHNW Brazilian offshore client portfolio by helping clients to establish strategic and tactical asset allocations; grew revenue over 15% during an overall flat year for the region• Top Client Portfolio Manager in terms of number of client meetings, helping Investment Professionals across all Latin American regions grow client assets under management• Working directly with the Strategy, Portfolio Construction, and Portfolio Management teams, he was responsible for all communication around Core Managed Solutions to ensure coverage teams – and their clients – understood performance, positioning, and overall views in managed portfolios• Became top-ranked idea generator in Citigroup’s Latin American Institutional Equities team, with stock selections outperforming both index and sector benchmarks, generating positive returns in down markets• Managerial experience as Co-Head of Canadian Equity Trading for Merrill Lynch, responsible for overall risk, profitability, and client-facing activities • Fluent in Spanish and PortugueseVicente received a B.S. from the University of Southern California and an M.B.A. from the Stern School of Business at New York University. Vicente resides in Rye, New York with his wife and their four children. He picked up golf late in life despite growing up in San Diego and his golf game has achieved literary status: we never know if it will be Dr. Jekyll or Mr. Hyde teeing off.Please reach out to Vicente for a further conversation at v•••@mac.com

Experience

1. Sales & Trading

   Jane Street

   Nov 2020 — Present

Education

• University of Southern California

  Bachelor of Science, Finance

  1990 — 1994

• NYU Stern School of Business

  Master of Business Administration, Finance

  1999 — 2003

Skills

• Investments
• Fx Options
• Equities
• Series 63
• Portfolio Management
• Derivatives
• Hedge Funds
• Trading
• Foreign Exchange
• Securities
• Financial Risk
• Crm
• Leadership
• Equity Trading
• Capital Markets
• Series 7
• Options