Perfil
Mr. Felipe A.
Arratia is a Chief Investment Officer at Capital Insight Partners LLC.
He is responsible for overseeing the investments of the firm across all asset classes, including Equities, Fixed Income and Alternative Investments.
This includes serving as Lead Portfolio Manager for the International Large Cap and Global Small-Mid Cap Equity Strategies and co-Lead Portfolio Manager for the US Large Cap Equity Strategy.
In his role, he also provides leadership for the research activities of the firm.
Prior to joining Capital Insight Partners in 2014, he was a Vice-President in Emerging Market Equities at Morgan Stanley Investment Management in New York.
Previously, he was an Equity Strategist at Citigroup, a Global Equity Analyst at Black River Asset Management a subsidiary of Cargill, and a High-Yield Research Analyst at JP Morgan Chase.
In addition, he served as an Equity Analyst at York Asset Management in Rio de Janeiro, Brazil.
He has a Master of Business Administration degree with a concentration in Finance from The Wharton School of the University of Pennsylvania, and a Bachelor of Science degree, with a concentration in International Economics, from Georgetown University’s Edmund A.
Walsh School of Foreign Service.
He also holds the Chartered Financial Analyst designation.
Antiguos cargos conocidos de Felipe Alberto Arratia.
Empresas | Cargo | Fin |
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Capital Insight Partners LLC
Capital Insight Partners LLC Investment ManagersFinance Capital Insight Partners LLC is a multi-asset class portfolio manager that guides clients in strategy, portfolio management, fiduciary, and legacy needs. The private company is based in Scottsdale, AZ. The company works with high net worth families, corporate retirement plans, and institutions, and also serve as a separately managed account (SMA) institutional manager for other financial advisors and their clients. The company was founded in 2008 by Steven Thomas Nelson and Susan Christine Anastasiadis, with Steven Thomas Nelson serving as the CEO since 2008. | Director de Inversiones | 01/01/2020 |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Analyst-Equity | 13/07/2010 |
Black River Asset Management LLC
Black River Asset Management LLC Investment ManagersFinance A division of Cargill Financial Services, Black River Asset Management LLC is an independently run global hedge fund manager located in Hopkins, Minnesota. The firm is wholly-owned by Cargill, Inc. and was founded in 2003. | Corporate Officer/Principal | - |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Corporate Officer/Principal | - |
Formación de Felipe Alberto Arratia.
The Wharton School of the University of Pennsylvania | Masters Business Admin |
Edmund A. Walsh School of Foreign Service | Undergraduate Degree |
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Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Finance |
Capital Insight Partners LLC
Capital Insight Partners LLC Investment ManagersFinance Capital Insight Partners LLC is a multi-asset class portfolio manager that guides clients in strategy, portfolio management, fiduciary, and legacy needs. The private company is based in Scottsdale, AZ. The company works with high net worth families, corporate retirement plans, and institutions, and also serve as a separately managed account (SMA) institutional manager for other financial advisors and their clients. The company was founded in 2008 by Steven Thomas Nelson and Susan Christine Anastasiadis, with Steven Thomas Nelson serving as the CEO since 2008. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Finance |
Black River Asset Management LLC
Black River Asset Management LLC Investment ManagersFinance A division of Cargill Financial Services, Black River Asset Management LLC is an independently run global hedge fund manager located in Hopkins, Minnesota. The firm is wholly-owned by Cargill, Inc. and was founded in 2003. | Finance |
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