Alfredo la Rosa
Chief Investment Officer at Corient Private Wealth LLC
Profile
Mr. Alfredo la Rosa, CFA MBA, is a Partner & Chief Investment Officer at Corient Private Wealth LLC.
He is on the Board of Directors at San Antonio Symphony.
Previously, Mr. la Rosa served as Principal at legacy firm Intercontinental and directed all trading and research activities.
Prior to joining legacy firm Intercontinental in 1994, he served as Chief Financial Officer for Hermes Inversiones S.A., a group of marketing services companies in Bogota, Colombia.
In Lima, he held the position of Project Manager for Grana y Montero Empresarios S.A., a subsidiary of one of Peru’s largest construction companies.
He holds a Bachelor of Science in Civil Engineering from the Pontificia Universidad Catolica del Peru.
In addition to the CFA designation, he also holds a Master of Business Administration and a Master’s of Science in Civil Engineering from The University of Texas at Austin.
Alfredo la Rosa active positions
| Companies | Position | Start |
|---|---|---|
San Antonio Symphony
 San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | Director/Board Member | - |
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL. | Chief Investment Officer | 2023-03-31 |
Former positions of Alfredo la Rosa
| Companies | Position | End |
|---|---|---|
Intercontinental Wealth Advisors LLC
 Intercontinental Wealth Advisors LLC Investment ManagersFinance Intercontinental Wealth Advisors LLC (Intercontinental) is an investment advisory firm headquartered in San Antonio, Texas. The firm was founded by John L. Kauth III and Isidoro Korngold in 1997 as Intercontinental Consultants LLC. In 2023, they became a subsidiary of Corient Private Wealth LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Intercontinental offers discretionary investment management services and financial planning to high-net-worth individuals and families, businesses, non-profit organizations, and foundations in the US and internationally. | Chief Investment Officer | 2023-07-31 |
Training of Alfredo la Rosa
| The University of Texas at Austin | Graduate Degree |
| Universidad Pontificia Catolica del Peru | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Intercontinental Wealth Advisors LLC
Intercontinental Wealth Advisors LLC Investment ManagersFinance Intercontinental Wealth Advisors LLC (Intercontinental) is an investment advisory firm headquartered in San Antonio, Texas. The firm was founded by John L. Kauth III and Isidoro Korngold in 1997 as Intercontinental Consultants LLC. In 2023, they became a subsidiary of Corient Private Wealth LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Intercontinental offers discretionary investment management services and financial planning to high-net-worth individuals and families, businesses, non-profit organizations, and foundations in the US and internationally. | Finance |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | Consumer Services |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL. | Finance |
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