Alfredo la Rosa
Chief Investment Officer at Corient Private Wealth LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Jerry Orosco | M | - |
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.
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. | 27 years |
| Michael Stelmacki | M | - |
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. | 2 years |
| Kathleen Weir Vale | F | - |
San Antonio Symphony
 San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | - |
| Pablo Sotomoyor | M | - |
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.
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. | 17 years |
| Duke Laflamme | M | - |
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. | 2 years |
| Fernanda Novaes | F | - |
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.
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. | 12 years |
| Didi Weinblatt | M | - |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | - |
| Cindy Marini | F | - |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | - |
| Nicole Edel de Falen | M | 74 |
Universidad Pontificia Catolica del Peru
| 40 years |
| Steven Bennett | M | - |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | - |
| Jim Berg | M | - |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | - |
| Freddie E. Cervera | M | - |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | - |
| Lauren Eberhart | F | - |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | - |
| Alfredo Flores | M | - |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | - |
| Mary Ellen Goree | F | - |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | - |
| Maureen Hillman | F | - |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | - |
| Carol Lee Klose | F | - |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | - |
| James Lowe | M | - |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | - |
| Taddy McAllister | M | - |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | - |
| Lynne Wilkerson | M | - |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | - |
| Betty Merchant | F | - |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | - |
| Ryan Murphy | M | - |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | - |
| Sagar Shah | M | - |
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. | - |
| Brian Petkovich | M | - |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | - |
| Beverly Purcell-Guerra | F | - |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | - |
| David Simon | M | - |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | - |
| Corey Cowart | M | 45 |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | 5 years |
| Sheila Swartzman | F | - |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | - |
| Karina Bharne | F | - |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | - |
| Mark Tolley | M | - |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | - |
| Diane Persellin | F | - |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | - |
| Paul Platkin | M | - |
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. | - |
| Henry Lartigue | M | - |
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. | 1 years |
| Jim Sonneborn | M | - |
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. | - |
| Joe Glossberg | M | - |
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. | 2 years |
| Jim Borovsky | M | - |
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. | 2 years |
| Charlie Gofen | M | - |
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. | 2 years |
| Mark Goodman | M | - |
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. | 2 years |
| Peter Kupferberg | M | - |
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. | 2 years |
| John Myers | M | - |
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. | 2 years |
| Dan Sobol | M | - |
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. | 2 years |
| Franklin Ruben | M | - |
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. | 1 years |
| John Ptak | M | - |
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. | 2 years |
| Ernest W. Bromley | M | - |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | - |
| Jim Reilly | M | - |
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. | 1 years |
| Raymond Sawaya | M | - |
The University of Texas at Austin
| 34 years |
| Matt Holden | M | - |
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. | 1 years |
| Frank Stenger-Castro | M | - |
San Antonio Symphony
San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | - |
| Mary Pat Burke | F | - |
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. | 2 years |
| Jonathan Vree | M | - |
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. | 2 years |
| Jeff Boyer | M | - |
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. | 2 years |
| Brent Beene | M | - |
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. | - |
| Brian Kazanchy | M | - |
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. | - |
| Andy Kapyrin | M | - |
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. | 1 years |
| Jim Ciprich | M | - |
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. | 1 years |
| Bryan Smalley | M | - |
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. | - |
| Blake McWherter | M | - |
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. | 1 years |
| Scott Frazin | M | - |
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. | 2 years |
| Alex Coriddi | M | - |
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. | - |
| Julie Kessler | F | - |
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. | 2 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Aruna Viswanathan | F | 53 |
The University of Texas at Austin
| 9 years |
| Mace Miller | M | - |
The University of Texas at Austin
| 7 years |
| Craig Friou | M | - |
The University of Texas at Austin
| 5 years |
| Steven Mark Nicholls | M | 56 |
The University of Texas at Austin
| 6 years |
| Arshad Mansoor | M | - |
The University of Texas at Austin
| 3 years |
| Dewi Dharma Yanti | F | - |
The University of Texas at Austin
| 6 years |
| Daniel Crowley | M | 61 |
The University of Texas at Austin
| 1 years |
| Jin Byeon | M | 55 |
The University of Texas at Austin
| 7 years |
| Praveen Vishakantaiah | M | - |
The University of Texas at Austin
| 5 years |
| Keith Bornemann | M | 51 |
The University of Texas at Austin
| 5 years |
| Brian D. Baird | M | 60 |
The University of Texas at Austin
| 7 years |
| Brian A. Minnehan | M | 52 |
The University of Texas at Austin
| 5 years |
| Chi Lo Man | M | 58 |
The University of Texas at Austin
| 3 years |
| Solonas Matsias | M | 59 |
The University of Texas at Austin
| 6 years |
| John Leo Kauth | M | - |
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. | 26 years |
| Aasim Hasan | M | - |
The University of Texas at Austin
| 4 years |
| Wei Ming Chen | M | 60 |
The University of Texas at Austin
| 5 years |
| Shane Litts | M | - |
The University of Texas at Austin
| 8 years |
| J. Matthew Lyons | M | - |
The University of Texas at Austin
| 7 years |
| Audrey T. Andrews | F | 57 |
The University of Texas at Austin
| 6 years |
| Greg Warmink | M | - |
The University of Texas at Austin
| 6 years |
| Stephen Gans | M | 51 |
The University of Texas at Austin
| 5 years |
| Tina L. Castillo | F | 53 |
The University of Texas at Austin
| 5 years |
| Marco Gamboa | M | - |
The University of Texas at Austin
| 6 years |
| Rob A. Newbold | M | - |
The University of Texas at Austin
| 4 years |
| Colby Hackerman | M | - |
The University of Texas at Austin
| 5 years |
| Daniel Weingeist | M | - |
The University of Texas at Austin
| 8 years |
| Michael T. Segrest | M | - |
The University of Texas at Austin
| 6 years |
| Jim McBride | M | - |
The University of Texas at Austin
| 11 years |
| Daniel Rabinovitsj | M | 59 |
The University of Texas at Austin
| 7 years |
| Susanne Gealy | F | - |
The University of Texas at Austin
| 5 years |
| Steven Sterin | M | 52 |
The University of Texas at Austin
| 4 years |
| Gabriela Franco Parcella | F | 55 |
The University of Texas at Austin
| 5 years |
| Lisa Stephens | F | - |
The University of Texas at Austin
| 5 years |
| Rafael Bernardo Luis Picasso Salinas | M | 62 |
Universidad Pontificia Catolica del Peru
| 3 years |
| Jeff Culp | M | - |
The University of Texas at Austin
| 4 years |
| Keith Smith | M | 56 |
The University of Texas at Austin
| 4 years |
| Greggory Bennett | M | - |
The University of Texas at Austin
| 4 years |
| Kathy Staples Boobar | F | - |
The University of Texas at Austin
| 3 years |
| Cosmo Alberto Palmieri | M | 65 |
The University of Texas at Austin
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 98 | 98.00% |
| Peru | 2 | 2.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Alfredo la Rosa
- Personal Network
