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Karla Margarita Cervoni
Portfolio Manager-Equities at Stelac Advisory Services LLC
Profile
Ms. Karla M.
Cervoni is a Managing Director at Stelac Advisory Services LLC.
She has more than 21 years of experience in private wealth management.
Ms. Cervoni was previously employed as Vice President by JPMorgan Private Bank (New York).
She received her BA degree from Harvard University.
Karla Margarita Cervoni active positions
Companies | Position | Start |
---|---|---|
Stelac Advisory Services LLC
![]() Stelac Advisory Services LLC Investment ManagersFinance Stelac Advisory Services LLC (Stelac) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2007 and is a subsidiary of Integer LLC, which is ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). Stelac provides advisory services primarily to international (non-US) high net-worth individuals, families and institutions. These individuals may use trusts or other entities to control their liquid assets. | Portfolio Manager-Equities | - |
Former positions of Karla Margarita Cervoni
Companies | Position | End |
---|---|---|
JPMorgan Chase Co. (Investment Management)
![]() JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Corporate Officer/Principal | - |
Training of Karla Margarita Cervoni
Harvard University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Stelac Advisory Services LLC
![]() Stelac Advisory Services LLC Investment ManagersFinance Stelac Advisory Services LLC (Stelac) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2007 and is a subsidiary of Integer LLC, which is ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). Stelac provides advisory services primarily to international (non-US) high net-worth individuals, families and institutions. These individuals may use trusts or other entities to control their liquid assets. | Finance |
JPMorgan Chase Co. (Investment Management)
![]() JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Finance |
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