Asset Classes:

Última actualización: 16:58 / Monday, 24 de June de 2019
StratEdge Quant Investors

Alex Calvo and Morgan Stanley Advisor Launch Asset Management Firm through Bolton

Alex Calvo and Morgan Stanley Advisor launch Asset Management Firm through Bolton
Courtesy photo
  • With Marco Oreamuno, who managed 230 million dollars at Morgan Stanley
  • They will provide asset management services to ultra-high net worth individuals, family offices and institutional investors primarily in Latin America
  • They will also provide customized fixed income portfolios for the clients of other financial advisors affiliated with Bolton
By Funds Society , Miami

Global fixed income fund manager Alex Calvo has teamed with Marco Oreamuno to set up a wealth management firm through Bolton Global. Prior to joining Bolton, Oreamuno was a financial advisor with Morgan Stanley where he managed client assets of 230 million dollars. The team will operate under the name StratEdge Quant Investors in providing asset management services to ultra-high net worth individuals, family offices and institutional investors primarily in Latin America. 

Calvo was formerly the Director of Global Fixed Income at Franklin Templeton Investments, where he directed all global macroeconomic and fixed income research and investments, overseeing over 14 Billion dollars in assets. At Franklin Templeton, he was a member of the Global Economic Committee and the Asset Allocation Committee. In 2010, he established Calvo Funds and managed the StratEdge Multi-Currency Bond Fund, which utilized macroeconomic analysis and financial engineering as part of a global macro strategy. He also served as Chief Fixed Income Strategist for Biscayne Americas Advisors, a Miami based asset management firm.

Oreamuno began working in the US at Merrill Lynch in 2004 where he was a financial advisor for 6 years in New York City. In 2010, he joined Morgan Stanley Smith Barney in New York and then transferred to the firm’s Miami office in 2016.  Before moving to the US, he was a financial adviser with BN Valores Puesto de Bolsa in Costa Rica for 12 years managing portfolios for large financial institutions and ultra-high net worth individuals. He has also worked as an attorney with the law firm of Facio y Canas.

In addition to managing a client book of over 200 million dollares, the team will provide customized fixed income portfolios for the clients of other financial advisors affiliated with Bolton. According to a press release, "By having direct access to the international fixed income asset management capabilities of the StratEdge team, Bolton is enhancing its capabilities to provide cost effective fixed income solutions to a global clientele."

 


 

Localización: 
Miami

0 Comments

Add new comment