International wealth management firm continues to execute on its business model and make strategic hires to meet a growing global demand
MIAMI & NEW YORK–(BUSINESS WIRE)–Insigneo, a leading international wealth management firm, today announced the hiring of Mauricio Viaud as Senior Investment Strategist & Portfolio Manager. He will report to Ahmed Riesgo, Chief Investment Officer.
Prior to joining the firm, Viaud worked as a Senior Equity Research Analyst at Janney, Montgomery, Scott, where he provided equity research insight and analysis for global stock portfolios. Before this, he was a buy-side equity research analyst at Bank of New York Mellon, where he provided equity research coverage for the energy and materials sectors for three large institutional mutual funds.
“Incorporating Mauricio within our CIO office will better position us to meet the growing demand from our network for high-quality research and asset allocation guidance,” said Javier Rivero, President and Chief Operating Officer of Insigneo. “This strategic hire further evidences our commitment to invest in our firm and expand our team, which is particularly exciting in light of our company’s international leadership positioning as well as the current market conditions.”
Years Of Experience
Viaud has over 22 years of experience in capital markets and the financial services industry, including experience in equity research, portfolio management, and formulating and communicating firm-wide investment strategies. He also has significant experience providing equity research for institutional mutual funds, writing equity research reports, formulating investment strategy as a member of various strategy committees, and executing portfolio management responsibilities.
“We are pleased to add a professional of Mauricio’s caliber to our growing team, as part of our commitment to align ourselves with the industry’s best and brightest talent and continue to expand our asset management, research, and data analytics capabilities,” Riesgo said. “Mauricio’s outstanding track record of execution, his impressive market insights and strategic thinking make him an ideal fit for this important leadership role at Insigneo, where he will have a pivotal role in helping chart the path for our next chapter of success.”
Specifically, Viaud will join the CIO Office in a dual role as a Senior Investment Strategist and Portfolio Manager. He will become an integral part of the firm’s research team and investment committee, as well as the service offering of the team. On the research side, he will issue equity research reports for major Latin American companies, provide investment recommendations and opinions, and participate in high-level client meetings. In addition, he will publish a weekly newsletter for clients. On the portfolio management side, he will manage a Latin American Equity SMA focused on providing alpha in the space for equity investors in the region.
“I am thrilled to join Insigneo and consider it a natural next step in my career,” Viaud said. “Insigneo’s powerful platform, market leadership and dynamic growth opportunities will enable me to apply my knowledge, skills and talents in a rewarding, collaborative team environment.”
Clientele & Accolades
Viaud’s diverse financial-services experience spans high-net-worth client relationship management, equity analysis, portfolio management and equity strategy. He has provided analyst coverage for a wide range of global stocks and helped manage equity portfolios and formulate investment strategies. He has appeared on a variety of radio and printed media publications, including Financial Times.
Viaud has a bachelor’s degree in finance and international business from the University of Richmond, as well as an Executive MBA focused on asset and wealth management from Carnegie Mellon’s Tepper School of Business and HEC Lausanne in Switzerland. He is currently working on attaining the CFA charter, having completed the Level II examination.
About Insigneo Financial Group
Insigneo is a leading international wealth management firm providing services and technologies that empower investment professionals to successfully serve their clients globally. Insigneo leverages its customized solutions, client-first service, and custodial relationship with BNY Mellon’s Pershing to provide a fully integrated, best-in-class independent wealth management platform. With over $17B in assets, Insigneo supports more than 400 investment professionals serving over 30,000 clients. For more information, visit www.insigneo.com.