WHAT WE OFFER
We provide, under an all-inclusive management fee, wealth management services for investment accounts based on the client’s investment objectives and risk profiles. Among other alternatives, we offer the following portfolios: Conservative, Moderate, Growth, Growth Plus, Fixed Income High Yield and Fixed Income Investment Grade.
We provide Family Office type of advisory including discretionary management under a negotiated fee, based on each client’s objectives, risk profiles and tailor-made solutions.
We provide consulting or non-discretionary advisory services to high net worth individuals, families, and corporations.
We will offer a comprehensive analysis of our clients’ financial situation to develop strategic financial plans, so that our clients can meet their life goals. Our portfolio of services will include wealth preservation, income planning, IRA exit strategies and succession planning.
We provide consolidation services, investment and risk analysis to accounts held at different custodians.
Additional services provided by our firm include advisory in and offering of alternative investments, including private equity and real estate.
We offer the following family office services: (1) Family protocols, governing bodies, leadership, succession planning (2) Education programs including programs for future generations (3) Cooperation and support with your tax advisors and lawyers (4) Advise on philanthropy to help you discover and understand your fundamental interests in order to develop clear and specific philanthropic objectives (5) Relationships with respective bankers and custodians
TYPES OF PORTFOLIO MANAGEMENT
HOW WE DO IT
Understand our clients’ risk adjusted return objectives, to define suitable investments
Develop a proper risk exposure management assessment, based on the best practices and financial tools
Attempt to reduce conflicts of interest, offering controlled fees, and an independent analysis and methodology
Create a top-down tactical asset allocation incorporating our market outlook
INVESTMENT & RESEARCH PHILOSOPHY
Portfolio manager and client advisor with over 25 years of experience in the financial industry. Ph.D. UCAB, Caracas; M.S. Stanford University; Industrial Engineer, UCAB, with a certification in Family Wealth Planning from the Family Firm Institute. Roberto has taught at UCAB and IESA Business School in Caracas, in which he also served as president and was the founder of its Entrepreneurship Center. Roberto has also lectured at the Rochester Institute of Technology, Duke University, Florida International University and Miami University. Former Managing Director of FPCM, Grupo Activalores, and former board member of Mercantil Commerbank Florida. Former member of the Arbitrage and Conciliation Committee of the Union Israelita de Caracas and the Pino Center Board of Florida International University. He is currently member of the board of directors of Mercantil Servicios Financieros, Mercantil Banco Universal, and director of Farmatodo Colombia and Spain. Roberto was born in Caracas, Venezuela and has been living in the US since 2011.
CHIEF INVESTMENT OFFICER
Michael is an expert in portfolio analysis and mutual fund evaluation with vast experience working for investment advisory firms in the industry. Prior to joining Evolution Wealth Advisors, Michael worked as a Research Analyst and Portfolio Manager at Financial Partners Capital Management. He also worked in the Fixed Income Research Department at AV Securities. Michael holds a bachelor’s degree in Business Management from Universidad Metropolitana in Caracas, Venezuela.
PORTFOLIO MANAGER & DIRECTOR OF BUSINESS DEVELOPMENT
Mr. Herrera-Pahl has over 25 years of experience in global asset management, proprietary trading and Wealth Management advisory services. He has held Chief Investment Officer roles and led Research and Investment teams in Miami, Geneva, New York, Minneapolis and London. He has been working with wealthy families for almost two decades, offering an extensive array of skills to help them achieve their goals. Mr. Herrera-Pahl has lectured at the Instituto Tecnológico y de Estudios Superiores de Monterrey (ITESM). Gerhard is fluent in English, Spanish and German. He holds a B.Sc degree in Economics from the Instituto Tecnológico Autónomo de México (ITAM).
A qualified professional trained in Compliance, with experience in financial operations. Prior to joining Evolution Wealth Advisors, Luciana worked as Portfolio Assistant for Financial Partners Capital Management. During her career in Venezuela, she worked at Revlon Overseas Company and Avon. She holds a degree in Chemical Engineering from Universidad Simon Bolivar in Venezuela, and a MSc in Chemical Engineering from Technion Israel Institute of Technology.
Deborah Bary de Cohen
Deborah is a graduate from The Universidad Central de Venezuela where she got a degree in Nutrition Science. She has been involved for over 10 years with several organizations in fundraising and event planning for the benefit of the community. She worked at the Family business as HR Manager. Prior to joining the firm, Deborah worked as a sales associate advisor in an upscale department store.
TECHNOLOGY AND MARKETING MANAGER
A recent graduate who holds a Bachelor’s Degree from the University of Miami Business School with a double major in Business Technology and Marketing. Previously, Dalia has worked in Lennar’s International Department as a Business Development Intern and gained experience in data analytics during an internship Signals Analytics located in Netanya, Israel. Dalia graduated cum laude and was awarded the 2018 Most Outstanding Student in Business Technology Award.
A recent graduate who holds a Bachelor’s Degree from The University of Florida with a major in Economics and a minor in Business Administration. Alvaro previously interned as a Research Analyst in Activalores Sociedad and completed a rotational program in Venezolano de Credito. Alvaro is a former member of the National Society Leadership and Success and attended the Cambridge International Consulting on Strategic Communication and Leadership. Alvaro was part of the Venezuelan Junior Golf Team and in 2009 he earned the National Championship title.
Melissa has over five years in the financial industry with a concentration in Wealth Management and Trusts. She acquired her experience in finance during her time at Northern Trust as well as at Sabadell Bank. Additionally, she has extensive knowledge in the customer service, sales, and marketing industries as she previously held positions within those fields. Melissa obtained her Master of Business Administration and a Bachelor of Arts in Psychology from Florida International University in Miami, Florida.
This website is a publication of Evolution Wealth Advisors, LLC. Information on this website does not involve the rendering of personalized investment advice and is only for informational purposes. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be either suitable or profitable for your portfolio. All investment strategies have the potential for profit or loss and past performance is no guarantee of future success. Evolution Wealth Advisors, LLC is registered as an investment advisor with the SEC. However, our registration as an investment advisor does not imply any level of skill or training.