Profile
Alberto Pagan-Matos worked as a Director at Morgan Stanley, a Managing Director at Glovista Investments LLC, a Principal at HSBC USA, Inc., an Equity Analyst at Nomura Research Institute Holdings America, Inc., and as the Chief Investment Officer at Consultiva Wealth Management Corp.
He earned an MBA from the University of California, Berkeley in 1992 and an undergraduate degree from the University of Massachusetts in 1987.
Former positions of Alberto Pagan-Matos
| Companies | Position | End |
|---|---|---|
Glovista Investments LLC
 Glovista Investments LLC Investment ManagersFinance Glovista Investments LLC (Glovista) is an independent registered investment advisor headquartered in Jersey City, New Jersey. The firm was founded by Carlos Asilis and Darshan Bhatt in 2007. Glovista provides investment management services to clients through separately managed accounts and privately offered pooled investment vehicles. | Portfolio Manager-Equities | 2019-11-30 |
| MORGAN STANLEY | Corporate Officer/Principal | - |
Nomura Research Institute Holdings America, Inc.
 Nomura Research Institute Holdings America, Inc. Miscellaneous Commercial ServicesCommercial Services Nomura Research Institute Holdings America, Inc. owns and operates Nomura Research Institute's business operations. The firm specializes in research, consulting, and information technology solutions. The company was founded in April 2014 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
| HSBC USA, Inc. /Old/ | Corporate Officer/Principal | - |
Consultiva Wealth Management Corp.
 Consultiva Wealth Management Corp. Investment ManagersFinance Consultiva Internacional, Inc. (CIC) is a registered investment advisor headquartered in San Juan, Puerto Rico and was founded in 1999. The firm is a direct subsidiary of Consultiva Holding Group LLC, which is ultimately held by Bancredito Financial Group Trust & Co. CIC provides investment advisory services for the following types of clients: individuals and families, banks, pension and profit sharing plans, 401k plans, endowments, foundations, credit unions, Taft-Hartley plans, insurance companies, trusts and estates, charitable organizations, state government entities and corporations and similar business entities (i.e., limited liability companies, partnerships and professional partnerships). | Chief Investment Officer | - |
Training of Alberto Pagan-Matos
| University of California, Berkeley | Masters Business Admin |
| University of Massachusetts | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Private companies | 4 |
|---|---|
Consultiva Wealth Management Corp.
Consultiva Wealth Management Corp. Investment ManagersFinance Consultiva Internacional, Inc. (CIC) is a registered investment advisor headquartered in San Juan, Puerto Rico and was founded in 1999. The firm is a direct subsidiary of Consultiva Holding Group LLC, which is ultimately held by Bancredito Financial Group Trust & Co. CIC provides investment advisory services for the following types of clients: individuals and families, banks, pension and profit sharing plans, 401k plans, endowments, foundations, credit unions, Taft-Hartley plans, insurance companies, trusts and estates, charitable organizations, state government entities and corporations and similar business entities (i.e., limited liability companies, partnerships and professional partnerships). | Finance |
Nomura Research Institute Holdings America, Inc.
Nomura Research Institute Holdings America, Inc. Miscellaneous Commercial ServicesCommercial Services Nomura Research Institute Holdings America, Inc. owns and operates Nomura Research Institute's business operations. The firm specializes in research, consulting, and information technology solutions. The company was founded in April 2014 and is headquartered in New York, NY. | Commercial Services |
| HSBC USA, Inc. /Old/ | Finance |
Glovista Investments LLC
Glovista Investments LLC Investment ManagersFinance Glovista Investments LLC (Glovista) is an independent registered investment advisor headquartered in Jersey City, New Jersey. The firm was founded by Carlos Asilis and Darshan Bhatt in 2007. Glovista provides investment management services to clients through separately managed accounts and privately offered pooled investment vehicles. | Finance |
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