Federico Ugarte

Analyst-Equity at

Next Capital Management LLC

Consumer Services

Finance

Profile

Mr. Federico Ugarte is an Associate at Next Capital Management LLC.
He is responsible for broadly supporting the firm’s advisors and clients.
Prior to joining NEXT, he was a Financial Advisor in Balanz Capital Valores S.A.U., Buenos Aires, where he was responsible for research and portfolio management for clients.
Starting as a commercial assistant, he grew to manage clients' investment accounts, both on- and off-shore, balancing the commercial with the analytical skills of the role.
He graduated from Torcuato Di Tella University in 2021 where he majored in Economics.

Federico Ugarte active positions

Companies	Position	Start
Next Capital Management LLC Next Capital Management LLC Investment ManagersFinance Next Capital takes a fully customized, unbiased approach to managing client portfolios. The firm focuses on building diversified, outcome-oriented portfolios that emphasize risk-adjusted returns and tax efficiency with an intense focus on capital preservation. They primarily allocate client investment assets to various mutual funds, exchange traded funds, and individual equity and fixed income securities, on a discretionary and non-discretionary basis, in accordance with the client’s designated investment objective(s).	Analyst-Equity	2023-03-31

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Private companies	2
Universidad Torcuato di Tella Universidad Torcuato di Tella Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Next Capital Management LLC Next Capital Management LLC Investment ManagersFinance Next Capital takes a fully customized, unbiased approach to managing client portfolios. The firm focuses on building diversified, outcome-oriented portfolios that emphasize risk-adjusted returns and tax efficiency with an intense focus on capital preservation. They primarily allocate client investment assets to various mutual funds, exchange traded funds, and individual equity and fixed income securities, on a discretionary and non-discretionary basis, in accordance with the client’s designated investment objective(s).	Finance

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