![Federico Ugarte](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Federico Ugarte
Analyst-Equity bij
Next Capital Management LLC
Profiel
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.
Actieve functies van Federico Ugarte
| Bedrijven | Functie | Begin |
|---|---|---|
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 | 01-04-2023 |
Opleiding van Federico Ugarte
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
15
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
