Alejandro Guardiola, CFA, CAIA

Alejandro Guardiola is a dedicated professional currently involved with Insigneo Securities as a Product Manager in the Investment Solutions Group, supporting Financial Advisors throughout the Americas.

With a career that began in 2006 at UBS International's Wealth Management division, Alejandro has held various positions such as analyst, Sales Manager, and Portfolio Manager, focused on delivering customized solutions to high net worth families in Latin America.

Alejandro achieved notable educational milestones including a Master's in Finance and obtaining the prestigious CFA designation by the age of 25. He is also a FINRA registered professional holding Series 7 and Series 66 Licenses.

Apart from his professional endeavors, Alejandro has shown a keen interest in impact investing, particularly in areas like sustainable agriculture, technology, and health & wellness.

When not immersed in the world of finance, Alejandro enjoys pursuing diverse interests such as surfing, chess, triathlons, and exploring different parts of the world.

His academic journey includes studies in Finance at Florida International University, Business, and Economics at Flagler College, and Economics at Belen Jesuit Preparatory School in Miami.

Throughout his career, Alejandro Guardiola has been associated with renowned organizations such as Insigneo, Paradigm Capital International, Blue Avian Ventures, SEEDCHANGE, and UBS, where he has served in key roles like Investment Solutions Product Manager, Portfolio Manager, Sales Manager, and more.