Alfredo Risi

Alfredo Risi is the Chief Operating Officer at David Vaughan Investments, LLC (DVI), a wealth advisory and asset management firm.12 He joined DVI in 2024 as a member of the firm's Management Team.1

Professional Background

Risi has nearly 30 years of experience in the financial services industry, working across various functions and locations.2 His career journey includes:

• Starting as a Trader and Portfolio Manager in Peru
• Working in Investment Banking Groups for prominent firms in London
• Being part of Strategy and Technology teams at a global insurance provider in New York
• Serving as Chief Operating Officer for two Registered Investment Advisors based in New York and Michigan2

Education

• MBA in Finance from the University of Chicago Booth School of Business
• Bachelor of Science in Economics from Universidad de Lima (Peru)12

Role at DVI

As COO at DVI, Risi's responsibilities include:

• Managing the strategic process
• Implementing succession plans
• Attracting and retaining top-tier talent
• Optimizing efficiency through policies, procedures, and technologies1

Leadership Philosophy

Risi's leadership style blends entrepreneurial agility with corporate discipline.1 He believes in:

• Holding himself accountable for achieving both qualitative and quantitative objectives
• Articulating a clear strategic vision
• Fostering a talented and cohesive team1

Personal

Risi is guided by strong family values and a commitment to doing what is right.1 He has lived in various locations, including Lima, Chicago, London, Los Angeles, New York, Connecticut, Michigan, and now Peoria, Illinois.2 Risi holds three citizenships: US, Italy, and Peru.2