Arturo Neto, CFA – is an Investment Strategist and Business Consultant offering investment strategy services to small and mid-sized registered investment advisors. He was previously with EFG Capital from 2013 to December 2016 where he joined to co-lead the planning, development, and implementation of the Investment Strategy Group. He led the firm’s private placement due diligence efforts in addition to serving as a senior member of the team creating model portfolios, developing investment themes, managing tactical allocation strategies, monitoring portfolio management activities, conducting equity and mutual fund research, and preparing and delivering investment-related seminars and presentations. Prior to joining EFG, Arturo was an Investment Strategist at HSBC in a similar role.
During his 20 years of experience in financial services, he was also the Investment Officer for a Latin American multi-family office specializing in hedge fund and private equity investments and he has worked in a variety of roles within financial planning and analysis and strategic finance consulting. His career includes positions at Accenture, Gap Inc. American Express, and State Farm Insurance, as well as project work in a variety of other Fortune 500 companies. During his consulting and corporate finance tenures, Arturo’s primary focus was on practice management, process improvement, and financial analysis.
Arturo graduated from Florida International University with a Bachelor’s degree in Finance and a Master of Science in Finance degree and completed his Master of Business Administration degree from the Darden Graduate School of Business at the University of Virginia and he is a Chartered Financial Analyst (CFA).
He lives in South Miami and is married with one beautiful daughter.