Profil
Mr. Adrian Devoto is a Portfolio Manager at Intercontinental Wealth Advisors LLC.
He joined the firm in n 2007.
Upon graduating, he worked first for Enterprise Rent-A-Car where he became Assistant Manager.
Next, he joined JPMorgan Chase and served as a Customer Service Representative in several of their departments in Texas and Missouri.
He attended The University of Texas at San Antonio from which he graduated cum laude in 2001 with a Bachelors Degree in Business Management and a concentration in International Business.
Anciens postes connus de Adrian Devoto
| Sociétés | Poste | Fin |
|---|---|---|
Intercontinental Wealth Advisors LLC
 Intercontinental Wealth Advisors LLC Investment ManagersFinance Intercontinental Wealth Advisors LLC (Intercontinental) is an investment advisory firm headquartered in San Antonio, Texas. The firm was founded by John L. Kauth III and Isidoro Korngold in 1997 as Intercontinental Consultants LLC. In 2023, they became a subsidiary of Corient Private Wealth LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Intercontinental offers discretionary investment management services and financial planning to high-net-worth individuals and families, businesses, non-profit organizations, and foundations in the US and internationally. | Gestionnaire de Portefeuille-Actions | 01/08/2023 |
Formation de Adrian Devoto
| The University of Texas at Austin | Undergraduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
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Intercontinental Wealth Advisors LLC
Intercontinental Wealth Advisors LLC Investment ManagersFinance Intercontinental Wealth Advisors LLC (Intercontinental) is an investment advisory firm headquartered in San Antonio, Texas. The firm was founded by John L. Kauth III and Isidoro Korngold in 1997 as Intercontinental Consultants LLC. In 2023, they became a subsidiary of Corient Private Wealth LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Intercontinental offers discretionary investment management services and financial planning to high-net-worth individuals and families, businesses, non-profit organizations, and foundations in the US and internationally. | Finance |
