![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 chez
Next Capital Management LLC
Profil
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.
Postes actifs de Federico Ugarte
| Sociétés | Poste | Début |
|---|---|---|
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 |
Formation de Federico Ugarte
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
15
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
