Portfolio Management Associate
Esteban is a Portfolio Management Associate, currently serving at Seaview Investment Managers. In his role, he demonstrates his expertise in investment analysis and portfolio management, evaluating clients’ risk profiles and investment horizons, making sure their investment strategies align with their financial goals. In addition, Esteban actively supports the team in developing and overseeing investment strategies.
Prior to his position at Seaview Investment Managers, Esteban worked as a Business Development Associate at Crystal Lagoons, where he conducted research, market analysis, and intricate financial modeling. Before that, Esteban enriched his professional career through internships with VectorGlobal WMG's Operations & Product Analysis Department, as well as UENI and Stake's business analysis departments.
Esteban is an alumni of Babson College, from where he graduated with a Bachelor of Business Administration. Esteban holds Finra licenses 65 and Securities Industry Essentials.