Samuel Urdaneta

Samuel is a Portfolio Management Trader at Seaview Investment Managers, supporting portfolio execution and day-to-day trading activities.

He is responsible for executing trades, monitoring portfolio positions, and supporting rebalancing and cash management across client portfolios. Samuel plays a key role in ensuring timely and accurate trade processing, maintaining alignment with portfolio guidelines, and supporting the implementation of investment strategies. His approach is highly disciplined, with a strong focus on execution, risk awareness, and operational precision.

Prior to joining Seaview, Samuel spent over three years at Vector Global Wealth Management, where he developed a well-rounded background across compliance, KYC, and client onboarding functions. During this time, he gained hands-on experience in due diligence, regulatory screening, and financial operations, building a solid foundation that complements his role on the trading desk.

Samuel holds a Bachelor’s Degree in Law from the University of Zulia, has completed training in investment and trading, and has passed the Securities Industry Essentials (SIE) exam.