Glovista Investments LLC

Description

Address: 1 Evertrust Plaza, Jersey City, NJ 07302 Phone: (212) 336-1540: Place name: : Hours: Category: : : : : Website: Website: http://www.glovista.net/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Glovista Investments LLC Posting publicly on the Web Write a review Reviews Be the first to review

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Glovista Investments LLC Employees

Employee
Years
Job
Industry
Alberto Pagan-Matos, CFA Alberto Pagan-Matos, CFA Key Biscayne, Florida Details
Alberto Pagan-Matos, CFA's Glovista Investments LLC Experience April 2014 - Present
Job Managing Director at Glovista Investments LLC
Industry Investment Management
Experience
Glovista Investments LLC   April 2014 - Present
Consultiva Internacional   March 2009 - March 2014
Morgan Stanley  August 1998 - March 2009

Skills
Global Asset Allocation, Growing Income..., Emerging Markets..., Investments, Equities, Wealth Management, Emerging Markets, Investment Strategies, Finance, Financial Services, Economics, Alternative Investments, Fixed Income, Pension Funds, Asset Management, Investment Advisory, Mutual Funds, Portfolio Management, Series 7, Hedge Funds, Investment Management, Retirement Planning, Bonds, Asset Allocation, Capital Markets, ETFs

Education
University of California, Berkeley   1990 — 1992
Master of Business Administration (M.B.A.), International Finance

University of Massachusetts, Amherst   1983 — 1987
Bachelor of Business Administration (BBA), Economics

Harsh Saxena Harsh Saxena Greater New York City Area Details
Harsh Saxena's Glovista Investments LLC Experience June 2010 - Present
Job Investment Associate at Glovista Investments LLC
Industry Financial Services
Experience
Glovista Investments LLC   June 2010 - Present
Maihar Capital Strategies, LLC.   September 2009 - June 2010
Morgan Stanley  October 2008 - September 2009
Citigroup, Inc.   January 2009 - April 2009
Alternative Asset Investment Management  June 2008 - October 2008
Pace University - Educational Media   February 2008 - September 2008
Jawonio Inc.  June 2008 - August 2008

Skills
Equity Trading, Performance Attribution, ETFs, Word, Financial Analysis, Bloomberg, Hedge Funds, Valuation, Financial Modeling, Microsoft Office, Finance, Investments, Equities, Analysis, Derivatives, Microsoft Word, Investment Banking, Trading, Portfolio Management, Management, Financial Services, Asset Management, Capital Markets, Wealth Management, Fixed Income, Securities, Financial Markets, Bloomberg Terminal

Education
Pace University   2007 — 2009
MBA, Finance and Investments

Pace University - Lubin School of Business   2007 — 2009
MBA, Finance

University of Mumbai   2002 — 2006
Bachelors in Engineering, Electronics and telecommunication

Hersh Agarwal Hersh Agarwal Greater Atlanta Area Details
Hersh Agarwal's Glovista Investments LLC Experience May 2011 - June 2011
Job Associate Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company  August 2015 - Present
UPS  March 2015 - June 2015
Applied Value  June 2014 - August 2014
Aon Hewitt  April 2013 - January 2014
All Around Children   June 2009 - December 2013
Cydcor  June 2012 - August 2012
Glovista Investments LLC   May 2011 - June 2011
Powernap/Acendex   May 2010 - July 2010

Skills
Microsoft Excel, PowerPoint, Social Media, VBA, Market Research, Facebook

Education
Emory University   2011 — 2015
Bachelor, Business Administration

University School   2007 — 2011

Gabriela Pallicer Gabriela Pallicer Greater New York City Area Details
Gabriela Pallicer's Glovista Investments LLC Experience June 2014 - July 2014
Job Office Assistant, Finance Department at University of Miami, School of Business Administration
Industry Financial Services
Experience
University of Miami, School of Business Administration  August 2015 - Present
Leading & Learning   January 2015 - Present
Oppenheimer & Co. Inc.   June 2015 - August 2015
Glovista Investments LLC   June 2014 - July 2014
Trapp Bookkeeping   July 2013 - August 2013
Oak Knoll School  April 2012 - June 2012

Skills
Microsoft Excel, Microsoft Word, Typing, Public Speaking, Team Leadership, Spanish-speaking, Research, Facebook, Event Planning

Education
University of Miami - School of Business   2012 — 2016
Bachelor's Degree, Finance, General

Oak Knoll School of the Holy Child   2008 — 2012
HIgh School Diploma

Chris Caruso Chris Caruso Orange County, California Area Details
Chris Caruso's Glovista Investments LLC Experience March 2013 - Present
Job Investment Advisor at Glovista Investments LLC
Industry Financial Services
Experience
Glovista Investments LLC   March 2013 - Present
Citi  May 2010 - March 2013
US Trust  February 2007 - May 2010
Sand Hill Global Advisors  2004 - 2007
Leylegian Investments   2000 - 2004

Skills
Portfolio Management, Asset Allocation, Investments, Capital Markets, Risk Management, Wealth, Wealth Management, Alternative Investments, Asset Managment, Series 7, Investment Management, Equities, Asset Management, Fixed Income, Hedge Funds, Mutual Funds, Investment Strategies, Financial Advisory, Securities, Investment Advisory, ETFs

Education
University of California, Irvine - The Paul Merage School of Business   2010 — 2012
MBA

San Diego State University-California State University
BA, Economics

Enrique Figueroa, CFA, CFP Enrique Figueroa, CFA, CFP San Francisco Bay Area Details
Enrique Figueroa, CFA, CFP's Glovista Investments LLC Experience August 2010 - Present
Job Managing Director at Glovista Investments LLC
Industry Financial Services
Experience
Glovista Investments LLC   August 2010 - Present
Merrill Lynch  July 2007 - August 2010
Sand Hill Advisors  December 2000 - July 2007
Merrill Lynch  February 1997 - August 1999
Oppenheimer & Co.   1995 - 1997
James Capel   1995 - 1995
PepsiCo  1993 - 1994
McKinsey & Company  1992 - 1993

Skills
Asset Allocation, Securities, Investments, Alternative Investments, Equities

Education
Thunderbird School of Global Management   1990 — 1991

Instituto Tecnológico Autónomo de México   1985 — 1989
CPA, Accounting

Jess Gaitan Jess Gaitan New York, New York Details
Jess Gaitan's Glovista Investments LLC Experience March 2011 - October 2012
Job Equity Research Sales & BuySide Marketing Professional
Industry Investment Banking
Experience
Glovista Investments LLC   March 2011 - October 2012
Liberum Capital LLC   May 2009 - November 2010
Dresdner Kleinwort Wasserstein  May 2007 - March 2009
ABN AMRO Bank N.V.   2005 - 2007
J.P. Morgan   1998 - 2005
Scotiabank  January 1996 - July 1998
BBVA  June 1994 - November 1996
Societe Generale  1989 - 1994

Skills
Fluent French, Fluent Spanish, Writing, Emerging Markets, Equities, Equity Derivatives, Equity Research, Financial Advisory, French, Hedge Funds, Investments, Institutional..., Hedging, Leadership, Marketing, Mutual Funds, Pension Funds, Project Management, Sales, Spanish, Strategic Planning, Investor Relations, Investment Banking, Management, Budgets

Education
University of California, Berkeley   1984 — 1989
BA, Political Economy of Industrialized Societies

Mihir Mehta Mihir Mehta Greater New York City Area Details
Mihir Mehta's Glovista Investments LLC Experience October 2007 - July 2009
Job Project Finance at Soltage LLC
Industry Renewables & Environment
Experience
Soltage LLC   September 2015 - Present
GE Capital  December 2012 - August 2015
Liberty Mutual Insurance  June 2011 - August 2012
Liberty Mutual Group  May 2010 - August 2010
Glovista Investments, LLC  October 2007 - July 2009
Proxima Alfa   March 2006 - September 2007
UBS  November 2004 - March 2006
Subway  2004 - 2006

Skills
Hedge Funds, Private Equity, Financial Analysis, Financial Modeling, Investment Management, Due Diligence, Data Analysis, Emerging Markets, Economics, Entrepreneurship, Quantitative Analytics, Capital Markets, Derivatives, Fixed Income Analysis, Strategic Thinking, Microsoft Excel, Real Estate, Equity Research Analysis, Valuation Modeling, Macro Analysis, Energy, Project Finance, Structured Finance, Renewable Energy, Portfolio Management, Debt & Equity Financing, Debt Restructuring, High Yield, Fixed Income, Equities, Investments, Trading, Finance

Education
Yale University - Yale School of Management   2009 — 2011
MBA, Finance

Rutgers, The State University of New Jersey-New Brunswick   2000 — 2004
Bachelor of Science (BS), Computer Science & Economics

J. P. Stevens   1998 — 2000
High school

Maneckji Cooper   1985 — 1997
High School

Nimeet Shah Nimeet Shah Jersey City, New Jersey Details
Nimeet Shah's Glovista Investments LLC Experience June 2010 - Present
Job Associate Glovista Investments, LLC
Industry Investment Management
Experience
Glovista Investments LLC   June 2010 - Present
Blaylock Robert Van, LLC  December 2009 - March 2010
Midwest Investment Management LLC   May 2008 - May 2009
Financial Technologies (I) Ltd.   2006 - 2007

Skills
Fixed Income, Investment Banking, Bonds, Investment Management, Analysis, Market Research, Strategic Planning, Equities, Financial Analysis, Hedge Funds, Financial Modeling, Valuation, Equity Research, Business Analysis, Capital Markets

Education
Case Western Reserve University - Weatherhead School of Management   2007 — 2009
MBA, Finance

University of Mumbai
Bachelors of Engineering, Information Technology

Eric Dale, CFP® CAIA Eric Dale, CFP® CAIA Greater New York City Area Details
Eric Dale, CFP® CAIA's Glovista Investments LLC Experience September 2014 - Present
Job Managing Director at Glovista Investments LLC
Industry Investment Management
Experience
Glovista Investments LLC   September 2014 - Present
Credit Suisse Private Banking USA   January 2013 - July 2014
Credit Suisse Private Banking USA   June 2005 - July 2014
The Prostate Cancer Charity   February 2004 - April 2005
Merrill Lynch International Bank  January 1997 - October 2002
Merrill Lynch International Private Client   July 1994 - December 1996
Merrill Lynch International Bank  May 1992 - July 1994
Merrill Lynch Capital Markets  October 1987 - May 1992
Merrill Lynch Banque Suisse   May 1985 - October 1987
Merrill Lynch International  December 1980 - May 1985

Education
University of Oxford   1971 — 1972
MSc, Numerical Analysis

The University of Edinburgh   1967 — 1971
MA, Mathematics and Mathematical Physics, Summa Cum Laude

Jack Coogan Jack Coogan San Francisco Bay Area Details
Jack Coogan's Glovista Investments LLC Experience May 2009 - July 2010
Job Trading Manager at Lending Club
Industry Financial Services
Experience
Lending Club  May 2012 - Present
Glovista Investments LLC   May 2009 - July 2010
ICAP  May 2006 - August 2009

Skills
Equities, Portfolio Management, Risk Management, Hedge Funds, Investments, Fixed Income, Financial Analysis, Bloomberg, Financial Modeling

Education
University of Notre Dame   1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government

Robert Slutz Robert Slutz Greater New York City Area Details
Robert Slutz's Glovista Investments LLC Experience August 2014 - Present
Job CEO at Glovista Investments LLC
Industry Financial Services
Experience
Glovista Investments, LLC  August 2014 - Present
West Africa Fund GP LLC   December 2007 - Present
Forum Asset Management,LLC   January 2012 - June 2014
Nile Capital Management, LLC  September 2010 - December 2011
Vega Funds, Vega Asset Management   November 1996 - April 2008
Proxima Alfa Investments (USA)   January 2006 - February 2007
Banco Santander  August 1990 - July 1998
HSBC - New York Regional Treasury Center   July 1984 - July 1990

Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Master's degree

Colby College
Bachelor's degree

Dennis Tracey Dennis Tracey Hartford, Connecticut Area Details
Dennis Tracey's Glovista Investments LLC Experience March 2014 - Present
Job Managing Director at Glovista Investments LLC
Industry Investment Management
Experience
Glovista Investments LLC   March 2014 - Present
Parenteau Associates/Glovista Investments LLC   September 2008 - March 2014
Simms Capital   October 1998 - September 2008
Aeltus Investment Management  February 1982 - February 1998

Skills
Mutual Funds, Asset Management, Asset Allocation, Equities, Investments, Asset Managment, Investment Strategies, Investment Advisory, Investment Management, Alternative Investments, Hedge Funds, Equity Research, Portfolio Management, Investment Banking, Securities, Emerging Markets, Strategy, Fixed Income, Capital Markets

Education
University of Hartford   1985 — 1988
Masters, Finance

Eastern Connecticut State University   1977 — 1982
BS, Economics

Yi (Frances) Shi Yi (Frances) Shi Greater New York City Area Details
Yi (Frances) Shi's Glovista Investments LLC Experience March 2014 - Present
Job Investment Analyst at Glovista Investments LLC
Industry Investment Management
Experience
Glovista Investments LLC   March 2014 - Present
The Entrepreneurs EDGE  June 2013 - July 2013
Henkel  March 2012 - July 2012
Standard Chartered Bank  July 2011 - August 2011

Skills
Financial Modeling, Valuation, Microsoft Excel, SAS, Financial Statement..., Eviews, SAP, Presentations, VBA

Education
Case Western Reserve University - Weatherhead School of Management   2012 — 2013
Master of Science in Management, Finance

Shanghai Jiao Tong University   2008 — 2012
Double Bachelor Degrees, Economics and Applied Mathematics

The University of Hong Kong   2010 — 2010
Economics & Finance

Georgia Institute of Technology   2009 — 2009
Summer Scool