SEAVIEW INVESTMENT MANAGERS - Key Persons

Job Titles:

• Associate
• Client Services Associate

Andrea is a Relationship Management Associate for Seaview Investment Managers. She is responsible for providing support to our clients by communicating the company's asset allocation views and actively participates in the Investment Committee where she analyzes economic and market information. Prior to her position at Seaview Investment Managers, Andrea worked as a Relationship Manager Associate at the Private Wealth Management Division in JPMorgan & Co. and as a Vice President at Deutsche Bank International, covering the Latin American market in both institutions. She worked as a trusted Financial Advisor offering the best available products and services to high-net-worth clients in the region. During her time in these banks, she managed over 60 Latin American client relationships with total assets under management of over $100 million. In addition to her experience in the investment advisory and financial services industry, Andrea also has an entrepreneurial spirit that led her to found her own company and later work as a financial consultant. Andrea obtained her bachelor's degree in international finance and marketing with Cum laude honors from the University of Miami, and a Master of Business Administration with Honors from Florida International University. Andrea holds FINRA licenses 65 and Securities Industry Essentials.

Job Titles:

• CEO
• Chief Investment Officer
• Founder
• Founder of Financial Planning
• Founding Director of Fundación Manos Del Sur
• Global Investments Advisor for VectorGlobal IAG
• Investment Advisor and Strategist

Claudia M.P. Batlle is founder and Chief Investment Officer for Seaview Investment Managers. Claudia is a top investment advisor and strategist, with more than 20 years of experience in the financial industry. Claudia is the Global Investments Advisor for VectorGlobal IAG, a Registered Investment Advisor with worldwide presence serving high net-worth individuals and institutions mainly in Latin America. She is also a voting member of VectorGlobal's Investment Committee, and has been the head of several different departments at VectorGlobal since 2011. During this period, the assets under her management increased from $5 million to over $1.2 Billion. Claudia is a regular speaker at client conferences in several Latin American countries, with large audiences of sophisticated investors. She has also served as guest speaker for Babson College and Monterrey Institute of Technology and Higher Education. Claudia is the founder of Financial Planning and Management International (FPMI LLC) and Financial Planning for Women (FPW, dba), offering financial education workshops for families, women, and young adults. Claudia is a founding director of Fundación Manos del Sur, a non-profit organization founded in Miami in 1999, that helps children in Latin America through programs in education, health, and nutrition. She is also a board member of Legatus - Miami chapter, a catholic organization for business leaders. Claudia began her career in finance in 1990, working for different global asset managers. Early in her career, she was responsible for portfolios with assets of over $500 million, in dollar and local currency denominated fixed income securities in emerging markets. During her tenure, her funds ranked consistently among the top in their categories. Claudia is a graduate of Florida International University, a Certified Financial Planner® and holds FINRA licenses 7, 86/87, 24 and 66.

Job Titles:

• Director Portfolio Management

Eduardo is Director of Portfolio Management for Seaview Investment Managers. He is responsible for the investment implementation division and oversees ongoing processes, trading activities, and daily operations for all our clients' accounts. He evaluates clients' risk profiles and investment horizons, for the assignment of specific investment strategies that meet their financial goals. He also has a leading role in the development, supervision, and monitoring of our ETF model portfolios. Prior to working for Seaview Investment Managers, Eduardo worked for VectorGlobal IAG as an Asset Management Analyst specialized in the construction and operation of investment portfolios. He also worked for VectorGlobal WMG's Product Analysis Department as a Fixed Income Credit Analyst. Additionally, Eduardo worked in real estate for Engel & Völkers, and in corporate finance for LATAM Airlines. He gained experience from these companies in negotiation, data analysis, accounting, and finance. Eduardo graduated from Florida International University with a Bachelor of Business Administration focused on Finance and a Master of Finance. Eduardo holds Finra licenses 7, 86/87 and 66.

Job Titles:

• Managing Director

Eduardo is Managing Director and Head of Business Development for Seaview Investment Managers. Eduardo is an experienced financial services manager and advisor to individuals and companies. Prior to joining Seaview Investment Managers, Eduardo worked for Amerant Investments (formerly known as Mercantil Investment Services) for over 12 years. Amerant Investments is the wholly owned subsidiary of Amerant Bank, NA. He led the company as President & CEO between 2012 and 2019. Prior to that he also held several positions as Senior Investment Consultant to Institutions, Sales Supervisor, Business Development Manager, and Investment Services Manager. In 2019 he became the Wealth Management Manager for the US markets of Amerant Bank. In addition to his experience in financial services and investment advisory, Eduardo has worked in several global banks such as ING, ABN AMRO and Santander Banco de Venezuela in various capacities such as private banking, corporate banking and treasury. He also worked as Consultant for Arthur D. Little Venezuela for 2 years providing organizational and strategic advice to companies in multiple industries. Eduardo graduated with an MBA from Yale School of Management and a Bachelor of Science in Business Administration from Universidad Metropolitana in Venezuela. He holds FINRA licenses 7, 24 and 66.

Job Titles:

• Portfolio Management Associate

Job Titles:

• Associate
• Portfolio Management Analyst

Federico is a Portfolio Management Associate for Seaview Investment Managers. He is responsible for the daily trading activities, proposals, and cash management for all of our clients' accounts. Federico evaluates our clients' risk profiles and investment horizons, for the implementation of specific investment strategies that meet their financial goals. Prior to working for Seaview Investment Managers, Federico worked for Morgan Stanley Wealth Management as a Client Service Associate where he specialized in offering available products and services to high-net-worth clients. Federico obtained his bachelor's degree in International Business from Florida International University, where he later obtained his Master of Science in Finance.

Job Titles:

• Investment Analyst

Ian is an intern for Seaview Investment Managers. He is responsible for analyzing the current geopolitical environment and macroeconomic trends in Europe and Emerging markets. He also evaluates firms' performances and market trends to provide additional insights to investment decisions. Ian is currently completing his final requirements to receive his Bachelor of Science degree in International Politics and Economics from Bocconi University in Milan, Italy. His final thesis is on the regulatory framework of international food commodity trading and the resulting impact on Olive Oil production in Italy. Prior to working at Seaview, Ian completed a summer internship at the law offices of Larry S. Davis PA.

Job Titles:

• AI & Data Analyst
• Data Scientist
• Professor of "Applied Data Science

José Ignacio is the Artificial Intelligence and Data Analyst for Seaview Investment Managers. He is responsible for the design, development, and implementation of data driven management tools. José Ignacio is a very experienced data scientist with a master's degree in Economics. His main areas of expertise are machine learning and deep learning-based solutions in a variety of industries. José Ignacio is also an undergraduate professor of "Applied Data Science" in Business Management for Universidad de los Andes (Chile). He is also a professor of the Business Intelligence and Data Science course in the online Diploma on Digital Transformation at the same university.

Job Titles:

• Finance Manager

Job Titles:

• Advisor
• Relationship Manager

Lisandra Padilla is the Relationship Manager to our financial advisors. She is responsible for swiftly onboarding clients on our custodian and technological platforms.

Job Titles:

• Associate
• Business Development Associate

María Ignacia is Business Development Associate for Seaview Investment Managers. She supports Seaview's business development efforts, and her activities include marketing, prospecting, and product development. She is responsible for consolidating Seaview's product offering and coordinating communication activities with clients, advisors, and the public, being a liaison with selected institutional clients and their advisors. Prior to working for Seaview Investment Managers, María Ignacia worked for Banco BICE as a Financial Factoring Executive, Latam Airlines as Marketing and Management Control associate and Mozó Propiedades in Chile as Realtor and Head of Marketing for the family business. In every position that she held, Maria Ignacia specialized in sales, marketing and finances helping the companies grow. María Ignacia graduated from Universidad de Los Andes in Chile with a Bachelor's degree in Marketing and Capital Markets.

Job Titles:

• Equity Analyst
• Investment Analyst

Renato is an Equity Analyst for Seaview Investment Managers. He is responsible for conducting research analysis of macro variables affecting financial markets, as well as conducting company-specific financial analysis for the development of investment portfolios. Renato supports daily portfolio management activities, such as supervising model portfolios and developing new investment models. Prior to working for Seaview Investment Managers, Renato worked for the consumer staples company Alicorp in Peru as a Trade Marketing & Strategy Leader, specializing in defining the pricing and margin strategy for the company's products, considering profitability indicators. Before that, Renato worked at Anheuser Busch Inbev, gaining experience in commercial areas, such as Marketing and Sales. Renato graduated from the Universidad de Lima with a Bachelor of Business Administration and is a candidate for a Masters Degree in Business Administration from the University of Miami Herbert Business School.

Job Titles:

• Associate
• Office Manager
• Office Associate

Ximena Perez is Office Manager and Client Services Associate for Seaview Investment Managers. She is responsible for onboarding new clients, servicing existing client accounts and general office management and operations. Prior to joining Seaview, Ximena was Store Manager for her Family Business, TekCS LLC, which has a network of 14 stores offering telecommunications equipment and services. Ximena worked for Citibank for seven years as Citi Gold Relationship Officer, Banco de Chile for seven years as Private Banking Executive and Branch Supervisor, in charge of six Relationship Officers. She also worked for Banco de Crédito de Inversiones (BCI) for eight years as Office Manager. Ximena has a Degree in Tourism and Hotels Administration and worked for a Travel Agency for 3 years.