CV Advisors has made a strategic hire to enhance its single-family-office services for ultra-high-net-worth clients. Ari Hadida joins the firm as a portfolio manager and a member of the investment committee. Hadida previously held similar roles at Miami-based Valor Advisors.
He began his financial services career in 2006 as a broker with UBS in New York. In 2007, he registered as an investment advisor with UBS. Hadida later joined J.P. Morgan Securities in Miami in 2010, where he worked as a broker until 2016. That year, he transitioned to Valor Advisors as an investment advisor. His extensive experience in portfolio management and advisory roles strengthens CV Advisors' offerings to its high-net-worth clientele.
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Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
April 26, 2024
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