Portfolio Management and Research

• Institutional portfolio construction and asset allocation for both tax sensitive and tax-free investors

• Global investment return forecasting, +200 Asset Classes

• Econometric analysis, capital flow, and risk matching

• Investment manager diligence across all strategies

• Objective translation of goals to portfolio construction

• Super skills in SQL, Excel, and major financial tools

• Analytical innovation

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Investment career includes positions at Aspirant, Abbot Downing (Wells Fargo), Bitterroot Capital, Hall Capital Managment, Grantham Mayo Van Otterloo (GMO) and Harvard Management.

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Luis earned a Master's Degree in Business Administration from Suffolk University and a Bachelor's Degree in International Business from the University of Colorado.

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Luis is actively involved with Masters Swimming and participates in his children's school fundraising and community activities.  Luis and wife, Kristan, are raising their two children in Orinda, California.