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Jorge Netto
Executive Vice President, Investments at Boreal Capital Management LLC
About
Jorge Netto is Executive Vice President, Investments at Boreal Capital Management, located in Miami, FL, where he oversees the firm's investment strategies, portfolio management, and client advisory services. He plays a key leadership role in asset consolidation and structuring solutions for high-net-worth individuals and family offices, with a specific focus on international asset management and cross-border investment opportunities.
His expertise spans asset management, investment advisory, and wealth tax management, drawing on extensive experience in private banking and financial services across roles at Boreal Capital Management, Northeast Securities, and Colony Park Financial Services. Throughout his career, Mr. Netto has concentrated on multi-asset portfolios, global equities, fixed income, and alternative investments for sophisticated investors.
Jorge Netto holds a bachelor’s degree in International Business and Marketing from Florida International University’s College of Business, providing a strong foundation in global financial markets and investment analysis. He is recognized for delivering tailored investment solutions and structuring international wealth management vehicles, contributing to Boreal Capital Management’s reputation in the U.S. and Switzerland private banking sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Boreal Capital Management | Executive Vice President, Investments | May 2017 to Present | — |
| Northeast Securities | Senior Executive Director, Investments | Feb 2014 to May 2017 | — |
| Colony Park Financial Svc | Executive Vice President, Investments | Jul 2012 to Jan 2014 | — |
| Atlas One Financial Group | Senior Executive Vice President, Investments | Jan 2004 to Jul 2012 | — |
| A.G. Edwards & Sons, Inc. | Financial Advisor | Aug 2001 to Jan 2004 | — |
| First Union Securities | Managing Director, International Private Banking | Apr 1994 to Jun 2001 | — |
Education
Florida International University - College of Business
Bachelor's degree, International Business, Marketing
1989 — 1991
Others at Boreal Capital Management LLC (6)
| Name | Role | Location |
|---|---|---|
A Alexandro Ampudia | Senior Executive Vice President - Investments | Key Biscayne, FL , United States |
| Chief Investment Officer | Miami, FL , United States | |
| Executive Vice President, Investments at Boreal Capital Management | Miami, FL , United States | |
S Santiago Copello | Vice President - Investment | Miami, FL , United States |
| Executive Vice President - Investments | Miami, FL , United States | |
| Chief Investment Officer | Miami, FL , United States |
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