Alan Brief

Alan Brief is a Partner at CV Advisors LLC, a Miami-based multi-family office renowned for managing over $20 billion in assets. In this role, he is responsible for advising ultra-high-net-worth families, designing tailored investment strategies, and overseeing portfolio construction and risk management for sophisticated clients. His coverage includes alternative investments, private equity, credit strategies, and multi-asset class solutions, leveraging CV Advisors’ institutional-caliber investment platform and proprietary technology tools to deliver comprehensive family office services.

Before joining CV Advisors in 2019, Alan served as Executive Director at J.P. Morgan Private Bank for a decade, where he specialized in wealth management and investment advisory services for affluent families. He developed expertise in global public and private markets, helping clients access differentiated opportunities across sectors and asset classes. Alan’s deep experience in both banking and independent asset management enables him to deliver holistic financial guidance and best-in-class investment solutions.

Alan holds dual Bachelor of Business Administration degrees in Finance from CUNEF and Universidad Complutense de Madrid, reflecting a strong analytical background and international perspective. A recognized leader in the investment industry, he has played a pivotal role in building award-winning investment platforms and was instrumental in integrating advanced technology and manager research practices to maximize portfolio transparency and performance for CV Advisors’ clients.