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About
Alan Zafrany is a Portfolio Manager and Investment Committee Member at CV Advisors LLC, located in Miami, FL. In this role, he oversees multi-asset portfolio management for high-net-worth families, with a focus on allocating across public and private markets, including equity, credit, and alternative assets. His responsibilities emphasize research-driven investment selection and coordinating customized strategies tailored to client objectives in the financial services sector.
Prior to joining CV Advisors LLC in 2019, Alan served for a decade as Executive Director at JPMorgan Chase & Co., where he built extensive expertise in portfolio management and investment advisory for sophisticated clients. Across both roles, he has developed deep experience in diversified alternative investments, private equity, and credit sectors, underpinned by a disciplined approach to risk management and stewardship of client capital.
Alan holds two Bachelor of Business Administration degrees in Finance from Colegio Universitario de Estudios Financieros (CUNEF) and Universidad Complutense de Madrid. As an Investment Committee Member, he contributes to firm-wide investment strategy, and his track record includes bringing institutional rigor to family office asset allocation, strengthening CV Advisors’ reputation as a leader in customized wealth management and alternative investments.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| CV Advisors LLC | Portfolio Manager | Mar 2019 to Present | — |
| JPMorgan Chase & Co. | Executive Director | Jan 2009 to Mar 2019 | Relationship Manager at J.P. Morgan Private Bank |
Education
Colegio Universitario de Estudios Financieros
Bachelor of Business Administration (BBA), Finance, General
Universidad Complutense de Madrid
Bachelor of Business Administration (BBA), Finance, General
Others at CV Advisors LLC (10)
| Name | Role | Location |
|---|---|---|
| Partner | North Miami Beach, FL , United States | |
| Partner | Miami, FL , United States | |
| Associate Portfolio Manager | FL , United States | |
| Portfolio Manager | Miami, FL , United States | |
| Associate Portfolio Manager | North Miami Beach, FL , United States | |
| Senior Research Analyst | United States | |
| Associate Portfolio Manager | Miami, FL , United States | |
| Associate Portfolio Manager | Miami, FL , United States | |
| Analyst | Miami, FL , United States | |
P Patrick Smith | Research Analyst | Brooklyn, NY , United States |
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