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Alan Zafrany

Alan Zafrany

Portfolio Manager at CV Advisors LLC

Miami, FL , United States

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

OrganizationRoleDate RangeDetails
CV Advisors LLCPortfolio ManagerMar 2019 to Present
JPMorgan Chase & Co.Executive DirectorJan 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)

NameRoleLocation
Ricardo Saias
Ricardo Saias
PartnerNorth Miami Beach, FL , United States
Alan Brief
Alan Brief
PartnerMiami, FL , United States
Ana Garcia
Ana Garcia
Associate Portfolio ManagerFL , United States
Ari Hadida
Ari Hadida
Portfolio ManagerMiami, FL , United States
Dana Bensadon
Dana Bensadon
Associate Portfolio ManagerNorth Miami Beach, FL , United States
Javier Andreu
Javier Andreu
Senior Research AnalystUnited States
Jose Luis Luque
Jose Luis Luque
Associate Portfolio ManagerMiami, FL , United States
Narcisa Benhamou
Narcisa Benhamou
Associate Portfolio ManagerMiami, FL , United States
Nolan Bieck
Nolan Bieck
AnalystMiami, FL , United States
P
Patrick Smith
Research AnalystBrooklyn, NY , United States

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