Ana Garcia

Ana Garcia is an Associate Portfolio Manager at CV Advisors LLC, based in Florida, where she is responsible for supporting portfolio oversight and investment management, with a focus on coordinating research and portfolio construction for client families. As part of the firm’s investment committee, she assists in identifying opportunities across multi-asset strategies, including private equity, credit, and alternative investments tailored for single family office clients. Her work emphasizes cross-sector portfolio solutions, and she maintains active involvement in evaluating boutique asset managers and alternative investment vehicles within these sectors.

Ana has advanced through several roles at CV Advisors LLC, previously serving as Senior Client Services Associate and Client Service Associate, where she developed expertise in client relationship management and operational oversight for high-net-worth families. This progression has provided her with substantial experience in investment operations and client advisory, complementing her current portfolio management responsibilities.

She holds a Bachelor of Business Administration with a concentration in Marketing from Florida Atlantic University’s College of Business. Ana’s academic background, combined with her multi-disciplinary investment experience, positions her as a key contributor to the firm’s research-driven investment solutions for private wealth clients. Her notable achievements include enhancing client service standards and supporting robust investment management processes targeting private equity, credit, and alternative sectors for sophisticated family office portfolios.