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Ari Hadida

Ari Hadida

Portfolio Manager at CV Advisors LLC

Miami, FL , United States

About

Ari Hadida is Portfolio Manager and Investment Committee Member at CV Advisors LLC, an ultra-high-net-worth focused multi-family office in Miami, FL. He is responsible for constructing and managing customized client portfolios and delivering holistic single-family office services, leveraging the firm’s proprietary technology and research-driven process to support clients’ evolving financial needs. His mandate includes working closely with families and institutional clients, focusing on high-touch advisory for wealth management at scale.

Hadida specializes in portfolio strategy and oversight across a range of asset classes, including public and private equities, fixed income, alternatives, and direct investments, with a particular focus on meeting the complex needs of ultra-high-net-worth individuals and families. He brings sector-specific expertise in technology, real estate, healthcare (biotech, pharmaceuticals, medtech, and digital health), and AI infrastructure, reflecting recent investment themes highlighted in firm communications.

Prior to joining CV Advisors in 2024, Hadida managed $800 million in assets at Valor Advisors LLC as Portfolio Manager and member of its Investment Committee, and previously served as Vice President and Global Investment Specialist at J.P. Morgan Securities, advising on multi-asset portfolios for UHNW relationships. He began his finance career with UBS Wealth Management and holds a degree in Finance and Actuarial Science from The Wharton School. Over his nearly two-decade career, Hadida has distinguished himself as an industry veteran with deep expertise in complex wealth strategy for sophisticated clients.

Career History

OrganizationRoleDate RangeDetails
CV Advisors LLCPortfolio ManagerJul 2024 to Present
Valor Advisors LLCInvestment Adviser RepresentativeJul 2016 to Jul 2024
J.P. Morgan Securities LLC.Vice PresidentSep 2010 to Jul 2016
UBS Wealth ManagementAssociate DirectorJul 2006 to Sep 2010
Safra National Bank of New YorkTrading Desk InternJan 2004 to Jan 2004

Education

The Wharton School

Finance, Actuarial Science

2003 2006

Skills & Expertise

Equities
Hedge Funds
Fixed Income
Alternative Investments
Portfolio Management
Investments
Valuation
Capital Markets
Derivatives
Due Diligence
Emerging Markets
Investment Banking
Bloomberg
Mutual Funds
Private Equity
Asset Management
Investment Strategies
Wealth Management

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
Alan Zafrany
Alan Zafrany
Portfolio ManagerMiami, FL , United States
Ana Garcia
Ana Garcia
Associate Portfolio ManagerFL , 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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