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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| CV Advisors LLC | Portfolio Manager | Jul 2024 to Present | — |
| Valor Advisors LLC | Investment Adviser Representative | Jul 2016 to Jul 2024 | — |
| J.P. Morgan Securities LLC. | Vice President | Sep 2010 to Jul 2016 | — |
| UBS Wealth Management | Associate Director | Jul 2006 to Sep 2010 | — |
| Safra National Bank of New York | Trading Desk Intern | Jan 2004 to Jan 2004 | — |
Education
The Wharton School
Finance, Actuarial Science
2003 — 2006
Skills & Expertise
Others at CV Advisors LLC (10)
| Name | Role | Location |
|---|---|---|
| Partner | North Miami Beach, FL , United States | |
| Partner | Miami, FL , United States | |
| Portfolio Manager | Miami, FL , United States | |
| Associate Portfolio Manager | 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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