Jose Luis Luque

Jose Luis Luque is an Associate Portfolio Manager at CV Advisors LLC in Miami, where he serves as both a portfolio manager and investment committee observer. In his current role, he helps oversee multi-asset investment strategies and contributes to the firm’s unique family office platform, which focuses on alternative investments including private equity, credit, and specialized private funds, in addition to traditional assets. His responsibilities include research, manager selection, and portfolio construction for high-net-worth and institutional clients.

Luque’s earlier career features key positions at major financial institutions, notably in J.P. Morgan’s Private Bank (2018–2021), where he supported investment advisory and tailored wealth management for Latin American clients, and at Citi’s Securities and Funds Services group (2015–2017), where he covered LATAM markets and specialized in cross-border investment solutions. This background provides him broad expertise across global and emerging markets, with particular depth in alternative investments, private credit, and multi-asset portfolio management.

He holds an MBA in Finance and Financial Management Services from Nova Southeastern University and a bachelor’s degree in Finance & Marketing from Jackson State University. Known for his rigorous analytical skills and deep sectoral insights, Luque has become a trusted advisor for sophisticated investors, particularly those seeking access to differentiated private markets and tailored asset-allocation strategies in the US and Latin America.