You're signed outSign in or to get full access.
About
Ricardo Saias is a Partner and Investment Committee Member at CV Advisors LLC, based in North Miami Beach, FL, where he leads investment advisory services and specializes in client relationship management for the firm’s high-net-worth and institutional clients. At CV Advisors, Saias contributes his expertise to developing multi-asset investment strategies, with a particular focus on fixed income, credit, and alternative investments. He is instrumental in sourcing, evaluating, and managing exposures across private equity, alternative credit markets, and other bespoke asset classes tailored to sophisticated clients.
Before joining CV Advisors in 2014, Saias served as Vice President in the Fixed Income division at Morgan Stanley, where he focused on emerging markets and fixed income sales to global investors. Earlier in his career, he completed a summer associate role specializing in emerging markets fixed income at Morgan Stanley, expanding his expertise in global credit markets and structured securities.
Saias holds an MBA from New York University’s Leonard N. Stern School of Business with specializations in Financial Instruments & Markets, Law & Business, and Entrepreneurship & Innovation. He also earned a Bachelor of Science in Systems Engineering with Distinction in Managerial Consulting from Universidad Metropolitana and completed coursework at the London School of Economics. His career is distinguished by his deep knowledge of fixed income, alternative credit, and private market strategies, positioning him as a key contributor to the evolution of bespoke investment solutions for sophisticated clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| CV Advisors LLC | Partner | Mar 2014 to Present | — |
| Morgan Stanley | Vice President, Fixed Income | Aug 2011 to Mar 2014 | Responsible for managing the relationship with key US institutional clients and providing them with trade execution, ideas, research, and market views for the various fixed income credit products trad... |
| Morgan Stanley | Summer Associate, Emerging Markets Fixed Income Sales | Jul 2010 to Aug 2010 | •Developed a multifaceted trade tracking system to provide detailed, historical information to sales force •Analyzed technical details and historical correlations of credit. Presented trade recommenda... |
| BNP Paribas | Analyst, Project Finance Latin America | Jan 2008 to May 2009 | Managed a USD 5+ billion portfolio of oil & gas, power, and infrastructure projects for multinational corporations in Latin America. Responsible for USD 1.5 million in yearly revenues •Spearheaded the... |
| BNP Paribas | Analyst, Corporate and Investment Banking | Sep 2005 to Jan 2008 | • Coordinated the implementation of a Cash Management Structure for Oil-giant PDVSA (Venezuela’s State-owned Oil Company). Monthly transactions of USD 3.5 – 4 billion • Managed the disbursement proces... |
| C.S.C.D. Hebraica | Vice-President of the Sports Leadership School – Volunteer | Sep 2000 to Dec 2005 | The Sports Leadership School teaches young athletes to leverage sports skills to become future leaders. In this position, I: • Developed skills in team management and leadership. • Worked with groups... |
| BNP Paribas Investment Services LLC | Broker and Dealer Intern, Latin America Department | Jul 2004 to Aug 2004 | • Served Latin American clients by offering investment opportunities (i.e. bonds & funds) • Conducted monitoring of country risks and performance of portfolios • Contributed to the transfer of several... |
Education
New York University - Leonard N. Stern School of Business
MBA, Specializations in Financial Instruments & Markets, Law & Business, and Entrepreneurship & Innovati
2009 — 2011
Universidad Metropolitana (VE)
BS, Bachelor of Science in Systems Engineering with Distinction in Managerial Consulting
2000 — 2005
London School of Economics and Political Science
Course, Full-time
2002 — 2002
Skills & Expertise
Others at CV Advisors LLC (10)
| Name | Role | Location |
|---|---|---|
| Partner | Miami, FL , United States | |
| Portfolio Manager | Miami, FL , United States | |
| Associate Portfolio Manager | FL , United States | |
| Portfolio Manager | Miami, 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 |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| West Managing Director | Capital Wealth Planning, LLC | Newport Beach, CA , United States | |
J Jay Fortuna | Managing Director-National Accounts, Senior Vice President | Capital Wealth Planning, LLC | New York, NY , United States |
| Portfolio Manager | Evolution Wealth Advisors, LLC | FL , United States | |
| Managing Partner and Chief Investment Officer | Evolution Wealth Advisors, LLC | Miami, FL , United States |