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Alvaro Sucre

Alvaro Sucre

Portfolio Manager at Evolution Wealth Advisors, LLC

FL , United States

About

Alvaro Sucre is a Portfolio Manager at Evolution Wealth Advisors, LLC, based in Florida. In this capacity, he manages investment portfolios for individuals, small businesses, and institutional clients, with a focus on delivering tailored wealth management solutions and implementing sophisticated portfolio strategies. His key responsibilities include overseeing asset allocation, security selection, and ongoing portfolio optimization in line with clients’ financial objectives.

With a background as both a Research Analyst at Evolution Wealth Advisors, LLC and an Analyst at the CANE Angel Network at the University of Miami, Alvaro brings a strong foundation in investment research and portfolio analysis, particularly in private equity, venture opportunities, and traditional asset classes. His expertise extends to the selection of external managers, allowing him to build diversified portfolios across equities, fixed income, and alternative investments.

Alvaro holds an MBA from the University of Miami and has completed additional coursework at Harvard Business School Online and the University of Florida, where he earned his bachelor's degree in Economics. He is registered to provide investment advisory services in Florida and has passed the Series 65 examination, highlighting his professional commitment and regulatory credentials.

Career History

OrganizationRoleDate RangeDetails
Evolution Wealth Advisors LLCPortfolio ManagerJan 2021 to Present
University of MiamiAnalyst at the CANE Angel NetworkAug 2023 to Dec 2023
Evolution Wealth Advisors LLCResearch AnalystMar 2019 to Dec 2021
AV Financial GroupResearch Analyst – InternshipJun 2018 to Aug 2018
Inversiones Crecepymes CAResearch Analyst InternshipJun 2017 to Aug 2017

Education

University of Miami

Master of Business Administration - MBA, Professional MBA

2022 2023

Harvard Business School Online

University of Florida

Skills & Expertise

Investment Analysis
Due Diligence
Microsoft Office
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Public Speaking
Leadership
Teamwork
Spanish
English
Finance
Negotiation
Research
Team Leadership

Others at Evolution Wealth Advisors, LLC (1)

NameRoleLocation
Michael Cohen
Michael Cohen
Managing Partner and Chief Investment OfficerMiami, FL , United States

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