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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Evolution Wealth Advisors LLC | Portfolio Manager | Jan 2021 to Present | — |
| University of Miami | Analyst at the CANE Angel Network | Aug 2023 to Dec 2023 | — |
| Evolution Wealth Advisors LLC | Research Analyst | Mar 2019 to Dec 2021 | — |
| AV Financial Group | Research Analyst – Internship | Jun 2018 to Aug 2018 | — |
| Inversiones Crecepymes CA | Research Analyst Internship | Jun 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
Others at Evolution Wealth Advisors, LLC (1)
| Name | Role | Location |
|---|---|---|
| Managing Partner and Chief Investment Officer | Miami, FL , United States |
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| Partner | Archpoint Investors | Lake Zurich, IL , United States |