About
Julio Cesar Moncada is a principal at FIRSTHAND CAPITAL MANAGEMENT, INC., based in Miami, FL. In his current role, he oversees investment strategies and portfolio management, leveraging his extensive experience in financial markets and asset allocation. His primary responsibilities include sourcing and evaluating investment opportunities, with a focus on delivering value for institutional and high net worth clients.
Julio’s expertise encompasses a range of asset classes, particularly in equities, private equity, and alternative investments. Throughout his career at Firsthand Capital Management, he has developed specialized knowledge in these sectors, positioning the firm to navigate both traditional and emerging market opportunities.
He holds a Master of Business Administration (MBA), which underpins his strong analytical and leadership skills. Julio is recognized for his commitment to excellence in the investment industry and for contributing to the growth and performance of Firsthand Capital Management’s portfolio. His strategic vision and sector focus continue to drive notable results for the firm’s clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Firsthand Capital Management | Principal | Jan 2020 to Jan 2023 | Fulfilled multifaceted responsibilities for this boutique investment firm specializing in public equity and VC funds: -Sourcing & diligence of technology investments for sector and stage agnostic SVVC... |
| Firsthand Capital Management | Senior Investment Associate | Jan 2010 to Jan 2020 | Contributed to firm strategy and growth by presenting Business Development Corporation (BDC) structure as a path to diversify into venture capital investments from mutual fund only world. Resulted in ... |
| Firsthand Capital Management | Head Equity Trader | Jan 2009 to Jan 2010 | Generated investment strategies and trading recommendations for Portfolio Managers across various portfolios through use of fundamental research and technical analysis. Responsible for monitoring hold... |
| Firsthand Capital Management | Equity Research Associate | Jan 2008 to Jan 2009 | Conducted research and analysis of technology companies in Internet and Software sectors to provide investment recommendations for public equity portfolios. Developed and maintained earnings, valuatio... |
Education
Santa Clara University
Master of Business Administration (M.B.A.), Dual Concentrations in Leading People & Organizations and Managing Technology & Innovation
Florida Gulf Coast University
Bachelor of Science - BS, Finance