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Claudia M.p. Batlle
Founder and Chief Investment Officer at Seaview Investment Managers LLC
About
Claudia M.P. Batlle is the Founder and Chief Investment Officer at Seaview Investment Managers, where she leads the firm’s strategic investment initiatives, oversees asset allocation, and manages tailor-made portfolios for high net-worth individuals and institutional clients, especially those in Latin America. Her investment approach is distinguished by a disciplined risk management philosophy and a focus on sustainable growth, simplicity, and transparent, long-term client relationships. Claudia’s leadership has contributed to asset growth of over $2 billion in the past decade at Seaview.
Claudia concentrates on global multi-asset strategies, including equities, fixed income, and alternative investments, enabling access to institutional-grade markets and customized solutions. She is also the CEO of Financial Planning & Management International, actively promoting financial education and holistic wealth management through regular workshops.
Her career spans more than 30 years in asset management, including her role as Head of Asset Management at VectorGlobal WMG since 2011. Claudia holds executive education from The Wharton School and degrees in finance and portfolio management from leading institutions such as the University of Georgia and the University of Illinois Urbana-Champaign, complemented by a bachelor’s in business administration from Florida International University. She is recognized for her contributions to financial literacy and her commitment to values-driven investment practices.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Seaview Investment Managers | Founder and Chief Investment Officer | Apr 2019 to Present | — |
| VectorGlobal WMG | Head Of Asset Management | Jan 2011 to Present | — |
| Financial Planning & Management International | Founder | Jan 2018 to Present | FPMI (Financial Planning and Management International) is a mission-driven and value-oriented business that provides personal finance consulting and educational workshops to people in all stages of th... |
| Fundacion Manos del Sur | Founding Director | Jan 1999 to Present | — |
| Legatus International | Board Member - Miami Chapter | Jan 2020 to Present | — |
Education
The Wharton School
Executive Education
2021 — 2022
University of Georgia - Terry College of Business
Finance, General
Gies College of Business - University of Illinois Urbana-Champaign
Bond Analysis and Portfolio Management
Florida International University
Bachelor's degree, Business Administration and Management, General
Others at Seaview Investment Managers LLC (2)
| Name | Role | Location |
|---|---|---|
| Portfolio Management Associate and Trader | Miami, FL , United States | |
| Investment Analyst | Miami, FL , United States |
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