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Claudia M.p. Batlle

Claudia M.p. Batlle

Founder and Chief Investment Officer at Seaview Investment Managers LLC

United States

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

OrganizationRoleDate RangeDetails
Seaview Investment ManagersFounder and Chief Investment OfficerApr 2019 to Present
VectorGlobal WMGHead Of Asset ManagementJan 2011 to Present
Financial Planning & Management InternationalFounderJan 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 SurFounding DirectorJan 1999 to Present
Legatus InternationalBoard Member - Miami ChapterJan 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)

NameRoleLocation
Federico Jover
Federico Jover
Portfolio Management Associate and TraderMiami, FL , United States
Jan Trauer
Jan Trauer
Investment AnalystMiami, FL , United States

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