Estefania Torres

Estefania Torres is a Senior Analyst at United Capital Financial Advisors, LLC in Dallas, TX, where she specializes in investment analysis and portfolio management for high-net-worth clients and institutional investors. In her current role, she focuses on multi-asset portfolio construction and risk assessment for equities and fixed income, leveraging her strong analytical background to deliver tailored investment solutions. Her expertise spans across asset allocation, financial modeling, and sector-specific analysis, with a focus on U.S. and global markets.

Prior to joining United Capital in November 2023, Torres served as a Senior Operations Analyst at Goldman Sachs, where she managed operational risk and process improvements within the asset management division. She also held an accounting role at UPS, which gave her valuable experience in financial controls and corporate finance. Throughout her career, Torres has been recognized for her commitment to operational excellence and her ability to translate complex financial data into actionable insights for portfolio strategies.

Torres holds an MBA from Southern Methodist University and a Bachelor’s degree in Business Administration and Management from The University of Texas at Arlington. Her academic background and professional experience have equipped her with a robust understanding of investment fundamentals, risk management, and performance analytics across diverse asset classes. She is noted for her analytical rigor, client-focused approach, and contributions to enhancing portfolio performance within the wealth management industry.