Natalia De Ugarte Munoz

Natalia De Ugarte Munoz is an Investment Analyst at Woodley Farra Manion Portfolio Management in Indianapolis, IN, where she conducts securities research, contributes to portfolio allocation decisions, and monitors economic and market developments to support the firm's investment strategies. She focuses on evaluating individual stocks and fixed income securities within diversified portfolios, leveraging the firm's internal, independent research processes to inform client investment decisions.

Prior to her current role, Natalia served as an Investment Analyst at Maromo Holdings and was previously an Executive Assistant at Stagewood Consortium, Inc, gaining experience in both portfolio analysis and organizational operations. She combines consultancy skills with practical exposure to managing independent securities and fundamental analysis for private wealth and institutional clients.

Natalia holds an MBA with a Finance concentration from Samford University, complemented by dual bachelor’s degrees in Business Administration & Management and Entrepreneurial Operations, and earlier studies at Western Kentucky University and Colegio Franco Boliviano. Her expertise areas include financial modeling, market and economic analysis, and multi-asset class portfolio construction, with a particular focus on equity and fixed income securities research.