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Financial Advisory  + RIAs & Financial Advisors  | 
CV Advisors Hires Miami-Based FA

CV Advisors Hires Miami-Based FA

CV Advisors LLC, a registered investment advisor with $11 billion in assets, hired Ari Hadida, a financial advisor from Valor Advisors, a Miami-based multi-family office, as portfolio manager and a member of the firm’s investment committee.

At Valor, Hadida was a portfolio manager and member of its investment committee. Before that, he was global investment specialist at JP Morgan Private Bank; he also worked at UBS Wealth Management, advising high-net-worth clients.

“Having been a financial adviser for more than 18 years, working in banking and a multi-family office, I believe CV Advisors’ ability to provide ultra-high-net-worth families and institutions with a high-touch, single-family office service offering at scale is a game changer,” said Hadida.

The addition of Hadida marks the latest high-profile development for Aventura, FL-based CV Advisors. Earlier this year, Karl Heckenberg’s private equity firm Constellation Wealth Capital took a minority stake in the firm, positioning themselves as a strategic partner.

Pictured: Ari Hadida

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About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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