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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 of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.