Ana is a core member of the Investment Team at NewEdge Wealth, where she plays a key role in developing and managing customized portfolios tailored to meet clients’ needs. In her centralized position, Ana collaborates closely with NewEdge advisors to guide portfolio construction and asset allocation strategies. She is also deeply involved in researching new investment opportunities, tracking performance metrics, and seeking best-in-class manager selection across the firm’s investment platform.
Ana graduated from the University of Miami, where she received a B.A. Finance and Marketing and a minor in Spanish literature. She was born in Caracas, Venezuela, but spent her time growing up in Houston, TX, and Colombia, Bogota. She currently lives in Miami, FL and in her free time, enjoys traveling, cooking, and fitness/health, with a goal to one day complete an Ironman Triathlon.
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