Bernardo Velez Diego Fernandez

Employer firm

Gfs Advisors LLC CRD 143110

$3.76B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2018 → Present
  Global Financial Services Llc
  Houston, TX
• 06/2017 → 08/2017
  Cartica Management, Llc
  Washington, DC
• 09/2016 → 06/2018
  The University Of Chicago Booth School Of Business
  Chicago, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-12-11

Designations

• Chartered Financial Analyst

Other Names

• Bernardo Velez