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5301 Conroy Rd Suite 140, Orlando, FL 32811 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monterra Funds Sicav P.l.c. | Lija | 03/2025 | Present | |
| Unemployed | Luxembourg | 07/2024 | 03/2025 | |
| Citibank Europe Plc | Bertrange | 03/2021 | 07/2024 | |
| Citi Trust | Miami | FL | 07/2017 | 02/2021 |
| Cv Advisors, Llc | Miami | FL | 04/2015 | 06/2017 |
Name: Monterra Funds SICAV p.l.c. Investment-Related: Yes Address: Nu Bis Centre, Mosta Road, Lija LJA 9012, Malta Nature of the Business: Maltese Professional Investor Fund (PIF) structured as a hedge fund Your Position: Director and Investment Committee Member Relationship: Board Member and Investment Committee Member Start Date: March 2025 Approximate Number of Hours/Month: 10 hours/month Hours During Securities Trading Hours: Approximately 5 hours/month Duties: As a Director, I participate in quarterly board meetings and provide strategic oversight, corporate governance review, and compliance oversight under the Maltese PIF regulatory framework. As an Investment Committee Member, I am responsible for monthly reviews and discussions of the fund's allocations, manager performance, risk management processes, and investment due diligence. Activities are strictly non-client-facing and relate solely to portfolio-level oversight.
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