Horacio Teran

Managing Director

Since 2010, Horacio Teran has been working in First Republic Private Wealth Management. Horacio is an experienced Managing Director with over 11 years of work experience. According to Horacio's CV and work profile, this person has worked at more than four places with diverse backgrounds and gained different skills. Horacio attended school at the New York University from 1989 to 2003. Horacio Teran can be found in San Francisco, California – where this expert is currently located. You can search for this professional's e-mail and phone. We can also provide you additional contact information upon request.
Name variants:
Horacio Teran
Last updated May 21, 2024

Contact Information

Last Update
Feb 1, 2016
Location
San Francisco, CA

Workplace

First Republic Private Wealth Management
Managing Director

Industry

Financial Services

Work History

Managing Director

Senior Portfolio Manager for ultra high net worth individuals, families and non-profit organizations. Responsible for developing and implementing customized portfolios for my clients which a...
from Oct 2010

Senior Vice President, Market Investment Director

Portfolio Manager for ultra high net worth US and international clients, responsible for asset allocation and investment selection including separate account managers, alternative and themat...
Sep 2006 — Oct 2010

Vice President

Managed portfolios of over $280 million in total assets with average of $3.6 million per relationship. Responsible for asset allocation and investment selection for client portfolios includ...
2000 — 2006

Director General of Legal Affairs

Advised the Mexican Governnment on the implementation of the North American Free Trade Agreement (NAFTA).
1998 — 1999

Occupations

Executive
Chief Executive Officer
Financial Broker
Portfolio Manager
Non-Profit
Accountant
Finance and Accounting Specialist
Senior Vice President
Director
Managers
Corporate Executive
Chief Executive
Investment Analyst
Financial Analyst
Accounting Bookkeeper
Bookkeeper
Vice President
Operations Manager

Skills

Leadership role for wealth management teams
Wealth management for high net worth clients including the use of hedge funds
private equity and real estate investments to structure individual portfolios
Client acquisition by direct prospecting and networking in Silicon Valley

FAQs about Horacio Teran

What's the main profession of Horacio Teran?

Horacio is a Managing Director.

What jobs is Horacio Teran a professional at?

Horacio Teran is proficient at Executive and Chief Executive Officer jobs.

Where is Horacio Teran currently located?

Horacio Teran is currently located in San Francisco, California.

How many companies did Horacio Teran work at?

The professional worked at four jobs.

Does Horacio Teran have personal webpage or blog?

Horacio Teran`s website is http://www.firstrepublic.com.

What education does Horacio Teran have?

Horacio studied at the New York University from 1989 to 2003.

What is professional industry that Horacio Teran is connected to?

This person works in Financial Services industry.

What are professional skills of Horacio Teran?

Horacio has the following skills: Leadership role for wealth management teams and Wealth management for high net worth clients including the use of hedge funds.
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