Victor Burgos, CFA®

Victor works side-by-side with our Chief Investment Officer (CIO) leading the Investment Strategy Group (ISG). As a Portfolio Analyst in ISG, he monitors our current model portfolios and proposes enhancements to our investment models through his research findings. He is an active member of ISG and participates in all the investment sub-committees. Victor works with our CIO to prepare our investment outlook presentation on a quarterly basis and webinars year-round. His focus on data driven results and analytical mindset is undeniably valuable to ISG and Coldstream as a whole.

Victor graduated from Instituto de Estudios Bursatiles (IEB Madrid) with a Bachelor’s degree in Business Administration and a Master’s degree in Financial Markets. Most recently, he was in financial accounting advisory services consulting at Ernst & Young in Luxembourg. Prior to that Victor completed various internships in several industries including corporate banking, mergers & acquisitions, and private banking, across Europe.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

MOST TREASURED THING I OWN

My dog “Milo”

ONE PIECE OF ADVICE

“Knowledge is the greatest power, and it is something no one can see. It cannot be stolen or broken, no one can take it from you.” ― John Carrick

HOBBIES

Coming from the Canary Islands, I love all kinds of activities related to the ocean such as fishing, surfing, and snorkeling. I also love soccer and recently started playing golf when I moved to the US.