Raul Elizalde, M.S., MBA

President and Chief Investment Officer

Raul’s career in the financial industry started in the mid-1980s at the trading floor of Salomon Brothers Inc. in New York City. In the 1990s he became a highly successful investment strategist for ING Barings in New York and he was ranked among the top research professionals by Institutional Investor magazine and other publications.

He also held Managing Director positions at Santander Investment Securities and Banc of America Securities, heading economics, research and investment strategy departments and advising portfolio managers throughout the world.

Raul has traveled throughout the Americas, Europe and Asia providing advice to institutional investors. He also made investment strategy presentations to foreign governments and at the headquarters of the World Bank in Washington, DC.

Raul was born in Buenos Aires, Argentina. He has a Master in Science in Industrial Engineering from the University of Buenos Aires and a Master in Business Administration with a Finance Major from the University of California at Los Angeles. He was licensed as a NYSE Supervisory Analyst, and currently holds FINRA 7 and 24 and NASAA 66 certifications.

E-mail: raul@pathfinancial.net

Aligning our interests with our clients

• Our clients receive unbiased recommendations because we are independent advisors. We don't have in-house products to sell and we don't charge commissions. Our interests and our clients' are aligned by charging a fee based on the assets we managed.
• Our clients' investments are monitored at all times. We search for the best performing sectors through quantitative techniques backed by extensive research, based on sector rotation and Modern Portfolio Theory techniques. We strive to control catastrophic downside risk with stop-loss triggers.
• Our clients receive a high level of service. We develop an understanding of their needs and expectations with regular one-on-one meetings.
• Our clients' accounts are independently monitored by Charles Schwab & Company. As our independent custodian, Schwab providing reports, confirmations and on-line access to all clients accounts.