Raul Elizalde, M.S. MBA
email@example.com | 941.350.7904
Raul Elizalde was Global Fixed Income and Quantitative Strategist for ING Barings, Head of Research at Santander Investment Securities, and Fixed Income and Emerging Markets Strategist for Banc of America Securities, all based in New York City. He began his investment career as a trader for Salomon Brothers Inc. in the mid-1980s.
Raul advised portfolio managers across the US and throughout the world, and has made presentations at the World Bank, the Council of The Americas, the American Association of Individual Investors, the Emerging Markets Trading Association, and other organizations. He ranked among the top strategists in his field. His research work has been cited in the Journal of Portfolio Management and has recently been featured in a book by the Financial Times Press.
Raul has an MS degree in engineering from University of Buenos Aires, Argentina, and an MBA degree from University of California at Los Angeles. He was licensed as a NYSE Supervisory Analyst and currently holds a NASAA 66 Investment Advisor Representative license.
Raul moved to Sarasota with his wife and their two daughters in 2002 and launched Path Financial LLC, an Investment Advisory firm, in 2008.
firstname.lastname@example.org | 941.894.2571
A graduate of Baruch College with a degree in Finance and Investments, Oxana worked for 14 years at some of the premier investment banks, starting at Lehman Brothers (later Barclays Capital) in New York City where she reached the title of Senior Vice President, distributing a full line of products to US institutional investors. She was instrumental in propelling the bank to the top of industry surveys. Oxana was later hired by Deutsche Bank to work with US mutual fund clients. During her successful career in Wall Street, she worked closely with premier financial institutions like Alliance Bernstein, Oppenheimer Funds, T Rowe Price, and others.
After moving to Sarasota in 2016, Oxana joined Path Financial in January 2017 as a vice president. She holds a NASAA Series 66 Investment Advisor Representative license.
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Focus on Risk.
Knowing how to prevent losses from creating havoc in a portfolio is the essence of risk management. A portfolio that loses 50% of its value must increase 100% to be back where it started. That’s why an investment process that lacks a clear risk management policy leaves your portfolio exposed to losses that can be very difficult to recoup.
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