Ari Hadida Joins CV Advisors as Portfolio Manager and Investment Committee Member from Miami-Based Multi-Family Office

August 07, 2024 at 16:30 PM EDT

New Appointment Builds on CV Advisors’ Strategic Initiatives to Provide Ultra-High-Net-Worth Clients With a High-Touch Single-Family Office Service Platform at Scale

CV Advisors LLC (“CV Advisors” or “the Firm”) today announced that Ari Hadida, a financial adviser from a Miami-based multi-family office, has joined the Firm, to provide his clients with institutional-caliber wealth management services.

In his capacity as Portfolio Manager and a member of CV Advisors’ Investment Committee, Mr. Hadida will focus on the construction and management of clients’ portfolios and will provide them with CV Advisors’ holistic, integrated single-family service to better meet their financial goals.

“I am excited to join CV Advisors,” said Mr. Hadida. “Having been a financial adviser for more than 18 years, working in banking and a multi-family office, I believe CV Advisors’ ability to provide ultra-high-net-worth families and institutions with a high-touch, single-family office service offering at scale is a game changer. I am eager to begin implementing it on behalf of my clients.”

“We are delighted to welcome Ari to CV Advisors,” added Elliot Dornbusch, Founding Partner and CEO of CV Advisors. “As an industry veteran and investment adviser with extensive experience and expertise, Ari could have joined many different investment firms. The fact that he chose CV Advisors is a testament to our unique approach to wealth management. Leveraging our all-in-one proprietary technology and robust research capabilities, Ari will be well positioned to provide his clients with a broad array of tailored services and an exceptional client experience.”

Prior to joining CV Advisors, Mr. Hadida worked at Valor Advisors in Miami Florida, as a Portfolio Manager and was a member of its Investment Committee. Prior to working at Valor, he held the position of Vice President and Global Investment Specialist at J.P. Morgan Private Bank, where he was responsible for advising some of the bank’s ultra-high-net-worth relationships. Earlier in his career, Mr. Hadida worked at UBS Wealth Management as a financial advisor to high-net-worth clients.

The addition of Mr. Hadida marks the latest high-profile development for CV Advisors. Earlier this year, Constellation Wealth Capital took a minority stake in the firm, positioning themselves as a strategic partner.

Karl Heckenberg, CEO of Constellation Wealth Capital, said, “CV Advisors is a differentiated firm in that it has the ability to provide clients with the advantages of a highly customized and integrated single-family office platform to support their evolving financial needs. I believe their approach is compelling in today’s wealth management ecosystem.”

CV Advisors is often recognized as one of the top RIA firms in the country, most recently by Barron’s, Investment News and Financial Advisor Magazine.

About CV Advisors

With more than $11 billion in assets under management, a unique research-driven process and advanced, proprietary technology, CV Advisors' multidisciplinary team provides a highly customized single-family office approach to building and monitoring portfolios and supporting our clients’ evolving financial needs. For more information, please visit www.cv-advisors.com.