Gabriel Freund

Background

About Gabriel Freund

Whether you are a fiduciary for your family's future or for an institution's mission, you face the same challenge: today's complex, global markets demand a level of disciplined oversight that goes beyond standard financial advice. I act as a dedicated investment office for a select group of clients. For small institutions, I serve as an Outsourced Chief Investment Officer (OCIO). For successful individuals and families, I operate as their Private Investment Office. In both roles, I deliver a rigorous investment framework honed in the demanding environments of institutional banking and the hedge fund industry, and grounded in the analytical discipline of the CFA, CAIA, and CPA programs. My unique value is applying this process through a global lens, with deep expertise in both the U.S. and Latin American markets. This cross-border perspective is critical for identifying unique opportunities and navigating the distinct economic cycles that impact client portfolios. I work with investment committees seeking a dedicated fiduciary partner and with individuals who have outgrown the traditional wealth management model. If that sounds like you, I invite you to connect.