Francisco is the Chief Investment Officer and a Senior Vice President of the firm. He is a member of our Investment Committee and Management Committee and oversees all investment related activities which are focused on non-correlated, tax-efficient investment strategies primarily within insurance-compliant managed accounts for the separate account divisions of private placement variable life insurance and variable annuity companies. He also oversees regulatory compliance. Francisco has 20 years of experience in global financial services, having operated extensively in private banking and asset management with global 500 multinational firms. He is a CFA and CAIA charter holder and holds the following industry qualifications: FINRA Series 7 and the Uniform Combined State Law Examination