Wilfredo Ortiz

Investment Professional | Relationship Manager | Nonprofit Board Director

📍 United States🔄 Updated September 2026💼 1 investments📅 5 years investing🗓 Last invested Sep 2021
VC🌍 United States
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Experience · 6 entries
All (6)
Investments (1)
2021
Investor
Sep 2021
Itaú Unibanco is a global financial services firm and the largest private sector financial institution in Latin America. Headquartered in São Paulo, Brazil, Itaú is a full-service financial institution that offers a complete spectrum of financial products and services to a broad range of clients, from individuals to the most sophisticated institutional investors. Itaú has operations in 19 countries throughout the Americas, Asia, Middle East and Europe. In the United States, Itaú has offices in Miami and New York with three lines of business offering a broad range of corporate investment, asset management and private banking services. Learn more: - Private Bank (search for "Itaú Private Bank"​) - Asset Management (search for "Itaú Asset Management"​) - Corporate & Investment Bank (search for "Itaú BBA"​) The information contained herein is for reference/informational purposes only, and does not constitute any invitation or recommendation of investments of any kind. The information is provided “as is” and Itaú does not warrant its accuracy, completeness or adequacy, nor does it undertake any obligation to maintain it updated at all times.
2018
Equity Research Analyst
2018
Bank of America is one of the worlds largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the worlds leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
2009
Equity Research Analyst
2009
Deutsche Bank is the leading German bank with strong European roots and a global network. The bank focuses on its strengths in a Corporate Bank newly created in 2019, a leading Private Bank, a focused investment bank and in asset management. We provide financial services to companies, governments, institutional investors, small and medium-sized businesses and private individuals. Deutsche Bank was founded in 1870 to accompany German businesses into the world, and has worked across borders ever since. Useful links: Jobs https://www.db.com/careers. Netiquette at https://www.db.com/netiquette. Data protection policy https://www.db.com/DataProtection. Imprint https://www.db.com/imprint.
2008
Equity Research Analyst
2008
2007
Equity Research Analyst
2007
The Savoir Club brings together high-level executives for private knowledge-sharing events. These events provide an intimate and confidential setting for senior decision-makers to discuss pressing topics that affect them and their business. The Savoir Clubs specialized approach to knowledge-sharing enables event guests to identify business solutions, share insights and challenges, and gain awareness on new trends and technologies in their industry. The "invite only" nature of Savoir events ensures each discussion is kept relevant to all those who attend and provides guests with valuable networking opportunities, used to foster new b2b relationships. The Savoir Club hosts knowledge-sharing events across the world and works with a variety of sectors from Finance, to Information Technology, to Real Estate. If you are a company, you can host a Savoir event. If you are a decision-maker, you can attend. Either way, you can contact us for more information.
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