Marco Quevedo

Marco Quevedo, a Chief Investment Officer with vast experience in investment banking and managing high-net-worth portfolios, discusses the importance of crafting a solid investment thesis. He highlights how tech professionals can avoid chasing investments by developing a structured approach aligned with their financial goals. The conversation covers vital topics like risk management, asset allocation, and the art of self-education in wealth management. Quevedo offers insights on monitoring portfolios and adapting investment strategies to changing circumstances.