CV Advisors is a multi-family office that manages investments and provides a customized approach to portfolio building and monitoring.

CV Advisors LLC

CV Advisors

CV Advisors LLC | 1,224 followers on LinkedIn. A boutique family office with the capabilities of an asset manager and deep institutional relationships. | With our unique, research-driven process and advanced, proprietary technology, our multidisciplinary team provides a highly customized single-family office approach to building and monitoring portfolios and supporting our clients’ evolving financial needs.

Senior Systems Analyst at CV Advisor

Rey Ramos

Certified Money Coach (CMC)® | Financial Literacy Advocate | Investment Accountant | MBA

Crina Pop

Finance & Accounting Professional in Private Equity

Jack Krzynowek

Family Office ~ Private Wealth Management ~ Financial Markets

Clinton Wait

Honored to see our CEO, Elliot Dornbusch , featured in #Barron 's, sharing insights on CV Advisors’ approach to #ETFs . With a focus on transparency, efficiency, and value, Elliot highlights why our firm has chosen #ETFs over #MutualFunds #InvestmentStrategies #Leadership #ClientFocused

We are thrilled to announce that CV Advisors LLC has been ranked #25 by Forbes ' Top RIA Firms for 2024 in the country and #1 in the state of Florida! Grateful to our team and clients for making this achievement possible!🚀 #ForbesRIA #WealthManagement #RIA #TopRIA #FamilyOffice #Florida

Miami's appeal to the ultra-wealthy is driving rapid growth in the wealth management sector. CV Advisors, managing $13 billion in assets, is seeing a rise in affluent U.S. clients alongside Latin American families who have moved to the U.S. and are seeking a single-family office model to oversee their wealth. #WealthManagement #Miami #FinancialServices "

Privileged to be part of the CEO Summit hosted by Constellation Wealth Capital . A fantastic opportunity to connect, learn, and grow with some of the brightest minds in the industry. Looking forward to the impactful conversations and collaborations ahead!

Welcome aboard, Gabriel Simkin, CFA, CAIA!! We look forward to achieving great things together. 🚀 #Welcome #NewHire #TeamGrowth #PortfolioManagement

We are thrilled to announce that CV Advisors has been ranked #66 in the Barron's Top 100 RIA Firms in the country and #1 in the state of Florida! 🏆 This recognition is a testament to our unwavering commitment to providing exceptional service and personalized financial solutions to our clients. We are grateful for the trust our clients place in us and for the dedication of our talented team who make achievements like this possible. #CVAdvisors #Barrons #RIA #FamilyOffice #FinancialPlanning #WealthManagement #Top100 #Florida

Proud to share that CV Advisors was honored to attend the #WealthManagement Gala as a finalist for the #Wealthies Family Offices Client Initiative award! 🌟 We are incredibly grateful to have been selected among such outstanding professionals in the industry. This is a testament to the hard work and dedication of our amazing team, who have built an exceptional platform for our clients. We couldn’t be prouder of how far we’ve come! #ClientSuccess #Teamwork #Gratitude #FamilyOffice

Ari Hadida, CFA , welcome to the team! https://lnkd.in/eW26hm6R

Proud to see our CEO, Elliot Dornbusch , featured in WealthManagement.com ! Elliot discusses the recent market correction and why CV Advisors LLC views it as a strategic buying opportunity, especially in AI and tech. Check out his insights here:

Proud to have been named a finalist in the Family Office category for the CV Client App.

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CV Advisors

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