CV Advisors LLC

Matthew Storm is a financial advisor at CV Advisors LLC with four years of industry experience. He has been with the firm since 2009. Outside of his advisory role, he is a managing member and writer for The Last Roman LLC. CV Advisors is an independent boutique multi-family office serving high-net-worth individuals, families, trusts, estates, foundations, and other qualified entities. The firm combines a top-down asset-allocation framework with bottoms-up security and manager selection, using ETFs and third-party managers when appropriate.

Andres Calvo Morrison is a financial advisor with CV Advisors LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank NA and JPMorgan Securities LLC from 2022 to 2024, as well as Amerant Investments Inc in 2021. CV Advisors LLC is an independent multi-family office serving high-net-worth individuals, families, trusts, foundations, and other qualified entities, typically with a $50 million investable-assets threshold. The firm employs a top-down asset allocation combined with bottom-up security selection, offering both discretionary and non-discretionary portfolio management and utilizing proprietary technology tools including AI with human oversight.

Daniel Perez Pena is a financial advisor at CV Advisors LLC with two years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. and Ocean Air Cargo Express. CV Advisors LLC is an independent multi-family office serving high-net-worth individuals and institutions with a $50 million investable-assets threshold. The firm employs a top-down asset allocation framework combined with bottom-up security selection and offers discretionary and non-discretionary portfolio management alongside technology tools including AI with human oversight.

Mariana Lora is a financial advisor at CV Advisors LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at Global Kandor Advisors, PURE Group of Insurance Companies, Massachusetts General Hospital, American Eagle Outfitters, and Suffolk University. CV Advisors is an independent boutique multi-family office serving high-net-worth individuals, families, trusts, estates, foundations, and other qualified entities. The firm employs a combination of top-down asset allocation and bottoms-up security and manager selection, utilizing ETFs and third-party managers when appropriate.

Adriana Botero Bobulsky is a financial advisor at CV Advisors LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Morgan Stanley Smith Barney LLC and Northwestern Mutual Wealth Management Co. CV Advisors LLC is an independent multi-family office serving high-net-worth clients, including families, trusts, and charitable organizations, typically with a $50 million investable-assets threshold. The firm uses a top-down asset allocation combined with bottom-up security selection and offers discretionary and non-discretionary portfolio management supported by proprietary technology and AI tools.

Ian Evans is a financial advisor at CV Advisors LLC with two years of industry experience. He previously worked at Seaview Investment Managers for three years and has a background that includes roles at Università Bocconi and St. Thomas Aquinas High School. He holds the Series 63 and Series 65 licenses. CV Advisors LLC is an independent multi-family office serving high-net-worth individuals, families, trusts, and institutions with a $50 million investable-assets threshold. The firm employs a blended investment approach combining top-down asset allocation and bottom-up security selection, offering both discretionary and non-discretionary portfolio management supported by proprietary technology and AI tools.