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Claudia M.P. Batlle

Claudia is founder and Chief Executive Officer for FPMI – Financial Planning and Management International, a company of her holding that provides personal finance consulting and educational workshops. She is also founder and Chief Investment Officer for Seaview Investment Managers, an independent Registered Investment Advisor that provides Investment Advisory Services to institutions, financial advisors, and families worldwide.

Claudia is a top investment advisor and strategist, with over 20 years of experience in the financial industry and a seasoned Chief Investment Officer with worldwide presence serving high net worth individuals and institutions worldwide. Under her tenure at Seaview Investment Managers, the assets under her management increased from $5 million to over $1.5 billion.

 

Claudia is a founding director of Fundación Manos del Sur, a non-profit organization founded in Miami in 1999, that helps children in Latin America through programs in education, health, and nutrition. She is also a board member of Legatus - Miami chapter, a Catholic organization for business leaders.

 

Claudia places strong emphasis on our clients’ financial education and understanding of their investment plans, including their risk tolerance and objectives, investments time horizon and financial markets.

 

Claudia strongly believes, beyond religious affiliations, in the strict alignment of moral values to every aspect of life, including investments.

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