Vice President, Investment Strategy
Vishail is the Vice President, Investment Strategy at Omnia Family Wealth. In this role, he monitors client portfolios and utilizes investment software programs to evaluate client investment allocations and to formulate strategic recommendations.
Previously, he worked for two years as an Analyst at Genesis Investment Advisors where he monitored LatAm funds and ensured funds were in line with their mandates. In addition, he prepared client reporting information, including fund fact sheets and quarterly and annual reports for investors. Prior to that, he worked as a CML Project Manager II at Banco Santander, where he drove business development by supporting the acquisition of high-net-worth clients.
In his first job as a Financial Analyst at CNC Industries Ltd. He supported the execution of M&A, the raising of debt and equity capital and the restructuring transactions in Asia and North America. While in this position, he negotiated a $1 million OEM contract between Weatherford and Caterpillar.
Vishail received his Bachelor of Science in Corporate Finance and Accounting from Bentley University in 2011 with Magna Cum Laude. He currently lives in Miami, FL. In his free time, he enjoys travelling, skiing and circuit racing. He gives back to his community by participating in AARP Foundation Tax-Aid, where he helps senior citizens with their tax returns.