Gabriela Soní, Cfa
About Gabriela Soní, Cfa
Gabriela Soní, CFA, serves as the Head of Investment Strategy and Chief Investment Officer for UBS Wealth Management in Mexico, where she has worked since 2019. With over a decade of experience in the financial sector, she has held various roles in portfolio management and research, including positions at Scotiabank and Eli Lilly and Company.
Current Role at UBS
Gabriela Soní serves as the Head of Investment Strategy in the Chief Investment Office at UBS Wealth Management in Mexico. She has held this position since 2019, overseeing the development and implementation of investment strategies tailored to the Mexican market. Her role involves managing investment portfolios and ensuring alignment with the firm's overall financial objectives.
Previous Experience at Scotiabank
Prior to her current role, Gabriela Soní worked at Scotiabank for several years. She was the Lead Equities Portfolio Manager for 11 months in 2018, where she managed various equity funds. Before that, she served as an Equities Portfolio Manager from 2014 to 2017, focusing on Mexican and Latin American equities. Additionally, she worked as an Equities and Credit Research Analyst for one year from 2013 to 2014.
Background in Financial Sector
Gabriela Soní has over a decade of experience in the financial sector, with a strong focus on equities and credit research, risk management, and portfolio management. Her career includes roles at various financial institutions, allowing her to develop a comprehensive understanding of investment strategies and market dynamics.
Education and Qualifications
Gabriela Soní earned her Bachelor’s Degree in Public Accounting and Financial Strategy from Instituto Tecnológico Autónomo de México, completing her studies from 2004 to 2009. This educational background provides her with a solid foundation in financial principles and investment strategies, which she applies in her professional roles.
Early Career Experience
Gabriela Soní began her career at Eli Lilly and Company as an Analyst from 2009 to 2011. She then transitioned to Sociedad Hipotecaria Federal as a Product Development Analyst from 2011 to 2013. Additionally, she worked at Prudential Financial as a Risk Management Analyst for one year in 2008, gaining valuable insights into risk assessment and management.