We here at SVL are proud to introduce you to our next SVL Cultura Ambassador:
Angel Chavez, CIMA®
Vice President, Financial Advisor, Executive Financial Services Director
Angel is a holder of the Certified Investment Management Analyst (CIMA®) designation from the Haas School of Business at the University of California Berkeley. Prior to joining Morgan Stanley, Angel was the COO of a technology start up and then became a portfolio manager with cross training in tax, trust and estate planning with Bank of America’s Private Bank, and Merrill Lynch. A firm believer in community service, Angel has served as a Trustee for the Latino Community Foundation, the advisory board for the Susan G. Komen Foundation for Breast Cancer and currently serves on the Board of Juma Ventures. In 2014 he was honored to receive the Corporate Advocate Award from the LAM-Network. He received his MBA from Golden Gate University and enjoys hiking, biking, working out, and recently completed a Tough Mudder run. He lives in the East Bay with his wife Isabel and their two children.