What Happened?
Solana Beach, CA-based Gurtin Fixed Income Management has Promoted Hugo L. Santamaria as Chief Technology Officer
Date of management change: January 22, 2015
Solana Beach, CA-based Gurtin Fixed Income Management has Promoted Hugo L. Santamaria as Chief Technology Officer
Based in San Diego and Chicago, Gurtin Fixed Income Management, LLC is an SEC registered investment advisor specializing in separately managed high grade tax-exempt and taxable fixed income portfolios for high and ultra-high net worth individuals and families, many of whom have been included in the Forbes 400 list of wealthiest individuals. We also work with many independent investment consulting firms and multi-family offices to build fixed income related financial solutions to meet their clients` unique needs. We do not define ourselves as either a "municipal" or "taxable" fixed income manager. Instead, we define ourselves as a fixed income manager that analyzes each client`s tax and liquidity situation individually and focuses on identifying the securities that offer the highest after-tax yield with the lowest risk and volatility. In order to ensure the gilt-edged nature of our portfolios, we employ an integrated Portfolio Management process that incorporates our deep Credit Research and premium institutional Trade Execution capabilities.
Hugo L. Santamaria is the Chief Technology Officer and Head of the Technology Department at Gurtin Fixed Income Department. Mr. Santamaria is responsible for oversight of all information systems and information technology infrastructures. Prior to joining Gurtin Fixed Income in 2013, Mr. Santamaria worked for the Anthony Robbins Companies for 8 years where he was responsible for overseeing all technology systems and infrastructure across multiple companies. Mr. Santamaria also sat on the Executive Board during his tenure at the Anthony Robbins Companies, where he was involved in setting the strategic direction for the organization. Previous to his time at ARC, Mr. Santamaria worked for P3 Inc. and Letter Excellence Inc. in similar IT roles.
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