About Fabian
Fabian (Fab) has nearly two decades of investment advisory and wealth management experience, constructing tailored investment policies to fit unique family legacy goals. He focuses on the complex challenges facing international & generational wealth planning. His investment experience across the capital structure, from liquid public securities to privately held family business shares, provides a unique perspective on asset allocation.
Previously, Fab directed investment and portfolio strategy at a family office with wholly owned operating businesses across the Asia-Pacific region, leading business transformation across the financial services, consumer, and distribution & logistics industries. There, Fab developed and implemented family governance structures & proactive estate planning strategies, coordinating effectively with tax and legal stakeholders. Fab began his career as an equity analyst at Forward Management in San Francisco, where he helped build and manage a global macro long/short hedge fund. He served on the firm’s Risk, Pricing, and Investment Committees.
Education and Professional Milestones
- California Polytechnic State University – bachelor’s degree in economics and financial management with a minor in Spanish
- Stanford Graduate School of Business –
- Is a CFA® charter holder and member of the CFA® Society of San Francisco
Fabian (Fab) has nearly two decades of investment advisory and wealth management experience, constructing tailored investment policies to fit unique family legacy goals. He focuses on the complex challenges facing international & generational wealth planning. His investment experience across the capital structure, from liquid public securities to privately held family business shares, provides a unique perspective on asset allocation.
Previously, Fab directed investment and portfolio strategy at a family office with wholly owned operating businesses across the Asia-Pacific region, leading business transformation across the financial services, consumer, and distribution & logistics industries. There, Fab developed and implemented family governance structures & proactive estate planning strategies, coordinating effectively with tax and legal stakeholders. Fab began his career as an equity analyst at Forward Management in San Francisco, where he helped build and manage a global macro long/short hedge fund. He served on the firm’s Risk, Pricing, and Investment Committees.
Education and Professional Milestones
- California Polytechnic State University – bachelor’s degree in economics and financial management with a minor in Spanish
- Stanford Graduate School of Business –
- Is a CFA® charter holder and member of the CFA® Society of San Francisco