Fabian Garces, CFA
Wealth Advisor
Fabian has over a decade 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 & 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.
Fab earned his Master’s degree from the Stanford Graduate School of Business and is a CFA Charterholder & member of the CFA Society of San Francisco. He graduated from California Polytechnic State University with a B.S. in Economics & Financial Management and a minor in Spanish and served as an endowment fund analyst.
