Remember, upon the conduct of each depends the fate of all.
Alexander the Great
Peter J. Coulchinsky, AIF®
President, CEO and Portfolio Manager
Peter has been in the financial industry since 1998, first serving as in-house counsel for an international securities firm and later as a fixed income trader specializing in emerging markets around the world. He holds FINRA Series 7 (General Securities Representative Exam), 63 (Uniform Securities Agent State Law Examination) and 66 licenses (Uniform Investment Adviser-Combined State Laws) and is licensed to provide insurance by the State of Texas. He earned the prestigious Accredited Investment Fiduciary (AIF®) designation, which demonstrates competency in fiduciary responsibility and a commitment to standards of investment fiduciary excellence. Peter holds a law degree from Universidad Nacional de Cordoba in Argentina and an LLM (Master of Laws) from the University of Houston. He previously attended Rice University. Peter uses global risk-managed financial strategies and a comprehensive methodology in his approach to working with the firm’s clients.
Alejandro Cabezut, MBA, MA
Alex joined TSG after 14 years as a Senior Banking Executive in South Texas having worked for Citigroup’s Banamex USA, Wells Fargo and Banorte. He brings to TSG diverse international experience beyond the securities industry from his leadership and board positions with various private equity funds and companies such as McKinsey & Co., Procter & Gamble, Wendy’s, Centex Homes and Corporacion Geo in Mexico. Alex obtained his MBA from the Wharton School of Business, a MA in International Studies from the Lauder Institute at the University of Pennsylvania and an Industrial and Systems Engineering degree from the prestigious TEC of Monterrey. Alex has held FINRA Securities Licenses 7, 65 and 66.
Technical Analyst and Portfolio Consultant
Rakesh Upadhyay is an Engineer by trade, having served in the Indian Navy for seven years. Upon completion of his service, he delved into the stock markets, fascinated by the art and science of chart reading and interpretation of which made him decide to become a Professional Technical Analyst. He started by literally devouring hundreds of books on all of the Methods of Technical Analysis and Financial Markets Forecasting and began using a myriad of indicators on his chart building techniques. His philosophy rests on the belief that price action is determinant in order to arrive at a thorough process of understanding chart patterns. Hence, he opts to keep his analysis focused on the study at hand using those indicators warranted by the models in front of him without falling into uncommitted generalizations. He emphasizes more of a fundamental analysis approach for long-term portfolios and a strictly technical one for short term and intraday trading as for some medium-term portfolios or strategies. Among many publications and opinions regularly granted, Rakesh is very frequently sought after by financial news media and outlets and is a regular contributor to oilprice.com, Seeking Alpha and exchangerates.org.uk to mention just a few. In his free time, he likes to spend time with his family, enjoys lifting weights in order to keep healthy and defines himself as a very spiritual person.
Jose Antonio Cerecedo
Research Analyst, Wealth Management
Jose interned for TSG in the summer of 2017 and just returned to our team after finishing his MBA at The W. P. Carey School of Business of Arizona State University where he was president of The Golf Club, The Entrepreneurship Club and recipient of the Forward Focus Scholarship.
Previous to starting his MBA he was a serial entrepreneur in México and was involved in his family construction and real estate development businesses. Jose’s both academic and professional experience has helped him develop strong leadership, business development, operations and client relationship skills.
Jose has a bachelors in Finance and Accounting from Universidad Anahuac in Mexico City where he received the “Integer Homo Scholarship for Academic Excellence”, a Masters in Strategic Management from Universidad Francisco de Vitoria in Madrid, Spain; and a Risk Management specialization from The London School of Economics and Political Sciences in London, UK.
Junior Research Analyst
Tomas graduated from St. Mary’s University at San Antonio with a Bachelor of Science in Industrial Engineering.
During his time at St. Mary’s, Tomas served as Secretary for the American Production and Inventory Control Society (APICS). He performed this role by helping the president plan, manage, monitor, and control budgets, meetings, and activities related with the APICS South Central Texas Chapter. Tomas also represented St. Mary’s University at the annual APICS Conference in 2019 where he was able to expand his network and assist different presentations from influential leaders.
Tomas completed his senior year project in collaboration with The H-J Family of Companies and St. Mary’s University by developing a cost-benefit analysis for the company to optimize overall costs. He will be contributing to TSG with his newly acquired know-how in forecasting and data analytics as he also begins to develop numerous new skills and expertise in the area of Wealth Management.