José Julián Cao Alvira, Ph.D. FRM CFP

Registered Investment Advisor

Dr. Cao-Alvira is a full Professor of Finance and Economics for The City University of New York. He obtained his Ph.D. in Economics from Cornell University, and holds the Certified Financial Planner (CFP) and Financial Risk Manager (FRM) professional designations. He lectures courses in Corporate Finance, Investments, Financial Economics, Econometrics and Banking for a number of academic institutions in New York -including CUNY and Columbia University- and has served as a visiting professor in several research centers in Europe and South America.

José Julián has received important recognitions on account of his scientific research -being a Fulbright U.S. Scholar Award the most recent of these- and serves within multiple advisory committees for a number of national and international institutions. His manuscripts have been published in numerous peer-reviewed scientific journals; these including Managerial Finance, Journal of International Financial Management and Accounting, Computational Economics, North American Journal of Economics and Finance, Review of Development Economics, Emerging Markets Finance and Trade, International Trade Journal, and International Finance, among others. 

José  Julián  has  also  held executive  administrative positions  in  higher  education institutions  in  the U.S. 

The most recent of these is being the Associate Dean for the School of Natural and Social Sciences of Lehman College of The City University of New York. At this position, he served eleven academic departments and over 135 full time faculties in areas of budgeting, scheduling, assessment of learning and curriculum development, and offered support to over 4,200 students.

As an economic and financial consultant, José Julián has advised numerous public and private enterprises on privatizing government-controlled monopolies, developing project profitability analyses, and constructing economic impact evaluations. As a Certified Financial Planner, José focuses on building long-term financial plans for corporations and individuals, and supports families while they build strong foundations for a solid retirement and protect their legacy.

José, his wife and daughter love to travel. Whenever they can escape the daily grind, they go on road trips, camping and adventuring.