Felipe Quaassdorff is an MBA graduate from Washington University in St. Louis and a CFA charter holder, with a bachelor’s degree in Business Administration and Economics from the University of Chile. At WashU, he was a McDonnell International Scholars Academy Fellow and was recognized with the Beta Gamma Sigma Honor Society, the Olin Service Award, and the Wells Fargo Advisors Center for Finance & Accounting Research Award.

Before joining Terrace Wealth, Felipe managed over US$400 million in fixed-income portfolios for institutional and high-net-worth clients. In this role, he consistently outperformed benchmarks, led post-COVID strategic shifts, and developed customized investment strategies tailored to each client’s profile. Earlier in his career, he worked as a sell-side equity research analyst at Citibank, publishing reports across sectors such as commodities, utilities, and pulp & paper.

At Terrace Wealth, Felipe partners closely with clients to understand their unique goals and design investment strategies that reflect their values and long-term objectives. With a strong belief in the power of financial education, he enjoys demystifying investment concepts and walking clients through the thinking behind the firm’s strategies. Whether guiding multi-generational wealth planning or building personalized portfolios, Felipe combines technical expertise with a human-centered approach that fosters clarity and trust.

Beyond the office, Felipe is an avid learner with strong interests in artificial intelligence, behavioral finance, and economic education. He has served as a tutor and mentor for the CFA Research Challenge and non-profit organizations supporting financial literacy. In his free time, he enjoys playing padel and pickleball, surfing, and spending time outdoors—whether trekking, biking, running, or paddling on his SUP. Felipe lives with his wife, Octavia, and their cat, Chelita.