Victor K. Hernandez, MBA
Founder & Managing Partner | Private Wealth Advisor | English & Spanish
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Serving Clients Nationwide
Founder & Managing Partner | Private Wealth Advisor | English & Spanish
Areas of Focus
- Alternative Investments
- Employee Benefits
- Estate Planning
- Financial Life Planning
- Giving
- High Net Worth
- Investment Management
- Retirement Planning
- Taxes
About Victor K. Hernandez, MBA
Victor K. Hernandez, Founder and Managing Partner of NewEra Wealth, brings exceptional experience from his two-decade tenure at J.P. Morgan, where he became a Managing Director by the age of 40.At J.P. Morgan, Victor held senior roles in both the Private Bank—working with some of the world’s wealthiest families and the most complex balance sheets—and in J.P. Morgan Wealth Management, where he directly managed investments for clients. He co-led a top-ranked team responsible for managing over $1.2 billion in client assets and earned the elite designation of “Wealth Partner.”
Through NewEra Wealth, clients—ultra-high-net-worth families, entrepreneurs, corporate executives, and institutional investors—have access to services and resources ordinarily reserved for the most sophisticated investors.
Victor develops highly customized solutions and provides value across the entirety of each client’s financial picture. Delivering a high-touch, family office approach, NewEra Wealth also offers exclusive access to select private deals while leveraging the latest technology tools to enhance client experience and outcomes.
With two decades of experience in financial services, Victor delivers investment management, corporate cash management, capital markets, wealth & estate planning, and custom lending & liability management strategies.
In 2005, Victor began his career in New York City with J.P. Morgan Private Bank as an Analyst covering international ultra-high-net-worth clients. He moved to HSBC as an Investment Officer to provide recommendations and strategies for clients in Central America. After three years, Victor returned to J.P. Morgan Private Bank and led a team of specialists to service the complex needs of entrepreneurs and executives in South Florida.
Victor is a graduate of Bentley University, where he earned his B.S. in Finance and a minor in International Business. He holds an International MBA from IE Business School in Madrid, Spain. He is fluent in Spanish.
Victor credits his father with instilling in him a love of finance and for teaching him the value of integrity and perseverance. Victor is married and has two children, Nicolas and Emma.
Recognized by the Industry:
▪️ Forbes, Best-in-State Wealth Management Teams, 2023, 2024
▪️ Forbes, America’s Top Next-Gen Wealth Advisor, 2022
▪️ Forbes, Best-In-State Wealth Advisor, 2022, 2023, 2024
Source: Forbes.com. Received on April 2024, April 2023, April 2022. The rankings were determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). Financial Advisor did not pay a fee to SHOOK Research LLC, for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each Financial Advisor qualitatively. This ranking is not indicative of the Financial Advisor’s future performance. For more information, see www.SHOOKresearch.com.
Professional Designations
- Master of Business Administration (MBA)
Primary Location
1441 Brickell Ave. Suite 1700, Miami, FL 33131
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About NewEra Wealth
As a premier financial advisor and wealth manager located in Miami, Florida, NewEra Wealth Advisors (“NewEra Wealth”) provides independent investment advisory services specifically designed for high-net-worth families, entrepreneurs, multi-generational families, global corporate executives, and institutional investors.Founded by Victor K. Hernandez, our boutique practice addresses complex financial needs. Affiliated with Bolton Global Capital—an independent firm with over 40 years of wealth management expertise—we combine rigorous compliance and operational excellence with personalized client attention.
Backed by world-class custodians like BNY Mellon Pershing—one of the world’s most respected and secure custodians. BNY Pershing oversees over $55 trillion in assets under custody and/or administration more than any bank in the world, and it provides execution capabilities across over 60 global markets, multi-currency trading supporting 65 currencies, foreign exchange services, comprehensive custody, clearing, and settlement in 65 markets, and advanced risk management for efficient trade execution.
Independent Advice for a Complex World
At NewEra Wealth, independence matters. Unlike traditional institutions where advisors may face inherent conflicts, we are not employees of Wall Street—we stand firmly on your side of the table, prioritizing your interests above all. This freedom empowers us to curate unbiased strategies through our open-architecture platform, drawing from the premier research departments across Wall Street’s leading firms.
Recognizing that no single entity monopolizes the best ideas, we adopt a collective, multi-source approach to aggregate diverse perspectives, enabling informed, conflict-free decisions that align precisely with your financial aspirations, risk profile, and liquidity requirements. Whether safeguarding generational wealth or optimizing global portfolios, our guidance empowers you to thrive in an ever-evolving landscape.
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NewEra Wealth is an affiliate of Bolton Global Capital. Bolton Global Capital handles operations, compliance oversight, while we focus on what matters most – Your Investments. Securities Offered Through Bolton Global Capital, Inc. Member FINRA. SIPC. Advisory Services Offered Through Bolton Global Asset Management, a SEC Registered Investment Advisor.
Education
IE Business School, Master of Business Administration - MBA, Finance | Bentley University, BS, Finance
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Hispanic | Latino
- Intergenerational Families
- Living in Retirement
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