Luis V. Sanchez, CFA, founded LVS Advisory in 2018 bringing extensive Wall Street experience from Credit Suisse, Wells Fargo Securities, JP Morgan Asset Management, and Deloitte Financial Advisory Services. He is a highly ranked investment analyst on the SumZero community and has been honored for his stock picks by Ira Sohn, Seeking Alpha, and van Biema Value Partners. His investment insights have been featured on CNBC, Yahoo Finance, and Fox Business. Sanchez holds the CFA designation and maintains SEC registration in multiple jurisdictions with a clean regulatory record. The firm has grown to include Investment Analyst Daniel Yuan, who joined in 2025 with experience from CPP Investments, MUFG Americas, and NYU Stern education.

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LVS Advisory operates an absolute return strategy focused on capital preservation through event-driven investing. The Event-Driven Portfolio analyzes corporate events such as mergers, capital raises, liquidations, and other situations, investing where returns are predictable and attractive. The uniting theme is that investments have tangible events that will catalyze asset prices higher. The strategy focuses primarily on merger arbitrage and tangibly catalyzed event-driven investments to reduce market correlation while providing a better-performing alternative to bond funds. The firm emphasizes quality as the best guarantee against permanent loss of capital, with price discipline differentiating returns.

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