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Natalia De Ugarte Munoz, MBA

"I found my passion in helping clients resolve problems and identify different solutions. The complexity of the financial markets challenges me to learn about different businesses every day and constantly expand my knowledge and skills."

P: (317) 396-5265

E: ndeugarte@woodleyfarra.com

About Natalia

Originally from Santa Cruz, Bolivia, Natalia De Ugarte pursued a degree in Business Management and Entrepreneurship, as well as a Master of Business Administration (MBA), concentrating in Finance from Samford University. While in college, Natalia played Division 1 tennis and served as President, Portfolio Manager, and Research Analyst in the Bulldog Investment Fund.

Joining Woodley Farra Manion Portfolio Management in June 2024, Natalia brings a rich background in Finance and Real Estate Investments. Speaking fluent English and Spanish and having traveled to more than 40 countries, Natalia offers a truly global perspective to the team.

Education

BS IN BUSINESS MANAGEMENT AND ENTREPRENEURSHIP FROM SAMFORD UNIVERSITY MBA WITH CONCENTRATION IN FINANCE FROM SAMFORD UNIVERSITY

Interests

Family Tennis Travel

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