• Member of a team responsible for providing clients with proactive, highly personalized advice across Investment Management, Wealth Planning, Trust Administration, and other Family Office Services. • Collaborate with Client Advisors and senior Client Advisors to proactively monitor asset allocation. • Build implication models taking into account spending, taxation, and potential market behavior among other factors for clients. • Initiate orders for rebalancing of accounts.• Prepare charts and materials for client meeting presentations using Excel, Word, PowerPoint and internal applications as needed.

• Member of an 8 person Barron's and Forbe’s top-ranked Private Wealth Management Team • Research equity & debt securities, meeting with funds, taking notes on due diligence calls and monitoring investment news• Aid portfolio maintenance by completing asset allocations and research of current holdings to compare the investments to its respective peers • Handle aspects of client service including speaking with ultra high-net-worth individuals, setting up accounts, managing cash and securites movements, and processing documents including specialized alternative investment paperwork

• Performed various market research projects, assisted with marketing campaigns and supported all team members where needed

• Completed weekly equity research reports on different stocks, assisting the Senior Portfolio Manager in editing recommendations for his clients' investments• Conducted research of fixed income securities, as well as Macroeconomic analysis' of different Latin American countries