Mr. Jose Crespi is a investment adviser representative and portfolio manager who builds equity, fixed income, real estate and balanced portfolios appropriate to investor’s objectives.Mr. Crespi conducts significant, in-depth investment opportunities research including analysis of underlying fundamentals, technical analysis and continuous monitoring of the macro and micro economic outlook.As part of his direct duties he likes to visit and get to know his client’s financial objectives as well as to guide them to mature as equity investors in a broad financial and investment planning world.After graduating from his masters of public health he found a passion in stock analysis and trading and decided to pursue a career out of it working with private equity firms, investment advisory firms and financial & consulting services companies.