Juan Garcia

Juan Garcia Email and Phone Number

Chief Executive Officer @ Holistic Capital Group
Boston, MA, US
Juan Garcia's Location
Greater Boston, United States, United States
Juan Garcia's Contact Details

Juan Garcia personal email

Juan Garcia phone numbers

About Juan Garcia

As the CEO of Holistic Capital LLC, I bring over 18 years of experience in financial planning, wealth management, and alternative investments. My passion lies in helping clients navigate the complexities of the financial landscape, particularly in the areas of real estate, private equity, and other alternative assets.Throughout my career, I’ve developed a deep understanding of how alternative investments can diversify portfolios, manage risk, and achieve superior returns. My approach is holistic, ensuring that every investment decision aligns with my clients' broader financial goals and personal values.I’m dedicated to educating and empowering clients and professionals alike on the benefits and intricacies of alternative investments. Whether it’s through personalized financial strategies or thought leadership content, I strive to make complex investment concepts accessible and actionable.At Holistic Capital LLC, we specialize in crafting tailored investment solutions that help clients secure their financial future and explore new opportunities for growth. I’m particularly passionate about real estate investment strategies, helping clients capitalize on emerging markets and long-term trends.In addition to my work with clients, I’m actively engaged in the financial community, frequently sharing insights on alternative investments through LinkedIn articles, webinars, and industry events. My goal is to be a resource and thought leader for those looking to deepen their understanding of alternative investment strategies.

Juan Garcia's Current Company Details
Holistic Capital Group

Holistic Capital Group

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Chief Executive Officer
Boston, MA, US
Juan Garcia Work Experience Details
  • Holistic Capital Group
    Chief Executive Officer
    Holistic Capital Group
    Boston, Ma, Us
  • Holistic Capital
    Chief Executive Officer
    Holistic Capital Jun 2022 - Present
    Alternative investments make up as much as 25% of an efficient portfolio, and for some investors, even higher. Our comprehensive strategies and global reach enable us to provide qualified investors with distinctive alternative investment opportunities.
  • Eaton Vance
    Head Of Latin America
    Eaton Vance 2015 - 2021
    Boston, Ma, Us
    Successfully marketed and sold Eaton Vance international products, contributing to the company's asset growth and market expansion.Facilitated direct access to portfolio managers, research analysts, and industry experts, ensuring clients had comprehensive insights and expertise at their disposal.Collaborated with internal teams to develop marketing strategies, sales materials, and presentations to support client acquisition and retention efforts.Achieved sales targets consistently, exceeding expectations and contributing to the overall success of the organization.
  • Mfs Investment Management
    International Sales Representative
    Mfs Investment Management 2014 - 2015
    Boston, Massachusetts, Us
    Internal wholesaler responsible for offshore mutual fund distribution in the Americas.
  • Fidelity Investments
    Financial Representative
    Fidelity Investments 2013 - 2014
    Boston, Ma, Us
    Help investors understand retirement choices, trading tools and services available.
  • Suntrust
    Relationship Banker
    Suntrust 2006 - 2012
    Charlotte, Nc, Us
  • Bankesb
    Customer Service Representative
    Bankesb 2004 - 2006
    Easthampton, Ma, Us

Juan Garcia Skills

Mutual Funds Investments Finance Financial Services Fixed Income Asset Management Fixed Annuities Retail Banking Banking Investment Management Wealth Management Equities Financial Analysis Series 7 Series 63

Juan Garcia Education Details

  • Jack Welch Management Institute
    Jack Welch Management Institute
    General
  • Harvard University
    Harvard University
    Alternative Investments
  • University Of Massachusetts Amherst
    University Of Massachusetts Amherst
    Management
  • Boston University
    Boston University
    Financial Planning

Frequently Asked Questions about Juan Garcia

What company does Juan Garcia work for?

Juan Garcia works for Holistic Capital Group

What is Juan Garcia's role at the current company?

Juan Garcia's current role is Chief Executive Officer.

What is Juan Garcia's email address?

Juan Garcia's email address is jg****@****nce.com

What is Juan Garcia's direct phone number?

Juan Garcia's direct phone number is +195445*****

What schools did Juan Garcia attend?

Juan Garcia attended Jack Welch Management Institute, Harvard University, University Of Massachusetts Amherst, Boston University.

What are some of Juan Garcia's interests?

Juan Garcia has interest in Health.

What skills is Juan Garcia known for?

Juan Garcia has skills like Mutual Funds, Investments, Finance, Financial Services, Fixed Income, Asset Management, Fixed Annuities, Retail Banking, Banking, Investment Management, Wealth Management, Equities.

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