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Firm Management Team
Experienced Professionals
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Managing Partner,
Chief Compliance Officer
CFP®, AIFA®, RMA®, CIMA®
Chief Executive Officer
Compliance Manager
MSF, CRPS®
Rafael Villagran
Director of Technology Services
Compliance Manager / Inside Counsel
Portfolio Manager
Human Resources Manager
Director of Operations
Marketing Manager
MBA, Professional Certified Marketer (PCM®)
Business Development Manager
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