With over 30 years of direct experience in investment research, portfolio management, and client advisory, Rafael brings extensive intellectual capital and accomplishment to the firm. In his current role, Rafael serves as Portfolio Manager and director of the firm’s Asset Management efforts, which includes working directly with the firm’s extensive network of advisors in establishing asset allocation, model portfolios, and trade execution.
Rafael has succeeded in various roles over the course of his career. Rafael studied at Seattle Pacific University before completing his bachelor’s degree in Finance at Pace University in New York City. Rafael and his wife are the proud parents of two daughters. Rafael is an avid sports fan, and he and his wife love traveling with family.