As a Financial Analyst in Houston, Jose’s primary responsibilities are to assist with asset allocation modeling, marketing, and research of wealth and asset management strategies.

Jose comes to us with over 10 years experience in the financial services industry. Most recently, Jose worked at Wachovia Securities performing various functions such as placing trades on options and stock orders for clients; providing lending solutions to clients; and planning strategies to increase client participation. He has an extensive knowledge of the wrap fee business formerly serving at UBS Wealth Management’s National Sales Desk as well as previously supporting PaineWebber’s equities and fixed income trading desk on the research, trade execution, order management, reconciliation, and daily allocation of $200 million trades.

Jose graduated with honors from New Jersey City University in Jersey City, NJ with a B.S. degree in Business Administration and Economics. He holds Series 7 and 66 licenses as well as Health, Life and Accident Insurance.