Juan is a Senior Quantitative Analyst at the firm. In this role he supports all divisions of the firm whenever they require data curated, compiled and analyzed. Some additional duties include compiling economic data and reports for client meetings, collaborating in the creation of proprietary research, developing and maintaining financial and asset allocation models, and implementing new software applications. Juan is a member of our blockchain and cryptocurrency taskforce set up to build internal knowledge and educate clients. He also provides investment support to a limited number of client relationships.
Prior to joining the firm in 2016, Juan worked as a Financial Advisor for a team of Ameriprise Financial advisors for eleven years. Starting as an intern in 2004 after graduate school, Juan went on to become an integral part of the team working directly with clients to implement comprehensive financial plans and provide investment advice on a wide range of products.
Juan moved from Colombia in 1996 to pursue a BS degree in economics at the Indiana University of Pennsylvania after which he received an MBA from Duquesne University in Pittsburgh, PA with concentrations in finance and IT. In 2015, he became a Chartered Financial Analyst (CFA) Charterholder and joined the CFA Society of South Florida. In 2017 he became a CERTIFIED FINANCIAL PLANNER™ practitioner. In 2018 Juan received the Alternative Investment Analyst Charter (CAIA).
Juan and his wife relocated to Florida in 2016 where they enjoy year-round golfing and attending outdoor events around the Palm Beach area. In his spare time Juan likes to draw, play piano, dance (salsa and bachata), travel, read and trying out new experiences. Currently, Juan is interested in learning about machine learning, artificial intelligence (and related math topics) and Python programming.