CRESTA ADVISORS - Key Persons
Emmanuel, a native Laredoan, completed a Bachelor's degree in Business Administration with a concentration in Sport Management, and his MBA with a concentration in Finance at The University of the Incarnate Word's H-E-B School of Business.
Emmanuel dedicates his skills and knowledge as a Financial Advisor to help the Laredo community identify, set, and achieve their financial goals. He currently works on creating brand awareness and building a client base to service in South Texas.
He plays an active role in the Laredo community and currently serves on the board of directors for The Washington's Birthday Celebration Association (WBCA).
In his free time Emmanuel enjoys playing golf, and spending time with family and friends.
Johana is a graduate of Texas A&M International University. She holds a bachelor's degree in psychology and management.
Johana has extensive experience in the financial services industry. Her previous professional responsibilities included personal banking and small business banking for over ten years.
At Cresta Advisors, Johana is part of the Client Service Team where she applies her exceptional customer service experience to help clients reach their financial goals.
Johana is also an avid support of Pillar, an organization that supports individuals that have been impacted by mental health and addiction.
Mark is a founding partner of Cresta Advisors and has over twenty years of experience in the financial services industry.
To serve Cresta Advisors' clients, Mark leverages his experience in asset management and portfolio construction to function as Chief Investment Officer for the firm.
Prior to founding Cresta Advisors, Mark began his investment management career as a registered options trader at the American Stock Exchange. He then managed the institutional bond portfolio of The Laredo National Bank, until he joined Merrill Lynch and functioned as Portfolio Manager and financial advisor.
Mark continues guiding Cresta Advisors growth, direction, and recognition as Laredo's first independent Registered Investment Advisory firm. His client relationship responsibilities focus on servicing individuals and institutions, as well as, managing Cresta Advisors' proprietary investment portfolios.
In his free time, Mark enjoys spending time outdoors in South Texas with his family and dogs.