SELECT WEALTH ADVISORS - Key Persons
Germán's primary role is Head Trader. He earned a Bachelor's Degree in Economics from the University of Michigan and a Juris Doctor from the University of Puerto Rico. Germán also holds the Series 7 and 66 licenses.
Job Titles:
- Co - Chief Investment Officer
- Co - Founder and Co - Chief Investment Officer of Select Wealth
Javier is Co-Founder and Co-Chief Investment Officer of Select Wealth. He holds a Bachelor's degree in Business Administration. He has over 24 years of experience in the Financial Services and Insurance industries. He has multiple investments and insurance licenses including Series 7, 6, 66, 53, and 24 as well as the Life, Disability and Annuity Insurance License.
Julio's primary role is Vice President where he handles the overall needs of our clients and organizes our daily operations. He has over 19 years of experience in the Financial Services industry and he holds the Series 7, 6, 63 and 65 licenses.
Job Titles:
- Client Relationship Manager
Karem's primary role is Client Relationship Manager where she handles the day-to-day needs of our clients. Karem has over 20 years of experience in the Financial Services industry.
Job Titles:
- Co - Chief Investment Officer
- Co - Founder and Co - Chief Investment Officer
Luis is Co-Founder and Co-Chief Investment Officer. He holds a Bachelor's Degree in Business Administration (Major in Accounting and Minor in Finance), is a Certified Public Accountant and holds the Series 65 license. Prior to founding the firm, he worked at the Tax Departments of Arthur Andersen & Co, SC., Ernst & Young LLC and PricewaterhouseCoopers LLC where he provided compliance and consulting services. He has experience servicing clients in the United States and Puerto Rico.
Mark's role at Select Wealth is Chief Investment Officer where he helps set the overall investment strategies. He has over 19 years of experience in the Investment Advisory Industry. He is a Chartered Financial Analyst (CFA®).