Speaker - Raul Pomares

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Pomares serves as a Portfolio Manager for clients of Guggenheim Wealth Management. In addition, Pomares specializes in global Social, Mission & Sustainability Investment (SMSI) programs for foundations and clients seeking social impact from their portfolio. Prior to joining Guggenheim, Pomares was Co-founder and Director of Client Services for a boutique wealth management firm that specialized in comprehensive estate planning and investment advisory services for private family offices and individuals. Prior to that, he was a Financial Planner and Investment Advisor with AXA Advisors. Earlier in his career, Pomares gained experience as an International Private Banker for Bank of America and completed various international consulting projects for private investors. He received his degree in International Business Management from the University of San Francisco.

1 Program

SoCap08: New Wealth Management

10.13.08 | 00:41:32 min | 0 comments