Marcos Chavez

Marcos Chavez has extensive work experience in the finance industry. Marcos began their career at Credit Suisse in 2008, where they held various roles including Analyst in OTC Settlements, Senior Analyst in Market Initiatives & Continuous Improvement, Senior Analyst in Credit Derivatives Middle Office, and Financial Accountant in Alternative Investments. In 2014, they moved to JPMorgan Chase & Co. as an Associate in Alternative Investments Middle Office. Most recently, Chavez has been working at Brownstone Investment Group since 2016. Marcos started as an Operations Specialist in Trade Operations and gradually progressed to become an Associate Director and currently holds the position of Director.

Marcos Chavez obtained a Bachelor's Degree in Finance, General from St. John's University in 2008. In 2017, they obtained two additional certifications: Series 63 - Uniform Securities Agent State Law and Series 7 - General Securities Representative from FINRA.