Joel Pena Cfa, Caia

Joel Pena, CFA, CAIA has extensive work experience in the financial industry. Joel is currently serving as the Head of US Offshore, Canada, Latin America, and the Caribbean at DoubleLine Group LP, where they lead the strategic vision and growth of offshore wealth management and institutional investment portfolios. Joel designs business strategies, advises clients on capital structure and investment opportunities, and manages risk and hedging strategies.

Prior to their current position, Joel worked as the Managing Director – US Offshore, Canada, and Latin America at Robeco, where they directed the offshore team's sales efforts and achieved individual sales targets. Joel also collaborated with leadership in defining strategies and goals.

Before that, Joel worked as a Senior Vice President at PIMCO, leading and managing the institutional business in Latin America and the Caribbean. Joel developed client relationships, tailored portfolios to meet investment policies and guidelines, and implemented growth projects.

Joel's earlier work experience includes serving as a Private Wealth Management Summer Associate at Morgan Stanley, a Senior Vice President - Private Banker at Bank Hapoalim, a Financial Advisor/Broker at BBVA Bancomer Securities Inc., and a Financial Products Advisor and Economic Strategist at BBVA Bancomer Securities International.

Throughout their career, Joel has consistently achieved impressive results, exceeding performance goals and delivering value to clients. Their expertise, along with their CFA and CAIA qualifications, make him a highly skilled finance professional in the industry.

Joel Pena, CFA, CAIA, has a comprehensive education history that includes a Master of Business Administration (MBA) in Finance from NYU Stern School of Business, obtained between 2006 and 2008. Prior to that, they completed their Bachelor's degree in Economics from Tecnológico de Monterrey, spanning from 1995 to 1999. Additionally, Joel pursued international studies in finance at the University of Alberta in 1998 and furthered their knowledge in international business at Tsinghua University in 2008.

In terms of professional certifications, Joel has obtained the CAIA Charterholder designation from the CAIA Association in October 2013 and the Chartered Financial Analyst (CFA) designation from the CFA Institute in June 2021. While they also hold Series 24, Series 63, and Series 7 certifications, the specific details regarding the institutions and dates of obtaining these certifications are not provided.