Julio Beaton

Julio Beaton has a strong background in institutional equity sales and private wealth management, with over 30 years of experience in the financial industry. Julio has held key positions at various renowned firms, including Gar Wood Securities, LLC, TradeStation Securities, Beta Capital Management, Bear Stearns & Co., Oppenheimer & Co., and Lehman Brothers.

At Gar Wood Securities, Julio served as the Senior Vice President and headed an Electronic Execution Services team, catering to institutional investors and Financial Technology companies. Their responsibilities included implementing strategic initiatives and driving business development.

Before that, they worked at TradeStation Securities, where they held the role of Senior Managing Director-Institutional/Head of Electronic Execution Services Team. During their tenure of over 13 years, they played a crucial role in managing the team and overseeing institutional accounts.

Prior to TradeStation Securities, Julio served as the Managing Director-Institutional Equity Sales at Beta Capital Management for over 5 years. Julio was responsible for developing and maintaining relationships with institutional clients.

Julio also gained valuable experience at Bear Stearns & Co., where they held the position of Managing Director-Institutional Equity Sales/Latin America for nearly 6 years. Julio specialized in providing equity sales services to institutional clients in Latin America.

Their career started at Lehman Brothers, where they worked as part of the Private Wealth Management team for over 2 years. Julio later moved to Oppenheimer & Co., continuing their work in the Private Wealth Management division.

Overall, Julio Beaton has demonstrated expertise across various sectors within the financial industry, excelling in institutional equity sales, Electronic Execution Services, and private wealth management.

Julio Beaton holds a Bachelor of Science degree in Business Administration (BSBA) with a specialization in Marketing from the University of Southern Mississippi (USM).