Guggenheim Partners
Julio Marquez is an accomplished finance professional with extensive experience in equity research and wealth management. Currently serving as an Equity Research Associate at Guggenheim Partners since September 2021, Julio has previously held leadership positions, including Director at Callan Capital, where services were provided to entrepreneurs and executives during liquidity events. Prior experience includes roles at Morgan Stanley Wealth Management as an Associate, focusing on comprehensive wealth management solutions, and as a Senior Associate at KPMG US, where support was provided for advanced tax planning and compliance needs. Julio holds a Bachelor of Science in Accounting and Economics from DePaul University, earned in 2017.
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