Beatriz Gutierrez Junco

CCO Advisory Services at Insigneo Financial Group

Beatriz Gutierrez Junco manages the compliance functions for the two affiliated Securities Exchange Commission (“SEC”) Registered Investment Advisers, Insigneo Wealth Advisors, LLC (“IWA”) and Insigneo Advisory Services, LLC (“IAS”). She is responsible for all aspects of compliance, implementing and maintaining supervisory procedures for the RIA’s and managing the operations for the multi-custodian model for IAS. She has 19 years of Compliance and Private Banking experience serving high net worth individuals. At Insigneo, Beatriz started as Head of Client Services and Operations for Insigneo Wealth Advisors and in 2012, she was appointed as Chief Compliance Officer.

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Timeline

  • CCO Advisory Services

    Current role

  • CCO, Insigneo Advisory Services

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