Insigneo Financial Group
Ricardo Morales is a seasoned financial professional with extensive experience in investment advisory and portfolio management. Currently serving as Managing Director and Financial Advisor at Insigneo since August 2022, Ricardo focuses on high net-worth individuals, family offices, and corporations in both offshore and domestic markets. Prior roles include Financial Executive at Citi, where a $150MM+ banking portfolio was managed, and Senior Vice President at Popular Securities, LLC., directing wealth management strategies for clients in Puerto Rico and the Caribbean. Ricardo's career began with positions at Citigroup, JPMorgan, and Bear, Stearns & Co. Inc., with a strong foundation in trading and financial consulting. Ricardo holds a degree from Saint Joseph's University's Erivan K. Haub School of Business.
This person is not in the org chart
This person is not in any teams
This person is not in any offices