Alberto Bravo Jr

Vice President - Portfolio Management & Trading, Investment Solutions at Snowden Lane Partners

Alberto Bravo Jr currently holds the position of Vice President - Portfolio Management & Trading, Investment Solutions at Snowden Lane Partners. Alberto collaborates with advisor teams to create and manage customized investment solutions for their clients. Prior to this role, Alberto worked at Merrill Lynch as a Sr. Relationship Manager/ Private Wealth Advisor, providing investment and strategic analysis for wealth management teams. Alberto also has experience as a Wealth Management Analyst and Assistant Manager - Field Service Advisor at Castellani Insurance Group and Vector Marketing respectively. Alberto holds a Bachelor of Science (B.Sc.) in Finance from the University of Florida.

Links

Previous companies

Vector Marketing logo

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Peers

Timeline

  • Vice President - Portfolio Management & Trading, Investment Solutions

    January, 2023 - present

  • Assistant Vice President - Investment Solutions

    February, 2021

  • Sr. Relationship Manager/ Private Wealth Advisor

    June, 2019

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