Bernardino Ortiz, CPWA®, currently serves as the Senior Manager of Strategic & Wealth Planning at Syon Capital, where responsibilities include acting as the primary contact for clients seeking strategic planning and investment advice. Prior experience includes a role as Private Wealth Relationship Manager at Merrill Lynch, where Bernardino led client meetings focusing on investment strategy and market developments. Additional roles at Merrill Lynch encompassed working with ultra-high-net-worth individuals on complex financial strategies and utilizing Bloomberg terminals for investment opportunity identification. Early career experiences include an internship in Global Wealth & Investment Management at Merrill Lynch and an Associate Director position at Crest Point LLC, where Bernardino analyzed investment opportunities and managed daily operations. Bernardino Ortiz holds a Bachelor of Science in Business Administration with a focus in Finance from the University of Southern California and is currently pursuing further education at the Yale School of Management.
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