Mauricio Cortes Resendiz

Mauricio Cortes Resendiz, CFA, CFP®, MBA has a diverse work experience spanning different roles and industries. Mauricio is currently serving as an Investment Director at The Mather Group, LLC, where they oversee investment activities. Prior to this, they held the position of Senior Portfolio Analyst at the same company.

Mauricio also worked at Eugenias Advisory Group, LLC, where they served as the Director of Investment Management & Business Development. In this role, they were responsible for managing investments and developing new business opportunities. Before that, they worked as a Portfolio Analyst & Associate Financial Planner at the same company.

During their career, Mauricio had a summer associate position at Fish and Associates, where they undertook business development projects and provided recommendations to improve client retention and acquisition.

Earlier in their career, Mauricio worked at Vanguard as a Portfolio Implementation professional, and at General Motors as a Bilingual Customer Account Representative. At General Motors, they were responsible for resolving delinquent accounts and executing collection strategies.

Overall, Mauricio's work experience showcases their expertise in investment management, financial planning, business development, and customer service.

Mauricio Cortes Resendiz, CFA, CFP®, MBA, has a diverse educational background. Mauricio obtained their Master of Business Administration (M.B.A.) degree with a focus in Finance, General from Vanderbilt University in 2018. Prior to that, they completed the Certified Financial Planner (CFP®) program at the College for Financial Planning in 2015. Mauricio also holds a Bachelor of Science (BS) degree in Economics from the W. P. Carey School of Business at Arizona State University, which they earned in 2013. Mauricio'seducation journey began at the Instituto Tecnológico Autónomo de México from 2008 to 2011, where they studied Economics. In addition to their formal degrees, Mauricio has obtained various certifications such as Chartered Financial Analyst (CFA) Level I, II, and III exams passed, CFA Institute Certificate in ESG Investing, and a Quantitative Analyst with R certificate from DataCamp. Mauricio also holds the CFP® designation from the CFP Board and has completed the Bloomberg Market Concepts (BMC) certification from Bloomberg LP.