Cfp® Rocio Ortega

Rocio Ortega, CFP®, is a seasoned wealth management professional currently serving as a Partner at WE Family Offices since April 2014, where expertise in holistic wealth management has been honed since promotion from Associate Advisor in 2016. Prior experience includes a role as a Relationship Officer at Citi Private Bank, where oversight of 40 ultra-high net worth client relationships was undertaken, and as an Associate Banker at JPMorgan Private Bank, where significant contributions to new business inflows were achieved. Early career stages included roles at JPMorgan Private Bank (Latin America), Robotti & Company, and Kirsch & Associates, each focusing on client relationships and asset management. Rocio Ortega holds a BBA in Economics and International Business from Baylor University.