Gerardo Rodriguez has more than 16 years of investment management experience, managing ultra and high net worth individuals, institutions and family offices. He has extensive experience in trading, research, client management and portfolio management, and has worked with such institutions as UBS International, Banco Santander International, EFG Capital International and Banco Itau Europa, among others, where he specialized in asset allocation and investment analysis.
He has a B.A. and an MBA from Florida International University. Gerardo is a Trustee Member for the Coral Gables Chamber of Commerce, a Legacy Ambassador for Nicklaus Children’s Hospital Foundation and a member of the National Association for Divorce Professionals. He is a cyclist and resides in South Miami with his wife, Lourdes, and their two children.