Ruben Rodriguez, Nelson Ortiz

Adviser/team AUM $55,000,000
Firm joining Investacorp
Firm leaving UBS Financial Services
Adviser(s) location San Juan, PR
Date March 18, 2015

Latest Moves to Investacorp

Adviser(s) Date
Michael Nobile, Scott Hinchey, Michael McCabe, David TauberMarch 18, 2015
Keith E. SingerMarch 18, 2015
Michael Fornasier, John Petraglia, Linda VenturaMarch 18, 2015
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