![Edmundo Javier Garza](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Edmundo Javier Garza
Vorstandsvorsitzender bei Consultiva Wealth Management Corp.
Profil
Mr. Edmundo J.
Garza is a Chief Executive Officer & President at Consultiva Wealth Management Corp.
He joined CONSULTIVA in 2000.
He began his professional career in 1990 as a financial advisor and planner, and later, he directed the Office of Actuarial Studies and Investments of the Employees of the Government of Puerto Rico and the Judicial Retirement Systems.
For three years, as an assistant administrator, he oversaw and reorganized the System's $ 900 million investment program and worked closely with the System's consultants and investment managers.
As a financial advisor, he has served insurance companies, credit unions, universities, and individuals.
In 1998, he was appointed Investment Manager of the Trust Division of Banco Popular de Puerto Rico, where he supervised investment procedures and supervised the purchase and sale of securities for more than 400 clients.
He was also responsible for the development of financial consulting services for the Bank's institutional clients, as well as the service of client retirement plans, personal trusts, custodian and custodial accounts.
Mr. Garza graduated with honors from the University of Puerto Rico, where he received a Bachelor's Degree in Applied Mathematics and a Master's Degree in Finance.
He is registered with FINRA as General Securities Representative (Series 7), as Principal of Financial Operations (Series 28), as Municipal Principal (Series 53), Futures Commodities (Series 3), General Securities Principal (Series 24) and is a Registered Investment Advisor Representative (Series 65).
Aktive Positionen von Edmundo Javier Garza
Unternehmen | Position | Beginn |
---|---|---|
Consultiva Wealth Management Corp.
![]() Consultiva Wealth Management Corp. Investment ManagersFinance Consultiva Internacional, Inc. (CIC) is a registered investment advisor headquartered in San Juan, Puerto Rico and was founded in 1999. The firm is a direct subsidiary of Consultiva Holding Group LLC, which is ultimately held by Bancredito Financial Group Trust & Co. CIC provides investment advisory services for the following types of clients: individuals and families, banks, pension and profit sharing plans, 401k plans, endowments, foundations, credit unions, Taft-Hartley plans, insurance companies, trusts and estates, charitable organizations, state government entities and corporations and similar business entities (i.e., limited liability companies, partnerships and professional partnerships). | Vorstandsvorsitzender | 01.04.2019 |
Ehemalige bekannte Positionen von Edmundo Javier Garza
Unternehmen | Position | Ende |
---|---|---|
Banco Popular de Puerto Rico
![]() Banco Popular de Puerto Rico Regional BanksFinance Banco Popular de Puerto Rico provides banking and financial services. It offers services in areas such as insurance, processing, investments, loans and credits. The company was founded in 1892 and is headquartered in San Juan, Puerto Rico. | Corporate Officer/Principal | - |
John Hancock Variable Insurance Trust | Berater | - |
Oriental Bank
![]() Oriental Bank Savings BanksFinance Oriental Bank operates as a commercial bank. The company is engaged in providing commercial banking services. Oriental Bank is founded in 1994 and is headquartered in San Juan, Puerto Rico. | Corporate Officer/Principal | - |
Sun Financial Group, Inc.
![]() Sun Financial Group, Inc. Finance/Rental/LeasingFinance Part of GATX Corp., Sun Financial Group, Inc. is a technology-focused finance company. The company is based in Tampa, FL. Sun Financial Group was acquired by GATX Capital Corp. on November 16, 1995. | Corporate Officer/Principal | - |
Ausbildung von Edmundo Javier Garza
University of Puerto Rico | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 5 |
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Consultiva Wealth Management Corp.
![]() Consultiva Wealth Management Corp. Investment ManagersFinance Consultiva Internacional, Inc. (CIC) is a registered investment advisor headquartered in San Juan, Puerto Rico and was founded in 1999. The firm is a direct subsidiary of Consultiva Holding Group LLC, which is ultimately held by Bancredito Financial Group Trust & Co. CIC provides investment advisory services for the following types of clients: individuals and families, banks, pension and profit sharing plans, 401k plans, endowments, foundations, credit unions, Taft-Hartley plans, insurance companies, trusts and estates, charitable organizations, state government entities and corporations and similar business entities (i.e., limited liability companies, partnerships and professional partnerships). | Finance |
Sun Financial Group, Inc.
![]() Sun Financial Group, Inc. Finance/Rental/LeasingFinance Part of GATX Corp., Sun Financial Group, Inc. is a technology-focused finance company. The company is based in Tampa, FL. Sun Financial Group was acquired by GATX Capital Corp. on November 16, 1995. | Finance |
John Hancock Variable Insurance Trust | Miscellaneous |
Oriental Bank
![]() Oriental Bank Savings BanksFinance Oriental Bank operates as a commercial bank. The company is engaged in providing commercial banking services. Oriental Bank is founded in 1994 and is headquartered in San Juan, Puerto Rico. | Finance |
Banco Popular de Puerto Rico
![]() Banco Popular de Puerto Rico Regional BanksFinance Banco Popular de Puerto Rico provides banking and financial services. It offers services in areas such as insurance, processing, investments, loans and credits. The company was founded in 1892 and is headquartered in San Juan, Puerto Rico. | Finance |