
Jerry Rodriguez
Jerry graduated with a Master of Business Administration from Florida International University. Jerry holds the Certified Financial Planner designation. Jerry is a Board Member with Florida International University Frost Art Museum, a Board Member with the Estate Planning Council of Greater Miami, and a Legacy Advisor with Nicklaus Childrenās Foundation. He also serves on the Professional Advisor Committee for the Coral Gables Community Foundation.
Jerry is a seasoned Investment Professional with over 25 years of experience in Portfolio Management, Client Management, Trading, Research and Analysis, Asset Allocation, and Business Development. Jerry has managed High and Ultra High Net-Worth Individuals, Trusts, Foundations, Institutional Clients, and Family Offices.
