Jorge is an Associate in the Chicago office. He is responsible for client service and delivering tax and planning services.
Prior to joining Cerity Partners, Jorge was a fund accountant at The Northern Trust Company, performing investment accounting, valuation, and analysis for an array of investment vehicles. He has held positions in wealth management and financial counseling with both UBS and Ayco, a Goldman Sachs Company. His primary responsibilities included preparing investment, estate planning, and employee benefits reports.
Jorge earned his Bachelor of Business Administration, with a double major in Finance and Information Systems and a minor in International Business from Loyola University Chicago.
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