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Biography

Juan is a Senior Associate in the New York office. He supports the client-facing team of the Executive Financial Counseling practice, which provides financial planning and tax preparation services to corporate executives.

Prior to joining Cerity Partners, Juan was a Credit Analyst Extern at CIBC and the Healthcare Sector Head for the University of Miami’s Student Managed Investment Fund.

Learn more about my practice.

Education

  • BBA in Finance and a Bermont-Carlin Scholar, University of Miami

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.