Client Advisory

Biography

Marco Moreno Garcia is a Partner in the New York office and has over ten years of experience in the financial services industry.

Prior to joining Cerity Partners, Marco owned and managed Baja Wealth Advisors LLC a subsidiary of Cerity Partners that served Latin American clients with US Assets.

Marco has held various positions ranging from credit analyst, capital markets analyst to currency derivatives broker at various firms.

Education

  • BBA, Baruch College CUNY
  • Executive Program in Private Wealth Management from the University of Chicago Booth

Highlights

  • Member of the Regional Advisory Council of the Northeast Chapter of the US-Mexico Chamber of Commerce

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