Ricardo is a Senior Associate in our New York office where he supports the firm’s Wealth Management practice. His primary responsibilities include assisting advisors with on-boarding new clients, acting as an on-going liaison between domestic and international clients, and administering quarterly client reporting process. Ricardo has over six years of experience in the financial services industry.
Prior to joining Cerity Partners, Ricardo was a Foreign Exchange Broker in the Latin American Desk at TP Icap.
Ricardo earned his B.A. in Economics from Drew University.
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